Ho Ho Ho! Winter is coming and soon it will be time to take the decorations out of the boxes and light up your homes and streets with twinkling lights. Although this holiday season is quiet, many of us think about the deadlines we have to meet before giving us a little rest. To help you get through that November doldrums, we’re launching an Inogic webinar marathon to help you automate and increase workplace efficiency and being more productive during the holiday season so more time is spent on holiday planning than worrying about restoring deleted CRM data or lead or document management.
Webinar 1 – No more cherry-picking – Automate Assignment of Leads/Cases in Microsoft Dynamics 365 CRM!
In this webinar, we covered how Lead Assignment and Distribution Automation, the popular Productivity App of Inogic, helps salespeople and marketers by systematically assigning or distributing the Leads generated from different sources to the respective Dynamics 365 CRM users. We also discussed the following features of Lead Assignment and Distribution Automation for Sales Process Automation
- Distributing leads/work items using Round Robin
- Assign leads/work Items based on individual user’s capacity
- Monitor and analyze assigned work leads/items and much more!
If you missed it, don’t worry! You can now watch the full recording of the webinar here.
Webinar 2 – QuickBooks Online and Dynamics 365 CRM Online integration- Get a 360-degree view of Customer Data!
In this webinar, we covered how InoLink the Preferred App on Microsoft AppSource, helps you integrate Microsoft Dynamics 365 CRM Online & QuickBooks Online to manage customer data and financial data on one platform. We also discussed the following touch points of InoLink:
- 360-degree view of customer accounting information right within your CRM
- Maintain data integrity across both Dynamics 365 CRM and QuickBooks
- Real-time processing of data from Microsoft Dynamics 365 CRM to QuickBooks
If you missed it, don’t worry! You can now watch the full recording of the webinar here.
Webinar 3 – Dynamics 365 Mailchimp integration – Unified View of Marketing insights for your sales!
In this webinar, we covered how our Preferred App on Microsoft AppSource-Marketing4Dynamics seamlessly integrates Microsoft Dynamics 365 CRM with Mailchimp along with their marketing statistics data to ensure quick and easy access to information without switching between the applications.
We also discussed the following touch points of Marketing4Dynamics
- Syncing CRM marketing lists and contacts with Mailchimp audiences
- Syncing campaign data from Mailchimp to CRM
- Getting a dashboard view of campaign performance within CRM
If you missed it, don’t worry! You can now watch the full recording of the webinar here.
Webinar 4 – Automate, Simplify & Manage Subscriptions, Recurring Billing & Tax Calculations in Dynamics 365 CRM
In this webinar, we covered how Inogic’s Microsoft AppSource preferred Subscription and Recurring Billing Management App can streamline all your sales activities with automated billing capabilities for automating your manual subscription needs.
We also had an in-depth demonstration of the following features:
- Define Multiple Plans, Add-ons & Pricing Models
- Manage Subscription Schedules & Recurring Billing Automation
- Real-time SAAS/Subscription Metrics Dashboard
If you missed it, don’t worry! You can now watch the full recording of the webinar here.
Webinar 5- 1 Click to Restore/Clone/Export – Boost your Dynamics 365 CRM productivity with just 1 Click!
In this webinar, we covered how you can get your daily routine mundane tasks done in just 1 click. Introducing our popular suite of 1 Click Productivity Apps – Click2Clone, Click2Export & Undo2Restore which also are Preferred Apps on Microsoft AppSource, Microsoft Dynamics 365 CRM users can automate processes and reduce their daily workload.
We also had an in-depth demonstration of the following features:
- Restore Deleted Dynamics 365 CRM records in one click
- Clone/Copy Dynamics 365 CRM records in one click
- Schedule, Export, and Email Reports/Templates in a single click
If you missed it, don’t worry! You can now watch the full recording of the webinar here.
To experience more of Inogic, you can always download a free trial of 15 days of our preferred apps from our website or Microsoft AppSource. For more details, a personalized free Demo, or other queries simply mail us at crm@inogic.com.
Let’s make these Holidays… Happy Holidays!