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UID:10000833-1767790800-1767794400@usteducation.org
SUMMARY:Using the Built-in CRM Functionality in Business Central
DESCRIPTION:This event is eligible for CPE Credit only~ \n  \nCourse Description:  \nMany companies implement Business Central without knowing there is CRM functionality within the product. This session will provide a brief overview of the setups and then dive into the functionality. Interactions allow you to track all correspondence with your prospects\, customers\, and vendors. Segments allow you to pinpoint your contacts for additional communications. Opportunities allow you to build your pipeline\, provide guidelines for managing the pipeline and view the progress of the opportunities in the pipeline. We will also discuss and demonstrate how this functionality is not just for the sales staff. Are you utilizing all this? Join this session to see how you can take advantage of the functionality you already own. \n  \nLearning Objectives: \nIdentify the core CRM features built into Business Central\, including Opportunity Management\, Interactions\, Segments\, and Campaigns. \nDemonstrate how to use Opportunity Management to track and evaluate pipeline progress for improved sales oversight. \nApply Interaction Tracking to document and retrieve communications across teams\, enhancing organizational visibility and coordination. \nUse Segments and Campaigns to target and execute communications and marketing efforts within Business Central. \n  \nTo Watch this Webinar on the Media Library CLICK HERE! \n 
URL:https://usteducation.org/event/using-the-built-in-crm-functionality-in-business-central-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95906420944
CATEGORIES:B2B/B2G,B2B/B2G IT,Business Strategy,Business Strategy,Growth/Sales,Growth/Sales,MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/11/Robb25.png
ORGANIZER;CN="Robb Delprado":MAILTO:rdelprado@llConsultingservices.com
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DTSTART;TZID=America/New_York:20211109T110000
DTEND;TZID=America/New_York:20211109T123000
DTSTAMP:20260407T220152
CREATED:20220328T190340Z
LAST-MODIFIED:20240531T213510Z
UID:10000052-1636455600-1636461000@usteducation.org
SUMMARY:How to Drive Performance Growth in Your Organization
DESCRIPTION:(C-Level topic)\nHow are we supposed to achieve higher performance when research shows best-selling management theories fail 70-90% of the time? Anthropology and evolutionary genetics reveal why and how to fix the problem.  Audiences leave with a new way of thinking for accelerating sales.\n\n\nLEARNING OBJECTIVES \n\n\n\nUnderstand why traditional strategic planning failure rates are very high in industry.\nLearn a new framework for your strategic planning process which is based on scientific and evidence-based research\nUnderstand how to separate strategy from tactics. \nLearn to use elements such as Strategic Intuition\, Creating a Compelling Saga\, and Stimulating Tribal-alignment.
URL:https://usteducation.org/event/how-to-drive-performance-growth-in-your-organization/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Business Strategy,Business Strategy,Business Strategy,Culture & Communication,Culture/Communication,Culture/Communication,Growth/Sales,Growth/Sales,Growth/Sales
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/03/BACKLOG-FOR-RELAUNCH-Eli-website-1200X600-px-24.png
ORGANIZER;CN="Don Schmincke":MAILTO:don@sagaleadership.com
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