As a user of Microsoft Dynamics CRM for Oil & Gas you are always looking to improve your skills, efficiency and use of CRM. In our CRM for Oil & Gas User Group 30 minute on-demand webinars we will answer your questions on how to use specific functionality within the CRM for Oil & Gas product (“How Do I…”) but also provide insight around specific features each month like Advanced Find, Dashboards, Sales Process, Activity Tracking and More.

 

User Group Webinars On-Demand

Sign up for the next Ledgeview Partners webinar

 

On-Demand: CRM for Oil & Gas User Group – Dec. 2018

Featured Training Topic: Utilizing the Correct Reports

There’s A LOT to be said about utilizing the correct Reports in your CRM for Oil and Gas Solution, and, when it comes down to it, there’s no one better to take you through a deep-dive into this focus than our own Steve Reybrock!

Reybrock provides a thorough analysis of everything you could want to know about utilizing the correct Reports within your system, in this new user group webinar.

On-Demand: CRM for Oil & Gas User Group – Oct. 2018

Featured Training Topic: Share of Wallet

Share of Wallet is a metric used to calculate the percentage of a customer’s spending on a product type or service that goes to a particular company. Ideally, you want the majority of their spending to be going to your business, or, even better – all of their spending!

When you’re interested in learning more about how to use Share of Wallet in CRM to reach your full potential and beat out your competition, watch this exciting CRM for Oil and Gas User Group Webinar!

Gaining High User Adoption with CRM for Oil and Gas

Is CRM living up to the hype and doing what you expected? Is your team doing what is expected with CRM? Are you taking advantage of all the features CRM has to offer or are they still on the “later” list? Are you aware of all the features in CRM?

In this on-demand webinar specifically for Oil and Gas Owners, Managers, and Powers Users (if you have them), Steve Reybrock from Ledgeview Partners will focus on how to increase User Adoption across your organization – from that newest CRM user, all the way to the most veteran user on your team, but it all starts with you to set the CRM tone and how it will be used. Steve will also do a review of all the main features in CRM so you know what’s available.

On-Demand: CRM for Oil & Gas User Group – March 2018

Featured Training Topic: Gap to Goals

 

On-Demand: CRM for Oil & Gas User Group – January 2018

Featured Training Topic:  Mastering Advanced Find

On-Demand: CRM for Oil & Gas User Group – October 2017

Featured Training Topic  Utilizing Outlook/Email with CRM

On-Demand: CRM for Oil & Gas User Group – August 2017

Featured Training Topic: Navigation in Dynamics 365 and the Sales Process including Fallback for Opportunities

 

On-Demand: CRM for Oil & Gas User Group – May 2017

Featured Training Topic: Equipment Tracking and Fuel Price Notifications

On-Demand: CRM for Oil & Gas User Group – March 2017

Featured Training Topic: Using Reports in CRM

On-Demand: CRM for Oil & Gas User Group – January 2017

Featured Training Topic: CRM New Year Resolutions

On-Demand: CRM for Oil & Gas User Group – September 2016

Featured Training Topic: Advanced Find

On-Demand: CRM for Oil & Gas User Group – July 2016

Featured Training Topic: User Adoption

On-Demand: CRM for Oil & Gas User Group – July 2016

Featured Training Topic: User Adoption

On-Demand: CRM for Oil & Gas User Group – June 2016

Featured Training Topic: Activities and Activity Management

On-Demand: CRM for Oil & Gas User Group – May 2016

Featured Training Topic: Using the Microsoft Outlook Client

On-Demand: CRM for Oil & Gas User Group – April 2016

Featured Training Topic: Dashboards

CRM Training Videos Available

CRM for Oil and Gas (CRM User) Training Video (1:28:44)

CRM for Oil and Gas (Sales Manager) Training Video (1:46:25)