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B117: B2B Cloud Commerce for the D365 Enterprise – 5 Steps to Deeper Customer Interactions & Sales Analytics - Shared screen with speaker view
James T. Riley
34:47
CAE
Erin Weeks
34:48
CAE, please!
Kim Blankenship
34:50
Both
Arnyae Neal
34:51
Yes CAE credits
Ken Bricker
34:51
CPE Please
Debbie Robichaud
34:52
I'd like CAE, please.
Arnyae Neal
35:23
How can we integrate this into our current model
James T. Riley
35:32
I’m just looking to broaden my understanding of this topic to make me more well rounded at my association.
Arnyae Neal
35:34
Yes!!
Erin Weeks
35:56
Ditto James! Assist in creating more efficiencies for our recruitment. :)
Debbie Robichaud
36:16
I'm most interested in learning how to increase ROI with the use of AI.
Kim Blankenship
36:54
To get better idea of how it works and how to incorporate it in everyday life at our association, increase ROI and customer engagement
Kim Blankenship
39:35
Website, email, phone and mailings
Arnyae Neal
39:44
To me it seems to be a combo
James T. Riley
40:06
Everything plus increasingly social media now.
James T. Riley
41:05
We have a page on our website. No special name for it.
Erin Weeks
41:05
"Style shop" and no idea!
Ken Bricker
41:14
None.
Willliam Duncan, UST
41:16
POLLING QUESTION FOR CAE/CPE CREDIT
Kim Blankenship
41:17
Website
Kim Blankenship
41:46
Fonteva a sales force bases and we do a lot of marketing
Debbie Robichaud
45:03
Both
Arnyae Neal
45:09
Both
Ken Bricker
45:16
Business.
James T. Riley
45:18
Both
Kim Blankenship
45:27
Both, we sell to customers & indiviauls
Willliam Duncan, UST
45:35
POLLING QUESTION #2 FOR CPE/CAE CREDIT
Erin Weeks
45:59
Primarily individuals
Kim Blankenship
46:05
Customer is our member and we sell to their employees as well. Not to general public
Erin Weeks
46:17
(Members) / some companies / general public
James T. Riley
54:14
Services
Debbie Robichaud
54:15
Both
Erin Weeks
54:17
Both
Willliam Duncan, UST
54:22
POLLING QUESTION #3 FOR CAE/CPE CREDIT
Arnyae Neal
54:30
We sell both an intangible product and services
Kim Blankenship
54:40
Services, training
Ken Bricker
54:43
Consulting services to government contractors.
Willliam Duncan, UST
01:00:07
POLLING QUESTION #4 FOR CAE/CPE CREDIT
Kim Blankenship
01:00:19
Budget is some areas
James T. Riley
01:00:26
I think it is an issue of not having an easily accessible platform for our sales.
Arnyae Neal
01:00:38
I think our platform is ok
Ken Bricker
01:00:43
Too many platforms.
Erin Weeks
01:01:07
Lack of understanding of customer
Debbie Robichaud
01:01:14
Budget first. Second issue is inability of members to use associated technology, IE, online communities
James T. Riley
01:02:14
Yes, Debbie. Agree with regard to member ability as well!
Kim Blankenship
01:03:15
Educating customers so they will use online communties
Willliam Duncan, UST
01:05:03
POLLING QUESTION #5 FOR CAE/CPE CREDIT
Erin Weeks
01:05:16
I have no idea.
James T. Riley
01:05:16
We have a consultant that we use for our finances.
Debbie Robichaud
01:05:34
QuickBooks
Ken Bricker
01:05:37
QuickBooks.
Kim Blankenship
01:05:42
QuickBooks, match it Fonteva reports
Erin Weeks
01:05:45
Bill.com / Intacct
James T. Riley
01:05:49
Our database Nimble
Arnyae Neal
01:05:54
Bill.com
Kim Blankenship
01:05:56
Also use Bill.com
Ken Bricker
01:12:21
Yes.
James T. Riley
01:12:22
Yes
Arnyae Neal
01:12:26
Yes
Debbie Robichaud
01:12:29
Yes
Erin Weeks
01:12:29
Yes!
Willliam Duncan, UST
01:12:39
POLLING QUESTION #6 FOR CAE/CPE CREDIT
Kim Blankenship
01:12:41
Yes
Willliam Duncan, UST
01:12:52
POLLING QUESTION #7 FOR CAE/CPE CREDIT
Erin Weeks
01:12:54
CC only (I think)
Debbie Robichaud
01:12:56
Credit card only
James T. Riley
01:12:59
Credit Card and ACH. Not sure about Apple or Android.
Ken Bricker
01:13:03
Yes.
Kim Blankenship
01:13:13
ACH or wire transfer, Check and CC
Arnyae Neal
01:13:14
Yes no apple and Android
Willliam Duncan, UST
01:16:56
POLLING QUESTION #8 FOR CAE/CPE CREDIT
Erin Weeks
01:16:59
No, very few physical products
Ken Bricker
01:17:07
Not applicable.
James T. Riley
01:17:08
We do not sell physical items, so there is no limit on inventory of services or electronic items.
Kim Blankenship
01:17:11
No real inventory or no limit on the inventory we offer
Arnyae Neal
01:17:54
No tangible product
Willliam Duncan, UST
01:21:00
POLLING QUESTION #9 FOR CAE/CPE CREDIT
Erin Weeks
01:21:01
… … NA
James T. Riley
01:21:07
Unsure
Ken Bricker
01:21:09
Purely experience.
Arnyae Neal
01:21:17
We view transactions daily
Kim Blankenship
01:21:18
Reports from Fonteva - Sales Force based product
Erin Weeks
01:21:18
(Okay, lie - database tracking is the closest we have)
James T. Riley
01:21:36
Yes, database would be for us, too.
James T. Riley
01:26:13
Do not use
Willliam Duncan, UST
01:26:18
POLLING QUESTION #10 FOR CAE/CPE CREDIT
Debbie Robichaud
01:26:19
I'm not aware if we have a tool.
Erin Weeks
01:26:24
None.
Ken Bricker
01:26:28
Excel spreadsheets.
Kim Blankenship
01:26:39
I use excel spreadsheets
Kim Blankenship
01:36:00
Some Platforms have a user min
Debbie Robichaud
01:36:24
Thank you Asis and Jen. This was a great session. Our challenge is finding balance with integrating technology and utilization.
James T. Riley
01:36:54
There are ways to make thing simpler than how we have always done it.
James T. Riley
01:37:00
Thank you, Asis.
Ken Bricker
01:37:08
Thank you.
Erin Weeks
01:37:13
I need to learn a lot more about how my organization interacts with the client side (individual and company) to determine where we could provide simple, but effective changes
Willliam Duncan, UST
01:38:35
Jenni Glaze:Jenni@USTranscorp.com
Willliam Duncan, UST
01:38:54
Julie Duncan:Julie@USTranscorp.com
Kim Blankenship
01:38:56
Thank you to everyone! Integrating Tech and utilization, making it sound so easy
Erin Weeks
01:39:10
Thank you!
James T. Riley
01:39:20
Thank you.