6.2.21 | Modernizing Customer Relationship Management with Software | Webinar

6.2.21 | Modernizing Customer Relationship Management with Software | Webinar

 

LUTZ BUSINESS INSIGHTS

 

AM I READY TO SELL MY BUSINESS?

Modernizing Customer Relationship Management with Software

6.2.21 | 11:30AM – 12:30PM | Webinar

Platforms such as Microsoft Dynamics and SalesForce are helping businesses streamline communication, sales, operations, and finance, but implementing these systems can be challenging. In this presentation, Ryan Wade of Lutz Tech will highlight the benefits of modern ERP and CRM systems and what you need to know before choosing a solution.

Key Takeaways:

  • Benefits of using software to streamline communications, sales, operations, and finance.
  • Risks of implementing a CRM or ERP.
  • A highlight of popular software such as Hubspot, SalesForce, and Microsoft Dynamics.
  • Tips for evaluating if your company needs this type of software and when to get started.

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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7.28.21 | Best Practices for Creating & Adopting a Remote Work Policy | Webinar

7.28.21 | Best Practices for Creating & Adopting a Remote Work Policy | Webinar

 

LUTZ BUSINESS INSIGHTS

 

BEST PRACTICES FOR CREATING & ADOPTING A REMOTE WORK POLICY

7.28.21 | Best Practices for Creating & Adopting a Remote Work Policy | Webinar

Many businesses were forced to adapt to working remotely during the COVID-19 pandemic. As the crisis begins to slow, organizations have seen benefits of remote work and many are considering permanently adopting these practices. In this presentation, Stephanie Hand and Chris Bouchard will offer tips and considerations for businesses looking to adopt or enhance their remote work policies to ensure employees, employers, and the organization continue to operate effectively going forward.

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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Toll-Free: 866.577.0780Privacy Policy | All Content © Lutz & Company, PC 2021

8.4.21 | Office 365 Spotlight: OneNote | Webinar

8.4.21 | Office 365 Spotlight: OneNote | Webinar

 

LUTZ BUSINESS INSIGHTS

 

Office 365 Spotlight

Office 365 Spotlight: OneNote

8.4.21 | 12:00PM – 12:30PM | Webinar

OneNote is the premium note-taking application offered by Microsoft for users looking to create different types of content. What makes it unique? OneNote allows users to pin inspirational videos, images, articles, and leave notes within a single platform to enable creative collaboration in real-time. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech will cover the features and benefits of OneNote and how your business can best leverage its innovative multi-media sharing functionalities.

Key Takeaways:

  • Microsoft OneNote Overview
  • Benefits of Using OneNote Individually and as a Team
  • How to Get Started with OneNote

Who Should Attend: Office 365 Users

Seminar Level: Beginner

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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Toll-Free: 866.577.0780Privacy Policy | All Content © Lutz & Company, PC 2021

8.4.21 | Office 365 Spotlight: OneNote | Webinar

10.6.21 | Office 365 Spotlight: Excel | Webinar

 

LUTZ BUSINESS INSIGHTS

 

Office 365 Spotlight

Office 365 Spotlight: Excel

10.6.21 | 12:00PM – 12:30PM | Webinar

Excel is one of the most common Microsoft platforms and the first choice of many for data storage, calculation, and analysis. While we are all familiar with it, it is not always the simplest tool to understand. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech, and Controller, Matt Storm, will cover the common features and benefits of Excel as well as tips and tricks for utilizing some of its more complicated components to optimize your business’s data.

 

Key Takeaways:

  • Microsoft Excel Overview
  • Benefits of Using Microsoft Excel
  • How to Get Started with Microsoft Excel

Who Should Attend: Office 365 Users

Seminar Level: Intermediate

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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Toll-Free: 866.577.0780Privacy Policy | All Content © Lutz & Company, PC 2021

8.4.21 | Office 365 Spotlight: OneNote | Webinar

12.15.21 | Office 365 Spotlight: Planner | Webinar

 

LUTZ BUSINESS INSIGHTS

 

Office 365 Spotlight

Office 365 Spotlight: Planner

12.15.21 | 12:00PM – 12:30PM | Webinar

Looking to better manage projects and tasks across teams and departments? Microsoft Planner is the solution for you. Planner helps teams create plans, assign tasks, share files, and receive updates on progress in real-time. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech will cover the features and benefits of Planner and offer tips your team can utilize to better communicate, collaborate, and stay organized through this tool.

Key Takeaways:

  • Microsoft Planner Overview
  • Benefits of Using Planner
  • How to Get Started with Planner

Who Should Attend: Office 365 Users

Seminar Level: Beginner

RECENT POSTS

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

About UsOur Team | Events | Careers | Locations

Toll-Free: 866.577.0780Privacy Policy | All Content © Lutz & Company, PC 2021