Workshops
Sign up for one of our powerful workshops covering everything from business operations through sales and marketing to CRM.
Customized Workshops are available: We will design a workshop to meet your exact business needs (just ask us) – Accounting Software, Marketing, Leadership Skills, Project Management, and more…
Business Fitness & Technology Workshops
AI Literacy for Business
This interactive two-day workshop is designed for engineers, managers, and operations leaders in small to mid-sized companies (manufacturing or service) who want to understand AI without the hype. Participants learn what AI is (and is not), where it fits into design, engineering, service and manufacturing operations, and how it can be applied to improve quality, throughput, decision-making, and profitability. Through real-world business process examples, hands-on exercises, and team-based activities, attendees leave with a clear understanding of practical AI use cases and a 90-day action plan to responsibly apply AI as a business tool to drive measurable performance improvement and growth.
Business Fitness Boot Camp
The human body and the business body all have systems that need to be running at 100% to be healthy. In this intensive we will examine all of the business systems with the goal of creating and maintaining optimal business and personal health. As a business principal you will also learn that you’re much too important and must be at optimal health as well to benefit your business. Become the doctor to your business and understand how to monitor and manage you overall business health.
Business Operations Assessment Workshop
People, processes and technology are the key factors that dictate if a business is going to be successful and grow. We start by listening to what your issues and challenges are as well as your concerns. We then talk to key people in your organization and learn what they are doing, their challenges and how they see things. We then summarize our findings and present to you and your team a plan to address and resolve the issues with timeframes and costs. We give you the roadmap you need to resolve and improve operations. If needed we can help with many of the changes and getting the buy in from the people who are critical for success.
Business in the Cloud Workshop
Understand the advantages, disadvantages, and costs associated with running your business in the cloud. What about the software? While Network and Infrastructure are key focus areas with most cloud providers the software and unique ongoing needs of your business are most crucial in making this move payoff. How does this improve remote access and device independence?
On-Line Business Workshop
There are many products and services available to put your business on line. Which products are right for your business? Learn the landscape of products and types of solutions that are available and get some advice on which is best for our business. What strategy should you use when launching an e-business and how do you improve what you already have? What are the best resources to use and where to find them? Develop a plan and tasks and build resources needed to achieve the goals. Get a review of all your on line assets and how well they align with your go to market strategy, and learn the landscape and what changes are happening that impact you both now and in the future.
Managing Your Own Projects Workshop
Whether it’s IT and Business Software Projects or delivery of any product or service – Do you need an outsider to manage and deliver your projects on time and under budget? What are some simple methods and tools you can use to manage your projects as well as coordinate multiple initiatives that are going on at the same time? How do you staff your projects, manage the critical steps and estimate the proper amount of time needed to meet each deadline. Are you in over your head? Learn how to be successful every time when running a project.
The Sales Builder Workshop
The voice of your salespeople – what they think, what they are saying, what you need to know as the owner/manager, sales development plan – invest in your best.
The Marketing Breakthrough Workshop
Put your business on marketing steroids! Learn the many tools and methods available to improve lead generation, authority and content that gets rewarded organically and which ones will work for your type and size business. Services and products will be discussed in detail, as well as best fit for your business model. Understand how to build workflows and models to nurture prospects to successful conversion as clients.
The Marketing Machine (CRM)
Using Marketing and Lead Generation CRM Tools
– a hands on workshop –
Learn the tools that are available to automate your marketing activities and then actually use them in setting up your marketing machine. First we will survey the tools that are available discussing what features are available at what cost. Then we will develop a marketing strategy to determine your ideal target, establish a marketing calendar and plan, show you how to acquire names and lists, loading those lists into your software, creation of email campaigns, auto responders and nurturing methods as well as analytical tools. A complete soup to nuts approach on how to automate and supercharge your marketing efforts for the purpose of generating more sales leads for your business
Accounting & ERP Visioning Workshop
Is you’re Business Accounting Software helping you run your business or costing you more resources to manage it? What are your critical needs in a software solution? How do you remediate the gaps? What to look for if you are buying new or replacing your legacy business software? How streamlined is your business processes in regards to your business software. What resources are needed to successfully implement and maintain a business accounting software solution?
Customer Relationship Management (CRM) Visioning Workshop
It’s a big task automating your sales, marketing and customer service operations. Get help painting the finished picture and what steps and tasks are necessary to achieve your goals. A well-defined plan of action, analysis and insight will be built with the client. What options available and which is the best fit scenarios for your business.
Microsoft CRM User Boot Camp
Learn all you need to know to effectively implement, train, deploy, manage and run Microsoft CRM Software and all its available tools.
Microsoft Dynamics 365
Now that you’ve invested time and resources into your Microsoft Dynamics 365 solution, you’ll want to make sure that your users have appropriate knowledge of the application. Higher productivity brings greater profitability for your business. E3 provides both online and on-site classroom training as well as “train-the-trainer” instruction. We offer training on the Sales, Marketing, Customer Service and Administration areas of Microsoft Dynamics 365.
Marketing and Lead Generation Using CRM Tools
Learn the tools available to automate and set up your marketing machine. E3 will develop a marketing strategy to determine your ideal target, establish a marketing calendar and plan, show you how to acquire names and lists, loading those lists into your software, creation of email campaigns, auto responders and nurturing methods as well as analytical tools. A complete soup to nuts approach on how to automate and supercharge your marketing efforts for the purpose of generating more sales leads for your business.
Customer Service in Microsoft Dynamics 365
This course teaches you how to manage and track customer service activities, automate business processes, and enhance customer satisfaction using Microsoft Dynamics 365. You’ll learn to use reporting tools to identify trends, improve performance, and resolve issues efficiently.
E3 will also guide you in automating your marketing—developing a strategy, building campaigns, managing lists, setting up autoresponders, and using analytics to generate more leads and boost sales.
Customization & Configuration of Microsoft Dynamics 365
This seminar describes the techniques required for customizing Microsoft Dynamics 365 to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms, views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution. This training is intended for both novice and experienced customizers of Microsoft Dynamics 365 who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.
Sales Management in Microsoft Dynamics 365
This course introduces the capabilities of Sales Management in Microsoft Dynamics 365 that allow you to track and manage the sales process from potential to close. You’ll gain insight on sales process information and the tools available to analyze and report sales information. This course guides you through the tools that help make the internal processes simpler and easier so your sales force can focus on what is important – creating a differentiated experience for your customers. Topics will include metrics and goals, lead management, working with opportunity records, sales order processing, and sales analysis.
Ready to Grow Your Business?
E3 Consulting helps small to mid-sized manufacturers achieve clarity, control, and growth.
Schedule your complimentary consultation today and discover how to align your people, processes, and technology for measurable success.