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Most companies have two main parts for their customer lifecycle; customer acquisition and service delivery. During the customer acquisition phase, the salesperson is very active in gaining the customer’s trust, after the customer decides to purchase the service/product, it’s your job to provide value, and trust that has been promised to them, this opportunity can be changed to won within your Microsoft Dynamics CRM system; however, if they didn’t follow through with the purchase they became a lost opportunity. During the service delivery phrase, the product/service is being delivered, and then there is no more interaction with the salesperson they trusted, but instead systems, automatic emails, and customer service.

The point here is that after the customer purchased the product/service, the salesperson has an opportunity to nurture their clients and turn them into long-term clients. They didn’t just buy the product or the service; they also bought the trust and bond that that was established through time, and this relationship should not be taken for granted. The moment a customer feels like their trust has been violated they’re going to look elsewhere for their products/services.

In Microsoft Dynamics for Sales once an opportunity has turned into a won-opportunity the company name can be added as an account. The actual client is added as a contact, and future interactions are quick and easy. Sending them personalized emails right from the system to check in on them, make sure the product/service is working out, and how you can help them in the future. When you use Microsoft Dynamics for Sales, there is no reason why any customers, new or old, ever feel like their left in the dark. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Download our Dynamics 365 for Sales Demo

Engage team members across your entire organization and fuel some friendly competition around the water cooler with Microsoft Dynamics 365 Gamification!

Gamification is the idea of using ‘gaming’ to turn work into play. And Microsoft Dynamics 365 Gamification does just that by engaging and motivating people to achieve their goals through friendly competition. Not only is it a fun way to lighten the mood around goal setting, gamification is also shown to lead to increased organizational performance, productivity, and adoption of business applications.

So what are you waiting for…Ditch the spreadsheets and launch a new approach to setting and meeting (and ultimately exceeding) sales and service goals!

The webinar will focus on the following:

  • Why Gamification? And how to keep it fun and engaging!
  • Explore the different Gaming Models
  • All heads on deck - Get everyone in the Game
  • Participation has its benefits - Game Awards

    Date: Thursday, January 28, 2018
    Time: 11:00 am – 11:30 am EST

View the webinar here!

 

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

 




It’s vital to capitalize on opportunities and convert leads successfully in order to run a successful business. Relationship selling is a must, and Microsoft Dynamics 365 for Sales is there to help. The customer wants to feel appreciated and their business makes a difference. Finding someone to sell them something is easy, but what they really want is someone to guide them to make the best decision. It’s your duty to build rapport with the customer to uncover their needs, and remember, no two customers are ever the same.

As your company continues to grow, this statement will become more and more accurate. New opportunities are always going through the funnel and you need to make sure that you’re ready with the right tools to assist all the new and existing customers. Microsoft Dynamics 365 for Sales allows you to create individual records for each of your opportunities. This allows you to follow-up with your customers in real-time and makes sure you capitalize on all opportunities, so none fall through the cracks.

Microsoft Dynamics 365 for Sales allows you to create profiles for each opportunity and then organize them accordingly. Once the opportunity has been created, you can document and record all of the interactions, notes, and reminders you might need to re-engage in the future. No matter where the opportunity is in the sales process, tasks and events can be crated on the spot to remind you when to reach out to the customer again.

Having a Microsoft Dynamics 365 for Sales system in place will help your company not only organize your leads but make sure to capitalize on each opportunity. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Download our Dynamics 365 for Sales Demo

 

 

 

If it was only as easy as 1,2,3.

At the end of the day, everybody needs customers. Whether it’s a B2B company or a B2C company you need to have some demand for your product or services that you provide. You need to get your name out to the masses somehow, you need to have a website, blog, and your company needs to be on every social media platform out there so people can find you.

Though it can be challenging to identify the right lead, B.A.N.T. is one of the more reliable lead ranking strategies. While your salesperson is on the phone with the new lead, they should go through the B.A.N.T. process to determine the quality of the lead. Here’s a breakdown of B.A.N.T:


B stands for budget, everybody wants something, but do they have the financial capacity afford what they want in a CRM system? If not, is there another solution that your company can offer them?

A is for authority, how high are they in the decision-making chain? Are they just a salesperson or the owner of the company?

N is for need, is your product going to solve a problem? Is there a need for a new solution?

Finally, T stands for time, Is there a set day a decision needs to be made by?

 

With Microsoft Dynamics 365 for Sales, you can have all of your social media leads funnelled into one system and organize them by source and assign them to the correct agents. When your agent receives a lead, an automated email is sent out to inform a salesperson when to follow up with a lead in real-time.

The question of the matter is, how do you know that this new lead will be the right lead for your business? Or should your salesperson focus on the next lead?

http://www.websan.com/demo/dynamics-crm and see what this system can do. Stay in tuned until next week when we post the third part of our “Transform the Way Your Team Sells Series.” 

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Download our Dynamics 365 for Sales Demo

 

 

Microsoft Dynamics NAV is a complete enterprise resource planning (ERP) software solution for mid-sized organizations that is fast to implement, easy to configure and simple to use.

With each new Dynamics NAV release, Microsoft introduces the latest and greatest feature sets, offering us more ways to customize and administer our environment “out of the box.” Sign up today to reserve your seat.

The webinar will focus on the following topics:

  • Employees Tasks
  • Power BI Reporting
  • New Posting Setup
  • Bulk posting of orders, invoices and credit memos

Date: Thursday, January 25, 2018

Time: 11:00 am – 11:30 am EST

View the webinar here!

 

As an added bonus, here are some more features that are available in Dynamics NAV 2018:

Preconfigured Excel Reports

The Business and Accountant Role Centers have a new option in the ribbon for Excel Templates. From the Excel Templates list, users can choose a pre-configured report that is ready to print from Excel.

Setup and Extensions

From the list of actions, you can open setup pages, either assisted or manual, and you can open setup pages for service connections and extensions. Third party extension providers can add actions to the list.

Posting directly to general ledger accounts from documents

If you need to add an additional fee or service of some kind to a sales or purchase document, but the item isn’t in your item catalog, you can now add it on the fly in the document and post the revenue to the correct general ledger accounting from the document lines.

webinar email

Natalie Williams, Marketing Manager, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

123

Picture This.

It’s a lovely Tuesday afternoon, and the sun is shining birds are singing as you are packing up your car to go to your first meeting. As a business owner, there is no such thing as a 9-5 schedule but today seems possible, you only have two meetings today and maybe even have time to make a pit stop to the office.

After your first meeting, you realized that you missed a call from the office and tried calling back, but there is no answer. Your first meeting took a little longer than normal, and you’re running a little behind schedule, so you check your email just to double check and no luck. Once you have finished with the second meeting you check again to see if there is anything and finally there is an email from one of your employees about a possible lead that wants to schedule up something today.

Now you are running behind schedule even more now cause the last meeting took longer than expected with a whole bunch of questions. Now, as you’re on route to your “final” meeting you try following up with this lead and no answer on the phone call and you send them a quick email right before you walk into your third meeting. The final meeting ends and as you check your email, you see that they had an opening for today but are booked until Friday and could book something then. You realize that you could be Missing Opportunities.

We are in the year 2018, the time of digital transformation and moving to the cloud; missing opportunities is not an option anymore. With the hectic life of a business owner, you need something that can help you and your company work in harmony and work more in sync. With Microsoft Dynamics 365 for Sales your team can add a lead into your system with little information and you can get a notification about the new lead.

With Microsoft Dynamics 365 for Sales, you could contact them in real-time and add any additional information or notes to the lead record. The tools and modules within the system can be customized to your business needs. Adding tasks such as a phone call, meeting or even just an email can all be documented and logged in the system for future reference. Being a business owner is a lot of work, you need something that will make the work easier for you and Microsoft Dynamics 365 for Sales is there to help you and your company stay on top of your potential future business.

Microsoft Dynamics 365 for Sales is recommended for any business owner looking to grow their company and take it to the next level. With someone like yourself, who is always on the go the Microsoft Dynamics 365 for Sales will keep up with you, and work on your schedule to help keep your business growing. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.

Download our Dynamics 365 for Sales Demo

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

Wednesday, 10 January 2018 16:40

Bob Scott’s VAR Stars 2017 Announced

Written by

WebSan Solutions Inc. has been selected as a member of the Bob Scott’s VAR Stars for 2017 for the fourth consecutive year. The group of 100 organizations are honored for their accomplishments in the field of midmarket financial software.

Members of the VAR Stars were selected based on factors such growth, industry leadership and recognition, and innovation. Selection is not based on revenue and those firms chosen represent a wide range of size and many different software publishers of accounting software.

“To be amongst such great company and to be a member of VAR Stars for the fourth year is an honour. For me, it validates the hard work and effort our business puts into achieving great results.” Said Andrew King, Managing Director of WebSan Solutions Inc.

“Each year, 100 VAR Stars are picked from the best organizations that market financial software. It is always an honor to recognize those who contribute to the development of our business,” Bob Scott said.

About WebSan Solutions Inc.

WebSan Solutions Inc. is a multi-award winning company recognized for its top-notch customer service and software solutions. With both offices in both Toronto, Canada, and Indiana, USA, we are a premier Microsoft Dynamics Certified Partner and IT consulting and solutions provider. As the Largest Hosting Provider for Microsoft Dynamics in Canada and with over a decade of experience in Enterprise Software solutions, online business and financial accounting software, the experts at WebSan know how to help you transform your business.

About Bob Scott

Bob Scott has been informing and entertaining the mid-market financial software community via his email newsletters for 17 years. He has published this information via the “Bob Scott’s Insights” newsletter and website since 2009. He has covered this market for more than 25 years through print and electronic publications, first as technology editor of Accounting Today and then as the Editor of Accounting Technology from 1997 through 2009. He has covered the traditional tax and accounting profession during the same time and has continued to address that market as executive editor of the Progressive Accountant since 2009.

About PMG360, Inc.

Bob Scott’s Insights and the Progressive Accountant are published by PMG360. PMG370 (www.pmg360.com) is a leading online media company. We provide business-to-business (B2B) marketers and media planners unparalleled access to a highly qualified and engaged audience through their portfolio of lead generation programs, industry-specific Web sites, email newsletters, Web seminars, live events, podcasts, content/reviews, custom publishing and direct marketing databases focusing on the nonprofit, healthcare and accounting professionals.