HOW TO UPLOAD BUSINESS CARDS INTO DYNAMICS 365 FOR SALES
The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead into the system. It’s also common for prospects to provide their business cards which can get lost or misplaced amongst other piles of paperwork. With the help of Dynamics 365 for Sales a Business Card can be added into the Dynamics 365 for Sales for safe keeping. Follow the steps below to add a business card into the profile or a new lead or a new contact.
1. Ensure that you’ve been assigned the Common Data Service User role.
2. Login to the Dynamics 365 for Sales environment.
3. Click on the Quick Add Button on the top right navigation pane and click on Lead or Contact.
4. Once the Quick Create pop-up appears click on the Scan Business Card button.
5. If you are accessing Dynamics 365 for Sales using the web browser it will ask you to upload an image of the business card.
6. Select the business card you want to add into the system and then fill in all the missing information. Don’t forget that the only two *REQUIRED fields to create a lead are the Topic and Last Name in order to create a lead. All the other fields can be edited at a later date. Once you’ve filled in all the required information click on Save and Close.
7. So now if we go into our Leads on the right-hand side navigation pane, we can see that the lead has been added into Dynamics 365 for Sales.
8. If you open the newly added lead and scroll all the way down to the bottom of the profile that is where the Business Card is being stored.
Build better relationships with Dynamics 365 for Customer Engagement
Our Build better relationships with Dynamics 365 for Customer Engagement webinar will give you the foundation needed in order to learn more about Microsoft Dynamics 365 for Customer Engagement. See how easy it is to build relationships with CRM data located in an easy to use platform. This data can then be displayed using the Embedded Insights Navigator and then used to improve the current sales process. Attend our webinar and learn about this and other functionality for Microsoft Dynamics 365 for Customer Engagement such as:
•Customer Service Hub
•LinkedIn Sales Navigator
Date: February 27, 2019
Time: 2:00PM - 3:00PM EST
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
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
WebSan Solutions is taking their Dynamics curriculum to the next level, by offering training in Dynamics CRM!
We’ve received a lot of praise from the Dynamics community for our GP course catalogue, so we decided to create a CRM training catalogue.
Our Learning Management System provides you with interactive material, such as videos, tests, documents as well as video conferencing that will accelerate the process of learning Microsoft Dynamics.
Get trained in WebSan University and gain the skills needed to help your businesses automate their customer relationship management.
- Microsoft Dynamics CRM Overview
- Microsoft Dynamics CRM – Sales Module
- Microsoft Dynamics CRM – Dashboard, Charts and Views
- More courses coming soon!
Get Our Special Offer:
Natalie Williams, Marketing Manager, WebSan Solutions Inc., an Ontario Business Achievement Award 2014 Finalist
There are always plenty of things to consider before purchasing a new system for your business and CRM solutions are not an exception.
What is CRM?
CRM stands for Customer Relationship Management and is used to refer to a system whereby a company's interactions with current and prospective customers are closely managed. It typically involves using technology to organize, synchronize and automate such disciplines as sales and marketing, tech support and customer service. Often CRM systems will be active and monitoring many different networks for marketing campaigns. Also, they can closely and accurately track customer habits and persuasions through customer clicks and traffic.
Physical places where customer relationship management is often and most heavily used include but are not limited to, banks, call centers, social media, operation centers and customer data query centers.
Ten things to consider
Well now that you have a basic understanding of what a CRM actually is, you can now consider some very important things before purchasing a customer relationship management system of your own:
- Make sure you and your team of employees understand how to use it. Your CRM system will be of little use if you don’t know how to use it.
- Understand what features you need and never buy fluff. This may sound like the most obvious point in the world, but often people don't always read carefully every feature included in a package deal.
- Consider carefully how the CRM system will improve efficiency, or if it even will do that at all.
- Make sure that you acquire mobile tools. These days, very few people are working in one set location at their job the entire time, even if in an office job. The more mobile friendly, the better the system will be.
- Know your hardware requirements before you buy.
- Make sure the CRM system doesn't operate in a vacuum - businesses certainly don't.
- Try the system before you buy it to confirm it meets your company’s individual needs.
- Make sure you can see and understand the results as shown. Your CRM will be of absolutely no use to your organization, if you use the system itself, but don’t understand the information it provides.
- Motivate your team to get excited about the new software. Not only will they be more inclined to use it, but also they will be doing it more effectively. So try to generate some hype before introducing it to your team.
- Will it grow with your company? Look at the future and make sure that the technology you are using isn’t verging on the rim of extinction. Your new CRM system be able to support your growth plans.
WebSan Solutions Inc. is a Microsoft Dynamics Certified Partner and IT consulting and solutions provider. With over a decade of experience in Microsoft Dynamics GP and CRM solutions, our team of experts will help you make the right decision about your new CRM system and transform your business.
If you are in the market for a Customer Relationship Management (CRM) system or you are just not satisfied with your current CRM solution, then you should consider Microsoft Dynamics CRM for the following reasons:
One of the main advantages of Microsoft Dynamics CRM is its familiar look and feel. If you are using Microsoft Outlook and/or Microsoft Internet Explorer, then you will find Dynamics CRM's interface very user-friendly. Research has proven that employees spend a significant amount of time daily using their Microsoft Outlook account. Compared to other CRM vendors, Microsoft doesn’t have to worry about integrating Dynamics CRM to Outlook because this is an inherent feature of Microsoft’s CRM solution.
Another reason to consider Microsoft Dynamics CRM for your business needs is flexibility. Not only can the system be customized to support your tailored needs but also the total cost of ownership (TOC) provides the best value in the market.
Last but not least, Microsoft Dynamics CRM offers a unified customer experience, connecting your employees around the world and empowering them with an integrated yet localized set of tools for success.
WebSan Solutions offers a robust hosted Microsoft Dynamics CRM solution along with other integrated, end-to-end business solutions.
Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013
Since Microsoft has released an update to its Dynamics CRM Online software, they decided to add a new capability to its system. Skype is a service that allows back and forth communication with people by voice and video using a microphone and a webcam, and instant messaging over the Internet.
Users could make Skype calls when using Dynamics CRM. Microsoft has said that this new feature will "Guide sales and service professionals through predefined lead, opportunity and case-management processes."
But users aren’t forced to use the Skype application. You have the option of “opting in or out” of this new feature. Microsoft understands that their users might prefer to use the Outlook interface instead.
Microsoft has also stated that this new update includes support for Firefox, Chrome Browsers on Windows PC and Safari on Macs. The update also includes more integration with Bing Maps that will create addresses and other information about prospects and leads. In mid-2013, Microsoft is preparing to run a mobile version of CRM on Windows 8 and iPad devices.
Microsoft is moving in the right direction integrating customer relationship management with social media. This is a great way to stay connected and to maintain relationships, whether it’s a B2B or B2C relationship.
Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner