MAR
03

How to Upload Business Cards into Dynamics 365 for Sales

 

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.

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  2935 Hits
NOV
20

How To create a lead in Dynamics 365 for Sales

How To Create a Lead in Dynamics 365 for Sales

Leads are generated through many different sources, and it can be hard to keep track of them all. To be qualified or disqualified as a future sale a lead must go through the sales process. Dynamics 365 for Sales makes it easier to monitor leads and automate parts of the follow-up process. Get started by learning how to add a lead into Dynamics 365 for Sales.

1.Login to your Dynamics 365 for Sales System


2. Ensure that your Dynamics 365 for Sales dashboard has the sales module open. On the right-hand side, under the sales header, click on Leads.


3. After the leads screen has loaded, on the top navigation pane, click on the +New button.

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  3407 Hits
FEB
15

Build better relationships with Dynamics 365 for Customer Engagement

 

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
•Outlook Integration

Date: February 27, 2019
Time: 2:00PM - 3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

  3606 Hits
FEB
06

TRANSFORM THE WAY YOUR TEAM SELLS SERIES: CAPITALIZE ON OPPORTUNITIES




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

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  4761 Hits
FEB
19

WebSan University Introduces Microsoft Dynamics CRM Training Courses!

View our free webinarsSign up for a CRM course!Download a FREE CRM Demo

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.

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  7051 Hits
JAN
08

5 CRM Features Your Company Needs

Looking beyond the dozens of features that various CRM Systems have to offer, there are specific features which your CRM system must adequately provide to ensure your business is able to attract and retain customers successfully.  Here are 5 CRM Features your company needs and should look out for:

Remote Access

Your CRM System should give your employees access to customer information remotely from any location and device. Remote access is critical to obtain real-time information as well as provide your employees a way to update your CRM system with vital information on clients and partners.

Security

If you are a company where there is an overlap between departments in terms of roles and responsibilities, it would be easy for the wrong person to gain access to confidential information from your CRM system. It's important to put in measures which monitor what information is accessed through your CRM system. Additionally, encrypted access and a secure server is important if you're remotely accessing your company's real-time information from your CRM system.

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  6958 Hits
SEP
30

To CRM or not to CRM, that is the question!

There is much heated debate about CRM systems in the marketplace. Many companies have invested thousands, if not hundreds of thousands of dollars into a new CRM system that the sales reps won't touch with a 10-foot pole.

The funny irony is that all companies have customers and all companies have some way of keeping information in a spreadsheet or accounting system of who their customers are and some characteristics of that customer. So why is it so difficult for companies to make the quantum leap forward to formalize their CRM processes?

What companies need to keep in mind when looking to formalize their CRM practices with an investment in technology is that the technology should facilitate their sales process and improve key sales metrics like:

  • suspect to lead close ratios
  • sales revenue per rep
  • more effective use of marketing $

We specialize in both Salesforce.com and MS Dynamics CRM. Both are very capable systems, but what makes the difference is how the system is implemented and how it is inculcated into the organization to maximize adoption of the new system.

Contact us if you're thinking about an investment in CRM and we can help!

  11531 Hits

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