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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

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Published in Dynamics 365

MS Dynamics CRM vs SalesforceSign up for a free CRM course!Download a FREE CRM Demo

Microsoft Dynamics CRM is a fast, flexible and reliable CRM solution that helps manage customer information across different functions such as Marketing, Sales and Service. Here are the top 5 ways Microsoft Dynamics CRM can benefit your business:

1.Integration with Microsoft Office and Office Outlook

Microsoft Dynamics CRM easily integrates with tools like Microsoft Word, Excel and Office Outlook. With the system’s familiar and user-friendly interface, employees can efficiently pull information and gain quick access to the data they need.

2. Adaptable Dashboards

The dashboards feature adapts to job functions and each user’s preferences providing a real-time, overall view of business areas from lead generation, pre-sale to customer service. Users can also customize dashboards depending on the functionality that is most needed. 

3.Data Storage and Hosting

Microsoft Dynamics CRM uses the cloud to store data, making it easy for your business to grow, and to support users who are working off-site. Users can access data at any time, from any location, using your mobile, desktop or laptop, making information readily and steadily available.  

4.Personalized Customer Service

One of the keys to running a successful organization is having the ability to understand customer needs across every channel and to assess how to deliver the best care in support of these needs. Microsoft Dynamics CRM allows users to create, assign, and manage customer service via phone, email, Web and in-person, making customer service personalized to fit individual needs.  

5.Social Tools

In September 2014, The Sprout Social Index reported that the volume of customer requests via social media have increased by 77%. With Microsoft Dynamics CRM’s integration with social media, users can easily find social insights about their brand and connect with customers, prospects and partners within the system.

To learn more about how Microsoft Dynamics CRM can help support your business, download our free interactive demo! 

Download our free Dynamics CRM interactive demo

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics CRM

Today companies struggle with a volume of information that has the force of a tidal wave. You can either float or sink into that wave, depending on whether or not you can leverage the exponential growth of business data.

The current thinking around big data though, tends to be built around a very simplistic model. According to that, you acquire large amounts of data in lots of formats from various sources. Then apply some business intelligence into that mix and get your solution. However, this data has to make sense and be as simple as possible.

Using Enterprise resource planning (ERP) solutions, such as Microsoft Dynamics GP, will make it easier for you to capture important data and turn it into actionable insight. It goes without saying that this solution is user-friendly and easy to learn, like other commonly used Microsoft products. MS Dynamics GP will help you collect and manage data related to accounting, finance, human resources, supply chain and other core business functions. Moreover, if you incorporate customer relationship management (CRM) software to your business, you can add customer data, e-commerce, and social media statistics.

The data collected in Dynamics GP and CRM software solutions can identify top-selling products, what time of the day or year products sell most or least and who is buying your products. Companies can use this comprehensive analysis of data to increase productivity and thus, maximize their profitability.

WebSan Solutions offers a hosted-enterprise business software solution, leveraging the vast capabilities of Microsoft Dynamics GP. We help our customers focus on growing their business and serving their customers, while avoiding the time and costs requirements associated with maintaining an on-premise system.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Microsoft Dynamics Silver Partner and a CDN top 100 solution provider for 2012.

Published in Uncategorized