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Dynamics CRM (43)

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If you are using Dynamics 365 Customer Engagement (CE) in the cloud, then read on...

Microsoft announced that the legacy web client for Dynamics 365 CE won't be available after December 1, 2020. It is recommended that subscribers begin to transition now with the intent to start using the Unified Interface by October 1, 2020. This ensures that any wrinkles are ironed out ahead of time.

To ease a major concern you may have, this transition will not impact the data in your system. Think of it more as a major update.

To prepare our clients we have developed transition documentation to take you through the end to end process.

Click here to check out the transition plan!

For customizers: Check out the video below which explains what a model driven app is and how you can customize a model driven app to meet the requirements of your organization.

Click here to learn how to create a model driven app!

For End Users: Check out the video below which takes you through navigation tips within the Unified Interface.

Click here to learn how to navigate the Unified Interface!

Check back often for updates! And if you need any help along the way you can reach us simply by This email address is being protected from spambots. You need JavaScript enabled to view it.

Thursday, 17 August 2017 13:33

How to Get the most out of your CRM Investment

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MS Dynamics 365 for Sales vs Salesforce Learn more about Dynamics 365 for Sales features

It's a big misunderstanding that if you just buy and implement a CRM system, it will immediately boost your revenue. Getting a CRM system on board, is just the tip of an iceberg. Below are three tips on how to get the most benefits from your CRM system:

Accurate Data is a Key

You may have the fanciest features in your CRM system, but they won't get you any useful insights, once your data isn't accurate. Make sure that the process of data input is easy, quick and clear, so your employees will be motivated to provide your CRM system with accurate information.  

Customize it

Don't use just a general setup of a CRM system. Enjoy the full power of a customized CRM system, as it can be tailored to your specific needs and wants. No doubt, it will bring you the desirable benefits as soon as possible.

Make it Easy to Access

Just imagine, how the productivity of your salespeople can decrease if they need to use a CRM system only from their office desks. Choose a cloud CRM system that can be easily accessed anytime and through any device and it will make the process of a new system adoption much faster.

Start getting benefits from the day one with Microsoft Dynamics 365 for Sales. Download our free demo now to make sure that your investment pays off.

Alina Hura, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

Wednesday, 26 July 2017 15:33

Life After Leads: How to Grow your Customer Base

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MS Dynamics 365 for Sales vs Salesforce Learn more about Dynamics 365 for Sales features

Continuing from our previous blog post, we’ll further discuss the process of capturing leads and how to develop them into potential customers. Now that you’ve established your workflow and have found some promising leads, the next step towards gaining new customers is to build on your relationship with your leads and to nurture them.

What is lead nurturing?

Lead nurturing refers to the development of a series of planned actions and communication strategies for the purposes of eliciting certain behaviours from potential clients. The idea of lead nurturing is to guide consumers down their purchasing journey, sending them specific and relevant content which can help convince clients that you both understand their needs and assuring them that you have the solution to their problems.

How does lead nurturing work?

When a potential lead engages with your company, ie. by filling out a form on your website, they can be registered into your lead nurturing program. With Microsoft Dynamics 365 for Sales, you’ll be able track the lead’s level of engagement, create lead scores to qualify which prospects show the most interest in your product or services, as well as send out personalized scheduled emails to continue to engage and nurture leads.

Benefits of Lead Nurturing

Not only will this help leads to get to know more about your company, but it will further produce higher quality leads by filtering out low quality leads from higher quality ones. Furthermore, the ability to send out personalized emails will help you build a more personal relationship with potential leads, allowing you to stand out from other competitors.

Click here for more information on Microsoft Dynamics 365 for Sales. For any further questions or inquiries, visit our website and contact us at http://www.websan.com/contact-us 

Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

MS Dynamics 365 for Sales vs Salesforce Learn more about Dynamics 365 for Sales features

No doubt, CRM plays a significant role in today's business world – it provides useful insights, improves customer service and automates everyday tasks. But what about one of the fastest developing industries in the world – the IT industry? How can a $200 billion worth industry benefit from a CRM system? Here are three ways how CRM helps software companies to increase their sales:

1. Determine the best marketing channels for quality lead generation

Does your marketing team know which leads bring you the most value – the ones that were acquired from LinkedIn or the ones that saw your ad on Google? Assessing it without a CRM system is tough.  A CRM system can also determine the most effective messages, which influence a sale, and the best time to deliver them. This makes a CRM system an irreplaceable tool for software sales.

2. Develop a well-established customer journey

It always takes time to determine the buying process of your clients, because it's different for each of them. With insights, that a CRM system provides, it's much easier to build a customer journey that leads to a successful sale. The system spots the best points to reach your leads and determines the weakest parts of your sales cycle to turn your leads into customers.

3. Set realistic goals for revenues and profits

When you're running a software startup, it's more than important to understand your financial goals, otherwise, it may lead to the wrong distribution of monetary resources.  Yes, you can set up goals for sales using your intuition, but it's more accurate to use data, acquired by your CRM system. A CRM system can help predict sales and revenue for future periods, which helps to make smarter strategic decisions.

Make sure that your software company has a right CRM system to get the best results – try a free demo version of Microsoft Dynamics 365 for Sales

Alina Hura, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

MS Dynamics 365 for Sales vs Salesforce Learn more about Dynamics 365 for Sales features

With Microsoft Dynamics 365 for Sales and the implementation of marketing automation, managing and nurturing leads has never been easier. With automation software, potential leads can be tracked and nurtured accordingly based on their level of interaction they have with your company’s content. However, establishing a lead nurturing workflow is not a one size fits all process, and requires some initial setup and customization before you can begin to start bringing in new clients. Consider the following three steps before you decide on implementing any CRM software:

1. Understand Your Customers

Before you can begin setting up any sort of automation, you need to understand how your customers interact with your content. Who is your ideal target segment? Is the information and content relevant to their needs? Knowing how consumers are engaging with your company (i.e. social media, blog posts, etc.) will influence the type of content you post and how you choose to interact with them based on where they are at in their customer journey.

2. Plan Out The Steps To Your Workflow

After segmenting your target audience, develop specific strategies that nurture your leads down your workflow. Having leads sign up for newsletters via email has become the norm for many companies, and will allow you to nurture leads through custom emails tailored to where your leads are at in their purchasing journey.

3. Test your workflow and analyze results

Once you’re successfully planned and created the relevant content for your leads, test and analyze the results. Your workflow may require some trial and error, however the information that you gain will allows you to build more effective and efficient workflows in the future.

Click here for more information on Microsoft Dynamics 365 for Sales. Of if you have questions concerning other Dynamics products, feel free to contact us.

Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

MS Dynamics 365 for Sales vs Salesforce Learn more about Dynamics 365 for Sales features

Microsoft Dynamics 365 for Sales, also known as Dynamics CRM, has become a powerful tool that, when successfully implemented, can greatly increase sales revenue and improve customer retention by as much as 27%. Successful implementation can be difficult however, partially due to reluctance by sales representatives who are unwilling to overcome the initial learning curve that comes with the software. To help smooth over the initial transition process, here are three ways in which you can encourage your sales representatives to begin using CRM to assist them in sales:

1. Communicate Financial Benefits

The ability to improve lead management should be communicated to sales representatives, as well as the potential financial benefits that stems from it. D365 for Sales helps sales representatives better track and follow up with potential sales leads. This has resulted in businesses reporting upwards of 30% increase in sales revenue per sales rep.

2. Emphasize Personal Accessibility

With D365 for Sales now available on the Cloud, sales reps are granted increase accessibility and mobility. Reps will be able to receive up to date business information from their colleagues sent straight to their mobile devices, allowing them to quickly respond to clients and further improve relationships with customers.

3. Add Compensation Reporting to your CRM System

Instant gratification can be a powerful motivator for sales reps. One of the reporting features that D365 for Sales offers is it allows sales reps to view their updated commission statements whenever they please. Sales reps should be encouraged to track their commission rates, and in doing so motivated to improve their performance and increase their close rates. D365 for Sales has dozens of useful features for you to utilize. Why not further explore all the features D365 for Sales has to offer by checking out our course catalogue at WebSan University?

Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Wednesday, 05 July 2017 19:37

How to Compose Emails That Sell

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MS Dynamics 365 for Sales vs Salesforce | Sign up for a free Dynamics 365 for Sales course! | Learn more about Dynamics 365 for Sales features

While creating emails, people usually make two significant mistakes: in their emails, they sell too much without any useful content, or they put too much content without enough selling. So, how can you find "the golden mean" and make your emails more effective? Here's a handy guide:

1. Be Yourself

Let’s be honest – people are tired of emails that contain similar messages and don’t have anything personal. The vast majority of them is based on the traditional techniques, which make them look just like one another. To combat this, try to contribute a little bit of your personality into an email – tell a joke, share your opinion, be honest about the product that you sell. Soon enough, your personality can come through the emails and become a unique identifier that’ll make your company stand out.

2. Use Trends

All people follow trends, even if someone tells you that he/she doesn't. Trends grab our attention like anything else and pushes us to buy things (remember all hype about black ice cream in Toronto). So, try to think about what's popular right now – movies, TV shows, videos, jokes, and reference those things in your emails. It will make your emails not only more fun and interesting but also will help them to stand out among all "typical" emails in your customers' mailboxes.Pay Attention to the Subject Line

3. Pay Attention to the Subject Line

A subject line is the first thing that a recipient sees so it becomes the most important part of an email. And once it's not interesting, the email won't be read. The subject line should be short, intriguing and catchy. Don't forget about A/B testing – send the same email with different subject lines to various groups of prospects, then analyze the results and see what works.

Discover the full power of email marketing with Microsoft Dynamics 365 for Sales. Try it for free today to make your email game even more efficient. 

Alina Hura, Digital Content Creator, WebSan Solutions Inc., a 2017 Canadian Business Award Winner