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Dynamics CRM (40)

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

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

According to Innovation, Science and Economic Development Canada, there are 1.1 million small companies (1-99 employees) in the country. However, 60% of small businesses fail within the first five years, so there's a big concern for entrepreneurs on how to stay competitive. Here are three ways you can stay ahead of your competitors if you run a small business.

1. Be passionate

Usually, small business owners started their business because of passion. Passion drives motivation, which makes small business owners the busiest people in the world. They don't finish their work when it's 5 o clock and rarely think about vacation. This drive and passion are factors that make them successful.

Convert your passion into hard work, and you’ll be one step ahead of the pack.

2. Use CRM

You may think that Excel is the perfect place to store your clients' data. It may be true if you have only 20 of them. Once you reach 50 customers, it will be challenging to track them. You'll need a tool, which will help you generate reports and identify insights.

Try Dynamics 365 for Sales for free to see if it fits your business’ needs. We bet you won't go back to Excel after it!

3. Partner with other small businesses

If you’ve ever wanted to make your business more reputable and competitive, there’s one more thing that can help you with it: collaboration. Working collaboratively with small businesses allows for you to share your experience and knowledge as well as create new products or services that will bring additional value to your customers.

Find a local small business that shares the same values as you do, and come up with a creative project, that you can implement together. Your customers will love it.

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

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

In December 2016, the world got to know that Microsoft acquired LinkedIn. Now we can see the first results of this deal – Microsoft has announced that Dynamics 365 for Sales is integrated with the LinkedIn Sales Navigator.

The new LinkedIn solution is a widget, which integrates into your dashboard and consists of 2 parts – a member profile and a company profile.

A LinkedIn member profile allows you to get general information and some insights about your prospect. It also helps you to find the best ways to get introduced to your prospect as well as proposes a list of related leads based on your target audience.

LinkedIn Member Profile

 

 

 

 

 

 

 

 

 A LinkedIn company profile provides information on recommended leads, connections and latest news. 

LinkedIn Company Profile

 

 

 

 

 

 

 

 

Seems like a nice feature, huh? But what does it mean for salespeople?

More quality information about prospects

With the help of the LinkedIn Sales Navigator, you can see all recent activities of your prospects – what they posted, liked or discussed. This feature makes a research on your target much easier and faster. It gives you all necessary information to start a conversation with the prospect, which, as we all know, may lead to the desired close.

Save time spent on researching prospects

You can get all of the LinkedIn benefits without leaving your Dynamics 365 for Sales environment. No more switching from D365 to a browser – you can get access to the information right from your dashboard.

Easier access to prospects

A feature called TeamLink allows you to discover the best ways to get introduced to your prospect. For example, it can show you who among your existing LinkedIn network has connections with your target. This can be a good start for building successful business relationships.

The new LinkedIn Sales Navigator will be available in July. Contact us to make sure that you have the latest Dynamics 365 for Sales version to get all the benefits from this Microsoft-LinkedIn partnership. 

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

Wednesday, 03 August 2016 00:00

Retrieving Data in Microsoft Dynamics CRM

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MS Dynamics CRM vs SalesforceSign up for a free CRM course!Learn more about CRM's features

Retrieving data and metadata for reports In Microsoft Dynamics CRM can be done using SQL views. In Dynamics CRM, users can run queries on SQL views that are automatically created. As the image below shows, names within the SQL views are easy to identify. A Microsoft tip sheet notes that SQL-based reports in Dynamics CRM use the filtered views provided for each entity to retrieve data for the reports. 

CRM Database Table Listing- 1

To obtain the query, users can download the SQL Server Management Studio (SSMS) online. 

Apart from being automatically created, Filtered Views offer the benefit of being updated for custom entities, having security embedded in the view, and being supported after patches, service releases and upgrades.

To learn more about how WebSan Solutions can support your Dynamics CRM projects and implementation, visit our Solutions page or contact us

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