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Dynamics CRM (42)

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

Businesses looking for a Hosted Dynamics CRM solution are driven by key needs that include: Integration with third party marketing automation software, a holistic view of each customer on the go, and a need to increase productivity without increasing costs.

So what makes Dynamics CRM stand out from the rest? Here are a few reasons why Dynamics CRM is right for your business:

  • Focuses on critical factors for building long- term customer relationships, such as Sales Automation, Customer Service and Marketing Excellence.
  • Familiar Microsoft interface that makes the system easy to use.
  • Native Microsoft Outlook client and embedded Microsoft Office features.
  • Access anywhere, anytime, using a web browser, a tablet or directly within Microsoft Office Outlook.
  • Customization options allow the system to adapt to your business needs and then continue to grow along with your organization.
  • Automation features, such as workflows, increase your employees' productivity and reduce errors.

If you are interested in viewing Microsoft Dynamics CRM in action, download our free interactive demo!

Natalie Williams, Marketing Manager, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.

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

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.

At this time we have the following courses available: dynamicsgpcrm training

  • Microsoft Dynamics CRM Overview
  • Microsoft Dynamics CRM – Sales Module
  • Microsoft Dynamics CRM – Dashboard, Charts and Views
  • More courses coming soon!

Get Our Special Offer:

Purchase Dynamics CRM and get our Dynamics CRM Course Catalogue for free!

Natalie Williams, Marketing Manager, WebSan Solutions Inc., an Ontario Business Achievement Award 2014 Finalist

Thursday, 22 January 2015 11:20

New Microsoft Dynamics CRM Interactive Demo

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Learn more about Dynamics CRMView Dynamics CRM PricingDownload a FREE DemoDynamics CRM demo

The tremendous success of our Dynamics GP Interactive Demo has shown that users are looking for a way to evaluate systems on their own,  utilizing an expert’s guidance of course.

This is the reason why WebSan Solutions has decided to develop in addition to it a new Microsoft Dynamics CRM Interactive Demo and offer it to users for free. This is basically a Free Forever Trial that will allow users to input information on their own, get familiar with the system’s main functional areas, such as Sales and Service as well as experience the Dynamics CRM system from different roles.

The Dynamics CRM Interactive Demo will give you a 360 overview of the various system capabilities without the hassle of setting up complicated trials. All you have to do is download the demo and start experimenting with it!

After completing the demo, WebSan Solutions offers Microsoft Dynamics CRM licenses starting as low as $12/ user/ month and the ability to purchase them easily online.

Download our Microsoft Dynamics CRM Free Interactive Demo now!

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Thursday, 08 January 2015 21:04

5 CRM Features Your Company Needs

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5 Features

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.

Decision-making Analytics

Your CRM system should aid your company in improving customer service, resolving customer issues, tracking customer behavior, among other areas your company can gain critical insight.

Customization

Your solutions partner should customize your system with all the unique applications and add-ons to fit the growing needs of your company. Bear in mind that your CRM system should last for years and keep pace with modern technology.

Reporting

Your CRM system should be customized to generate reports to help your business make decisions that are based on real-time information and facts. It's important to have a CRM system that will generate reports periodically so that you stay up-to-date on the business activities of your company.

 Considering how to implement a CRM System?

Register for our FREE Webinar today!

Nilofhar Zarif - Kadir, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Is your company considering upgrading to CRM 2015 as part of its New Year's resolution? Worried that time and training would not be worth the transition from your existing CRM? Well, your company will be happy to know that with the upcoming release of CRM 2015, many users will find key UPDATES made to CRM 2013 rather than face an entirely new system! Consider the benefits!

CRM 2015 delivers powerful updates to its sales tools! As the following features demonstrate, your company will benefit from the system’s capabilities of producing faster and higher profits!

Sales Hierarchies

CRM 2015

 

 

 

 

 

 

 

CRM 2015 provide the visualization necessary to help businesses see their sales in action! With CRM 2015, hierarchical charts allow a user to view accounts, products, and users with the touch of each node. Users of CRM 2015 are able to click on each block of information to learn more about their sales activity such as overall revenue, credit limit, and latest activity posts.

Product Bundling & Pricing

CRM 2015

 

 

 

 

 

 

 

CRM 2015's sales tools can help your company recommend and bundle similar products/accessories and services for cross-selling or up-selling. The system also helps your sales team with positioning products at the best prices which will boost sales and increase profits!

What are you waiting for?

View our Top 10 questions Answered about Microsoft Dynamics CRM to learn more!

Nilofhar Zarif - Kadir, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Thursday, 06 November 2014 06:15

Microsoft Dynamics CRM 2015 New Features

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Learn more about Dynamics CRMView Dynamics CRM PricingDynamics CRM vs Salesforce

Microsoft Dynamics CRM 2015 new release, otherwise known as "Vega", is set to be launched before the end of this calendar year. Microsoft Dynamics CRM products help companies unite their marketing, sales and service teams with the insights they need to deliver amazing customer experiences every time.

Here are some of the new features that are going to be included in Dynamics CRM 2015:Microsoft Dynamics CRM 2015

Sales

Guided Sales Processes - The Microsoft Dynamics CRM 2013 business process flows are improved in the new version and include a branching capability to allow organizations to implement complex business processes.

Marketing

Campaign Management Console – The Campaign Management Console will include A/B testing, multi–condition triggers and cross campaign offers with results displayed in real-time analytics.

Customer Service

Case Management – Agents will be allowed to pause and resume Service Level Agreements (SLAs) and track the time for which a case was on-hold.

Social

Social Listening – Users will be able to listen to social conversations in 19 languages as well as use location filters to narrow data results and see social media posts from specific countries.

Platform

Calculated fields – You can define calculated fields in CRM to contain values resulting from common calculations, such as math and conditional operators, without writing any code.

You can view a full list of the Dynamics CRM 2015 new features as well as more details about them in our infographic:

Download our Microsoft Dynamics CRM 2015 Infographic now!

Stay tuned for more innovations and exciting capabilities that Microsoft Dynamics CRM 2015 has to offer.

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., an Ontario Business Achievement Award for Service Excellence 2014 Finalist