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Part 2 is a continuation of the series of blog posts that will profile different customer’s unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.

An engineering, construction, service and maintenance company that provides services for infrastructure companies approached WebSan to implement Dynamics CRM and maximize the Dashboards feature of the software.

Using the Workload Reporting of Dashboards allowed the company to do the following:

  • Break down by user the current status of Open Projects
  • Access the number of projects that have been created in a specific timeframe by Users and the status of those projects
  • Create a list view that depicts total number of created, cancelled and completed projects by user
  • Create a pie chart to show the number of open projects and order them by status

To add, an active activities Dashboard breaks down the many activities (tasks, emails, appointments, etc.) that are being tackled “this month” by all users.

Dashboards in Dynamics CRM act as a tool to provide a fast and easy way to view and communicate business data. It also acts as your homepage upon logging into your environment. Serving as a one stop shop to quickly get a peek at your data, Dashboards allow you to spot trends and monitor valuable metrics, while dynamically updating based on new data that is being derived.  

To learn more about how Dynamics CRM can help improve your business processes, visit our “Top 10 Questions Answered about Microsoft Dynamics CRM” page.     

Click here to see more of Dynamics CRM's features and download our free interactive Dynamics CRM demo

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

Published in Dynamics CRM

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

 Join us in part one of a free webinar series on customizing Dynamics CRM 2015! The webinar is tailored for those new to Dynamics CRM who are responsible for the customization and upkeep of their organization’s CRM environment.

The webinar will offer a behind the scenes look at the Customizations area and discuss the different components that make up an entity and how one can interact with each of them. The session will wrap up with a sneak peek of customizations in action.

This webinar will serve as a preview of part two, where attendees can submit questions specific to customizations that will be addressed by the webinar speaker.

Previously, our Dynamics CRM webinars have received extremely positive feedback and proved to have given valuable insights to help during CRM implementations.

Part one of the customization for Dynamics CRM 2015 webinar will be held on Thursday, July 30, 2015, from 11:00-11:30 AM EST.

Click here to register for Customizing Dynamics CRM 2015 webinar

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

Published in Dynamics CRM

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

With over 4.4 million users working at 40,000 companies, Microsoft Dynamics CRM has long been used in a variety of sales, marketing and operational functions. For some, Dynamics CRM serves as an out-of-the-box tool to simplify operations, while others use the software to track client feedback, manage schedules and projects, and collect purchase information.

This series of blog posts will profile different customers’ unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.

The first is a company that specializes in managing a loyalty card program and partnering with different retailers to offer students discounts and deals utilizes Dynamics CRM’s Inventory Management. This feature allows the company to use the newly released Rollup fields to create a running total for each product offering that has been sold.

Using the Business Management feature gives the company the ability to populate, change, show or hide a field based on the value of another field. Business Rules enabled the company to dynamically update Quantity on Hand for a product when a replenishment value is entered, while creating a workflow prompts members of the sales team of a reduced Quantity on Hand when a product is sold.

Dynamics CRM continues to benefit the company by giving the sales team a full view of their inventory and manage products on hand.

To find out more about how Dynamics CRM can help your business, download our free interactive demo!

Click here to download our free Dynamics CRM demo

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

Published in Dynamics CRM

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

 Microsoft Dynamics CRM is set to see a substantial update this spring, with the release of Carina. This will serve as the first major update to the new CRM 2015.  Although an exact date for its release is yet to be determined, CRM users and partners are abuzz with the features and added functionality that Carina promises. Here are some notable features that can be expected:

1. Enhanced Excel Integration

The new update will allow Excel users to open their data in spreadsheets within CRM. This serves as a valuable feature for quick visibility and analysis of data, and eliminates any compatibility issues that may arise should you have a different version of Excel installed.

2. OneNote Online Integration

Users can now take notes, create voice memos, capture photos and clip web pages from any mobile device (such as iPads or Android phones) and attach them to CRM using OneNote.

3. Improved Mobile Capabilities

Users can expect a more consistent experience across different interfaces, whether on desktops, tablets or mobile phones. Charts and graphs can also be viewed and edited on mobile phones.

4. Customizable Themes

CRM now offers a feature where themes can be customized to match a specific company’s colour scheme or branding. Users can customize themes other than the ones offered on CRM by utilizing the theme builder form to create themes using HTML codes. This new feature also allows for custom logos to be easily added into the overall look of the theme.

5. New Navigation = Better User Interface

Expect less time devoted to scrolling with CRM’s quicker navigational interface. Carina features a more stack-focused interface where sub-menus can easily be viewed and users can access more information at a glance. 

To learn more about CRM 2015’s new features, register for our upcoming webinar! 

 Register for Dynamics CRM 2015 webinar 

 

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

Published in Dynamics CRM

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.

Published in Dynamics CRM
Thursday, 08 January 2015 21:04

5 CRM Features Your Company Needs

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

Published in Dynamics CRM
Monday, 16 June 2014 09:00

What does my CRM Data mean?

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Lead – This is the qualifier for a sales opportunity. Perhaps someone you met at a trade show that might not be a qualified lead, but you want to keep in touch with them.

Opportunity – Once you qualify your leads, you would convert them to an opportunity. For example, a lead that you have spoken to whom has shown interest in your product.

Account – Once you have closed business with that person, you would 'win' the opportunity and convert the person / company to an account.

Adam MacIntosh is the Manager of Client Services with WebSan Solutions Inc, a Microsoft Dynamics Partner firm.

Published in Dynamics CRM

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One of the powerful marketing tools on Microsoft Dynamics CRM is an Email Template which will allow your sales team to mass email groups of contacts.

To create Email Templated within CRM, navigate to the Settings Tab, then Templates under the Business section. Select the Email Template button.

Note: The Outlook Client & Web Client will both look slightly different. However, both have the same options, so users should be comfortable using both.

CRM templates

CRM will then ask the user for a Template Type.  This will restrict the template to certain groupings of data from within CRM.  For example, if one selects a Template Type of ‘Contact’, CRM will restrict the template data to CRM contacts.

At this point, users will be presented a standard email window.  Fields denoted with a red asterisk are mandatory.  In this window, one can manually type out an email, just like a regular email.  To insert dynamic fields into the template, such as the contact’s name, select Insert / Update.  This will insert a yellow highlighted field into the template, linked to the original Record Type (i.e. User, Contact, Account, etc).  Users can even copy & paste images into this email.

Adam MacIntosh is the Manager of Client Services with WebSan Solutions Inc, a Microsoft Dynamics Partner firm.

Published in Dynamics CRM

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There are always plenty of things to consider before purchasing a new system for your business and CRM solutions are not an exception.

What is CRM?

CRM stands for Customer Relationship Management and is used to refer to a system whereby a company's interactions with current and prospective customers are closely managed. It typically involves using technology to organize, synchronize and automate such disciplines as sales and marketing, tech support and customer service. Often CRM systems will be active and monitoring many different networks for marketing campaigns. Also, they can closely and accurately track customer habits and persuasions through customer clicks and traffic.

Physical places where customer relationship management is often and most heavily used include but are not limited to, banks, call centers, social media, operation centers and customer data query centers.

Ten things to consider

Well now that you have a basic understanding of what a CRM actually is, you can now consider some very important things before purchasing a customer relationship management system of your own:

  1. Make sure you and your team of employees understand how to use it. Your CRM system will be of little use if you don’t know how to use it.
  2. Understand what features you need and never buy fluff. This may sound like the most obvious point in the world, but often people don't always read carefully every feature included in a package deal.
  3. Consider carefully how the CRM system will improve efficiency, or if it even will do that at all.
  4. Make sure that you acquire mobile tools. These days, very few people are working in one set location at their job the entire time, even if in an office job. The more mobile friendly, the better the system will be.
  5. Know your hardware requirements before you buy.
  6. Make sure the CRM system doesn't operate in a vacuum - businesses certainly don't.
  7. Try the system before you buy it to confirm it meets your company’s individual needs.
  8. Make sure you can see and understand the results as shown. Your CRM will be of absolutely no use to your organization, if you use the system itself, but don’t understand the information it provides.
  9. Motivate your team to get excited about the new software. Not only will they be more inclined to use it, but also they will be doing it more effectively. So try to generate some hype before introducing it to your team.
  10. Will it grow with your company? Look at the future and make sure that the technology you are using isn’t verging on the rim of extinction. Your new CRM system be able to support your growth plans.

WebSan Solutions Inc. is a Microsoft Dynamics Certified Partner and IT consulting and solutions provider. With over a decade of experience in Microsoft Dynamics GP and CRM solutions, our team of experts will help you make the right decision about your new CRM system and transform your business.

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Published in Dynamics CRM
Friday, 31 January 2014 09:00

Microsoft Dynamics CRM embraces the NFL

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With the 48th NFL Super Bowl around the corner and the teams competing for the big prize, let’s take the chance to find out how Microsoft Dynamics CRM 2013 can relate to this sports event.

Microsoft successfully introduced Dynamics CRM 2013 to the sports industry by releasing special industry standard templates for free including a sports management template. The Microsoft Dynamics CRM 2013 sports management industry template has been developed particularly for helping sport clubs in their efforts for recruitment, ticket sales and various opportunities.

Following is a list of the template’s features:

  • Dashboards for performance management by athlete and/or team, ticket sales, recruitment status and team standings
  • Business Processes to manage recruitment, opportunities and ticket sales
  • Business rules, workflows, and security roles to support the business processes.
  • Custom entities including drug tests, event management, merchandise sale, profile album, injuries, results, scout reports and ticket sales
  • Sports demo to experiment with the different capabilities of the solution

Notice here that this solution is only a template for customizations in Microsoft Dynamics CRM. WebSan Solutions offers a hosted Dynamics CRM solution along with other integrated end-to-end software to improve your company’s efficiency. We simply provide you with peace of mind by taking care of all your business needs so you can enjoy the Super Bowl game. Take advantage of Dynamics CRM’s versatility and contact This email address is being protected from spambots. You need JavaScript enabled to view it. to learn more.

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

Published in Dynamics CRM
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