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

Wednesday, 21 June 2017 13:41

Employees Quit Management, Not Companies

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Out of the many reasons employees choose to leave a company, majority are likely to point back to a problem with how a company decides to manage their employees. According to Forbes, three common reasons that have motivated employees to quit is if the employee feels intellectually stifled, they lack autonomy, and/or they feel as if though their work is unrecognized and unappreciated. If you’re worried about losing your best and brightest, see how ERP software implementation can help you address some of these concerns.

Dealing with unchallenged employees

Repetitive tasks such as entering order entries or entering General Ledger Reconciliation and Collections can be labour intensive, creating unmotivated and unhappy employees. With built in automation functions however, these tasks can be completed in minutes, allowing your employee to use their time more productively and apply their efforts to more worthwhile tasks.

Lack of autonomy

To micromanage or to establish various security protocols that hinders your employee’s ability to do their jobs can easily make an employee feel as if they aren’t trusted to make basic decisions in their work. ERP software such as Dynamics GP resolves this issue through employee portals, which allows employees rights to access necessary information and to communicate with other members of the team for help or assistance.

Failure to Recognize Good Work

Commending an employee for a job well done can go a long way. Instead of neglecting the work that employees have put in, managers should acknowledge when an employee has gone above and beyond to complete their assigned tasks. Now with ERP software, managers and supervisors can track the progress of every phase of a project and establish benchmarks. By tracking a project step by step, managers can review when specific tasks have been completed and by which employee, allowing them to appropriately praise or reprimand an employee for the quality of their work.

WebSan is a multi-award winning Microsoft Partner with over 15 years of experience. If you’re unsure as to whether you’re ready to have us as your Microsoft Dynamics cloud hosting partner, why not click here and see what our clients have to say about us?

Heimdall Sham, 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

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Deciding whether to invest in an ERP software can be difficult. The price of the software can be discouraging, let alone navigating the learning curve required to properly integrate the software with your company’s day-to-day activities. With more and more businesses turning to ERP to manage their operations however, can you afford to miss out? Ask yourself the following questions and see if now is the time to switch over to an ERP system:

1. Are you using multiple systems to accommodate the needs of each individual department?

Communication and transparency are essential for a company’s operations to run smoothly. When various systems are running separately and the data received from each department isn’t synchronized, then issues involving processing errors and information logjams are all the more likely to occur.

2. Do you or your staff spend more than 3 hours to complete repetitive tasks?

As a business grows, so too does the amount of data and information that will need to be dealt with. This can mean hours upon hours spent on managing invoices, inputting sales orders, updating inventory, etc. and using time that could have been spent on more lucrative or productive activities.

3. Are you spending too much on individual turnkey software?

Purchasing various software types and having to update each of them individually can slowly build and increase the operating costs of your company. Meanwhile, ERP software can combine all of your financial and operational needs in a single software, and provide you with the flexibility needed to expand your operations and even alter your business model without having to purchase new systems.

Do you have more questions that weren’t covered on this blog? Then shoot us an email at This email address is being protected from spambots. You need JavaScript enabled to view it. for any general inquiries or click here to speak with someone directly.  

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

Microsoft Canada has announced today that it has named WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider, a finalist for the Modern Marketing Innovation Award of the 2017 Microsoft IMPACT Awards.

The Microsoft IMPACT Awards celebrate innovation in technology recognizing the outstanding work partners do to deliver virtually seamless solutions to customers. The IMPACT Awards showcase the excellence and innovation within the Canadian Partner community.

This year’s group of finalists are recognized for using modern marketing practices to effectively and efficiently acquire, convert and retain customers where this year’s theme focuses on the impact and value of digital transformation.

Microsoft IMPACT Award winners and finalists will be recognized at the IMPACT Awards Finalist Dinner of the Microsoft Inspire event on July 9, 2017 in Washington, D.C. A listing of all winners and finalists will be posted on www.microsoft.com/en-ca/sites/impact-awards.

“We are thrilled to be recognized as one of the finalists of the Microsoft Modern Marketing Innovation Award,” says Andrew King, Managing Director at WebSan Solutions Inc. “Being on this list is a testament to the hard work we bring not only to our strategic and unique marketing efforts but also towards understanding how digital content impacts lead generation and product perception.”

Microsoft Impact Award Finalist

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According to the latest statistics from RightScale 2017 State of the Cloud Report, current cloud adoption among companies is 95%. This could mean that we’re not too far away from having 100% of companies who will use the cloud for their daily tasks. There is no better time than now to think about moving your ERP system to the cloud. Here are 3 reasons why you will benefit from it.

Lower Costs

The most common and the most attractive benefit is, of course, price. A cloud-based ERP system offers lower upfront and operating costs - you wouldn’t need to spend a huge amount of money on hardware, purchasing the ERP solution itself and hiring staff to maintain it.  A cloud-based ERP system requires only flat-rate monthly fees, which will make your life much easier and become a less costly option for your business.

Quicker Access to Information

With a cloud-based ERP system, you don’t need to spend much time to perform your daily business operations. Once you have an Internet connection, you can access to your ERP system anywhere you want. It makes much easier to spend time outside the office and still stay on top of everything that happens with your business.

Enhanced Security

When cloud technologies were first starting to be used by companies, people had some concerns about its security. However, ERP cloud vendors proved that they can provide a more secured environment in comparison with on-premise ERP systems. The system was set up in this way so every user has its own level of accessibility. This means, that you don’t need to worry about any attempts to steal your company’s information.

To make sure that your transition to the cloud will run smoothly, make sure to choose a reliable partner. WebSan is a multi-award winning company with more than 15 years of experience. Click here to learn more about why WebSan should be your next Microsoft Dynamics cloud hosting provider. 

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

View our free webinars Sign up for WebSan University

As we’ve mentioned in a previous blog post, an ERP system is not a quick fix to all of your company’s problems. At times, it may even be difficult to measure whether your company is gaining any benefits from implementing your ERP software. If you’re doubting the effectiveness of the software, I suggest reviewing the following areas of your business first:

Tracking Customer Service Experiences: In today’s market, providing outstanding customer service can be the determining factor on whether a customer will choose to do business with you or a competitor. An ERP software puts you in control of the consumer buying journey, enabling you to track online customer experiences, line item fill rates and ensure delivery times to your customers. You’ll be able to compare these measures with previous results to identify trends and determine if the ERP software is making a difference in your company.

 Measuring Profit Margins: If you’ve ever taken a business course, then you’ve probably heard of the ’80 – 20’ rule, which states that 80% of a company’s revenue is typically generated by 20% of its total customers. An ERP software can influence your overall strategy, allowing you to concentrate your sales efforts and target your more profitable customers. Once again, the results can be measured and compared with historical data.

Impacts of Inventory Management: One of the key features of an ERP software is its ability to manage and track inventory. Not only does this allow your company to better meet consumer and production demands, but also ensures your company will not be spending more on excess stock and tying up additional capital and resources.

If you’re still wondering if your ERP system is working out for you, why not try and take a free ERP assessment? Click here for more information.

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