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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

What Is Moniroo? See Moniroo in Action |  Learn more about Moniroo's features

No matter what size your business is, time tracking is always a good idea. Without time tracking software, it's easy for your employees to get lost in projects and hard to follow their efficiency and productivity. Below are more reasons why it’s worth considering implementing a time tracking software for your business:

Track Work Efficiently

Time tracking software can create time sheets, which makes it easier to understand your company's workflow. Moreover, you can do without the punch-in/punch-out process and other old-fashioned attendance systems, which make time tracking process more complicated and less convenient both for you and your employees.

Improved Client Billing

When you're billing your clients hourly, time tracking becomes an important part of your successful relationships. Without a proper time tracking software, your customers won't get quick and accurate bills, which will affect not only your relationships with the customer but the credibility of your business in general.

Increased Employee Satisfaction

Time tracking software makes a huge difference for your employees. Time tracking software gives them clear perspective on their tasks, which helps them to organize their time, prioritize their efforts and stay effective during the work hours. These relieve pressure from managers as they don't need to follow every step of their team, which is also a good for the employees, as they feel less stressed.

Help lead your business to be more efficient - track your time with our Time and Expense System, which seamlessly integrates with Microsoft Dynamics.

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

Wednesday, 05 July 2017 19:37

How to Compose Emails That Sell

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

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According to World Bank’s Ease of Doing Business Rank, Canada ranked the 2nd country in the world for starting a business (New Zealand took the 1st place if you're curious). Vancouver and Toronto always make the lists of the best cities for startups. So, what makes Canada so attractive for entrepreneurs?

Access to Governmental Funding

Canadian government encourages people to start a new business through providing a variety of grants, loans, and tax credits. You can find a financial support program “for every taste” -  it can be regional, industry-specific or just general business support. For example, you can get up to 50% of a tax credit for your R&D investments with the help of SR&ED. This has attracted a number of tech geniuses to launch their startups in Canada.

Great Talent

Canada is famous for its variety of quality education programs, which attract "the best of the best". The University of Toronto was ranked 32nd in the list of over 700 the best universities in the world. So, there’s definitely no shortage of young talent that can help you grow your business.

Lower Bottom Line

The costs of operating a business in Canada are 2nd lowest among ten countries in North America, Europe, and Asia-Pacific and 15% lower than in the USA, according to a KPMG study. Also, you're getting an opportunity to work with one of the world's most stable banking systems, one of the world's freest economies and the most cost competitive mature market countries in the world.

Make sure, that your accounting system is fully prepared for your new business in Canada - try Microsoft Dynamics 365 for Financials for free.

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

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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 Take our FREE ERP Assessment

As a small business owner, you always think about new solutions to increase revenues and boost your company’s growth. ERP software is definitely one of those things that can help improve your business’ efficiency but, as everything in life, it can have some pitfalls. What are the pros and cons of ERP for small businesses? We examine them below:

ERP Pros

  • Increased productivity - By storing all the data in one place, it makes it much easier and faster for your employees to get the necessary information and focus on working towards the business’ goals for success rather than spending time contacting other employees from different departments.
  • Improved collaboration – A robustERP system will help improve collaboration between teams by providing easy access to data to help make decisions quicker.
  • Lower operating costs - With one ERP system, you don’t need to spend money on separate software for each department.
  • Generate business insights – An ERP software performs analysis on different processes, so it makes the process of a decision-making smoother and more comfortable with accurate data.
  • Improved security - ERP systems provide advanced security settings, so you can rest easy knowing that your data is well-secured.

ERP Cons

  • High price - It’s no surprise that ERP implementation and its further use are followed by significant expenses. But the modern market of ERP software can provide you different price options for any budget. As an example, Microsoft Dynamics 365 for Sales, starts from only $48.60 per user/month.
  • Staff training - Usually, it takes a significant amount of time and effort for employees to learn new software. But thanks to WebSan University, you can make this process faster and more efficient.
  • High risk – The ERP implementation process can become a problem for a small company because of challenges of data migration from an old system to a new one. Our advice: Have patience and read about 3 Biggest Failure Cases of ERP Implementation and How You Can Avoid the Same Mistakes for some tips.

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

It’s no surprise that every business somehow uses Excel in their everyday routine. It’s the easiest and the most popular tool to organize your company’s data. But eventually your data starts to outgrow Excel possibilities. Here are 3 signs that your business needs to switch from spreadsheets to more advanced accounting software.

1. Your spreadsheets aren’t manageable anymore

If finding a single figure in your spreadsheet makes you feel tired, angry and irritated, it’s a sure sign that you need a database. Once your spreadsheet reaches 100,000 rows, it will slow down your computer and make it almost impossible to find necessary information. A comprehensive solution like Microsoft Dynamics GP can easily store your data with a possibility to create powerful and useful reports for your business. 

2. You use advanced Excel functions on a daily basis

Stop overwhelming yourself with advanced Excel functions every single day. If you use such functions as VLOOKUP, PIVOT and SUMIF, you just don’t need Excel anymore. Consider looking into a new accounting system, which can produce stronger calculations. Moreover, it’s much easier to use.

3. You need to secure your data

No matter what size your business is, you have some confidential data and Excel isn’t your friend in this case. An Excel file can be easily transferred through email or USB stick without you noticing. Just imagine, how big of a damage it can cause your business if one of your employees attaches the wrong file. You need a new accounting solution, if you have any confidential information.

Do these scenarios ring a bell? Then try our free Microsoft Dynamics GP Demo and do away with a headache from Excel forever. 


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

Nowadays, technologies change so quickly that it becomes challenging for executives to keep a pulse on the different things going on in the tech industry and sometimes even manage so many options out in the market. From on-premise to cloud, from desktop to mobile – it may be hard to believe, but those significant shifts happened with ERP software just in the past couple of years. Here are 3 trends that we’re forecasting will change the ERP software industry in the next 5 years.

Consumerization

As 75% of the global workforce will consist of millennials by 2025, ERP vendors should be prepared. ERP solutions will likely become easier and more intuitive to use as well as reflect the experience of the most popular social media platforms. Millennials like to get access to technology immediately, so it’s likely that ERP systems will become accessible from any smartphone.

Step into the future with Microsoft Dynamics NAV, which is already available on smartphones and tablets. Download our free Microsoft Dynamics NAV trial right now!

Business Intelligence and Data

Data is just a bunch of numbers if you can’t get any insights from it. That’s why future ERP systems will continue to improve business intelligence modules to make them process more detailed and deeper reports, which can turn data into a competitive advantage.

Fragmentation

We can already catch the change in ERP implementation – companies more often give a preference to multiple point ERP solutions (e.g. warehouse management system) over full ERP systems. The reasons behind this preference are lower costs, lower risks and shorter period of implementation. So, in the nearest future we will see more fragmented ERP systems that will simplify business processes for companies.

Get to know whether you’re on track with all ERP trends by downloading our free ERP assessment.


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

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