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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

For many companies, the Cloud is still considered new and unfamiliar territory. For the uninitiated, the Cloud refers to the ability to share, store and process information through a network of servers. With Cloud hosting, a company’s online resources will be spread across various web servers, allowing companies to freely transmit and access their data outside of their place of work. The Cloud is more than just a place for companies to store their data however, and once integrated will actually shape the way organizations do business in the future. For companies considering moving their business to the Cloud, here are several changes you may expect to occur:

Expect a change in your IT Infrastructure:

Should you decide to move to the Cloud with a fully managed service provider, time consuming activities such as server maintenance and resource management will be handled by your Cloud-based service provider. As a result, companies have reported having to reassign their CTOs and IT directors to undertake additional tasks and roles such as managing IT expenses and strategic planning.

Prepare for an increasingly fast paced work environment:

According to a HBR-Verizon survey report, 75% of businesses state that the Cloud reduced business complexity, 61% claimed that it increased employee productivity, and 53% stated it increased response time with customers. With its automated tools, business operations have become more streamlined and allowed for greater flexibility for companies to enter new markets and for faster rollout for new businesses initiatives and exploit new opportunities.

Work on the go:

In the days of in-house servers, work was strictly confined in the office. Within a span of a decade however, Cloud hosting has changed the way employees manage their work-life balance. Anyone with an internet connection can now access their work servers from anywhere, allowing employees to telecommute and work from outside the office.

If you’re interested in more comprehensive learning regarding or want to learn more about Microsoft Dynamics 365 products, check out our YouTube channel. Alternatively, for questions or any general inquiries, 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

Inefficient organizational software can negatively impact how your manufacturing business is run. Whether it be due to complications with understanding manufacturing variances or failure to effectively track time and materials for a job, having an efficient and easy to use operating system will help to relieve some of the most troubling aspects of manufacturing that affects the productivity of your business. Here are three ways in which ERP software can help improve your manufacturing operations:

Automating business operations

If you’re preparing your business for further growth in the future, you may be considering how to help your operations grow with it. With an ERP system, manufacturing companies are able to automate all business operations, allowing you the flexibility to configure the system to suit your company’s changing needs. ERP systems are not one-size-fits-all, but instead they are configured, so allow for personal customization.

Maintaining your customer base

With increasing competition swaying customers with lower prices or claiming to have the best available products, it’s become even more imperative to find new ways to stand out and deliver exceptional service for your customers. Gain real time information on your company’s operations to help prevent disruptions and delays, as well as break up informational logjams to help both your staff and users make decisions more quickly and effectively.

Reducing Operational Costs

Inventory costs alone affect 20% - 35% of a manufacturing company’s operational budget. Factoring in pricing errors, congested warehouse floors and production shortages, it becomes important to consider how you plan on managing your inventory to reduce additional expenses caused by poor inventory management. ERP systems are comprehensive, which mean that they eliminate the need for separate programs across all departments and help save money on hardware, software and labour. The added benefit of implementing an ERP system however, is that you’ll also be able to proactively manage operations, and reduce the possibility of human error in inventory management.

ERP systems are dynamic and can fit in with almost any industry. Click here to find out if an ERP system can help you grow your business today.

Heimdall Sham, 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

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

 View our free webinars Sign up for WebSan University Take our FREE ERP Assessment

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

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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

View our free webinars Sign up for WebSan University Take our FREE ERP Assessment

With the help of Microsoft Dynamics, thousands of companies have successfully integrated ERP software into their companies, which has helped them to reduce their operational costs, minimize their capital investments among other benefits. However, the system is not infallible. Part of the reason we here at WebSan offer support services as well as online training is because we recognize that ERP software is still a complex system and difficult to figure out on your own. Although self-learning is not discouraged, many companies dive head-first into a new ERP software without taking important considerations into account which can only create future headaches. Below, we outline 3 common mistakes companies make with their ERP software implementation and offer suggestions on how to best avoid them:

1. Poor planning:

At this point, you’ve most likely heard that thousands of companies are using ERP software to help streamline their business operations as well as how it has helped companies expand their operations. At this point, companies may decide to jump on the bandwagon, purchase an ERP system and expect their company to instantly become more productive. This however, is never the case. Research is imperative to ensure that the product will suit the needs of your business. Lack of planning and research on what ERP software is best for your company will at best result in failing to utilize the software to its fullest potential, and at worst be a huge waste of time and money. Be sure to research the product beforehand, and if necessary seek third party help to better understand how to successfully implement ERP into your company. 

2. Insufficient company engagement:

As mentioned, ERP software can be complicated and comes with a learning curve. Many companies are still hesitant to either update their current systems or use any ERP software at all. Some companies become frustrated and turned off by this, as they may not be seeing results fast enough or may perceive this learning period as a detriment towards overall company productivity. ERP software is not a magical device designed to solve all problems, and requires time and patience to master. Without taking the time and patience to learn how to use it, the software quickly becomes useless and companies may as well go back to using Excel. 

3. Losing sight of initial business needs:

There are various Microsoft Dynamics products that were specifically designed to help with certain tasks within a company. During the implementation process, it becomes easy for companies to lose track of what the initial goal or benefit that the software was intended to meet. Consequently, it becomes difficult to recognize whether the software had successfully fulfilled its intended purpose and with benefits ultimately going unnoticed.  To avoid this, always keep your business’ goal in mind or reach out to your ERP partner to ask whether you’re maximizing the use of your software. 

ERP software implementation can be intimidating, which is why we at WebSan are always willing to offer our services and help you answer any questions that you may have. Contact us with any questions that you may have and we’ll be happy to have someone chat with you whether over the phone or through email. 

Heimdall Sham, 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

Is your company considering expanding its business across Canada? If so, Microsoft Dynamics GP has some fantastic features and functions that can assist your organization during its transition that will help ease the restructuring process:

Multicurrency Management – With the multicurrency management function, your organization can automatically perform currency conversions for all accounting transactions and seamlessly record realized or unrealized gains and losses in your organization. This allows you to seamlessly move money between currencies and streamline your foreign currency cash flow management.

Cloud Based Reporting – Gone are the days where a company’s systems and networks were fixed to one location. With Dynamics GP now available on the Cloud, you’ll be able to reduce the necessity for travel time and expenses and perform all your accounting, operations management, and reporting from anywhere and anytime.

Human Resource Management – Ensure that your company’s quality and standards are maintained. Utilize the human resource management features to attract potential new employees and automatically analyze and identify the best candidates that match your company’s desired skill sets. Additional features also include: customizable employee scheduling and pay rates, performance evaluation tools, as well as employee self-service features.

Unsure if Dynamics GP applies to your field of business? Contact Us and find out which Microsoft Dynamics product will best suit your business needs today.

Heimdall Sham, 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

With increasing demand for manufacturing firms to provide quality and efficient service, ERP software implementation can help a company stand out from its competitors by providing them with the resources to maximize their operational efficiency. Thanks to Microsoft Dynamics NAV, manufacturing companies are better equipped to:

1. Generate Product Demand Forecasts

With its robust record keeping capabilities, NAV enables users to analyze sales patterns to anticipate future client needs. This function analyzes sales trends and determines which products are most likely be sold in the future, allowing companies to manage their inventory accordingly and ensure product availability for customers.  

2. Improved Information Tracking

NAV can generate analysis reports that allow for uniform reporting, enabling users to create personalized report formats that highlight key account information. As a result, information is more accessible, enabling up-to-date inventory information and optimizing manufacturing and warehousing functionality.

3. Controlling On-Time Delivery

By tracking product quantities in inventory, planned production times, product transfers and sales returns, NAV provides manufacturers the ability to generate realistic timelines and create accurate promises to customers on when they can expect to receive their product.

4. Financial Savings

Due to poor organization, companies are often required to spend more time and money reviewing and double checking for mistakes and system errors. By enhancing operational precision, the amount of overtime required to correct mistakes as well as costs related to additional labour expenses is significantly reduced. information regarding production expenses will also be readily available to managers, allowing them to identify areas of potential savings or eliminate unnecessary expenses.

These are but a few key benefits that Microsoft Dynamics NAV can provide for manufacturing companies. For a more thorough explanation on the capabilities of Microsoft Dynamics NAV, click here to visit our YouTube channel or contact us today to learn which ERP product can best suit your company’s needs. 

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

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