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LinkedIn Sales Navigator is an enhanced social selling tool which learns from your behaviors and preferences to recommend viable prospects. Not only that it also feeds you information which can help you enhance your current connections, and give you insight into new potential connections. Partner this tool with Dynamics 365, and you are off to the races, providing you with integrated tools which allow you to have all the information you need in one place.
 
Topics of Interest:
· What is LinkedIn Sales Navigator
· Leverage the feature set of LinkedIn Sales Navigator
· CRM Widget - Company and Member Profiles embedded in D365 records
· CRM Sync - Bi-Directional Sync between D365 and LinkedIn Sales Navigator

Date: Thursday, April 26, 2018
Time: 11:00AM EST - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Monday, 09 April 2018 20:15

Assets = Liabilities + Equity

Assets = Liabilities + Equity

At the end of the company’s reporting period, a snapshot is taken of the company’s financial health. A balance sheet allows owners to get a glimpse into the company’s financial standings. The balance sheet is one of the three primary financial statements that business owners use. It allows owners to get a glimpse into the company’s financial standings and see what the company’s financial position is. It shows what assets are owned, which liabilities are outstanding, and any equity that has been made.

Assets
Assets are the things companies own and are categorized into two categories; current and non-current assets. Current assets are defined as cash and any other asset that will be turning into cash within the company’s operating cycle. Assets are the top part of the balance sheet and will be listed in the order of liquidity. Liquidity meaning that this item can be turning into cash quickly. An example of what order current assets would appear on the balance sheet is; cash, temporary investments, accounts receivable, inventory, supplies, and prepaid expenses.

Non-current assets are not intended to be turned into cash with the company’s operating cycle and are what the company owns. They’re the fixed assets such as office equipment, building property, land, long term investments, stocks and bonds.

Liabilities
Liabilities are financial contracts that require a payment of cash for compensation. Liabilities are also categorized into two categories; current and non-current liabilities. Current (or short term) Liabilities are obligations that are to be paid within 12 months or expected to be paid off within its normal operating cycle. Some examples of current liabilities are accounts payable, wages, and rental payments.

Non-current liabilities, also known as long term liabilities are financial contracts that are not due within 12 months, or within the company’s operating cycle. They’re not expected to be liquidated anytime soon. Long-Term liabilities indicate how much the company is currently in debt vs it’s cash flow. Some examples of long term liabilities are bonds payable, long term leases, and product warranties.

Equity
Equity is what is remaining after you subtract what you own (assets) from what you owe (liabilities) and is called net worth. After all debits and obligations have been paid for any remaining values belong to the business owners, also known as owner’s equity.

Want to learn more?
Accounting can be very challenging. We find that most business owners don’t know where to get started. On Wednesday April 25, 2018 at 11:00 AM EST we will be presenting a webinar called “Tools Your Business Can't Live Without: The Only Accounting Guide You'll Need.” Content that will be covered in the webinar will include going over the principles of accounting. Our webinar will ensure that small business owners will have the tools to understand their finances. Topics that will be covered in this webinar are Introduction to Cash Flow, Income Statements and Balance Sheets.Visit the link below for more details.

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

 



Has your business grown to the point where it’s too much for you to handle your own finances? If this is the case, you must be wondering if it would be better to hire a bookkeeper or an accountant. Gaining a better understanding of both professions will help paint a better picture of who you should hire. Both positions will be responsible with managing your finances, but each one will contribute differently to the company’s accounting objectives.

Bookkeeping is more of the administrative role of the company’s accounting process but is still a key component. Daily tasks include collecting and sorting, through the receipts and invoices then inputting the required data into the general journal. The bookkeeper would have to maintain the general ledger on a constant basis and monitor the ongoing finances of the business. Additional responsibilities for the bookkeeper are but not limited to;

Recording Transactions
Processing Invoices, Receipts, Payments
Processing and Maintaining Payroll System
Reconciling Accounts and Preparing Reconciliation Reports
Managing Accounts Receivable and Accounts Payable
Calculating HST
Preparing and Lodging BAS
Tax Preparation

Bookkeeping is only half of the accounting process. An accountant helps business owners make better financial decisions. The accountant has a more of an analytical position and will create reports based on past financials performances. These reports are generated from the financial reports that the bookkeeper has created during a specific time. Their accounting certification (CPA, CGA, CMA, CA) and strong financial background makes them best suited to provide feedback and advice for the company’s future objectives. Other responsibilities of the accountant are but not limited to;

Financial Projections
Future Financial Elements
Preparing Adjusting Entries
Preparing Company Financial Statements
Analyzing Costs of Operations
Auditing
Business Establishment Assistance
Financial Management Advice
Taxation Advice and Planning

The job of the accountant relies heavily on the work of the bookkeeper, it would be beneficial to have both for your business. This will ensure that your business remains financially healthy and it will allow you to have more time to focus on growing your business. Develop your company into a paperless business with Microsoft Dynamics, download our demo today http://www.websan.com/demo/ and see how going digital can benefit your business.

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

 

 

Microsoft Dynamics 365 Voice of the Customer – Reach Out and Engage Your Customers

Measure Satisfaction. Improve Customer Relationships. Gauge Customer Needs. The Voice of the Customer Solution for Dynamics 365 provides these capabilities, and so much more! Through the creation of surveys, connect with your customers to gain insight into how they rate your support; understand their needs to align with product offerings; measure feedback on conference attendance; gauge interest on topics; enlist product testers…the list is endless for how surveys can be utilized. Along with surveys, the Voice of the Customer solution enables you to measure the feedback which is returned and provides various functionalities for action to be taken.

This session will focus on the following:

  • What is Voice of the Customer
  • Why you should consider Voice of the Customer
  • Components that make up Voice of the Customer
  • How Surveys Can Be Distributed
  • Survey Data Reporting & Analytics

Date: Wednesday March 28, 2018
Time: 11:00am - 11:30am EST

Click Here to Sign Up For The Webinar Today!

 

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

 


This webinar is a continuation of the Dynamics NAV Manufacturing Series. In Part 7, we will discuss the following;

  • Variance reporting
  • Labor reporting
  • Dashboards and insights
  • Power BI
  • Variance reporting
  • Labor reporting
  • Dashboards and insights
  • Power BI


Date: Tuesday March 20, 2018
Time: 11:00am - 12:00pm EST

Click Here to Sign Up For The Webinar Today!

 

As a business owner an ERP system will take your business to the next level. It will take all your current business flows and transforms them into a single process. Majority of ERP systems have already been pre-developed to fit the standard business prototype but can be modified to better fit your business needs. Once you have the ERP system in place, you will have access to all the right tools to remain highly competitive in the marketplace and become more efficient. Implementing an ERP system for your business can be highly profitable in the long run and can assist your company in becoming more scalable for future growth. Here are three reasons why you should implement an ERP system:

Reason One: Streamlined Processes

Once your ERP system has been implemented, all of your department’s processes streamlined. These faster and simpler working methods will increase employee efficient and in return, create a stronger business model. Also, room for human error decreases significantly when an ERP system is in place. As multiple departments, work as one, the business can now develop and grow into something bigger than it was before.

Reason Two: Customer Service

Every business has a consumer base; whether you’re a B2B or a B2C, the customer experience is everything. Customers need to have a positive interaction with your company every single time. An ERP system will increase the possibilities to provide memorable customer experiences using your new streamlined processes, therefore increasing customer satisfaction.

Reason Three: Analytics

ERP systems collect data and provide analytics so that, can make profitable decisions. ERP systems not only allows all your departments to work using one integrated system but also requires all employees to input all the data into one integrated system. All this collected data can then be extracted and later analyzed to improve business processes, product development, marketing campaigns, becoming more cost efficient and so much more.

To stay competitive in the marketplace its recommended for your business to have an ERP system in place. If you have any questions about ERP systems and how it would make your current business model better email us at This email address is being protected from spambots. You need JavaScript enabled to view it. and we’ll be happy to assist you. If you would like to try out our ERP system, you can download our demos here: www.websan.com/demo

DOWNLOAD OUR MICROSOFT DYNAMICS FREE INTERACTIVE DEMOS

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

 


Most companies have two main parts for their customer lifecycle; customer acquisition and service delivery. During the customer acquisition phase, the salesperson is very active in gaining the customer’s trust, after the customer decides to purchase the service/product, it’s your job to provide value, and trust that has been promised to them, this opportunity can be changed to won within your Microsoft Dynamics CRM system; however, if they didn’t follow through with the purchase they became a lost opportunity. During the service delivery phrase, the product/service is being delivered, and then there is no more interaction with the salesperson they trusted, but instead systems, automatic emails, and customer service.

The point here is that after the customer purchased the product/service, the salesperson has an opportunity to nurture their clients and turn them into long-term clients. They didn’t just buy the product or the service; they also bought the trust and bond that that was established through time, and this relationship should not be taken for granted. The moment a customer feels like their trust has been violated they’re going to look elsewhere for their products/services.

In Microsoft Dynamics for Sales once an opportunity has turned into a won-opportunity the company name can be added as an account. The actual client is added as a contact, and future interactions are quick and easy. Sending them personalized emails right from the system to check in on them, make sure the product/service is working out, and how you can help them in the future. When you use Microsoft Dynamics for Sales, there is no reason why any customers, new or old, ever feel like their left in the dark. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Download our Dynamics 365 for Sales Demo

Engage team members across your entire organization and fuel some friendly competition around the water cooler with Microsoft Dynamics 365 Gamification!

Gamification is the idea of using ‘gaming’ to turn work into play. And Microsoft Dynamics 365 Gamification does just that by engaging and motivating people to achieve their goals through friendly competition. Not only is it a fun way to lighten the mood around goal setting, gamification is also shown to lead to increased organizational performance, productivity, and adoption of business applications.

So what are you waiting for…Ditch the spreadsheets and launch a new approach to setting and meeting (and ultimately exceeding) sales and service goals!

The webinar will focus on the following:

  • Why Gamification? And how to keep it fun and engaging!
  • Explore the different Gaming Models
  • All heads on deck - Get everyone in the Game
  • Participation has its benefits - Game Awards

    Date: Thursday, January 28, 2018
    Time: 11:00 am – 11:30 am EST

View the webinar here!

 

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

 




It’s vital to capitalize on opportunities and convert leads successfully in order to run a successful business. Relationship selling is a must, and Microsoft Dynamics 365 for Sales is there to help. The customer wants to feel appreciated and their business makes a difference. Finding someone to sell them something is easy, but what they really want is someone to guide them to make the best decision. It’s your duty to build rapport with the customer to uncover their needs, and remember, no two customers are ever the same.

As your company continues to grow, this statement will become more and more accurate. New opportunities are always going through the funnel and you need to make sure that you’re ready with the right tools to assist all the new and existing customers. Microsoft Dynamics 365 for Sales allows you to create individual records for each of your opportunities. This allows you to follow-up with your customers in real-time and makes sure you capitalize on all opportunities, so none fall through the cracks.

Microsoft Dynamics 365 for Sales allows you to create profiles for each opportunity and then organize them accordingly. Once the opportunity has been created, you can document and record all of the interactions, notes, and reminders you might need to re-engage in the future. No matter where the opportunity is in the sales process, tasks and events can be crated on the spot to remind you when to reach out to the customer again.

Having a Microsoft Dynamics 365 for Sales system in place will help your company not only organize your leads but make sure to capitalize on each opportunity. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Download our Dynamics 365 for Sales Demo

 

 

 

If it was only as easy as 1,2,3.

At the end of the day, everybody needs customers. Whether it’s a B2B company or a B2C company you need to have some demand for your product or services that you provide. You need to get your name out to the masses somehow, you need to have a website, blog, and your company needs to be on every social media platform out there so people can find you.

Though it can be challenging to identify the right lead, B.A.N.T. is one of the more reliable lead ranking strategies. While your salesperson is on the phone with the new lead, they should go through the B.A.N.T. process to determine the quality of the lead. Here’s a breakdown of B.A.N.T:


B stands for budget, everybody wants something, but do they have the financial capacity afford what they want in a CRM system? If not, is there another solution that your company can offer them?

A is for authority, how high are they in the decision-making chain? Are they just a salesperson or the owner of the company?

N is for need, is your product going to solve a problem? Is there a need for a new solution?

Finally, T stands for time, Is there a set day a decision needs to be made by?

 

With Microsoft Dynamics 365 for Sales, you can have all of your social media leads funnelled into one system and organize them by source and assign them to the correct agents. When your agent receives a lead, an automated email is sent out to inform a salesperson when to follow up with a lead in real-time.

The question of the matter is, how do you know that this new lead will be the right lead for your business? Or should your salesperson focus on the next lead?

http://www.websan.com/demo/dynamics-crm and see what this system can do. Stay in tuned until next week when we post the third part of our “Transform the Way Your Team Sells Series.” 

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Download our Dynamics 365 for Sales Demo

 

 

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