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

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:

Microsoft Dynamics NAV is a complete enterprise resource planning (ERP) software solution for mid-sized organizations that is fast to implement, easy to configure and simple to use.

With each new Dynamics NAV release, Microsoft introduces the latest and greatest feature sets, offering us more ways to customize and administer our environment “out of the box.” Sign up today to reserve your seat.

The webinar will focus on the following topics:

• Employees Tasks
• Power BI Reporting
• New Posting Setup
• Bulk posting of orders, invoices and credit memos

Date: Thursday, January 25, 2018

Time: 11:00 am – 11:30 am EST

Picture This.

It’s a lovely Tuesday afternoon, and the sun is shining birds are singing as you are packing up your car to go to your first meeting. As a business owner, there is no such thing as a 9-5 schedule but today seems possible, you only have two meetings today and maybe even have time to make a pit stop to the office.

After your first meeting, you realized that you missed a call from the office and tried calling back, but there is no answer. Your first meeting took a little longer than normal, and you’re running a little behind schedule, so you check your email just to double check and no luck. Once you have finished with the second meeting you check again to see if there is anything and finally there is an email from one of your employees about a possible lead that wants to schedule up something today.

Now you are running behind schedule even more now cause the last meeting took longer than expected with a whole bunch of questions. Now, as you’re on route to your “final” meeting you try following up with this lead and no answer on the phone call and you send them a quick email right before you walk into your third meeting. The final meeting ends and as you check your email, you see that they had an opening for today but are booked until Friday and could book something then. You realize that you could be Missing Opportunities.

We are in the year 2018, the time of digital transformation and moving to the cloud; missing opportunities is not an option anymore. With the hectic life of a business owner, you need something that can help you and your company work in harmony and work more in sync. With Microsoft Dynamics 365 for Sales your team can add a lead into your system with little information and you can get a notification about the new lead.

WebSan Solutions Inc. has been selected as a member of the Bob Scott’s VAR Stars for 2017 for the fourth consecutive year. The group of 100 organizations are honored for their accomplishments in the field of midmarket financial software.

Members of the VAR Stars were selected based on factors such growth, industry leadership and recognition, and innovation. Selection is not based on revenue and those firms chosen represent a wide range of size and many different software publishers of accounting software.

“To be amongst such great company and to be a member of VAR Stars for the fourth year is an honour. For me, it validates the hard work and effort our business puts into achieving great results.” Said Andrew King, Managing Director of WebSan Solutions Inc.

“Each year, 100 VAR Stars are picked from the best organizations that market financial software. It is always an honor to recognize those who contribute to the development of our business,” Bob Scott said.

WebSan Solutions Inc. has been selected as a member of the Bob Scott’s VAR Stars for 2017 for the fourth consecutive year. The group of 100 organizations are honored for their accomplishments in the field of midmarket financial software.

Members of the VAR Stars were selected based on factors such growth, industry leadership and recognition, and innovation. Selection is not based on revenue and those firms chosen represent a wide range of size and many different software publishers of accounting software.

“To be amongst such great company and to be a member of VAR Stars for the fourth year is an honour. For me, it validates the hard work and effort our business puts into achieving great results.” Said Andrew King, Managing Director of WebSan Solutions Inc.

WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider, has been named a winner in the Best Small Business Solution category for this year’s Computer Dealer News (CDN) Channel Elite Awards.

CDN has been the voice of the IT solution provider community in Canada for more than thirty years and defines an information technology solution provider as an organization that resells computer hardware, software or peripheral products along with providing IT related professional services, support services, or consulting in a cloud or on-demand environment, on-premise fashion or as managed services.

CDN’s Channel Elite Awards recognizes IT solution providers for their innovation, leadership and commitment to creating business value and game changing solutions for customers. Winners are chosen based on the following criteria:

• Innovation: Originality in the application of the IT solution to the business problem
• Improved Sales or Revenue: Evidence that the solution benefited the customer with improvement in sales, revenue or cost reduction measured in dollars or percent
• Improved Efficiency: Evidence that the solution benefited the customer with increased efficiency
• Customer Service: Evidence that the solution benefited the client with improved internal and/or external customer service
• X-Factor: In what way(s) did the solution provider and/or the solution go above and beyond industry norms.

Channel Elite Award winners and finalists were recognized at CDN's Channel Elite Awards Gala and networking event on September 27, 2017 at the Paramount Conference and Event Venue in Woodbridge, Ontario.  All winners and finalists are posted on www.computerdealernews.com.

“We are thrilled to win this prestigious award and be on this list of finalists for the fifth consecutive year,” says Andrew King, Managing Director at WebSan Solutions Inc. “Winning this award reaffirms our longstanding commitment towards offering the highest quality of service and solutions to our clients, no matter the size of their business.”

–Canadian Business unveils 29th annual list of Canada’s Fastest-Growing Companies –

Canadian Business and PROFIT ranked WebSan Solutions Inc. No. 367 on the 29th annual PROFIT 500, the definitive ranking of Canada’s Fastest-Growing Companies. Published in the October issue of Maclean’s magazine and at CanadianBusiness.com, the PROFIT 500 ranks Canadian businesses by their five-year revenue growth.

WebSan Solutions Inc. made the 2017 PROFIT 500 list with five-year revenue growth of 141%.

“It is never easy to earn a spot on the PROFIT 500, but this year’s applicant pool was the most competitive yet,” says Deborah Aarts, PROFIT 500 program manager. “This year’s winners demonstrate the resilience, innovation and sheer management smarts it takes to build a thriving business today. Canada—and the world—needs more entrepreneurial success stories like these.”

“We are honoured to be on the PROFIT 500 ranking,” says Andrew King, Managing Director. “This achievement reflects the strength and dedication of our team towards providing the highest quality of service and solutions to our clients.”

–Canadian Business unveils 29th annual list of Canada’s Fastest-Growing Companies –

Canadian Business and PROFIT ranked WebSan Solutions Inc. No. 367 on the 29th annual PROFIT 500, the definitive ranking of Canada’s Fastest-Growing Companies. Published in the October issue of Maclean’s magazine and at CanadianBusiness.com, the PROFIT 500 ranks Canadian businesses by their five-year revenue growth.

WebSan Solutions Inc. made the 2017 PROFIT 500 list with five-year revenue growth of 141%.

“It is never easy to earn a spot on the PROFIT 500, but this year’s applicant pool was the most competitive yet,” says Deborah Aarts, PROFIT 500 program manager. “This year’s winners demonstrate the resilience, innovation and sheer management smarts it takes to build a thriving business today. Canada—and the world—needs more entrepreneurial success stories like these.”

“We are honoured to be on the PROFIT 500 ranking,” says Andrew King, Managing Director. “This achievement reflects the strength and dedication of our team towards providing the highest quality of service and solutions to our clients.”

WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider, has been named a winner in the Best Small Business Solution category for this year’s Computer Dealer News (CDN) Channel Elite Awards.

CDN has been the voice of the IT solution provider community in Canada for more than thirty years and defines an information technology solution provider as an organization that resells computer hardware, software or peripheral products along with providing IT related professional services, support services, or consulting in a cloud or on-demand environment, on-premise fashion or as managed services.

CDN’s Channel Elite Awards recognizes IT solution providers for their innovation, leadership and commitment to creating business value and game changing solutions for customers. Winners are chosen based on the following criteria:

• Innovation: Originality in the application of the IT solution to the business problem
• Improved Sales or Revenue: Evidence that the solution benefited the customer with improvement in sales, revenue or cost reduction measured in dollars or percent
• Improved Efficiency: Evidence that the solution benefited the customer with increased efficiency
• Customer Service: Evidence that the solution benefited the client with improved internal and/or external customer service
• X-Factor: In what way(s) did the solution provider and/or the solution go above and beyond industry norms.

Channel Elite Award winners and finalists were recognized at CDN's Channel Elite Awards Gala and networking event on September 27, 2017 at the Paramount Conference and Event Venue in Woodbridge, Ontario.  All winners and finalists are posted on www.computerdealernews.com.

“We are thrilled to win this prestigious award and be on this list of finalists for the fifth consecutive year,” says Andrew King, Managing Director at WebSan Solutions Inc. “Winning this award reaffirms our longstanding commitment towards offering the highest quality of service and solutions to our clients, no matter the size of their business.”

Take our FREE ERP Assessment | Download one of our free Microsoft Dynamics Demos

Who are the digital nomads? In simple words - people, who work remotely. But recently, the term "digital nomadism" shifted from a work style to a lifestyle and more and more professionals, like programmers, marketers, and salespeople, can work and still explore the world at the same time. So, how can digital nomads transform your business?

Enhanced Communication

Because digital nomads work remotely, there's no need for them to ask their manager questions in person every 5 minutes - it's much more convenient and effective to send one or two e-mails. Digital nomads also feel more comfortable using messaging or video chats, which can be set up across departments.  

Engaged Employees

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Setting a budget for your company is essential for business planning, and can provide critical insights towards any future strategy or business operation. In Microsoft Dynamics 365 for Financials, you can easily create a budget for yourself or for your company using the following steps:

Step 1: In the search bar, find your G/L Budgets and select Edit List to create a new budget

Step 2: After filling in the necessary fields, select Edit Budget and fill in the necessary fields

Step 3: Click into one of the corresponding cells under the Budget Matrix, which will subsequently open up the G/L Budget Entries window

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There's a lot of buzz around digital transformation right now. Microsoft claims that it's the future of business that can bring millions of additional revenue for companies. In simple terms, digital transformation is the process of digital technology implementation; "going paperless," according to Wikipedia. But what does this mean for your business?  

Better Customer Understanding

With digital technologies, you now can gain in-depth information about your customer segments. For example, social media helps you to interact with your clients directly and understand what makes them happy and what doesn't. Business intelligence software allows you to get useful insights, which assists in figuring out customer behavior.  

Focus on Strategic Tasks

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Electronic Funds Transfer (EFT) offers a secure and convenient method of payment for companies that manage payments and transactions between multiple bank accounts. In this week’s blog, we highlight how companies can expect to benefit from utilizing EFT payment features in their day to day financial transactions.

Long Term Savings

In Microsoft Dynamics GP, users can post EFT payments by creating a file to upload to the bank. By doing so, companies receive direct deposits and can do away with additional transactional costs such as online processing fees and costs associated with postage and stamps for companies that mail physical cheques.

Enhanced Security

MS Dynamics 365 for Sales vs Salesforce | Learn more about Dynamics 365 for Sales features

It's a big misunderstanding that if you just buy and implement a CRM system, it will immediately boost your revenue. Getting a CRM system on board, is just the tip of an iceberg. Below are three tips on how to get the most benefits from your CRM system:

Accurate Data is a Key

You may have the fanciest features in your CRM system, but they won't get you any useful insights, once your data isn't accurate. Make sure that the process of data input is easy, quick and clear, so your employees will be motivated to provide your CRM system with accurate information.  

Customize it

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If you’re thinking of expanding your operations and considering doing business internationally, then having an ERP system capable of processing multi-currency is essential for your business practices. In this post, we highlight the key benefits of utilizing multicurrency features found in Microsoft Dynamics products such as Microsoft Dynamics GP and Microsoft Dynamics NAV:

Receive Up-to-Date Information on Current Exchange Rate

With multi-currency ERP, exchange rate calculations and reports are performed and updated periodically. These updates provide invaluable insights towards when would be the right time to perform any exchanges with a partnering country, such as when to process transactions when the exchange rate is lower and to avoid excessive spending once the exchange rate increases.

Automation Capabilities

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Who are the millennials? Known by some to be lazy, narcissistic, impatient but extremely tech-savvy and ambitious generation with a willingness to change the world. According to Environics Analytics, millennials make up 37% of the Canadian labor force now, and this number is expected to rise to 75% by 2028. They have high expectations for everything, so how they can change the way ERP software is implemented?

1. Accessible Anywhere, Anytime

Millennials want data to be available whenever and wherever they want it - and it relates not only to mobile access. They invented the term "Bring Your Own Device" (BYOD), which means that they want to see all the necessary data on their personal devices. In this case, an ERP system needs to be flexible, mobile and easily accessible.

2. User-Friendly Interface

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ERP configuration is one of the most crucial steps in your implementation process. Part of what makes ERP systems effective with improving productivity and efficiencies within an organization is that it’s not a one size fits all product. For every organization, ERP software will function differently to best meet your company’s own data, parameters, fields and workflow in order to ensure that your employees are receiving and sharing accurate information with one another.

Proper configuration of your ERP system is crucial for ensuring both financial and reporting accuracy within your company. Prior to implementing an ERP software, start by finding an ERP platform that best matches with your business processes and understand the needs of each of your department as well. Failure to do can result in spending thousands of wasted dollars on ERP add-ons and additional customizations.

Although it is a difficult task, it is not impossible to learn how to configure your ERP systems by yourself. However, ERP consultants exist for a reason. For a fixed fee, various companies offer both on premise as well as online instructions for proper ERP implementation. It is highly recommended that individuals with limited IT knowledge contact a consultant, as clients who fail to successfully implement their ERP systems by themselves are likely to be costing themselves more money in the long run.

For those interested in learning more about ERP systems and features, click here to visit our YouTube channel for discussions and product tutorials. Feel free to also contact us for any additional question or inquiries you may have regarding Microsoft Dynamics products.

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Even though ERP vendors try to make implementation as smooth as possible, there are still some challenges that may come along the way. It takes a lot of time for employees to get used to the new software and start to get benefits from it but there's a way to make this transition faster. Below are three tips on how to make an ERP system implementation more comfortable for your employees.

1. Build an ERP system around existing business processes

Often, business processes of a company are adjusted to an ERP system. But it's a big mistake. To start getting benefits from an ERP system as soon as possible, it's better to identify all the gaps in the company and then build an ERP system around existing business processes.  

2. Establish trust with your ERP implementation partner

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Part of what makes ERP software so popular within various industries is its ability to adapt alongside growing companies. Gone are the days where organizations were required to spend tens of thousands of dollars for system update fees. Instead, companies now have the freedom to grow freely, and no longer need to be tied down by software limitations. In this post, we discuss the three features of scalability in ERP software and how this benefits businesses:

Enhance customer account management:

As your company grows, so too will your list of clients and customers. Your systems must be able to handle this increase in customer information, ensuring you have the necessary space to add additional data entries and ensure that your systems continue to run smoothly under heavy workloads and across multiple applications within your system.

Cross-platform capabilities: