WebSan Solutions Named a 2014 Top 100 VAR Star

Bob Scott's Insights magazine has named WebSan Solutions a 2014 TOP 100 VAR Star for a second year in a row.

The Top 100 are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning and accounting software. The selection of mid-market accounting software resellers for Bob Scott's VAR Stars rest on one basic principal: quality, not revenue, as the deciding factor in picking the 100 businesses that are selected for this honour.

Bob Scott has been informing and the mid-market financial software community via his email newsletters for 15 years and has covered this market for 23 years through print and electronic publications, first as technology editor of Accounting Today and then as editor of Accounting Technology, from 1997 through 2009.

For more information, visit the Bob Scott's Insights website here.

Congratulations to WebSan's team for this honour and keep up the good work!

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5 CRM Features Your Company Needs

Looking beyond the dozens of features that various CRM Systems have to offer, there are specific features which your CRM system must adequately provide to ensure your business is able to attract and retain customers successfully.  Here are 5 CRM Features your company needs and should look out for:

Remote Access

Your CRM System should give your employees access to customer information remotely from any location and device. Remote access is critical to obtain real-time information as well as provide your employees a way to update your CRM system with vital information on clients and partners.

Security

If you are a company where there is an overlap between departments in terms of roles and responsibilities, it would be easy for the wrong person to gain access to confidential information from your CRM system. It's important to put in measures which monitor what information is accessed through your CRM system. Additionally, encrypted access and a secure server is important if you're remotely accessing your company's real-time information from your CRM system.

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5 Reasons to Choose Cloud Computing

Perhaps your company is struggling with existing complex and costly business software and hardware in order to carry out your day-to-day business activities. Your company has hired a team of expensive specialists/experts to manage and maintain these systems. It has come to the point that your company can no longer keep up-to-date with the latest technology due to limited resources. What should your company seek in a new enterprise solution? With the beginning of a new year, it's important to consider the advantages of making a transition to the cloud.

Cloud computing is a network of your company's business areas located externally on the internet.  The biggest advantage of cloud computing is that you no longer have to purchase expensive business software or hardware - not to mention the costly IT staff required to maintain your systems. All of your company's activities and information are located in an external online server which is supported and managed by an experienced vendor. As all your business functions are online, all necessary updates, upgrades, and backups are done automatically. Additionally, your company benefits from access to real-time information from each department such as HR, Marketing, Sales, and Accounting, among other business areas. Finally, your company benefits from being able to scale your cloud network up or down depending on your business needs and/or as your company grows. With these factors in mind, consider these 5 reasons to choose cloud computing as your next business venture:

Up and running within days/weeks as there is no purchase of hardware or software. All you need is an internet connection.
Reduce dependence on IT personnel.
Remotely access your information from any location on any device.
Real-time access to your company's information across all business areas.
Scalability allows for your company to make changes as your company grows.

Make the Transition to Cloud Computing Today!

View our Cloud Computing Products

Nilofhar Zarif - Kadir, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

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Factors to Consider When Choosing an ERP system

With the New Year fast approaching, your company has decided to adopt/upgrade to an enterprise resource planning (ERP) system. Congratulations! Making the decision to adopt/upgrade to an ERP system already puts you ahead of your competition.

An ERP system is a powerful tool that helps you efficiently analyze, interpret, and execute the core activities of each department of your business on a day-to-day basis. Companies who seek to adopt/upgrade to an ERP system do so in order to integrate the different programs they're using for different departments into one suite. An ERP system helps reduce costs because any previous delays or duplication of work is avoided. For example, a company may calculate their sales revenue using one type of software meanwhile using separate software to produce a financial report. An ERP system integrates the two actions whereby once the sales revenue is calculated, the ERP system uses the same information to produce a financial report. A benefit of having these separate processes integrated is that the same information flows from each department which results in less errors made, in addition to better business decisions made. Resources such as time and staff are reduced (not to mention the complexity) which boosts the company's bottom-line.

Other benefits and features of an ERP System include:
• Access to all the company's information across all departments in real-time
• Stronger customer relations through better access of customer information as part of your company's practices in customer relationship management (CRM)
• Improved controls at each stage of the supply chain
• Enhanced security with access to a single set of user settings to better protect your company's information
• Less training and implementation necessary because all staff are trained to use the same system

Consider the following when adopting/upgrading to an ERP system:

Costs & Benefits
• What is your budget?
• What is your firm looking to achieve?

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Ready to Boost Sales with CRM 2015? Consider the Benefits!

Is your company considering upgrading to CRM 2015 as part of its New Year's resolution? Worried that time and training would not be worth the transition from your existing CRM? Well, your company will be happy to know that with the upcoming release of CRM 2015, many users will find key UPDATES made to CRM 2013 rather than face an entirely new system! Consider the benefits!

CRM 2015 delivers powerful updates to its sales tools! As the following features demonstrate, your company will benefit from the system’s capabilities of producing faster and higher profits!

Sales Hierarchies

 

 

 

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Microsoft Dynamics GP 2015 Is Now Released!

The official Microsoft Dynamics GP 2015 release is out and available to partners through PartnerSource. The new Microsoft Dynamics GP 2015 includes more than 120 new features. As already mentioned before, some of the major changes in GP 2015 include:

  • Service Based Architecture (SBA) - offers the ability to centralize and automate the management of your GP system, giving users secure cloud access quickly, upgrading new customers and adding new companies as needed.

  • Identity management - enables users to log into their Dynamics GP web client account via the organizational account. This update allows for a single secure log in for access to the GP workspace.

  • GP 2015 will also add an Employee Self-Service (ESS) app for time management since Microsoft Business Portal is going to be discontinued.

  • Azure procurement

  • Apps on multiple platforms.


The Dynamics GP releases will be coming out in six month intervals, so they can deliver new features as soon as possible to clients. The following two releases in 2015 are expected to be named GP 2015 R2 and GP 2015 R3.

If you are curious about seeing Microsoft Dynamics GP in action, try our Microsoft Dynamics GP Interactive Demo.

Download a FREE Microsoft Dynamics GP Demo now!

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

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Customize Your Home Page in Microsoft Dynamics GP 2013

Microsoft Dynamics GP 2013 offers users different ways to customize their home page and area pages. You can add content areas to your Home Page, such as To Do, Quick Links, Microsoft Connect, Business Analyzer and Reports.

You can also modify the layout and change your home page role. Click the "Customize this page..." link at the top of the content pane on your Home Page to open the Customize Home Page window.

In the "Column Stack" section, select the desired arrangement. Choosing "Right" places the minimized windows at the right side of the screen, 'Top' would place them at the top, etc. This will make navigating the menus easier for you. If you are interested in viewing all the menu categories, the "Bottom" arrangement will make them look more organized.

Download our FREE Microsoft Dynamics GP Interactive Demo and see Dynamics GP in action! 

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

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WebSan awarded for service excellence by Ontario Chamber of Commerce

The Ontario Chamber of Commerce has recognized WebSan Solutions for its commitment to delivering exceptional customer service. The company has been awarded the 2014 Ontario Business Achievement Award for Service Excellence.

Located in Toronto, WebSan Solutions provides software and IT solutions to businesses looking to measure and improve their performance. With over a decade of experience in Enterprise Software solutions, online business and financial accounting software, implementation and design, WebSan has become a prominent technology leader in their industry.

Committed to helping their clients get the most out of their software, WebSan offers their clients lifetime support and extensive training on the software they offer through 'WebSan University' (online course instruction) and free video tutorials.

"As a customer, you're more likely to return or make a repeat purchase when you've experienced first class customer service," says Allan O'Dette, President and CEO of the Ontario Chamber of Commerce. "It's because of WebSan's high quality customer service standards that they have experienced significant growth over the past few years, and also why they are a winner in this award category."

Today, the company's source of pride is being able to provide affordable, simple to use, capable business management software programs to companies who do not want to worry about complex and confusing IT infrastructure and just focus on their business. They even offer flexible financing terms to start-up companies in Ontario, which has helped many organizations get started without the heavy cash-flow burden.

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WebSan Solutions wins the 2014 Ontario Business Achievement Award for Service Excellence

Yesterday Ontario celebrated the best of the best at the Metro Toronto Convention Centre, where WebSan Solutions was awarded the 2014 Ontario Business Achievement Award for Service Excellence.

 We have been honoured with the Service Excellence award, sponsored by the Chartered Professional Accountants of Ontario (CPA), for demonstrating that dedication to customer service can lead to demonstrable business success. WebSan offers clients lifetime support as well as extensive training on our software through WebSan University, our Learning Management System.

"We are honored to be recognized for our dedication to customer service. During every project we focus on helping clients outperform their industry peers and surpass their goals.
After all, we believe service excellence is a habit, not a skill and our commitment to it has helped us differentiate ourselves as technology leaders," commented Andrew King, Managing Director of WebSan Solutions Inc.

The Ontario Business Achievement Awards, hosted by the Ontario Chamber of Commerce, is the most recognized industry gala in the province, with the single focus on celebrating business success. For over 30 years, businesses have been awarded for their achievements in areas including sustainability, innovation, service excellence and exporting.

View a full list of the 2014 Ontario Business Achievement Award winners here.

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Year – End Closing in Microsoft Dynamics GP

It's that time of the year again, when you have to close your books and start fresh in 2015. It is a stressful period and you can easily forget all the steps that you have to follow and the order you need to do them.

So, what better time to watch our Year – End Closing in Dynamics GP webinar? This webinar will teach you the year – end closing procedures for Accounts Payable, Accounts Receivable and Financials in Microsoft Dynamics GP.

Along with the webinar, you should keep these tips in mind:

• Always, make a backup of your data before and after every module closing and make sure you know how to restore it.

• All users must be logged out of Dynamics GP, before you begin with the closing process.

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Microsoft Dynamics GP Demo - Reporting Dashboards

If you haven't downloaded our Microsoft Dynamics GP Interactive Demo yet, you now have the chance to get our updated version, which includes Reporting Dashboards.

WebSan Solutions has created this interactive demo to help you experiment with Microsoft Dynamics GP on your own time and at your own pace. With over 100 downloads, this Interactive Demo will not only show you how to use Dynamics GP but you will be also able to input data, create invoices, Purchase Orders, reports and find out what it would be like to use the system for your everyday tasks. This demo is a FREE downloadable file that you can keep forever, show it to your boss and come down to a final decision.

Our Microsoft Dynamics GP Interactive Demo includes the following modules:

• Dashboard Overview
• Financial Module
• Sales Module
• Purchasing Module
• Reporting Dashboards

This is a foolproof way of getting your accounting system without the hassle of going through complicated trials and countless hours of research.

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Microsoft Dynamics CRM 2015 New Features

Microsoft Dynamics CRM 2015 new release, otherwise known as "Vega", is set to be launched before the end of this calendar year. Microsoft Dynamics CRM products help companies unite their marketing, sales and service teams with the insights they need to deliver amazing customer experiences every time.

Here are some of the new features that are going to be included in Dynamics CRM 2015:

Sales

Guided Sales Processes - The Microsoft Dynamics CRM 2013 business process flows are improved in the new version and include a branching capability to allow organizations to implement complex business processes.

Marketing

Campaign Management Console – The Campaign Management Console will include A/B testing, multi–condition triggers and cross campaign offers with results displayed in real-time analytics.

Customer Service

Case Management – Agents will be allowed to pause and resume Service Level Agreements (SLAs) and track the time for which a case was on-hold.

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Microsoft Dynamics GP 2015 Is Around The Corner

Microsoft has already announced that the new Dynamics GP releases will be coming out every six months, starting from the Dynamics GP 2013 R2 release, so they can deliver new features as soon as possible to clients.

The new Microsoft Dynamics GP 2015 release will debut later this calendar year on December 1st 2014. This new release will focus on four main aspects and lots of small enhancements around them.

Here are the four main points:

  1. Service Based Architecture

  2. Identity Management

  3. Azure Procurement

  4. Apps on multiple platforms

These new features will become the foundation for the further development of Dynamics GP over the next five years. Some of the system’s new capabilities will be copying the Home Page and Area Page from one user to another and new options for the Discount Date Calculation similar to the transaction due date’s when setting up payment terms.

Stay tuned for more Microsoft Dynamics GP 2015 updates coming up soon!

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Announcing Microsoft Dynamics GP Special Pricing

Are you looking for more support hours, comprehensive training or just a better price with your Microsoft Dynamics GP implementation? WebSan Solutions has created three special offers that users can claim for free when they sign up for Microsoft Dynamics GP.

  1. Dynamics GP Pick-an-Option Special Offer

    You can select the option that best fits your needs: whether it’ll be 15% OFF your Dynamics GP project, UNLIMITED Dynamics GP training users, or 5 hours of FREE support, you will certainly find the right offer for your organization.
  2. Dynamics GP Good2Go Special Offer

    We created this All-in-one package that will help you get started with our Hosted Dynamics GP solution. This bundle includes 3 months FREE access to our Time and Expense Management System, 5 Dynamics GP training users and 3 hours of Dynamics GP support.
  3. Dynamics GP On the House Special Offer

    Your first month with Dynamics GP will be on us! Get all your Dynamics GP users hosted for FREE for the first 30 days and save on your licensing costs.

There is no catch or hidden fees involved. All you have to do is choose one of our three available offers and it will compliment your Dynamics GP Project.

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3 Facts about Dynamics GP That Will Impress Your Boss

Here are some facts that you can share with your boss in order to convince him/her that GP is right for your company!

1. Dynamics GP Will Help Employees Work Better, Faster, and Smarter!

Dynamics GP gives employees a role tailored experience relevant to specific jobs in a company. This will enable you to properly allocate resources in your company. The system is organized by module and each module is organized by Transactions, Inquires, Setup processes, Cards, Routines, Report, and Utilities. This intuitive experience will keep your employees organized so they can work more efficiently. View our Dynamics GP Quick Overview.

2. Dynamics GP Drives Your Business and Supports Your Business Growth!

Dynamics GP offers many capabilities! Whether your company has 10 employees or 500 employees. You can use the modules that you need and as your business grows you can utilize more of GP's features. GP is capable of meeting your highest financial demands without foregoing performance!

3. You Can Get Great Plains Up and Running in No Time!

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WebSan Solutions is an Ontario Business Achievement Award for Service Excellence 2014 Finalist

We are excited for this year's Ontario Business Achievement Awards, presented on November 26th and organized by the Ontario Chamber of Commerce. WebSan Solutions is committed to helping our clients get the most out of their system and thus, we made it to the top 2 finalists for Service Excellence.

"At WebSan Solutions, we believe service excellence is a habit, not a skill," says Andrew King, Managing Director. "We simply listen to our customer's needs and constantly strive to improve what we have to offer."

You can read the full article here: https://www.occ.ca/occ-events/ontario-business-achievement-awards/websan-solutions-service-excellence-is-a-habit-not-just-a-skill/

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., an Ontario Business Achievement Award for Service Excellence 2014 Finalist

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Time To Think About A Professional Services Automation Solution

If you find your company is struggling with charging clients or justifying costs internally, it’s high time you considered a Professional Services Automation (PSA) solution.

A Professional Services Automation (PSA) allows you to:

  • accurately record time and expenses
  • effectively schedule the right resources
  • ensure timely billing
  • measure the financial performance of both your projects and employees

Before diving deep into searching for the best PSA solution out in the market, you need to take into account the following:

Business needs – You have to decide which processes are the most critical for your organization and have to be automated. There are a lot of solutions that promise they do wonders for your business, but they might be missing the specific options you need.

Scalability – Will the software grow with you? You need to select a flexible PSA solution and make sure that you can update features, add new users or remove existing ones.

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Microsoft Dynamics GP User Training

WebSan Solutions takes Microsoft Dynamics GP training to the next level, by offering online training to GP users. We have developed a rich catalog of Dynamics GP online courses, ranging from General Ledger to Project Accounting and Management Reporter, which will benefit both beginner and advanced users.

WebSan University, our Learning Management System provides you with interactive material, such as videos, tests, documents as well as videoconferencing that will accelerate the process of learning Microsoft Dynamics GP.

We want to make Dynamics GP training widely available, so we decided to offer efficient, subscription-based access to our LMS. Now, you can get our entire course catalog, with over 25 Microsoft Dynamics GP courses for a one-time payment of $249/ user. You will then be able to login to WebSan University for six months and complete the training at your convenience, since you can access the system 24/7 on your desktop, tablet or mobile.

Take advantage of this special discounted price:

Sign up for Microsoft Dynamics GP Training now!

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The Final Part of our Dynamics GP Project Accounting Webinar Series

Our Project Accounting Webinar Series for Microsoft Dynamics GP is coming to an end this October, with our seventh and last part of the series, Revenue Recognition. We've had an amazing journey so far and we've been excited to receive comments from users all over world, saying how helpful this series has been to their everyday work.

From Project Accounting Setup and Key Concepts to Budgeting, Billing, Reporting, this webinars will teach you everything you need to know about Project Accounting in Microsoft Dynamics GP. This last part will focus around revenue recognition transactions, cost suspension and project closure.

In the meantime, you can catch up with the previous six parts of our series here:

  1. Project Accounting Setup and Key Concepts
  2. Project Accounting Budgeting and Costs
  3. Project Accounting Transactions
  4. Project Accounting Inquiries and Reporting
  5. Project Accounting Billing
  6. Project Accounting Posting Setup and Control

Register for Project Accounting Part 7 – Revenue Recognition on October 16, 11 am EST

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., an Ontario Business Achievement Award 2014 Finalist

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5 Reasons to Switch to Hosted Microsoft Dynamics GP

You are using Microsoft Dynamics GP and you’ve already discovered how the system’s capabilities benefit your organization’s performance and growth. Have you ever considered switching from your on-premise accounting system to a hosted solution?

Here are 5 reasons that can convince you to get Hosted Microsoft Dynamics GP:

  1. Cost-effective – With hosted Dynamics GP you no longer have to worry about purchasing expensive software. Instead, you get a simple subscription based pricing that can help you forecast and manage your costs effectively.

  2. Scalable – You can easily upgrade, downsize, add and remove users, allowing you to react quickly to changing needs.

  3. Simplified – Your applications will always be up to date and secure in our state – of – the - art SAS 70 certified data center, in Toronto.

  4. Flexible – You can access Dynamics GP with your unique login credentials practically anywhere, anytime and on any device.

  5. Secure – You don’t have to rely on hardware, since if one device is broken you can easily choose a different one, login and continue your work from where you’re left before.

See what Hosted Microsoft Dynamics GP can do for your business  

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., an Ontario Business Achievement Award 2014 Finalist

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WebSan Solutions is a Gold Certified Microsoft Partner

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