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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

 

 

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(SMB Group, 2014) 

Grow efficiently

  •           Microsoft’s ERP products (GP, NAV) and Dynamics CRM can efficiently take your company to the next level as your needs change or your business grows.
  •          Running your business in the Cloud means reduced upfront software cost and no servers to manage.
  •          Plus, you have the ability to add more users as your business grows.
  •          Microsoft’s business solutions are quick to implement and easy to maintain.
  •          Implementing projects takes weeks, not months, with a familiar user experience.

Do business anywhere

  •          Travel on-the-go with all your sales information available at your fingertips, using your mobile device.
  •          Accessing  your financial data using a web browser gives you the freedom to work from anywhere.

Connect with customers

  •          Microsoft Dynamics CRM helps you gain customer insights, grow sales, and maintain customer relationships.
  •          Using Dynamics CRM gives you a 360-degree view of your customer, from previous communications, current cases, products sold, and where they are in the sales cycle.
  •          Use Dynamics CRM’s interactive dashboards to help track your customers and discover new sales opportunities.

WebSan Solutions has incorporated simplicity into every aspect of your experience—from initial purchase and deployment,to ongoing maintenance and upgrades. Microsoft Dynamics GP & CRM can boost your daily productivity and deliver long-term value without complex and costly implementation.

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

 

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When selecting a new Enterprise Resource Planning (ERP) software, one of the first considerations to make is whether to go hosted (on the cloud) or on-premise. Although both types have their advantages and disadvantages, it’s worth taking a closer look and offering points of consideration to make the software selection process less daunting. Software Advice, an advisory firm that helps buyers select ERP software, conducted research to create a comprehensive guide to help buyers determine the best type of software needed for their organization, with findings compiled in this article.

The biggest difference between the two types of systems is cloud-based software is hosted on the vendor’s servers and accessed through a Web browser, while on-premise software is installed locally, on a company’s own computers and servers. Although over time, both systems’ cost tend to converge, cloud-based software is priced under a monthly or annual subscription basis, while on-premise software is usually priced under a one-time perpetual license fee.

Some advantages of cloud-based ERP software include its shorter implementation time, great stability with frequent updates from the vendor and no additional hardware investments. On the other hand, some disadvantages of this type of system are its less customizable functionalities and an organization’s possible less peace of mind that comes with data security being in the vendor’s hands.

On the other end of the spectrum, on-premise ERP systems are known to be more customizable and offer greater control over data. However, the implementation process can take longer and organizations have to pay associated hardware and IT costs. Organizations will find that cloud-based ERP systems are more mobile-friendly compared to their on-premise counterpart. 

It would be in an organization’s best interest to first assess its needs, budget and top concerns before deciding on the right type of ERP system that will be the right fit.

WebSan Solutions offers Microsoft Dynamics GP and CRM implementation along with valuable resources like training, free webinars and outstanding support. See how we can help your business meet its ERP needs – download one of our FREE Microsoft Dynamics GP or CRM demos today! 

 

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

View our free webinars Read more about Hosted Dynamics GP and CRM 

Find out more about WebSan University

WebSan Solutions’ Microsoft Dynamics GP and CRM interactive demos now enables users to leave feedback to unlock new resources that will offer additional information that can help in the ERP software selection process.

The Dynamics GP and CRM demos boast over 300 downloads and have been a trusted tool in helping give an overview of both systems’ capabilities and main modules. The demos give an inside look at what the systems can offer and show a preview of each system before users decide to purchase. Not only are the demos useful in the research process, they also prove valuable for their interactive functionality. The interactive functionality allows users to type in and click on specific fields; a feature that is not common to traditional software demos.

When users leave feedback for the demos after downloading, they are given links to valuable resources that offer additional information on the two systems. For the Dynamics GP demo, users can access an estimate of WebSan’s Dynamics GP implementation cost, while those who leave feedback for the Dynamics CRM demo can watch an exclusive webinar on maximizing Dynamics CRM’s out-of-the-box features.

Download our demos today to unlock these valuable resources!

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Thursday, 12 November 2015 00:00

A Handy Guide for Your ERP Software Selection Process

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The process of selecting an Enterprise Resource Planning (ERP) software is no easy task. With many factors to consider such as cost, vendors, business needs, and the vast software selection in the market, the task of choosing the right ERP software becomes all the more complex. Software Advice, an advisory firm that helps buyers research and choose ERP software, conducted research and sought expert advice to create a comprehensive guide to help buyers through the ERP selection process, with findings compiled in this e-book.

Research shows that 59% of buyers cite data integration as the top reason for purchasing a system, while a staggering 24% of users say their current system lacks adequate support. If you find yourself in the same boat as these buyers, it might be worth investing in a new ERP system.

Below are some tips to help in your ERP software selection process:

1. Assess your business needs and identify must-haves

  • Look into your business needs and identify key issues that need to be resolved with the aid of an ERP software, then form a selection committee comprised of both mission-critical employees and IT staff. This ensures that all voices (of varying departments) will be heard and unique needs will be evaluated.

2. Outline your key requirements

  • After forming the committee, have everyone write up their own “wish list” of issues that they would want to be solved with the help of an ERP software, and specific capabilities they want the new system to have. At the end of the brainstorming session, the committee should have a concrete list of immediate business issues that need to be resolved and a shortlist of features that the new software must have.

3. Create a list of vendors

  • Some factors to consider when creating a shortlist of vendors include: how the vendor targets your industry (or niche), your budget, deployment preferences, must-haves, technical requirements, ERP functional strengths and user-friendliness.

4. Get references from vendors and other reputable sources

  • Once you’ve narrowed down your list of possible vendors, it’s worth gathering references from third-party reviews, people in your industry who are currently using the systems in your shortlist, news articles, and current clients of the vendors who are in the same industry or who use similar ERP modules that you would need.

5. Decide and negotiate

  • Make sure to negotiate for software pricing after you’ve made your selection and ensure that every single promise and requirement fulfillment is noted in writing from the vendor.

To learn more about how WebSan Solutions can help in your ERP selection and implementation process, download our free ERP Whitepaper or take our ERP Assessment.

Click here to download our free ERP whitepaper      Click here to take our free ERP Assessment

 

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence