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Get Ready, Get Set, Get Marketing with Dynamics 365 for Marketing!

Have you heard the buzz that Microsoft has launched a new marketing application, Dynamics 365 for Marketing?! The target market for this solution is small to medium-sized organizations who require an end to end marketing solution. Large organizations need not count themselves out, this solution has a little bit of everything. Join us for this session which will serve as an introduction to one of the newest Microsoft product offerings.

• Dynamics 365 Out-of-the-Box Marketing vs Dynamics 365 for Marketing
• What comes with Dynamics 365 for Marketing
• Navigating the Application
• Standout Elements of the Application

Date: Wednesday, May 30, 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

Published in WebSan Blog


Five Reasons Why You Need A Payroll System

It takes a lot of time to keep track of the total hours worked by employees, stay up-to-date with tax preparation and update employee profiles. It’s time to get a new Payroll system if the HR department can’t keep up with daily operations. Here are five reasons why you need a payroll software.

1. Save Time: Payroll can be very strenuous with the mass amount of operations needed to keep everything in order. Calculating hours, tax preparation and employee data maintenance can take multiple hours to complete when it's done manually. Investing in a good payroll system will allow information such as direct deposits pay, up to date tables, and even updating your general ledger to be automated.

2. Reduces Human Error: When businesses manually enter employee wages, there is always the possibility of human error. Use a payroll system to reduce human error is and save the company money.

3. Always Up-To-Date with Taxes: When tax season is approaching it can take hours to ensure that all information that has been entered manually is correct. Payroll systems will always have the tax tables up-to-date, so your business will always be compliant without the added stress.

4. It is secure. One of the most essential features that a payroll system needs is security. Payroll contains very sensitive data, which is kept confidential and can be stored away safely in the cloud. The only person who has access to this data is granted permission through role assignments.

5. Easy Integration: It is important to have your systems talk to each other. Your ERP system and payroll system go hand in hand. Payroll software can easily be integrated with well-known systems such as Microsoft Dynamics 365 Business Central.

Microsoft Dynamics Business Central is an all in one system that allows businesses to work digitally and became scalable. Insight Works has developed a Canadian Payroll add-on that integrates with Dynamics 365 Business Central. Join our Canadian Payroll with Microsoft Dynamics 365 Business Central Webinar to learn how their system makes the whole process of employee administration and finance much easier.

Date: Thursday, May 24, 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

Published in WebSan Blog

WebSan Solutions Inc. will host a webinar in collaboration with Insight Works about Canadian Payroll in Microsoft Dynamics 365 Business Central. Registrants will be introduced to the features and functionalities of the system. Registrants will learn how D365 Payroll simplifies the payroll process and automates their business, by exploring the following features:

  • Employee Timesheets
  • Manage Employee Details
  • Bank Integration
  • Direct Deposit or Cheque Payments
  • General Ledger Integration
  • Up-To-Date Tax Tables
  • Security
  • Privacy
  • Back-Ups
  • ESS (Employee Self Service)

Time: 11:00AM EST - 11:45AM EST
Date: Thursday May 24, 2018

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

Published in WebSan Blog

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

Published in WebSan Blog

 

 

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

 

Published in WebSan Blog

 

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

 

Published in WebSan Blog


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

Published in WebSan Blog

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

 

Published in WebSan Blog




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

 

 

Published in WebSan Blog

Download one of our free Microsoft Dynamics Demos

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:

Thanks to the proliferation of Cloud technologies, users are now able to access their applications from any mobile device (so long as they have internet access). ERP allows for the ability to switch between multiple platforms without hindering the functionality nor the user environment

Increased security measures:

As the amount of data stored in your systems continues to grow, so too does the need for heightened security measures. Thankfully, with ERP systems, security is scalable as well. Companies with multiple users are each able to set up their own authorizations, permissions, and access control to various features within the system, protecting their work and preventing others to make any changes as well.

Click here to find a solution that can grow alongside your company. You can also feel free to contact us for any other additional questions and/or inquiries.  

Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

Published in Microsoft Dynamics GP
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