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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.

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

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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

Your ERP implementation partners are the experts who know how to make the transition to a new or a different ERP software as seamless as possible. It’s important to establish trust and ensure that you’re honest with all your ERP needs so an accurate timeline for delivery and solution can be implemented. Also, make sure that all your employees are getting local support within the departments from the very beginning of the implementation.

3. Use online training

By nature, people are used to oppose to changes, and this relates to your employees as well. Just imagine how they will resist a new ERP system adoption, if you tell them, that they need to attend in-class training. Make them learn it by themselves with the online training. It will allow them to learn a new ERP system whenever and wherever they want, just with an available Internet connection.

Don’t overstress your employees with your new Microsoft Dynamics ERP system. Sign up for WebSan University to get the most accessible and easy-to-use online training.

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

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

Learn about how we serve the Manufacturing industry 

It’s a well-known fact, that manufacturing is one of the biggest industries in Canada, which makes up almost 12% of Canada's national GDP. The industry is still growing, and manufacturing companies need modern software to ensure maximize growth potential. Here are three more reasons why manufacturers should consider an ERP system:

1. Enhanced Communication between Departments

Communication is a crucial factor for a manufacturing company, which has tens of different departments as well as a need to work efficiently. An ERP system can ensure effective communications between departments through connecting an entire company into one unified system.

2. Automated Processes

It’s no secret that manufacturing companies have complex operations. The bigger the company becomes – the more complex its operations are. ERP software becomes a need rather than a want because it automates daily tasks and provides accurate information to simplify business operations, like managing production orders, calculating costs or managing different versions of the manufacturing bills of materials.

3. Better Decision Making

An ERP system acquires tons of data to provide a decision-maker with useful insights. Available reports, KPIs, and forecasting features make the process of decision making much faster and more reliable. Moreover, you can personalize the information that you're getting from an ERP system to get the most accurate insights for your business.

Microsoft Dynamics NAV provides all needed features for a manufacturing company to improve its business processes. Learn more about Microsoft Dynamics NAV here.

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

Wednesday, 26 July 2017 15:33

Life After Leads: How to Grow your Customer Base

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

Continuing from our previous blog post, we’ll further discuss the process of capturing leads and how to develop them into potential customers. Now that you’ve established your workflow and have found some promising leads, the next step towards gaining new customers is to build on your relationship with your leads and to nurture them.

What is lead nurturing?

Lead nurturing refers to the development of a series of planned actions and communication strategies for the purposes of eliciting certain behaviours from potential clients. The idea of lead nurturing is to guide consumers down their purchasing journey, sending them specific and relevant content which can help convince clients that you both understand their needs and assuring them that you have the solution to their problems.

How does lead nurturing work?

When a potential lead engages with your company, ie. by filling out a form on your website, they can be registered into your lead nurturing program. With Microsoft Dynamics 365 for Sales, you’ll be able track the lead’s level of engagement, create lead scores to qualify which prospects show the most interest in your product or services, as well as send out personalized scheduled emails to continue to engage and nurture leads.

Benefits of Lead Nurturing

Not only will this help leads to get to know more about your company, but it will further produce higher quality leads by filtering out low quality leads from higher quality ones. Furthermore, the ability to send out personalized emails will help you build a more personal relationship with potential leads, allowing you to stand out from other competitors.

Click here for more information on Microsoft Dynamics 365 for Sales. For any further questions or inquiries, visit our website and contact us at http://www.websan.com/contact-us 

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

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

No doubt, CRM plays a significant role in today's business world – it provides useful insights, improves customer service and automates everyday tasks. But what about one of the fastest developing industries in the world – the IT industry? How can a $200 billion worth industry benefit from a CRM system? Here are three ways how CRM helps software companies to increase their sales:

1. Determine the best marketing channels for quality lead generation

Does your marketing team know which leads bring you the most value – the ones that were acquired from LinkedIn or the ones that saw your ad on Google? Assessing it without a CRM system is tough.  A CRM system can also determine the most effective messages, which influence a sale, and the best time to deliver them. This makes a CRM system an irreplaceable tool for software sales.

2. Develop a well-established customer journey

It always takes time to determine the buying process of your clients, because it's different for each of them. With insights, that a CRM system provides, it's much easier to build a customer journey that leads to a successful sale. The system spots the best points to reach your leads and determines the weakest parts of your sales cycle to turn your leads into customers.

3. Set realistic goals for revenues and profits

When you're running a software startup, it's more than important to understand your financial goals, otherwise, it may lead to the wrong distribution of monetary resources.  Yes, you can set up goals for sales using your intuition, but it's more accurate to use data, acquired by your CRM system. A CRM system can help predict sales and revenue for future periods, which helps to make smarter strategic decisions.

Make sure that your software company has a right CRM system to get the best results – try a free demo version of Microsoft Dynamics 365 for Sales

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

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

With Microsoft Dynamics 365 for Sales and the implementation of marketing automation, managing and nurturing leads has never been easier. With automation software, potential leads can be tracked and nurtured accordingly based on their level of interaction they have with your company’s content. However, establishing a lead nurturing workflow is not a one size fits all process, and requires some initial setup and customization before you can begin to start bringing in new clients. Consider the following three steps before you decide on implementing any CRM software:

1. Understand Your Customers

Before you can begin setting up any sort of automation, you need to understand how your customers interact with your content. Who is your ideal target segment? Is the information and content relevant to their needs? Knowing how consumers are engaging with your company (i.e. social media, blog posts, etc.) will influence the type of content you post and how you choose to interact with them based on where they are at in their customer journey.

2. Plan Out The Steps To Your Workflow

After segmenting your target audience, develop specific strategies that nurture your leads down your workflow. Having leads sign up for newsletters via email has become the norm for many companies, and will allow you to nurture leads through custom emails tailored to where your leads are at in their purchasing journey.

3. Test your workflow and analyze results

Once you’re successfully planned and created the relevant content for your leads, test and analyze the results. Your workflow may require some trial and error, however the information that you gain will allows you to build more effective and efficient workflows in the future.

Click here for more information on Microsoft Dynamics 365 for Sales. Of if you have questions concerning other Dynamics products, feel free to contact us.

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