Jul 31, 2017
Jul 27, 2017
Frequently Asked Questions about the MS CRM Integration:
|Which modules in MS CRM are available in the integration?||
|What about custom fields in MS CRM, how do you integrate them?||More modules can be added based on demand.
The SMB Intelligence Integration Customization interface provides access to add custom tables, fields and views in CRM.
|How fast will it download data from MS CRM?||You have two options for this:
1) Insert a SQL view in the other data source (e.g. in your ERP system if it is integrated to SMB Intelligence) or in CRM pointing to the other data source.
2) Populate the SMB Intelligence data warehouse with both CRM and the other data source (e.g. actual sales, general ledger data, payroll data, etc.) and then use SMB Intelligence Reporting on the data warehouse.
|Can SMB Intelligence also be hosted like MS CRM?||Yes, but there is no need. With our Cloud Solution you get all of the benefits of on-prem and Cloud in One!|
|Is SMB Intelligence available on SaaS pricing?||Yes, SMB Intelligence like all of our product offerings are available on an affordable monthly subscription!|
Jul 14, 2017
Jul 12, 2017
Jun 22, 2017
ERP software offers many advantages for small and medium businesses including greater agility, competitive edge and improved operational efficiency. Move your ERP to the cloud and it becomes more advantageous for small and medium businesses as it empowers them to better compete and achieve greater ROI.
If you’re a business just starting to research ERP, it might be good to start with the history of ERP Software and how the technology evolved.
ERP had its early beginnings from MRP or Materials Requirement Planning, which integrated additional data specific to employee and financial information into the scope and planning. It then changed to Manufacturing Resource Planning primarily due to industry interest before it morphed into what we know today as ERP – a solution that streamlines internal and external operational processes to improve efficiency and profitability across the entire business.
Enter cloud technologies, specifically Cloud ERP, and now a company has the ability to achieve greater ROI by improving operational efficiency, being more competitive in the market and proactively planning for their growth and greater profitability. For small and medium businesses, Cloud ERP may be a more viable solution, delivering greater ROI.
Improved Operational Efficiency
It’s widely known that ERP Software is designed to increase visibility and transparency across every department. And that certain industries will have specific initiatives relevant to industry drivers. Move to the Cloud and you now have your ERP on demand creating access to services from anywhere the internet is available. This allows for greater collaboration between employees, regardless of where they are located, improved visibility and a clearer picture of financials across multiple departments. And having the ability to act quickly to business opportunities as they arise will only improve overall performance and agility.
Be More Competitive
An additional benefit associated with ERP Software is the capacity for a company to gain greater competitive advantage and remain resilient. To be exact, a company’s ability to meet the demanding needs of the market faster than the competition, distinguish their value proposition from the rest and remain ahead of the competition. Many believe this is the single most important aspect of staying competitive. Cloud ERP adds further to the value proposition by bringing fluidity to the business – allowing an organization to adopt new technology without disrupting business or having to add additional resources while adding the ability to better manage cash flow. This is especially important for small and medium business owners that can benefit from:
Proactively Plan for Growth and Prosperity
The ability to plan for growth and prosperity may be the most highly regarded ERP benefit of all as companies have the opportunity to modify strategy for cost control, forecast for the short and long term, plan for the future and be in control of their own prosperity. Cloud ERP takes it a step further by adding “scalable” options when you need and in a pay as you go model; utilizing smart technology to better manage operational capability; integrating the cloud footprint (across every department) to deliver innovative best practices; and taking the first step to alter your financial model in a positive way.
Now that you know what ERP Software can offer and the advantages of Cloud ERP, evaluate the best option for your company. By better understanding the internal details of your business, you will have more proactive options to improve the bottom line, plan your technology infrastructure and invest in the right resources to grow.
For more information on ERP in the cloud, visit www.smbsuite.com.
Jun 13, 2017
Well, it probably depends on your definition of “big.” Microsoft defines its mid-market as
companies with revenues of $5 to $500 million. $500 million is big, but Microsoft has a pretty hefty range at work. The bottom line is, there are a lot of $5 million companies running Microsoft Dynamics GP, and depending on what your business objectives are, the savings in a cloud environment mean much smaller organizations find that GP often has a niche to meet their needs. In fact, a good number of our newest accounts at SMB Suite have been smaller organizations jumping up from Quickbooks.
Whether or not GP is a fit for you also depends on your budget. If you have $600 to spend on software, go with QuickBooks. Microsoft Dynamics GP is not for you. But if you’re willing to consider the real cost of software that no longer meets your business needs, you might come to the realization that $600 is just money wasted if QuickBooks falls short of your requirements.
Here’s an analogy that I just made up on the spur of the moment. Once upon a time, you had only
1 sales rep working for your company. And your phone system had only 1 outbound line. Most of
the time that sufficed. Now there are 4 sales reps working for your company and you still only
have one outbound line. So sure, you can say you have a phone and it doesn’t cost a lot of
money, but at any given time you have 3 sales reps sitting around doing nothing as they wait for a
phone line to free up. It’s pretty obvious from my rather silly example here that this would not be a good business practice.
Can you really afford to have 3 sales reps twiddling their thumbs? What’s the cost to you in lost
business? Are you in the business of paying people to do nothing? And do you doubt that my analogy holds water? Let’s look at software now. Once upon a time, you were a one-person shop. You bought QuickBooks. Maybe it was even recommended to you by your accountant. It was really, really cheap and easy to use, too. A good deal.
Now you’re a 10 person company. There’s you (the owner), your son or daughter who just joined
the business, 4 sales reps, a marketing manager, office manager, bookkeeper, and a customer
service rep. Your accounting needs have grown beyond the basics that QuickBooks provides.
Your business is more complex. Maybe you should look at QuickBooks Enterprise. But (and hey,
you had to know there would be a “but”) you’re also continuing to grow. You’re moving into new
markets. Your transaction volume has tripled in the last 5 years. How much longer will an edition
of QuickBooks meet your needs?
So do you spend money moving to QuickBooks Enterprise now only to find out in a year or two
that you’ve outgrown that, too?
It’s time to move up to the next level altogether. Do you actually know what a one or two user
Microsoft Dynamics GP system costs, or have you just heard rumors? And a better question might
be, do you know how much you GET when you purchase Dynamics GP? That’s an easy question.
Here’s a list of all the modules that some with Dynamics GP right out of the box:
For well over 25 years Microsoft Dynamics solutions have delivered the functionality to help over
500,000 businesses worldwide. Dynamics GP has over twice the functionality of QuickBooks
Enterprise and is fully integrated with the tools you already rely on for business intelligence –
Microsoft Office. Microsoft Dynamics gives your business the ability to tailor the system to fit your needs and to design the solution to scale with your business as you grow. All of this comes at an affordable price.
Furthermore Microsoft Dynamics has the tools in place to help those businesses transition from
QuickBooks to Dynamics GP quickly and cost effectively allowing you to focus on your business
and not your business systems.
We’ve worked with firms who have gotten up and running on Dynamics GP from QuickBooks in a few short days using the rapid implementation tools designed specifically for moving from QuickBooks to Dynamics GP. Your business will have the tools that will allow you access to information quicker for critical business decisions along with more than 700 reports for better insight into key metrics.
Jun 9, 2017
SMB Suite is the industry’s first fully integrated cloud subscription-solution for accounting, productivity, collaboration, and Ecommerce designed with your business in mind. Here are the top five reasons why you to use SMB Suite to exceed your business needs.
This only begins to describe the advantages we can offer your small to medium sized business. SMB Suite scales with your business, removes the friction of technology transitions, and fits right into your budget by offering a wide range of fixed, monthly fees with no technology investment required. Visit our site and start letting our software solutions work for you today: www.smbsuite.com
Jun 6, 2017