With the release of Microsoft Dynamics GP 2013 there have been over 150 enhancements. Microsoft’s team of developers used feedback from their customers and marketing research to determine what needed to be done to make Microsoft Dynamics GP even better than before. These new enhancements make things simpler and put you in a better position to manage your business more successfully.

Smartlist Window-A new submenu has been added to the SmartList menu. You can hide the Favorites Pane, increase or decrease its size, and choose to automatically hide it after selecting a SmartList favorite. You can also use SmartList Designer to create a new SmartList from scratch or based on an existing one.

E-mail Functionality- For companies using Sales Order Processing, this new feature allows you to send sales back order documents and packing slip documents in an e-mail. For companies using Receivables Management, you can now send customer statements in an e-mail message. You can also send word documents in an e-mail with password protection. This requires that the recipient enter a password before editing the document.

Payment Services for Microsoft Dynamics-Address verification is implemented in Payment Services providing an authorization process that validates the card holder billing address information with the merchant bank’s record for the card holder to ensure the card is in the hands of the rightful owner. If the result of the verification is not accepted, the credit card transaction will be voided.

Integration Manager-If you do not have a default Integration Manager database when starting Integration Manager, the Select Database window opens. Use this window to select the database you want to open. You also can mark the Set as default database option.

If you have any questions or would like to learn more about the wide range of enhancements offered in Microsoft Dynamics GP 2013, please contact us today at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email us at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

By Stephanie Manning and Michael Ramatowski at Turnkey Technologies, Inc.—Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

Why Integrate?

Today’s customers have a considerable amount of tools at their disposal for researching their future purchases. Consequently, sales teams should be equipped with the tools they need to know their customers and engage them in a way that is relevant and meaningful. Having access to thorough information about customers and products is a crucial element to empowering a sales team. Integrating the back office data of an ERP system with the front-line sales tools of a CRM system gives sales teams the complete, detailed picture they need to properly engage with, and bring value to, the customer.

Integrating Microsoft Dynamics GP and Microsoft Dynamics CRM is a simple way to strengthen your sales force. Unique tools have been developed to ease the process and eliminate most of the manual work involved with integrating key data which is already in your system waiting to be used. All you have to do is bridge the gap between the two and your CRM system becomes a high-powered database containing all the information your team needs to interact with your customers.

Some key benefits of integrating Microsoft Dynamics GP and Microsoft Dynamics CRM are that you eliminate the need for double data entry and improve data accuracy by reducing opportunities for errors. Integrating your GP data with CRM gives your sales team a complete picture of your customer, including their credit limits and all past interactions with your company. This allows you to eliminate the need for staff to constantly pull transactional data when sales people request “account summaries”. Finally, integrating GP and CRM helps you understand your customer’s overall needs and buying trends to improve service during each customer interaction.

Integration also provides additional ways to increase revenue. You can smoothly move customers through the sales process by generating accurate sales quotes, create and execute product-focused sales campaigns that maximize revenue by using inventory and pricing data, and upsell to your customers by suggesting sales items from inventory to pair with their current purchases. Integrating your systems allows greater revenue margins by lowering the cost of selling. The lower cost of selling provides more flexibility on ways that resources can be allocated. Streamlining repetitive order processes and eliminating duplicate data entry frees up time that your sales team can now dedicate to revenue-generating activities. You can shorten your sales cycle by automating your “Quote to Cash” processes. Activities spent between attracting your customer and getting paid can be greatly reduced, which in turn gives your team more time to interact with customers and increase sales volumes.

Retaining customers is made easier with Dynamics GP and Dynamics CRM integration. Benefits such as having real-time customer data as you meet with them will help your team deliver a more meaningful sales message. Your customer’s time is important and they will be pleased to see you came prepared by putting in the time to do some basic research about them and their needs.

Business intelligence and visibility is greatly improved when Dynamics CRM has access to the data stored in Dynamics GP. Complex data can be summarized and presented to users to help them better understand the customer. For example, daily order transactions can be rolled up to a month-over-month and year-over-year summary by product class, providing insights into buying trends.

What to Integrate?

Different types of data can be integrated to empower your sales force in various ways. The data being integrated depends on a number of factors such as the total number of products you offer, your pricing policies, the general nature and seasonality of your business, and your current CRM and ERP functionality that’s already rolled out. Ultimately, the data being integrated depends on the goals of your company. However, as a general rule, the following objects should be considered:

Customer Integration:

General account information such as primary address, additional addresses for shipping and billing, accounts receivable details, and credit limits should be considered for integration. Synchronizing this information between GP and CRM helps paint a complete picture and generate accurate sales orders.

Product Integration:

Information such as products, price lists, price list items, and units of measure can be integrated for increasing visibility for the sales team, generating accurate quotes, executing product-based sales campaigns, and automating order processing.

Transactional Data Integration:

Orders, invoices, recurring contracts, and credit card processing are also important considerations for automating and streamlining transactional processes across the business. This type of data integration allows transactions to be generated and documented from the purchase all the way through to accounting and shipping.

Type of Integration

With these considerations in mind, we must now look at one way vs. two way integration. Again, this depends on the nature and goals of your organization. For integration that increases visibility and insight, most “set-up” types of data such as products and units of measure should be managed from Dynamics GP and integrated into Dynamics CRM in a read-only capacity. When automating processes from sales to accounting, Dynamics CRM must be able to “talk to” Dynamics GP to relay the information and initiate processes. For these types of objectives, real-time, two way integration must be considered.

A major deterrent for companies to integrate their ERP and CRM systems is the perceived complexity of the project. This perception would be well-justified if integrations had to be done manually. Fortunately, there is a tool available that was made specifically for connecting Dynamics CRM and other Dynamics ERP databases. The tool is called Connector for Microsoft Dynamics. Connector is intended for an implementation when Dynamics CRM is used to manage business contacts, track leads, enter sales orders, and perform other sales and marketing activities, and when Dynamics GP is used for accounting, managing your company’s chart of accounts, and maintaining customer, vendor, item, employee, and other records.

To make integration even simpler, Scribe has developed templates that integrate key customer-related business processes. The Scribe Microsoft Dynamics GP to Dynamics CRM Template is a highly functional “starting point” for integrating Dynamics GP with Dynamics CRM, from which further extensions and customizations can be made to meet the demands of any business.

Integrating Microsoft Dynamics GP and Microsoft Dynamics CRM is a great way to enhance the capabilities of your sales team without having to purchase additional software. Combining the two systems creates value that is greater than the sum of each part. The benefits are numerous, the project is cost-effective, and the integration process is simple. Don’t wait to empower your sales team. Have them running at peak performance with better utilization of tools already at their fingertips.

If you have any questions or would like to learn more about the wide range of functionality offered in Dynamics GP or Dynamics CRM, please contact us today at 636-237-2280 , or email us at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

By Brad Vorbeck and Michael Ramatowski at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

“Don’t bother just to be better than your contemporaries or predecessors. Try to be better than yourself.” – William Faulkner

 

Microsoft’s team of developers know the intuition behind business processes and how to turn those processes into new software functionality.  With their experience, they continuously strive to enhance Microsoft Dynamics GP in pursuit of formulating the perfect business software.  Dynamics GP 2013 has over 150 new enhancements, some of which are strictly dedicated to improving the overall logical functioning of Dynamics GP 2013.  The following are “Five Enhancements in Dynamics GP 2013” that make life easier for users in any line of business. 

 

Document Attachments-

This novel feature has been added to Dynamics GP 2013 to facilitate collaboration and information sharing between employees or departments.  This allows users to attach documents to certain records so other users can easily view details or documents that are directly related to those records.  Documents such as requisitions, images, and credit reports can be attached to master records, transactions, or line items that are assigned to transactions. 

 

Password Protection for Word Documents-

Email functionality has been enhanced a number of ways in Dynamics GP 2013.  One of these enhancements is the ability to send password-protected word documents over email.  This feature is useful when transferring sensitive documents to specific personnel.  It requires the receiver to enter a password before any edits can be made to the document. 

 

Lookups-

You can now save the default sort order when looking up master records.  When you look up master records such as items, employees, customers and prospects, salespeople, or vendors, they will automatically appear in the sort order you have saved for that lookup type.  Sort orders can be saved specific to users or companies.  It’s a simple enhancement that saves time for employees. 

 

Report Printing-

Reports can now be specified to a printer at the exact time of printing.  Before Dynamics GP 2013, users had to specify the default printer before the report was printed.  After choosing the print option and the report destination, the Windows Print dialogue box will appear.  Within this dialogue box you can select a different printer without changing the default printer option in the Print Setup window. 

You can also print reports directly from maintenance windows when using SQL Server Reporting Services.  Within the window, you can select the Printer icon drop-down list to choose the report you want to print from a list of reports. 

 

Home Page-

A number of basic enhancements have been made to streamline the Dynamics GP 2013 homepage.  It no longer includes the Microsoft Office Outlook area, and the Business Analyzer area now sits where the Metrics area was.  Also, Business Analyzer will only appear on the homepage if Microsoft SQL Server 2008 Reporting Services or later has been installed and integrated with Dynamics GP 2013.  The Area Pages can now be minimized, maximized, and moved in your homepage.  You can customize your homepage to display your preferred number of columns and their locations.  You can also customize your Area Page window so that only the Area Pages you need show up on your homepage.

 

If you have any questions or would like to learn more about the wide range of enhancements offered in Dynamics GP 2013, please contact us today at 636-237-2280, or email us at sales@turnkeytec.com.

 

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

 

By Brad Vorbeck and Michael Ramatowski at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

“Great things are not done by impulse, but by a series of small things brought together.” – Vincent van Gogh

Good news for distributors and manufacturers, the Inventory Control module in Microsoft Dynamics GP2013 has been enhanced in a number of ways to give greater control over inventories and visibility. Microsoft has addressed numerous pain points faced by distributors and manufacturers when controlling inventory. Here are six of the most important enhancements that have been added to help companies manage inventory:

Inactivate Items-
• One of the most useful enhancements for inventory control is the ability to make items inactive. This prevents the sale and processing of the inactive item by either restricting the transaction or sending a warning. When looking up available items, the feature allows you to exclude inactive items, giving a real representation of items available to sell. Using this feature also allows you to maintain history on all of your items, including ones that are no longer in use.

Inactivate Sites-
• This allows distributors to prevent unused sites from being entered on any new transactions. The new feature allows the site to be made unusable without having to delete it, preserving the sites history for future reference. Existing transactions can still be posted to the site until the on-hand inventory is gone, allowing you to use the site right up until it’s ready to be deleted.

Inactivate Item-Site Relationships-
• This feature is handy when certain items are no longer stored at specific sites in the warehouse. By removing the possibility of entering the wrong item-site combination, you can ensure that all inventory items are stored in their proper places.

Reason Codes-
• Reason codes can now be created and entered onto a transaction to document inventory movement. A log is created that tracks the activity of inventory throughout the warehouse, uncovering trends and providing insights to tighten operations and increase efficiency.

Bin Transfer History-
• This is now simplified by adding a document number to Inventory Management that tracks the history of bin transfers for items. Order tracking is improved and a history of specific bin transfers can now be managed.

Assign suggested sales to an item-
• This feature allows the user to make relevant product recommendations based on the customer’s selection of a particular item. This enhances your sales team’s ability to identify numerous items to “upsell” to your clients.

With these new enhancements in Microsoft Dynamics GP 2013, distributors and manufacturers don’t have to struggle to keep up with the diverse demands of their business environment. Microsoft spends billions each year in research to improve their software and offer a complete package of tools to fully run businesses in various industries.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

If you have any questions or would like to learn more about the wide range of enhancements offered in Microsoft Dynamics GP 2013, please contact us today at 636-237-2280, or email us at sales@turnkeytec.com.

By Brad Vorbeck and Michael Ramatowski at Turnkey Technologies, Inc.— Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

“In embracing change, entrepreneurs ensure social and economic stability.” – George Gilder

Microsoft recently made an announcement that they will be launching new pricing options for CRM online that will be released fall 2013. The new release will help people connect with customers in a way that is “personal” said Bob Stutz, the corporate Vice President. This release will deliver more personal experiences to sales, marketing and customer care professionals. It gives employees the ability to access client information on a variety of devices; introduces a fast and fluid user experience that enables employees to access job-related information; and delivers richer, contextual information that provides people with deeper insights into customers and their needs. Microsoft Dynamics CRM also offers enhanced social collaboration capabilities, so users can connect with the right people, and the right resources, at the right time.

Microsoft will now offer three online licensing options that customers can mix and match to obtain the best possible solution for their unique organizations and not be forced to fit every user into the same license. These options are:

Professional is for the majority of users, who need the full capabilities of Microsoft Dynamics CRM including sales force automation, marketing and customer care functionality. Professional will be available in the US for $65 per user per month.

Basic is best suited for sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications. It’s also ideal for business analysts who require reporting capabilities. Basic will be available in the US for $30 per user per month.

Essential is for those users who only need to access custom applications developed in house or by a Dynamics CRM partner like Turnkey Technologies, Inc. Essential will be available in the US for $15 per user per month.

The prices above do not include other fees that may apply for add-on services such as additional storage, testing and production instances or for procuring Internet connectivity.

In addition to making the licensing of Dynamics CRM Online more personal, Microsoft is also adding flexible support options, so that users can further personalize their Dynamics CRM experience.

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”. This tool gives you a great starting point for assessing your potential investment in a World Class CRM Business Solution.

If you have additional questions or would like to learn more about what Microsoft Dynamics CRM 2011 can do for your company, please contact us today to set up a “Free Discovery Call” or “Trial” at 636-237-2280 or email at sales@turnkeytec.com.

By Stephanie Manning & Michael Ramatowski at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

“In embracing change, entrepreneurs ensure social and economic stability.” – George Gilder

It is no secret that businesses are becoming more social. Today’s customers have more choices and access to more product information, placing greater demands on companies to remain competitive. Social media marketing offers a way to gain better visibility into these changing demands. In the journey towards increased social capabilities, Microsoft is helping companies become more socially-oriented through its acquisition of companies like Yammer, Netbreeze, and MarketingPilot. Microsoft Dynamics CRM improved social capabilities can help your company:

Listen. Uncover trends by listening in on what your customers are saying.
Engage. Directly participate in important conversations with shareholders.
Collaborate. Work with people quickly and easily to create desired outcomes.
Amplify. Spread your message and create awareness.
Solve. Connect with customers and the community to harness collective knowledge.
Innovate. Benefit from ideas and opportunities that can be learned from your audience.
Analyze. Get real-time feedback and monitor buzz to emphasize effective practices.

Yammer allows greater connectivity throughout an organization and its people. By fully integrating Yammer’s social feeds into Microsoft Dynamics CRM, users can easily connect with people both inside and outside of the organization to produce better results through collaboration, all from the comfort of their CRM dashboard. Yammer allows CRM users to access documents, stay up-to-date on records, or connect with any area of the organization quickly and easily to make information more accessible.

Microsoft’s enhanced social media capabilities can help your company drive sales and optimize marketing campaigns with its recent integration with Netbreeze. Netbreeze allows users to monitor and analyze social marketing efforts. Point out the most effective topics to discuss and strategies for your company. Netbreeze will be directly embedded into Microsoft Dynamics CRM at no additional charge to organizations.

Microsoft’s recent acquisition of MarketingPilot brings a whole new level of marketing functionality to the CRM marketing module. MarketingPilot is an Integrated Marketing Management Tool with four main components:
• marketing resource management
• campaign management
• budgeting
• media buying and planning

MarketingPilot allows marketers to generate more revenue and monitor the results of their marketing efforts by offering greater insight into managing resources, improving team effectiveness and sales alignment, reducing spending errors, forecasting more accurately, and choosing the best method to deliver your message. MarketingPilot seamlessly connects to Dynamics CRM to offer an integrated, familiar look and feel.

If you have additional questions or would like to learn more about what Microsoft Dynamics CRM can do for your organization, please contact us today to setup a “Free Discovery Call”. Call 636-237-2280 or email me at mramatowski@turnkeytec.com .

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”. This tool gives you a great starting point for assessing your potential investment in a World Class CRM Business Solution.

By Michael Ramatowski & Brad Vorbeck at Turnkey Technologies, Inc. – Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

One of the most powerful features of the GP Manufacturing Suite, is MRP – Materials Requirements Planning. Paradoxically, it may also be one of the least understood functionalities in the GP world! While MRP can work wonders for a manufacturing organization in helping control inventory, there is a certain level of hesitation, in the user *and* the consulting community, about implementing MRP. Some of the hesitation may stem from the users’ experiences with MRP in a legacy ERP system, or sometimes it is simply due to a lack of understanding of the mechanics and the functioning of MRP. And then some folks might just feel intimidated by the plethora of new terminology that gets introduced in relation to MRP.

What is MRP?
Very simply put, MRP encompasses “a set of techniques that uses bill of material data, inventory data, and the master production schedule to calculate requirements for materials.” (APICS definition of MRP) The primary objective of MRP is to balance out the supply and demand for purchased as well as manufactured items, in a “time phased” manner. It thus strives to ensure the supply (availability) of items (products), to the demand for those items (products), over a defined time span (‘horizon’). The outcome of a “well-oiled MRP machine” is a well-coordinated production and purchasing plan.

Very loosely put, MRP has at its core, the objective of ensuring the equality in the very simplistic equation Supply = Demand, for all inventoried products, across the entire planning time-span (horizon):

Demand for a product is derived from the sales orders placed by the customers and sales forecasts (independent demand, for finished products), as well as the manufacturing pick lists (dependent demand, for raw materials and components). It also includes the safety stock levels that must be maintained. Supply of a product includes purchasing and manufacturing receipts, and the inventory on hand. MRP tries to establish a balance in the Supply Demand equation. Where an imbalance exists (i.e. a shortage or an overage / excess) MRP will recommend a corrective action, based on the nature of the imbalance and the replenishment method of the part. For example, where the supply is less than demand (shortage), MRP will recommend a purchase order for buy parts, and a manufacturing order for make parts, to meet the shortage. It may also recommend moving-in an existing purchase order or a manufacturing order. Where supply is in excess of demand (overage), it would recommend the cancellation or moving-out of a purchase order or a manufacturing order as the case may be.

As mentioned above, there are three basic outputs of an MRP run: recommended purchase orders, recommended manufacturing orders, and warnings / notifications (called ‘exceptions’ in GP).

In recommending the corrective action thus identified, MRP will further reinforce this very simple and intuitive math with rules (‘order policies’) and quantity modifiers: minimums, maximums, and multiples, batch sizes. For example, a shortage of 527 units of a part may result in a recommended purchase order for 550 units, if the order multiple is set to 50 (let’s say that the vendor sells this part in multiples of 50 only).To make the planning sensitive to time, MRP will incorporate purchasing lead times as well as manufacturing lead times. Thus MRP can be modeled to perform a comprehensive math, based on real-life situational rules. This significantly adds to the power of MRP.

In spite of the power of MRP and its usefulness in the production and materials planning, apprehensions and misconceptions about MRP abound in the un-initiated user space. “Will MRP force me to create and schedule manufacturing orders according to its plan?” “Will it cause me to build up inventory based on unmet forecasts?” “The MRP recommendations do not make sense.” “MRP is not working right.” These are some of the commonly expressed / mis-conceptions. In fact, MRP is not the be-all and end-all of manufacturing. It is only a tool, which only makes recommendations, it does not perform any self-initiated actions. It is a deterministic mathematical model that is sensitive to the settings and data parameters. The age-old adage of “Garbage in Equals Garbage Out” holds especially true about MRP.

To remove the apprehensions and misconceptions, what is needed is a clear understanding of MRP, its objective, it’s functioning. A detailed knowledge of the data elements that MRP is dependent upon, and how they are treated, and where they are stored in the labyrinth of GP screens. This will enable the user to correctly interpret the results of MRP, take appropriate actions, and overall boost their confidence in MRP.

The “MRP Workshop”. Our approach to de-mystifying MRP involves conducting an “MRP Workshop.” This workshop is conducted either as part of a GP Manufacturing implementation, or as a stand-alone session. It thus addresses the needs of new users (new implementation) as well as GP users who may actually be using MRP, but who still need to get a sense of confidence in the MRP results (stand-alone session). The objective of the workshop is to gain such a deep understanding of MRP, that the workshop participants can predict the outcome of MRP. To facilitate this, we create a simple “control environment”. We go over the setup requirements, and the data that provides the inputs to MRP. We go over, for example, the impact of checking an in-obtrusive check-box, and how that would affect the MRP suggestions. We do various “what-if” scenarios. We make changes to the data, and based on the changes made, try to predict the quantitative output of MRP. If the MRP returns results are not in line with the expectation, we analyze and substantiate the results of MRP, and reconcile the prediction with the actual results. When the MRP results are exactly per expectation / prediction, we move on to the next scenario.

By the end of the workshop, the participants have a thorough understanding of MRP and its functioning. We have eliminated their apprehensions and misconceptions about MRP, strengthened their ability to predict MRP results and increased their confidence in the results. We have demystified MRP.

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a project like this.

If you have additional questions or would like to learn more about our “MRP Workshop” or what Microsoft Dynamics GP can do for your organization, please contact us today to setup a “Free Discovery Call” at 636-237-2280 or email at mramatowski@turnkeytec.com .

By Ajit Tulpule & Michael Ramatowski at Turnkey Technologies, Inc. – Missouri Microsoft Gold Certified Dynamics GP and CRM Partner

“The difference between getting somewhere and nowhere is the courage to make an early start.” – Charles M. Schwab

 

Microsoft Dynamics GP is a great tool to improve your company’s efficiency, but are you getting the most out of your system?  Perhaps your sales team is spending too much time entering documents when they could be generating sales.  Or maybe locating complete customer information is a challenge with your current data setup as you jump from window to window for a complete picture.  SalesPad can improve these and other functions in your business by enhancing the Microsoft Dynamics GP user experience for better sales results.

 

Here are four ways SalesPad transforms your Microsoft Dynamics GP user experience:

 

Simplify your document entry process.  Dynamics GP is a complex application.  SalesPad makes it simple.  Entering documents such as quotes, orders, invoices, and returns is made easy with SalesPad, so your team can spend less time typing, and more time serving your clients. 

All-in-one view of your customers.  Many companies store vast amounts of customer information in their systems, but data is often dispersed throughout the software and can be a challenge to consolidate.  SalesPad makes it easy to get a 360 degree view of your customer so you can view all their relevant data on one screen.  Visible data can be fine-tuned to present only the information you need see, when you need to see it.

Inventory visibility.  Inventory management can be complex, especially when your system isn’t designed to present a complete view of your data.  SalesPad Inventory Lookup allows your company to leverage Dynamics GP’s sophisticated inventory storage capabilities by offering complete inventory access with just a few clicks.  View all aspects of your inventory on a single screen.  Save time.  Save money. 

20/20 view of your business.  Easy-to-use tools like Workflow, Sales Analysis Reports, and the Purchase Advisor allow you to view your business in 1080 p high definition.  Know what is happening in the company every step of the way with complete visibility, no matter where you are.  SalesPad Mobile allows access to critical information from your smart phone or tablet, allowing you to take your business with you anywhere. 

 

Please join us on June 13th at our Microsoft Dynamics GP  Free Lunch n’ Learn User Group Meeting in St. Louis, MO to hear SalesPad Solutions, LLC discuss their tool’s for enhancing your Dynamics GP user experience and much more.  Click here to register!

 

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.  If you have additional questions or would like to learn more about what Microsoft Dynamics GP can do for your organization, please contact us today to setup a “Free Discovery Call” at 636-237-2280 or email at sales@turnkeytec.com .

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

“He who walks in the middle of the road gets hit from both sides.” – George P. Schultz

Do you ever have those times when you are out of the office and run into a situation where you wish you had your office with you? Have you had a customer ask you a specific question and you couldn’t answer it right away, just because you didn’t have your notes and past calls on hand?

With customer demands and all the new technology today, companies have made it much easier for customers to make a purchase online and have immediate access to it. For example buying books on amazon or music from iTunes, you receive confirmation within seconds and are able to download it to your tablet, iPhone, Kindle, etc. With all of these tech savvy ideas, companies can receive immediate access to all of this information and can take action as well.

What is Mobile CRM? It is CRM at your fingertips, “anytime, anywhere, and on any device that is untethered”. We now strive to impress our customers by grabbing their attention with this cool device we hold in our hands but most importantly with all the valuable content that is on it. We are now able to extend the top rated CRM software to those devices in real time. If your CRM Software is not mobile ready, look to Microsoft Dynamics CRM Software.

Download our new white paper, “Why Go Mobile? Six Strategic Objectives You Can Conquer With Mobile CRM”. In this white paper we will look at ways you can achieve these kinds of strategic goals, with real life examples. The kind of goals that put you ahead of the competition and put money in the bank.

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”. This tool gives you a great starting point for assessing your potential investment in a World Class CRM Business Solution.

By Michael Ramatowski at Turnkey Technologies based in St. Louis, MO – Microsoft Gold Level Dynamics ERP, Silver Level Dynamics CRM and Hosting Partner servicing local, regional, national and international customers since 1994.

St. Louis — May 7, 2013 — Three Rivers Systems Inc. will host its second in a series of informative free webinars aimed at demonstrating how to counter the rapid changes disrupting higher education and demanding more from stressed academic management systems.

 

Set for Tuesday, May 21, 1 p.m. CDT, and headlined Top to Bottom: The Top 4 Business Analytics Strategies You Need to Manage to Your Bottom Line,” the webinar will present strategies for consolidating fiscal and other data with student information to understand the true cost of delivering sustainable, educational excellence.

 

Space is limited but registration remains open and available at http://tinyurl.com/CAMS-Webinar2 until the webinar is filled.

 

Three Rivers Systems Vice President of Global Sales and Marketing Jami Morshed will host the webinar.

 

“Higher education leaders today are caught between shrinking resources and expanding expectations,” Morshed said. “They know managing to the bottom line has never been more important, but many are hampered by their academic management system’s inability to get critical financial data readily and in real-time.”

According to Morshed, the webinar will lay out strategies C-level higher education executives use to provide administrators with sophisticated, affordable, Web-based,   on-demand business-analytics tools. These solutions quickly and easily identify revenue generated, associated costs and profit or loss at a granular level.

 

By pushing this data to graphically appealing and easy-to-understand dashboards, these tools offer real-time understanding of the bottom line at the desktop or via mobile devices. Whether used for looking at program or individual class profitability, these dashboards give C-level executives and their staffs the financial reporting they need for accurate budgeting, management and sustainable success.

 

Morshed works with education institutions around the world helping them embrace enterprise technology to optimize academic management and enhanced learning environments that keep them ahead of today’s disruptive higher-education environment.

 

Joining Morshed in the webinar are Christiano Gherardini and Scott Schlegel of Turnkey Technologies IncGherardini, after founding the company nearly 20 years ago, has grown Turnkey Technologies into a leading Microsoft Gold Level partner servicing customers in local, regional, national and international markets.
— more —

Gherardini is considered one of the top Microsoft Dynamics business solution architects in the field and has authored multiple innovative software solutions for customers.

 

Schlegel is a senior implementation consultant, client relationship manager and project manager with 25 years’ experience with Microsoft Dynamics GP. He is instrumental in developing solutions for higher education and home health care at Turnkey Technologies.

 

About Turnkey Technologies
Turnkey Technologies is a Microsoft Gold Level Dynamics ERP, Silver Level Dynamics CRM and Hosting partner servicing local, regional, national and international customers since being founded by Chris Gherardini in 1994. The business is built around an exclusive focus on Microsoft Dynamics GP and Dynamics CRM business solutions, the use of proven implementation methodologies, the ability to convert data from any system into the Dynamics solution, the delivery of accurate, cost-effective and rapid software customizations, the ability to integrate our applications into existing or legacy systems, and excellent professionalism and customer service.


About
CAMS Enterprise
CAMS Enterprise’s disruptive technology makes it a fundamentally different academic ERP unlike all others that were designed for the past and are incapable of operating efficiently in the modern world. CAMS Enterprise is an easy-to-use and implement, totally integrated, Web-native management system with everything in one place — admissions; student information; financial aid; student  services;  fiscal management with HR and payroll; fund-raising; alumni relations; document management, learning management, a full suite of portals, and more for managing the entire student life cycle. With an out-of-the-box configuration and self-service customization, CAMS Enterprise removes all barriers to success seen with conventional systems. CAMS’ affordable licensing, off-the-shelf configuration and easy implementation translate into the lowest total cost of ownership of any academic ERP while yielding the quickest and highest ROI.

About Three Rivers Systems Inc.
Three Rivers Systems Inc. is the only privately held, independent, debt-free, one-stop company focused solely on high-quality academic ERP solutions exclusively for higher education. For more than 25 years from its St. Louis headquarters, the company is keenly focused on innovation and service to its worldwide customers. Always innovating, the company invests significant revenues back into product R&D to improve existing products while developing new ones so users always get the exact functionality, industry experience and accurate project management they need. Its business model and products are designed to ensure institutional effectiveness, more-efficient business processes, student success and satisfaction.

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Contact:  Ron Kalb, Three Rivers Systems Inc., Director of Communications, 636-779-1518 (office), 702-498-8916 (cell), ronk@threerivers-cams.com