Sales and Accounting Integration through the Cloud

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Sales and Accounting Integration through the Cloud"

Transcription

1 Sales and Accounting Integration through the Cloud by Julie Hahnke, President Sponsored by:

2 Table of Contents Executive Summary... 1 The Current Landscape... 2 A Call for Change... 2 Benefits of Integration... 3 Case Study: Bulk TV & Internet... 7 Conclusion... 8

3 Sales and Accounting Integration through the Cloud Executive Summary The current business climate leaves little room for inefficiencies and organizational mistakes. To remain competitive, companies must work smarter and respond faster, or they will miss valuable opportunities. But you can t work smarter until you can see farther. Stove-piped departments are a relic we can no longer afford: transparency is required throughout the organization. So how can we achieve this transparency and arm our business with the tools that will enable success? The seamless integration of on-demand providers Salesforce (for CRM) and Intacct (for financial management) offers transformational opportunities to businesses vying to compete in today s challenging economy. You get the expertise and technology from the leader in on-demand CRM services and the preferred provider of financial applications for the American Institute of Certified Public Accountants, the AICPA. We look first at what s already working, and then extend the solution outward. 1

4 The Current Landscape The Salesforce Advantage Salesforce is the undisputed leader in on-demand CRM services sixty thousand organizations worldwide rely on Salesforce for their customer relationship management functionality. This success is based on rich functionality that s tightly integrated in a customizable and easy-to-use environment: an on-demand environment that eliminates the upfront costs and ongoing maintenance of on-premise servers and software licenses. Is Only Half the Story And yet, for all the advantages Salesforce customers enjoy, the front office is only half of a business s story. Imagine what s possible if that same depth of functionality and seamless integration could extend from the front office through to the back office. This has been the promise technology has held for businesses for decades, but it s a promise that s been largely unfulfilled until now. It s finally possible to extend the Salesforce advantage into the back office and integrate CRM and financial management functionality into a single transparent on-demand environment. Intacct, the leading on-demand financial management and accounting applications provider, offers sophisticated financial management applications fully integrated with Salesforce so that customers can enjoy the benefits of a seamless front and back office out of the box. How We Got Here: Departmental Needs Versus Enterprise Needs In the early years of Information Technology, business software supported the workflow and business process requirements of individual departments. De facto interoperability standards and corporate data models were non-existent at that time. Independent silos of business data and functionality proliferated the corporate landscape and the roll-up of these disparate data sets was a tiresome manual task. Software, at the time, couldn t support the enterprise need to see the big picture, so it didn t. It sacrificed the enterprise s requirements and instead catered to individual departmental needs. The growth and consolidation of large corporations and the wave of globalization in the nineties pushed the enterprise demand for a single consistent corporate view to the fore. Integrated software suites replaced the departmental silos suites offered the critically needed integration and data consistency, but at a cost. Software suites tried to offer broad functional support for every area of the business, but while they were impressive in the breadth of their scope, they suffered in quality. Departmental functionality was shallow in many areas, and rigidly inflexible. In their desperation for an enterprise view, organizations were willing to sacrifice departmental functionality and instead adapt their workflow and business processes around how the software worked, and not how the company preferred to work. While perhaps necessary for a time, neither approach is healthy for a business. Both the departmental and enterprise needs must be provided for. And it s now possible to satisfy both. A Call for Change Improve Support for Sales and Finance Without Sacrificing Enterprise Needs If front and back office systems don t integrate at a deep functional level, a chasm can form between the sales and finance departments. Something as simple as getting sales details into a financial system, for example, becomes a time-consuming process the sales team wastes time writing down order specifics and basic customer information, while the finance team wastes time manually re-keying the data into a financial system. Not only is this inefficient for both teams, but significant time is often spent chasing down missing or incomplete data and reconciling conflicting information. Neither department wants ownership of data entry and reconciliation headaches, but the company as a whole can t remain competitive without operational efficiency at the departmental level and robust data integrity at the enterprise level. Highly integrated front and back office systems allow the data entered into a sales / CRM system like Salesforce to automatically flow seamlessly into a financial system, making it easy for finance to generate orders when a deal closes and minimizing data errors. In addition to the improvements in operational efficiency and overall data integrity, both sales and finance departments are freed to focus on business strategy and its effective execution. What Change Will Look Like for Sales The sales team s priority is to sell. Anything that distracts or draws time away from the sales effort undermines the department s bottom-line productivity and ability to generate revenue. These distractions can take many forms: writing up an order, updating pricing lists, calling the accounting department to check on the status of a customer s account. These tasks seem minor, and in fact are, but they can consume tremendous amounts of time in the course of a business day. And most can be eliminated when sales and finance systems transparently share their data and business functionality in real time. 2

5 What Change Will Look Like for Finance When the finance team is bogged down with re-keying sales orders, resolving data discrepancies, or looking up order history and account status to satisfy sales queries, they re pulled away from their core job of fiscal management. But all too often finance teams are buried in administrative trivialities that could be eliminated with effective integration between front and back office systems. Accurate and auditable data and processes could be shared across the organization allowing sales and management to self-serve their data and reporting requests, freeing the finance team to refocus on forecasting and planning, managing fiscal strategies and overseeing corporate compliance and reporting. What Change Will Look Like for the Enterprise Departments can once again tailor their workflow and business processes in a way that best fits their needs, but now they can do it without sacrificing a consistent context for enterprise data and the operational efficiencies of the organization as a whole. An integrated and automated front and back office allows flexible departmental solutions driven by business information that s reliable from data-field to consolidation, and visible throughout the organization. The bottom-line result is that the business can now respond in real-time when valuable opportunities arise. The Benefits of Salesforce-Intacct Integration The tight integration of Salesforce with Intacct enables an impressive degree of seamless transparency and showcases the benefits of powerful front and back office connectivity. Sales Finance Manage Accounts Develop Leads Cover Territories Close Deals Budget and Forecast Manage Compliance Recognize Revenue Bill and Collect Order Details Account History Customer Aging Data resident is Salesforce and Intacct is bidirectionally synced, ensuring that you always have the same data in both locations. Fufillment Status From Lead to Order Those already familiar with Salesforce will recognize the lead-to-order process as Salesforce territory. The Salesforce- Intacct handoff occurs at the point the traditional sales-to-finance handoff occurs when the deal is Closed/Won. For users satisfied with their current Salesforce instance, the Intacct integration will add functionality, without changing the familiar Salesforce look and feel. It ll provide a broader view into your accounts and make financial data and reports easily accessible, right from within the Salesforce environment. From a Salesforce Account screen, it s now possible to view a customer s outstanding balance and the aging of that balance to determine delinquency. Likewise, from a given Salesforce Account Screen not only can you select and view the complete history of a customer s orders and invoices, but you can also see fulfillment status. This is all core financial data that s not normally visible in Salesforce. This degree of transparent data access between the front and back office empowers the sales team with real-time financial data they can use to better manage customer relationships. 3

6 With a single click, the sales team can create an order from their Salesforce Opportunity screen that automatically synchronizes account and opportunity details with Intacct, freeing finance staff from the need to rekey volumes of such data manually. In an integrated Salesforce-Intacct environment, the sales team can now self-serve and view the financial details of orders, invoicing, and fulfillment for each account. From Order to Cash When the sales deal is Closed/Won, a single click on the Salesforce Opportunity screen will automatically generate an invoice in Intacct using all of the deal specifics stored in Salesforce. This frees the finance team from having to re-enter details that already exist in Salesforce. Most importantly, it ensures that only a single accurate view of the data exists across the enterprise. Similarly, Intacct can create an invoice from an order with a single click. The ease with which Intacct allows users to create invoices from existing orders, and then define granular schedules for revenue recognition, means finance teams can spend less time wrestling with the technicalities of capturing and accurately representing their revenue data, and more time analyzing and responding to what that data tells them. 4

7 When Salesforce data automatically syncs with Intacct, the finance team can process and post Salesforce transactions without requiring the re-keying of sales order specifics. How Best-of-Breed Supports Deferred Revenue Recognition The complex compliance requirements of the Sarbanes- Oxley Act (SOX) and other regulatory acts during the last several years have grown to be one of the most daunting challenges for finance departments, yet the need to report revenue accurately and efficiently is essential. As businesses rely on complex orders and contracts, where multiple goods or services are delivered at varying times over the life of the contract, SOX requires the recognition of revenue at the precise time each component of a product or service is delivered. If a financial management application can t support deferred revenue recognition and reporting, finance teams have to resort to complex spreadsheets in order to account for complex revenue streams, to create revenue recognition schedules for future periods, and to report on future revenue streams. This proliferation of spreadsheets itself violates fundamental compliance principles and places businesses in compliance risk. Revenue recognition is one of the greatest challenges facing corporate finance departments today. A Salesforce/Intacct environment frees finance departments from revenue recognition headaches, because Intacct provides best-of-breed functionality that supports deferred revenue recognition at the most granular item level within a contract and enables finance teams to both track and manage even the most complex order with ease. 5

8 The synergies of integrating two best-of-breed platforms, such as Salesforce and Intacct, are evidenced on this Intacct Deferred Revenue Dashboard. Transparent access between systems provides a richer, more complete picture of an organization s health. Underlying details like a Deferred Revenue Forecast Report are only a click away. 6

9 Case Study Bulk TV and Internet Based in Raleigh, NC, Bulk TV & Internet provides wholesale dish network and DIRECTV services to hospitality, health care, and multi-dwelling unit properties nationwide. With only twenty employees, Bulk TV & Internet is critically dependent on productivity and efficiency, from both its staff and its software solutions. Bulk TV was running its front office on salesforce.com and using QuickBooks for financial management, but there were problems. QuickBooks couldn t provide all the functionality the company needed and ancillary spreadsheets began to proliferate. The software didn t scale as the company grew, and server crashes weren t unusual. QuickBooks couldn t interface with Salesforce so there was no real-time view of financial data. But the most serious problem was with data entry. While satellite companies provide the TV content, commercial dealers such as Bulk TV negotiate the contracts with customers and arrange for installation of the satellite equipment. Contracts are complex and detail exactly what channels and services will be delivered over different periods to different locations. Pricing varies frequently. Lacking integration with Salesforce meant that staff had to manually re-enter every line item for each contract into QuickBooks. As the company grew, order reentry likewise grew to become a full time job for one staff member. The process was cumbersome, error-prone, and orders were occasionally misplaced and never entered into the system. and Intacct, significantly shortening the company s leadto-cash process. Intacct s ability to integrate with Salesforce offered us tremendous value, claims Bulk TV and Internet s Controller, Brian Madigan. We didn t have to spend a lot of time and money up front to create the integration and, once the applications were linked, we gained better control of our contract management and billing processes. Getting the invoices out the door faster means we get paid faster. We can now analyze data in ways we were never able to do before, Madigan adds. We ve even created reports and dashboards for non-financial statistical accounts, so we can monitor our contract and installation turnover rates and ensure we are continually operating at optimal levels. As a result, Intacct not only helps us perform with more agility, but also enables us to be more strategic in our decision-making. Billing was where Bulk TV felt the most pain. Each month, bills were prepared manually, one line item at a time. Every time prices changed, all the prices in QuickBooks had to be adjusted manually. There was no way to push price changes through the system automatically. Bulk TV selected Intacct to replace QuickBooks and saw immediate improvements. Work orders stored in Salesforce could now automatically create orders in Intacct and generate monthly bills. Price changes could now be pushed through front and back office systems. Orders no longer fell through the cracks all were converted to revenue. Because Intacct provided the financial functionality Bulk TV required, the company was able to eliminate the twenty external spreadsheets they previously relied on. Deferred revenue, important to contract-based businesses, was now managed automatically. Bulk TV now enjoys fully synchronized front and backoffice applications and data. Customer and contract information is automatically shared between Salesforce 7

10 Conclusion Integration that Empowers These are just a few examples of the many benefits achieved in an integrated Salesforce/Intacct environment. Sales teams can view a complete picture of their customers accounts, order status, and upcoming renewals, and can focus their energy on strengthening and extending their sales relationships with their customers. Finance teams are freed from data entry, data reconciliation, and the challenges of deferred revenue recognition and can instead focus on financial analysis and planning. Rogue spreadsheets are no longer required to support missing financial application functionality. Regulatory compliance and reporting is streamlined and transparent. through to invoicing and fulfillment is visible anywhere, anytime in customizable reports and dashboards that give employees exactly the information they need to succeed. That s the true power of integration. The integration of two such best-of-breed platforms as Salesforce and Intacct, at such a deep level with transparent data shared in real time, and embedded functionality from one to the other and back again finally enables a fully integrated front and back office. It creates a synergy where the power of Salesforce, combined with the power of Intacct is much more than simply the sum of the parts. It provides a business advantage of exponential force. But perhaps the greatest single benefit is that throughout the organization, from board member to bookkeeper, the entire business process from a sales lead all the way Intacct is a market leader in on-demand financial management and accounting applications. Thousands of businesses, from startups to public companies, use Intacct s award-winning solutions to manage and share financial, supply chain and professional services information. Intacct automates key business processes from order entry through cash collection and from procurement through vendor payment. The Intacct system includes financials and accounting, contracts and revenue management, order management, project management, financial consolidation, real-time dashboards and financial reporting applications, all delivered via Software-asa-Service. Intacct s open on-demand system is extended by hundreds of partners, like salesforce.com and is FASB, Sarbanes-Oxley and GAAP compliant Intacct Corporation. All rights reserved. Printed in the U.S.A. The Intacct logo is a trademark of Intacct Corporation in the United States. All other trademarks mentioned in this document are the property of their respective owners. 8

Intacct Financial Management and Accounting System

Intacct Financial Management and Accounting System Intacct Financial Management and Accounting System Intacct is the award winning cloud financial management and accounting system specifically designed to help small and midsized enterprises improve company

More information

Solution Brief. Intacct for Faith-based Organizations. Focus on Your Mission, Not on Running Software

Solution Brief. Intacct for Faith-based Organizations. Focus on Your Mission, Not on Running Software Solution Brief Intacct for Faith-based Organizations Focus on Your Mission, Not on Running Software Whether you are running an individual church or synagogue, an independent community ministry, a regional

More information

Solution Brief. Intacct for Nonprofits. Focus on your mission, not on running software

Solution Brief. Intacct for Nonprofits. Focus on your mission, not on running software Solution Brief Intacct for Nonprofits Focus on your mission, not on running software Running a nonprofit finance organization is a tremendous challenge. You ve got day to day operational issues, including

More information

The #1 Web-Based Business Software Suite. Accounting / ERP CRM Ecommerce

The #1 Web-Based Business Software Suite. Accounting / ERP CRM Ecommerce The #1 Web-Based Business Software Suite Accounting / ERP CRM Ecommerce for every business. Intelligent Complete Simple You have real-time access to all the information you need to make better, faster

More information

Product Brief. Intacct Financials & Accounting. Intacct General Ledger

Product Brief. Intacct Financials & Accounting. Intacct General Ledger Product Brief Intacct Financials & Accounting Intacct Financials and Accounting includes Intacct General Ledger, Intacct Accounts Receivable, Intacct Accounts Payable, Intacct Cash Management and Intacct

More information

Strategic Solutions that Make Your Work Easier. Projects Made Easier Decisions Made Easier Business Made Easier

Strategic Solutions that Make Your Work Easier. Projects Made Easier Decisions Made Easier Business Made Easier Strategic Solutions that Make Your Work Easier Projects Made Easier Decisions Made Easier Business Made Easier Have You Outgrown Your Systems? Buyers Say the Partner and the Product are More Important

More information

THE HIDDEN COSTS OF QUICKBOOKS: Why now s the time to graduate to professional financial management software

THE HIDDEN COSTS OF QUICKBOOKS: Why now s the time to graduate to professional financial management software THE HIDDEN COSTS OF QUICKBOOKS: Why now s the time to graduate to professional financial management software Summary Most small businesses begin their financial lives using Intuit s QuickBooks, which with

More information

ENSURING THE FINANCIAL SUCCESS OF YOUR PROJECT-BASED BUSINESS

ENSURING THE FINANCIAL SUCCESS OF YOUR PROJECT-BASED BUSINESS ENSURING THE FINANCIAL SUCCESS OF YOUR PROJECT-BASED BUSINESS Operating from Within an Incomplete Financial Landscape Professional services organizations with teams of training, support, and consulting

More information

RESEARCH NOTE NETSUITE S IMPACT ON E-COMMERCE COMPANIES

RESEARCH NOTE NETSUITE S IMPACT ON E-COMMERCE COMPANIES Document L17 RESEARCH NOTE NETSUITE S IMPACT ON E-COMMERCE COMPANIES THE BOTTOM LINE Nucleus Research analyzed the activities of online retailers using NetSuite to assess the impact of the software on

More information

MOVING BEYOND QUICKBOOKS: Why now s the time to graduate to professional financial management software

MOVING BEYOND QUICKBOOKS: Why now s the time to graduate to professional financial management software MOVING BEYOND QUICKBOOKS: Why now s the time to graduate to professional financial management software Summary Most small businesses begin their financial lives using Intuit s QuickBooks, which with an

More information

Focused Sales Management

Focused Sales Management Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling

More information

CorvisaOne Contact Center Suite. A fresh approach to contact center technology

CorvisaOne Contact Center Suite. A fresh approach to contact center technology CorvisaOne Contact Center Suite A fresh approach to contact center technology Change the Way You Define Success DELIVER AMAZING CUSTOMER EXPERIENCES WITH CORVISAONE When customers have multiple choices

More information

RESEARCH NOTE NETSUITE S IMPACT ON SOFTWARE COMPANY PERFORMANCE

RESEARCH NOTE NETSUITE S IMPACT ON SOFTWARE COMPANY PERFORMANCE Document K51 RESEARCH NOTE NETSUITE S IMPACT ON SOFTWARE COMPANY PERFORMANCE THE BOTTOM LINE Many software companies invest in NetSuite to help them grow their business while managing IT and administrative

More information

Infor CloudSuite Business

Infor CloudSuite Business Business Achieve a next-generation business strategy in the cloud Whether you re providing services or moving inventory in your home-town, across the country or around the world with Infor CloudSuite Business,

More information

OF A SOFTWARE COMPANY CFO. costly problems CFOs can t stop thinking about...and how they get back to business.

OF A SOFTWARE COMPANY CFO. costly problems CFOs can t stop thinking about...and how they get back to business. OF A SOFTWARE COMPANY CFO 7 Seven costly problems CFOs can t stop thinking about...and how they get back to business. INTACCT 1 INDEX 1. Gaining control over deferred revenue and revenue recognition. 2.

More information

Microsoft Office Accounting Professional 2008

Microsoft Office Accounting Professional 2008 Microsoft Office Accounting Professional 2008 November 2007 Table of Contents Microsoft Office Accounting Professional 2008... i Introducing Microsoft Office Accounting Professional 2008... 1 Small Business

More information

CorvisaOne Contact Center Suite

CorvisaOne Contact Center Suite CorvisaOne Contact Center Suite A fresh approach to contact center technology Change the Way You Define Success DELIVER AMAZING CUSTOMER EXPERIENCES WITH CORVISAONE When customers have multiple choices

More information

Field Service in the Cloud: Solving the 5 Biggest Challenges of Field Service Delivery

Field Service in the Cloud: Solving the 5 Biggest Challenges of Field Service Delivery Field Service in the Cloud: Solving the 5 Biggest Challenges of Field Service Delivery The ServiceMax Whitepaper Executive Summary The time has come for field service organizations to also reap the benefits

More information

Intacct for Software Companies

Intacct for Software Companies Intacct is the leading provider of cloud computing financial management and accounting applications for software, Software as a Service (SaaS), and other subscription-based companies. Our robust applications

More information

Hitting Your Numbers. Creating Sales Excellence with Commercial Open Source CRM BREAK AWAY

Hitting Your Numbers. Creating Sales Excellence with Commercial Open Source CRM BREAK AWAY Hitting Your Numbers Creating Sales Excellence with Commercial Open Source CRM BREAK AWAY It is already a given that a CRM system can help drive sales performance. So the decision to be made now is which

More information

A Whitepaper for Financial Executives. Graduating from QuickBooks to Cloud Financials and Accounting

A Whitepaper for Financial Executives. Graduating from QuickBooks to Cloud Financials and Accounting A Whitepaper for Financial Executives Graduating from QuickBooks to Cloud Financials and Accounting Table of Contents Executive Summary--------------------------------------------------------------------------

More information

Services Resource Planning

Services Resource Planning Services : How Integrated PSA, CRM and Financials Can Transform Your Services Business Line art source artwork: Services : How Integrated PSA, CRM and Financials Can Transform Your Services Business Services

More information

EMC DOCUMENTUM Capital Projects Express. KEEP YOUR PROJECTS ON TRACK Flexible Document Control for Agile Teams

EMC DOCUMENTUM Capital Projects Express. KEEP YOUR PROJECTS ON TRACK Flexible Document Control for Agile Teams EMC DOCUMENTUM Capital Projects Express KEEP YOUR PROJECTS ON TRACK Flexible Document Control for Agile Teams SHARE THE CHALLENGES OF CAPITAL PROJECTS Managing capital projects, no matter their size or

More information

Advanced Revenue & Expense Deferrals

Advanced Revenue & Expense Deferrals Advanced Revenue & Expense Deferrals for Microsoft Dynamics GP Enterprise Series Since I have come on board, the Advanced Revenue & Expense Deferrals software has paid for itself more than once over. Having

More information

Deltek First Vision Essentials CRM

Deltek First Vision Essentials CRM Deltek First Vision Essentials CRM Aligning Business Development with Project and Financial Management Vision has brought our marketing, accounting and project management departments together. For the

More information

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM I White Paper Enhance Your Business Relationships With Accelerate Your Performance With True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell him a new product.

More information

Outperform Financial Objectives and Enable Regulatory Compliance

Outperform Financial Objectives and Enable Regulatory Compliance SAP Brief Analytics s from SAP SAP s for Enterprise Performance Management Objectives Outperform Financial Objectives and Enable Regulatory Compliance Drive better decisions and streamline the close-to-disclose

More information

Software Company Edition

Software Company Edition Software Company Edition NetSuite Software Company Edition offers the industry s first and only: Integrated revenue recognition and advanced billing Role-based, customizable dashboards Integrated CRM,

More information

On-Demand CRM Executive Brief Hitting Your Numbers

On-Demand CRM Executive Brief Hitting Your Numbers On-Demand CRM Executive Brief Hitting Your Numbers Creating Sales Excellence with On-Demand CRM www.tatacommunications.com/enterprise/saas/crm.asp You do not want to know how much we spent on salesforce.com

More information

Improving Business Insight

Improving Business Insight Improving Business Insight A GUIDE FOR SMALL AND MID-SIZED BUSINESSES Why Does Understanding Business Data Matter for Your Company? You know your business better than anyone else, and making decisions

More information

GROW. From Intuit QuickBooks to Microsoft Dynamics GP: A move that makes sense for growing businesses

GROW. From Intuit QuickBooks to Microsoft Dynamics GP: A move that makes sense for growing businesses GROW From Intuit QuickBooks to Microsoft Dynamics GP: A move that makes sense for growing businesses QuickBooks has basic accounting functions, but what Microsoft Dynamics GP offers is the ability to stay

More information

Sage CRM: The Right CRM Solution for You

Sage CRM: The Right CRM Solution for You Sage CRM: The Right CRM Solution for You May 29, 2013 Robert Kramer Supervising Consultant BKD Technologies rkramer@bkd.com David Beard CRM Principal Sage Software @talkcrm What Is CRM & Why It Matters

More information

Sage MAS 90 and 200. Extended Enterprise Suite S

Sage MAS 90 and 200. Extended Enterprise Suite S Sage MAS 90 and 200 Extended Enterprise Suite S An End-to-End Approach to Business Software At Sage, we ve been supporting businesses like yours with world-class business software for well over a quarter

More information

Actuate for: Financial Management Reporting Applications

Actuate for: Financial Management Reporting Applications Any User. Any Data. Any Deployment. Enterprise Solutions Actuate for: Financial Management Reporting Applications Actuate Financial Management Reporting Applications integrate data from multiple financial

More information

Building a Lead-to-Cash Solution

Building a Lead-to-Cash Solution Building a Lead-to-Cash Solution With customer experience management in focus, leadto-cash offers an integrated, technology solution that automates all aspects of the sales cycle into a seamless workflow.

More information

Realize More Success with Software-plus-Services. Cloud-based software from Microsoft Dynamics ERP

Realize More Success with Software-plus-Services. Cloud-based software from Microsoft Dynamics ERP Realize More Success with Software-plus-Services Cloud-based software from Microsoft Dynamics ERP Cloud computing is Internet-based development and use of computer technology. Large central data centers

More information

NetSuite Software Company Edition

NetSuite Software Company Edition NetSuite Software Company Edition NETSUITE SOFTWARE COMPANY EDITION OFFERS THE INDUSTRY S FIRST AND ONLY: Integrated advanced financials, revenue recognition, contract management and billing Role-based,

More information

Advertising and Media Industry KPIs that Matter

Advertising and Media Industry KPIs that Matter Businesses Run Better on NetSuite. Advertising and Media Industry KPIs that Matter Sponsored by Improved Results Achieved by Businesses Like Yours Business Visibility 360 o Visibility & Actionable Insight

More information

See your business in a new way.

See your business in a new way. Operations and Distribution Management Brochure See your business in a new way. Realize the future of your business today. See your business in a new way. Realize the future of your business today. Distribution

More information

Antenna s AMPower Sales to Mobilize Oracle s Siebel CRM On Demand Solution

Antenna s AMPower Sales to Mobilize Oracle s Siebel CRM On Demand Solution Real-Time Business Metrics and Customer Data on BlackBerry Handheld Devices Sparks Productivity and Efficiency of Sales Managers Case Study: DIRECTV Installs Antenna s AMPower Sales to Mobilize Oracle

More information

NetSuite for Wholesale Distributors

NetSuite for Wholesale Distributors NetSuite for Wholesale Distributors Key benefits Built-in support for wholesale distribution business processes Real-time visibility throughout your entire organization, from sales to operations to invoicing

More information

Is your finance application holding you back?

Is your finance application holding you back? Is your finance application holding you back? The risks and costs of relying on outdated or restrictive systems. White Paper Is your finance application holding you back? TECHNOLOGY is an essential tool

More information

NetSuite: The Key to Performance and Profitability for Solution Providers

NetSuite: The Key to Performance and Profitability for Solution Providers NetSuite: The Key to Performance and Profitability for Solution Providers www.netsuite.com Table of Contents Solution Providers Face Unique Challenges 2 Solution Provider Business Models 3 The Current

More information

Research Study: Cloud-Based Business Solutions Suite Delivers Key Performance Improvements to Software Companies

Research Study: Cloud-Based Business Solutions Suite Delivers Key Performance Improvements to Software Companies Research Study: Cloud-Based Business Solutions Suite Delivers Key Performance Improvements to Software Companies SL Associates Executive Summary 2 Dynamic Software Industry Poses Many Challenges 2 KPIs

More information

engage. empower. evolve. SARBANES-OXLEY COMPLIANCE

engage. empower. evolve. SARBANES-OXLEY COMPLIANCE engage. empower. evolve. SARBANES-OXLEY COMPLIANCE engage. empower. evolve. OVERVIEW OF THE SARBANES-OXLEY ACT The Sarbanes-Oxley Act of 2002 is the single most important piece of legislation affecting

More information

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and sales world for

More information

EXECUTIVE INSIGHT. The Unique Challenges of Professional Services for Small and Medium Sized Businesses

EXECUTIVE INSIGHT. The Unique Challenges of Professional Services for Small and Medium Sized Businesses EXECUTIVE INSIGHT The Unique Challenges of Professional Services for Small and Medium Sized Businesses Effective SMB Automation Requires a New Breed of Professional Services Automation Technology June

More information

Better Contract Management:

Better Contract Management: WHITE PAPER Better Contract Management: Less Paper, More Connections How do I get off the paper chase? The top priorities for busy purchasing executives are improving efficiency, reducing costs and building

More information

Your Complete CRM Handbook

Your Complete CRM Handbook Your Complete CRM Handbook Introduction Introduction Chapter 1: Signs You REALLY Need a CRM Chapter 2: How CRM Improves Productivity Chapter 3: How to Craft a CRM Strategy Chapter 4: Maximizing Your CRM

More information

The Business Case For Purchase & Expense Management Software

The Business Case For Purchase & Expense Management Software The Business Case For Purchase & Expense Management Software We Help You to Work Smarter, Execute Faster, Buy Better Organizations today are faced with the challenge of accomplishing more with less; whether

More information

JENZABAR EX. Exceptional insights. Extraordinary results. JENZABAR EX

JENZABAR EX. Exceptional insights. Extraordinary results. JENZABAR EX JENZABAR EX Exceptional insights. Extraordinary results. JENZABAR EX JENZABAR EX A Proven Solution for Higher Education Jenzabar EX is a comprehensive, fully-scalable administrative platform designed specifically

More information

Top 10 Ways. Operational Software Can Boost a Contractor s Bottom Line

Top 10 Ways. Operational Software Can Boost a Contractor s Bottom Line Top 10 Ways Operational Software Can Boost a Contractor s Bottom Line Top 10 Ways Operational Software Can Boost a Contractor s Bottom Line Switching to a new operational software solution is a big step

More information

4 ways to grow your small business with Salesforce CRM

4 ways to grow your small business with Salesforce CRM 4 ways to grow your small business with Salesforce CRM Contents Executive Summary... 2 Make everyone more productive... 2 Customize: Make Salesforce CRM work the way you do... 2 Organize: Centralize your

More information

Avoiding a Scalability Crisis While Growing Your Business

Avoiding a Scalability Crisis While Growing Your Business SOFTWARE/SAAS INDUSTRY Avoiding a Scalability Crisis While Growing Your Business AN ARMANINO WHITE PAPER Growth in the SaaS market has been incredible in the past five years. Zenefits, which provides human

More information

Deltek Vision Consulting Edition

Deltek Vision Consulting Edition Deltek Vision Consulting Edition www.deltek.com Imagine a single tool that gives you instant visibility into your people, engagements and business from anywhere at anytime. Imagine a tool that puts you

More information

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in Enhance Your Business Relationships with SageCRM www.sagesoftware.co.in Accelerate Your Performance with True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell

More information

Architecture Firm Strengthens Project Management with Integrated Solution

Architecture Firm Strengthens Project Management with Integrated Solution Microsoft Dynamics Customer Solution Case Study Architecture Firm Strengthens Project Management with Integrated Solution Overview Country or Region: United States Industry: Professional services Architecture,

More information

Finding Nirvana in AP Automation and Outsourcing

Finding Nirvana in AP Automation and Outsourcing WHITE PAPER Finding Nirvana in AP Automation and Outsourcing Gaining Control By Letting Go Nirvana: Joy, freedom from pain and worry an end to suffering. Suffering is something with which many Accounts

More information

IT & Management Consulting Services

IT & Management Consulting Services 2008 Microsoft Corporation. All rights reserved. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft, Excel, Microsoft Dynamics,

More information

SageCRM Product Overview

SageCRM Product Overview SageCRM Product Overview A complete view of your organization s customer interactions SageCRM is an easy-to-use, fast-to-deploy, feature-rich Customer Relationship Management solution with out-of-the-box

More information

CHEMICAL REACTIONS: Unleashing Your Most Valuable Asset

CHEMICAL REACTIONS: Unleashing Your Most Valuable Asset Today s chemical companies face extraordinary business challenges, from the massive volatility in raw materials and input costs, to currency fluctuations and a globally competitive marketplace. The selling

More information

Customer Master Data: Common Challenges and Solutions

Customer Master Data: Common Challenges and Solutions Customer Master Data: Common Challenges and Solutions By Will Crump President, DATUM LLC Executive Summary Master data within an enterprise is typically segmented by domain, or a category of related data

More information

MORE DATA - MORE PROBLEMS

MORE DATA - MORE PROBLEMS July 2014 MORE DATA - MORE PROBLEMS HOW CAN SMBs ADDRESS DATA ISSUES? Data Source In this report, Mint Jutras references data collected from its 2014 Enterprise Solution Study, which investigated goals,

More information

Microsoft Dynamics AX 2012 R3, clear cut benefits for your Organisation

Microsoft Dynamics AX 2012 R3, clear cut benefits for your Organisation 2012 R3 Microsoft Dynamics AX 2012 R3, clear cut benefits for your Organisation Microsoft Dynamics AX is an enterprise resource planning (ERP) solution for midsize and larger organisations that helps people

More information

WHY CLOUD COMPUTING MAKES SENSE FOR NONPROFITS

WHY CLOUD COMPUTING MAKES SENSE FOR NONPROFITS WHY CLOUD COMPUTING MAKES SENSE FOR NONPROFITS Nonprofits are experiencing increased pressure, oversight, and demand for transparency from all sides. Whether the focus is government compliance, competition

More information

Sage CRM Focused Sales Management

Sage CRM Focused Sales Management Sage CRM Focused Sales Management Equipping your sales team with the complete customer information and the necessary tools to enable them to do their job effectively is very important. Sage CRM empowers

More information

Sage 300c. Pilot your business across functions, offices, and geographies

Sage 300c. Pilot your business across functions, offices, and geographies Sage 300c Sage 300c Pilot your business across functions, offices, and geographies Whether your business has one or several locations in the same city or across international borders, Sage 300c helps you

More information

Accounting & Finance Solutions

Accounting & Finance Solutions Did you get into business to crunch numbers? We didn t think so. iprocess Online crunches all your numbers more quickly and cost effectively than you ever could, providing a comprehensive portfolio of

More information

Citi. Commercial Cards. Commercial Card Program Provider to the State of Texas. Transaction Services

Citi. Commercial Cards. Commercial Card Program Provider to the State of Texas. Transaction Services Citi Commercial Cards Commercial Card Program Provider to the State of Texas Transaction Services 2 Citi Transaction Services Providing convenient payment solutions for purchasing and travel expenses;

More information

The key to success: Enterprise social collaboration fuels innovative sales & operations planning

The key to success: Enterprise social collaboration fuels innovative sales & operations planning Manufacturing The key to success: Enterprise social collaboration fuels innovative sales & operations planning As the sales and operations planning leader, you have a few principal responsibilities: setting

More information

five ways you can increase wholesale trade profit a five ways series publication from enabling

five ways you can increase wholesale trade profit a five ways series publication from enabling five ways you can increase wholesale trade profit For additional copies of this booklet or for more information regarding Enterprise Resource Planning (ERP), Financial Management, Construction, Property

More information

NetSuite Inc. 2014. Business Models are Constantly Evolving. NetSuite Inc. 2014

NetSuite Inc. 2014. Business Models are Constantly Evolving. NetSuite Inc. 2014 Featured Speakers Turbo Charge Finance For Growth October 14, 2014 Anand Misra Sr. Product Marketing Manager NetSuite Darren Linscott VP of Product Bill.com Derek Kraus VP Finance SolidFire Sam Stetler

More information

MITS Distributor Analytics

MITS Distributor Analytics Product Datasheet For TrulinX Users MITS Distributor Analytics A powerful combination of reporting features MITS Distributor Analytics gives you a competitive edge when it comes to making decisions that

More information

WHITE PAPER BUSINESS. INTELLIGENCE for SMBs in 2020. Part 2: BI Technology Advances for Small and Midsized Business

WHITE PAPER BUSINESS. INTELLIGENCE for SMBs in 2020. Part 2: BI Technology Advances for Small and Midsized Business WHITE PAPER BUSINESS INTELLIGENCE for SMBs in 2020 Part 2: BI Technology Advances for Small and Midsized Business Author: Gary Boddington, CEO Alchemex (Pty) Ltd Audience: This paper is intended for small

More information

Delivering Value to the Business. Why Your Current HR Systems Hold You Back

Delivering Value to the Business. Why Your Current HR Systems Hold You Back Delivering Value to the Business Why Your Current HR Systems Hold You Back Delivering Value to the Business Why Your Current HR Systems Hold You Back When your Human Resources organization directly contributes

More information

HOW A CRM HELPS YOUR BUSINESS GROW

HOW A CRM HELPS YOUR BUSINESS GROW Book 1 of 4 HOW A CRM HELPS YOUR BUSINESS GROW PART OF THE CRM SUCCESS SERIES Introduction BEYOND THE HANDSHAKE You ve likely heard the saying, Business begins with a handshake It sounds so simple. But

More information

Focused Sales Management

Focused Sales Management Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling

More information

SOFTWARE, STRATEGIES, & SERVICES

SOFTWARE, STRATEGIES, & SERVICES SOFTWARE, STRATEGIES, & SERVICES for higher education SOLUTIONS OVERVIEW SINGULAR FOCUS For over four decades, Jenzabar has been dedicated to helping colleges and universities across the world thrive.

More information

Streamlined Planning and Consolidation for Finance Teams Running SAP Software

Streamlined Planning and Consolidation for Finance Teams Running SAP Software SAP Solution in Detail SAP Solutions for Enterprise Performance Management, Version for SAP NetWeaver Streamlined Planning and Consolidation for Finance Teams Running SAP Software 2 SAP Solution in Detail

More information

Supply Chain Management Build Connections

Supply Chain Management Build Connections Build Connections Enabling a business in manufacturing Building High-Value Connections with Partners and Suppliers Build Connections Is your supply chain responsive, adaptive, agile, and efficient? How

More information

convincing reasons to replace your accounting system with ERP

convincing reasons to replace your accounting system with ERP 15 convincing reasons to replace your accounting system with ERP 15 convincing reasons to replace your accounting system with ERP Welcome There comes a time when your business systems simply can t keep

More information

Enhancing productivity. Enabling success. Sage CRM

Enhancing productivity. Enabling success. Sage CRM Enhancing productivity. Enabling success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

U.S. Bank Access Online

U.S. Bank Access Online U.S. Bank Access Online Overview U.S. Bank Access Online provides organizations with real-time access to their commercial card programs anywhere, anytime, within a secured environment. This powerful proprietary

More information

An Introduction To CRM. Chris Bucholtz

An Introduction To CRM. Chris Bucholtz Chris Bucholtz Contents Executive Summary...3 Introduction...4 Why CRM?...4 The Top 6 Things CRM Can Do For You...5 Creating A Standardized Process...5 No More Weekly Status Reports...5 Automate Your Unique

More information

Sage 100 ERP I White Paper. Sage 100 ERP Intelligence Reporting: Straight Talk About Replacing FRx

Sage 100 ERP I White Paper. Sage 100 ERP Intelligence Reporting: Straight Talk About Replacing FRx I White Paper Intelligence Reporting: Straight Talk About Replacing FRx Table of Contents Introduction... 3 12 Things You Need to Know About Intelligence Reporting... 3 Summary... 5 Intelligence Reporting:

More information

Cloud Computing: Orientation & Current Trends

Cloud Computing: Orientation & Current Trends Reaching New Heights: Cloud Computing De-Mystified April 5, 2011 1 Reaching New Heights: Cloud Computing De-Mystified Cloud Computing: Orientation & Current Trends 2 1 Cloud Computing Impacts both Consumers

More information

Deltek Vision. for Consulting Firms. www.deltek.com/vision

Deltek Vision. for Consulting Firms. www.deltek.com/vision Deltek Vision for Consulting Firms www.deltek.com/vision Deltek Vision A Higher Level of Integration, Collaboration and Success Managing the profitability of an engagement-based business requires instant

More information

IBM Multi-Enterprise Relationship Management

IBM Multi-Enterprise Relationship Management IBM Multi-Enterprise Relationship Management Transform your B2B community with faster, simpler onboarding, management and collaboration Contents 1 From chaos to control in B2B management 2 The rising challenges

More information

How Technology Helps Win and Manage Grants. Table of Contents

How Technology Helps Win and Manage Grants. Table of Contents Page 1 How Technology Helps Win and Manage Grants Most nonprofits rely to some extent, or wholly, on grants. These grants come from various and diverse sources but one thing they all have in common is

More information

IBM Global Business Services Microsoft Dynamics AX solutions from IBM

IBM Global Business Services Microsoft Dynamics AX solutions from IBM IBM Global Business Services Microsoft Dynamics AX solutions from IBM Powerful, agile and simple enterprise resource planning 2 Microsoft Dynamics AX solutions from IBM Highlights Improve productivity

More information

Sage 300 Finance. Sage 300 Finance. Industry Solution. Generic to all Industries and Organisations. Target. Business Processes. Business Challenges

Sage 300 Finance. Sage 300 Finance. Industry Solution. Generic to all Industries and Organisations. Target. Business Processes. Business Challenges Sage 300 Finance Ensure you stay competitive in today s global economy with Sage 300 Finance! We offer you far more than simple financial accountability and compliance. Allow your business to evolve with

More information

Customer Relationship Management

Customer Relationship Management It s about customers. M Microsoft Customer Relationship Management PUT YOUR CUSTOMERS AT THE CENTER OF YOUR BUSINESS Microsoft Customer Relationship Management THE GOAL: THE NEED: THE SOLUTION: Provide

More information

Five Tenets of Modern Project Portfolio Management Powering Project-Driven Business

Five Tenets of Modern Project Portfolio Management Powering Project-Driven Business PROJECT PORTFOLIO MANAGEMENT Five Tenets of Modern Project Portfolio Management Powering Project-Driven Business Copyright 2014 Oracle Corporation. All Rights Reserved. Introduction Enterprises tend not

More information

Choosing the Right ERP Solution:

Choosing the Right ERP Solution: Choosing the Right ERP Solution: 3 CRITERIA FOR SUCCESS Table of Contents 1 2 Who We Are 3 The Key to Better Business Performance 4 ERP as the Focal Point of Your Business 5 Why Some ERP Solutions Fail

More information

The New Rules to Improve Productivity and Control Costs

The New Rules to Improve Productivity and Control Costs Authored by TOP 5 TECHNOLOGY GAME CHANGERS FOR WORKFORCE MANAGEMENT The New Rules to Improve Productivity and Control Costs Sponsored by Top 5 Technology Game Changers for Workforce Management Business

More information

Service Lifecycle Management Solutions

Service Lifecycle Management Solutions Service Lifecycle Management Solutions Complete Visibility & Control of Your Service Supply Chain The service landscape is shifting. Customer demands continue to increase. It is no longer enough to just

More information

A Hyperion System Overview. Hyperion System 9

A Hyperion System Overview. Hyperion System 9 A Hyperion System Overview Hyperion System 9 Your organization relies on multiple transactional systems including ERP, CRM, and general ledger systems to run your business. In today s business climate

More information

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and sales world

More information

ANALYTICS PAYS BACK $13.01 FOR EVERY DOLLAR SPENT

ANALYTICS PAYS BACK $13.01 FOR EVERY DOLLAR SPENT RESEARCH NOTE September 2014 ANALYTICS PAYS BACK $13.01 FOR EVERY DOLLAR SPENT THE BOTTOM LINE Organizations are continuing to make investments in analytics to meet the growing demands of the user community

More information

Discover the Power of Automating Your Budget: A Purpose-Built Approach to Business Performance Management

Discover the Power of Automating Your Budget: A Purpose-Built Approach to Business Performance Management Discover the Power of Automating Your Budget: A Purpose-Built Approach to Business Performance Management ( ) Financial planning can be an inefficient drain on an organization. Old technology makes budgeting,

More information