DYNAMICS GP USER & PARTNER

Transcription

1 DYNAMICS GP USER & PARTNER 100 LEVEL NEW FEATURES: Learn what s new in SalesPad GP Version and get the low down on the latest features. Learn about CounterSales Enhancements, what s new in Equipment Management or Equipment 2.0, the added resources tab, and the other updates and improvements building on SalesPad GP CONFIGURING SALESPAD GP: Go under the hood of SalesPad GP. Learn to set up security, modify settings, add and delete users, create user-defined fields (UDFs), layouts and more. CRM IN SALESPAD MANAGING YOUR PIPELINE: Keep better tabs on customer interactions, track prospects, opportunities, and quotes, and set reminders for future contact. Gain details on making SalesPad a more complete customer relationship management (CRM) tool. DATACOLLECTION ON IOS AND WINDOWS HANDHELDS: Check out DataCollection s screens on handheld devices from Apple and Microsoft. Also learn about the accessories and operating systems that supported. DATACOLLECTION WAREHOUSE MANAGEMENT SYSTEM: Better understand DataCollection s different levels of features and which are best for you. DISTRIBUTION BOMS & ASSEMBLIES: Dig deeper on how SalesPad uses distribution Bill of Materials (BOMs) and Assembly within Microsoft Dynamics GP. While using GP s standard functionality, SalesPad seamlessly integrates BOMs and Assemblies with sales transactions. EQUIPMENT TRACKING 2.0: SalesPad Equipment 2.0 allows users to track sales and service history for serialized inventory. Its plug-ins ease customer equipment assignments and create service work for specific equipment items. Find out about the new functionality added in SalesPad GET THE MOST OUT OF SALESPAD: Dig into SalesPad s functionalities. Build on what you learned during implementation, and find out more about features that help increase your productivity. IS CUSTOM FOR ME?: SalesPad offers customization of SalesPad s and partners GP products to meet specific needs. Find out how SalesPad creates customizations, what that means for future upgrades, and how maintenance works in conjunction with tailored set-ups. Get questions answered before seeking a quote. 100 LEVEL (CONTINUED)

2 DYNAMICS GP USER & PARTNER (CONTINUED) ORDER ENTRY OPTIONS: Need more options for sales transactions? Learn about SalesPad s Matrix functions, including entries, sales item options and the configurator. Configure options and see how they re used. PRODUCT LINE-UP: THE SALESPAD TOOLBOX: SalesPad offers an array of products and services that include more than just Microsoft Dynamics GP-compatible software. Find out about what else SalesPad offers to make your life easier and your business run better. PURCHASING IN SALESPAD: SalesPad handles more than just transactions. Learn about creating and maintaining purchase orders using SalesPad, creating standard and Drop Ship purchase orders, linking purchase orders to sales orders, and making it easier to create SOP-to-POP links. Also take an in-depth look at Purchasing Advisor and how it fits in your business processes. ROUTE SALES WITH SALESPAD MOBILE GP: Learn how to optimize your route sales experience with SalesPad Mobile GP for ios and Android. Discover features and functionality that empower your sales team and increase efficiency. Topics include payment processing, efficient entry of line items, and receipt printing. SALESPAD IN THE CLOUD: Join the discussion on using SalesPad in a hosted environment and the considerations for doing so. Part of the conversation will include using Citrix, Microsoft s Azure, and other potential options. SALESPAD LOCALIZATION: SalesPad s Microsoft Dynamics GP-compatible product suite is available in Spanish and French in addition to English. Get a demonstration, and also learn about translation services and the process utilized. USER SUPPORT & IMPLEMENTATION PANEL: Talk with SalesPad s support and implementation teams about user and partner concerns. TIPS & TRICKS: Some features and functions can be overlooked with a typical SalesPad implementation. Learn the best tips, tricks, and shortcuts to make daily activities more efficient by taking a closer look at some of SalesPad s most powerful features.

3 DYNAMICS GP USER & PARTNER (CONTINUED) 200 LEVEL AUTOMATING YOUR WAREHOUSE WITH DATACOLLECTION: Wondering if there s an easier way to handle inventory? Say hello to DataCollection. There s no need to spend $100,000 for warehouse management systems software when DataCollection helps you barcode warehouse inventory and manage it like a pro. IN-DEPTH WORKFLOW: Make SalesPad Workflow work for you. One of the most powerful tools in the SalesPad toolbox, Workflow is often misunderstood and underutilized. Learn what Workflow is and how to set it up and make it work best for you. MANUFACTURING & CONFIGURATOR: Learn how to fully use SalesPad 4.4.1, including its new features and how it has built on SalesPad with updates, upgrades, and improvements. Dig into details on the extended-pack configurator and creating silent manufacturing orders for just-in-time approaches with Manufacturing Bill of Materials (BOMs). PRICING IN SALESPAD: Discover all the functionalities and options for pricing in SalesPad. You ll figure out which ones you should use, when to use them, and the priority to apply them. Learn more about contract, custom, group, special, and third-party pricing structures along with GP Standard Pricing and GP Extended Pricing. REPORTING CAPABILITIES (QUICK REPORTS, DASHBOARDS AND SALES ANALYSIS): SalesPad s all-in-one sales, customer service, reporting, and business management solution integrates seamlessly with Microsoft Dynamics GP-generated data. Learn more about Quick Reports (QRs); Dashboards, which enables more robust utilization and visualization of data; and Sales Analysis, which allows pulling raw data from SOP tables. REPORT WRITER: Work with the SalesPad team to better understand and create customized reports with Report Writer. Take part in a comprehensive walk through in using report manager, creating new reports, copying existing reports, and modifying reports. Learn to add images to reports and additional functionalities through scripting. WEB PORTAL OVERVIEW AND SETUP: Delve into SalesPad s Web Portal. The online version of SalesPad GP permits creating, viewing, and updating customers, sales documents, inventory, and more. Learn about internal and external ties; dig into plug-ins, extended-pack configurator, Sales Entry Quick Pick, and Address Validation.

4 DYNAMICS GP USER & PARTNER (CONTINUED) 300 LEVEL SCRIPTING IN SALESPAD: Learn how to implement scripting with SalesPad. Walk through referencing different business objects and get best practices for script writing. With scripting creating potential software performance issues, get the best practices to help avoid issues. 15-MINUTE SPEED SESSIONS (OFFERED MULTIPLE TIMES)

5 DYNAMICS GP PARTNER GP AND ISVS VERSUS SALESPAD WITH GP AND PRICING: Compare Microsoft Dynamics GP when paired with SalesPad GP versus offerings from other independent software vendors (ISVs). See how SalesPad can make things simpler and more cost efficient. GP PARTNER PROGRAM PREP: SalesPad s new 2016 GP Partner Program for 2016 offers three tiers of participation, certification, support, and benefits. The program includes certification tracks as a Certified Sales Partner and as a Certified Sales and Service Partner. Get a jump start on next year with training and coursework to prep you for SalesPad partner certification. GP SALES & MARKETING STRATEGIES: Marketing is what you do and branding is what you are. Learn how to better define your brand by meeting promises and delivering, having a consistent look and feel, and integrating into everything your business does. More strongly market to unearth, activate, and support customers. PARTNER PROGRAM REVIEW: SalesPad delivers sales, customer service, implementation, and support tools to help you better compete in the market when actively selling Microsoft Dynamics GP (and Intuit QuickBooks) to distributors and others through its new GP Partner Program. PRICING IN SALESPAD: Discover all the functionalities and options for pricing in SalesPad. Learn more about contract, custom, group, special, and third-party pricing structures along with GP Standard Pricing and GP Extended Pricing. SALES & IMPLEMENTATION PANEL: This session is all about feedback, with plenty of give and take expected. Ask and share about what you like or dislike regarding SalesPad s implementations, sales processes, and/or support operations. With our Implementation/Support Manager, Project Manager, and sales reps on hand, the right people will be available to answer questions and hear concerns. THE SALESPAD SUITE: SalesPad offers an array of products and services that include more than just SalesPad s offerings. Find out what s possible through SalesPad and its partners. SELLING COUNTER SALES: Go in depth about CounterSales and how it best fits customers from a partner perspective. SELLING CUSTOM: What does custom mean for SalesPad? What are the approaches to take? There are advantages. SELLING SALESPAD CRM: SalesPad CRM offers a more complete CRM option for Microsoft Dynamics GP customers. Get the details on selling SalesPad CRM as a comprehensive CRM tool for your GP customers. SOLUTION SALES: Focus on what questions to ask to uncovering customers pains and how SalesPad software can help solve those problems. Better understand which customers SalesPad can help you with. VERTICAL MARKETING: Define how to identify and bring value in targeting specific vertical markets and better accessing and serving specialized industries and niches.

6 INTUIT QUICKBOOKS USER & PARTNER APPS.COM ISV INTEGRATION WITH 7THSTAGE: Learn how to use Apps.com with 7thStage to improve business and help solve those daunting and seemingly complex problems. END USER PANEL: Catch up on the day s goings-on through this group learning opportunity. What works for you as an end user or business owner? DAVID LEARY PRESENTS: BUILDING AN APP FOR THE QUICKBOOKS ECOSYSTEM: Apps.com is an Intuit Quick- Books marketplace that s all about small business apps and third-party developers. Using Apps.com, small business owners can find apps that integrate with QuickBooks Online. (This session is led by Intuit Senior Developer Evangelist David Leary.) DAVID LEARY PRESENTS: THE EVER-CHANGING ROAD IS PAVED IN NICHES: QuickBooks has roots dating to 1998, pattern after Intuit s Quicken personal accounting package. While QuickBooks was initially was fee-based and focused on desktop products, it has transitioned to online platforms, training, and continuing education with ProAdvisors helping transition clients to QuickBooks Online bolstered by third-party software. (This session is led by Intuit Senior Developer Evangelist David Leary.) KAYDEE PETERSON PRESENTS: CONVERTING TO QUICKBOOKS ONLINE WHAT TO EXPECT: Once you are ready to convent to QuickBooks desktop from QuicksBooks Online (QBO), make sure to follow best practices. Discover what you should do prior to converting files and what data is not converted to QBO. Discuss what to do if the desktop data is messy or not suitable for conversion. Learn about the reports and data to verify if the information was converted properly. Understand details about how to re-upload or do over a conversion when necessary. Also discuss tricky situations and common problems. (This session is led by Kaydee Peterson, owner of Peterson Business Services and a member of the Intuit Trainer-Writer Network.) KAYDEE PETERSON PRESENTS: QUICKBOOKS ONLINE TIPS & TRICKS: Learn keyboard short cuts for your clients as well as yourself in QuickBooks Online Accountant. Cover the best practices for navigating and working most efficiently using its reporting features. (This session is led by Kaydee Peterson, owner of Peterson Business Services and a member of the Intuit Trainer-Writer Network.) KAYDEE PETERSON PRESENTS: VALUE PRICING: Understand value pricing versus hourly pricing and how implementing QuickBooks Online Wholesale Pricing can transform your business. Discuss the benefits of value pricing for accounting professionals and their clients. Learn about trends and relevant results from Intuit s 2013 Average Billing Rate Survey. Discover how to create packages of services and determine price levels. Discuss wholesale pricing for QuickBooks Online, how to get it, and incorporate it into packages and pricing to make your business more profitable. Learn how to identify initial clients to convert to value pricing; the importance of a clearly-defined engagement letter; and how to implement, monitor, and evaluate the results. (This session is led by Kaydee Peterson, owner of Peterson Business Services and a member of the Intuit Trainer-Writer Network.)

7 INTUIT QUICKBOOKS USER & PARTNER (CONTINUED) QB INFORMAL ROUNDTABLE: A roundtable panel discussion about QuickBooks with ProAdvisors, accountants, small business advisors, users and partners. QUICKBOOKS TUESDAY WRAPUP: Catch up on the QuickBooks Tuesday goings-on through this opportunity for group learning and discussion. What works for you? What other questions do you have? What might you have to share? 7THSTAGE BETA ROUNDTABLE: A roundtable panel discussion with beta users of 7thStage, SalesPad s new cloudbased solution that enhances Intuit QuickBooks Online. 7THSTAGE FOR QUICKBOOKS ONLINE: Check out 7thStage, SalesPad s new cloud-based solution that enhances Intuit QuickBooks Online. SALESPAD ERP OVERVIEW: SalesPad ERP integrates seamlessly with Intuit QuickBooks. Through this outline of the desktop product line, learn about what s new, what s changed, and what s ahead with a high-level feature review and discussion.

8 ALL ATTENDEES AVAILABLE FOR ALL PANELS PARTICIPANTS AUTOMATION AGENT: Using SalesPad s Automation Agent means accessing batch transfers to create invoices. Become more efficient in invoicing through automation. AVALARA PRESENTS: MOVING TO AN AUTOMATED SALES TAX CLOUD: The dangers small and medium businesses face with the unforeseen problems of mis-calculated sales tax; the issues of not knowing your nexus and your jurisdictions; and the protection that moving to an automated sales tax cloud can provide. (This session is led by John Sallese, Avalara, Inc., Vice President of Marketing.) BUSINESS RULES: SalesPad software s Workflow function allows users to create logic and rules to automatically stage, flag, or move documents based on business needs. Learn the shortcuts on how to customize workflow and create rules to meet specific needs. CREDIT CARD PROCESSING 101: When it comes to credit card processing, it can be confusing. Should you pre-authorize and capture? How do you process a payment or make a deposit? What is Payment Card Industry (PCI) Compliance: Learn how SalesPad and CardControl work; and how to become Payment Card Industry (PCI) compliant with those credit and debit cards. DAVID LEARY PRESENTS A KEYNOTE INTERVIEW WITH JEREMY BOOGAART AND MATT WILLIAMS: DESK- TOP TO THE CLOUD: In a question-and-answer discussion with SalesPad President Matt Williams and General Manager Jeremy Boogaart, Intuit Senior Developer Evangelist David Leary talks about the transitions for companies moving from desktop environments to the cloud. END USER PANEL: So, what works for you as a SalesPad end user or business owner? This group-learning opportunity crowd sources what everyone in the room knows or, at the very least, is willing to share. PANELS KICKOFF: PANELS 15 kicks off with a welcome by SalesPad and Grand Rapids officials; and keynote talks by Fred Bueltmann, New Holland Brewing Co vice president of brand and lifestyle, and David Leary, Intuit s senior developer evangelist BREAKFAST: This panel discussion is a question-and-answer session about SalesPad s software offerings, how the products work with Intuit QuickBooks and Microsoft Dynamics GP and other related topics. ROUND TABLE: CUSTOMER SHOWCASE: Learn the creative ways our customers use SalesPad products to improve their business. Our most unique and successful stories will be showcased for all attendees to listen to and be inspired by. SETTING UP AND CONFIGURING MOBILEBOARDS: Learn how to set-up and configure MobileBoards, which is designed to allow users to see their information on mobile devices. Master how to install the app, set up multiple MobileBoards, and create panels. Also learn how the data gets stored and can be shared.

9 ALL ATTENDEES (CONTINUED) AVAILABLE FOR ALL PANELS PARTICIPANTS SPS COMMERCE PRESENTS: DEMANDING OMNICHANNEL CONSUMERS, ENDLESS OPPORTUNITIES: Customers today have all the power and tomorrow s winners in retail will be those that most quickly rise to meet shoppers elevated expectations. Are you equipped to engage and delight your customers no matter how, where or when they interact with your services or purchase your products? Attend the Demanding Consumers, Endless Opportunities session to learn from the industry leader SPS Commerce and find out how their cloud-based platform of solutions include fulfillment (EDI) and POS analytics can provide you with the tools you need to succeed in this consumer-centric, omnichannel era. (This session is led by SPS Commerce.) SPS COMMERCE PRESENTS: EDI INTEGRATION WITH SALESPAD: Introducing EDI integration with SPS Commerce. SalesPad users are able to send and receive EDI transactions from and to their trading partners, via SPS Commerce services, directly from SalesPad. This allows them to, among others, receive purchase orders that generate sales documents in SalesPad/GP and send advanced shipping notices and invoices, as well as inventory inquires. (This session is led by SPS Commerce.) SUPPORT & IMPLEMENTATION PANEL: This session is all about feedback, with plenty of give and take expected. Ask and share about what you like or don t like regarding SalesPad s implementations and support operations. With support and project managers on hand, the right people will be available to answer questions and hear concerns. VANTIV PRESENTS: SHOCK TO THE SYSTEM THE NEW NORMAL FOR E-COMMERCE AFTER DATA BREACHES: Ongoing high-profile data breaches continue to make headlines and their size and frequency continues to grow. So, how do you operate in this new normal? By combating data theft via a proven three-dimensional, best practices approach that includes tokenization, fraud detection, and account updating. (This session is led by Darlene Ducharme, Vantiv Vice President of ecommerce Partnerships.) VICINITY MANUFACTURING PRESENTS: PROCESS MANUFACTURING CAN INCREASE PROFITS TODAY: One of the most overlooked sources of profit in a process manufacturing organization is in the existing business processes. Much attention is spent on gaining new sales or adding new products and little energy is focused on existing business. While adding new sales is an important element to the life and success of any company immediate profits can be found in your existing product mix and with your existing customers. In this session, we will explore 3 things you can do today to ensure your organization is getting the most out of the operations of the existing business without changing much of what you are doing today. (This session is led by Randy Smith, Vicinity Manufacturing CEO/Co-Founder.)