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Dynamics 365 for Marketing, Preview is Now Available

The preview of Dynamics 365 for Marketing is now available!

Microsoft Dynamics 365 for Marketing will include:

Multi-channel campaigns

  • Generate leads across multiple channels

Lead management

  • Nurture leads with personalized experiences

Sales and marketing alignment

  • Connect your teams to close more deals

Marketing analytics

  • Increase your marketing ROI

Event Management

  • Organize events with ease

Looking To Boost Productivity? Let Cloud ERP Help You Better Prioritize Tasks!

It’s critical for staff at all companies to prioritize their daily tasks to allow as much time as possible to focus on the core competency of the business. After all, this is why the company exists; administrative tasks are part of life, sure, but it’s not supposed to eat up the entire day.

This is not easy, of course, especially for small- and medium-sized businesses (SMBs) where employees often have so much on their list to sort through. Typically, these employees wear several hats, meaning many line items on their to-do lists are more about maintenance than productivity. They also spend significant time putting out “fires” (and in the SMB space, there are many) and dealing with “drive-by” disruptions (other people who interrupt the flow by asking questions and adding tasks to your list).

Information Regarding Meltdown & Spectre Vulnerabilities

At SMB Suite customer security is always our top priority.  In an effort to keep you well informed:  an industry-wide, hardware-based security vulnerability was recently disclosed.  We are taking active steps to ensure that no SMB Suite Cloud customer is exposed to these vulnerabilities. At the time of this email, SMB Suite has not received any information to indicate that these vulnerabilities have been used to target SMB Suite Cloud customers.  Per Microsoft, the nature of these vulnerabilities will require updates to both hardware and software to mitigate the issues.

Do You Have The Right Financial Accounting Software To Take Your Startup To The Next Level?

It’s been a few years now and your startup business is really starting to grow. Orders are coming in and several contracts with clients are taking off. So what’s holding you back? 

For many medium-sized companies, one of the biggest inhibitors to success isn’t finding the right employees, leadership, distributors or substantial cash flow. For the most part, you already have those important assets. What you lack is the right technology to manage the financial workings of the company.

Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.