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Cloud ERP For Easy Access, Anywhere

Business software that’s easily navigable on your desktop is not always as easy to use in other platforms. You shouldn’t be relegated to working from a specific location to access in-depth reporting, but you also shouldn’t need to undergo a whole separate training course just to use a mobile or web version of your financial accounting tool.

The Financials module by SMB Suite is consistent, regardless of from where you’re accessing it. The web client is almost indistinguishable from the desktop client, both in appearance and functionality. Anything you need to do on the desktop tool, you’ll just as easily be able to do through the web client, and vice versa.

Flexible Wholesale Distribution Pick-And-Pack

Flexibility and accuracy are key when it comes to wholesale distribution pick-and-pack fulfillment and shipment procedures. If fulfillment systems require numerous programs and multiple steps, you’re wasting valuable time and sacrificing productivity. You need a single business management solution that seamlessly takes you from purchase order to shipment.

With SMB Suite’s all-in-one Wholesale & Distribution tool, you’re alerted to daily orders, the inventory that corresponds to them and any special attention you’ll need to dedicate to fulfilling them. Instead of scrambling to find the right items to fulfill an order at the last minute, the SMB Suite portal guides you through the process so your time is used efficiently on the orders that need it.

ERP Reporting For Executives

As an executive, you’ve got a lot on your plate. You oversee the day-to-day operations of your business while paying attention to the details. You need business software that grows with your company — an ERP solution that simultaneously allows you to oversee big-picture items and drill down to see the finer details.

SMB Suite’s Financials module offers a unique executive dashboard experience. It gives you powerful insight into the performance of your business, complete with in-depth metrics and data in an interactive report format.

Wholesale Distribution Business Management Software

The high volume of inventory in wholesale and distribution applications is a challenge. You need a business management solution that’s specifically designed to handle your time-sensitive and inventory-heavy transactions so you’re not sacrificing productivity when you’re filling orders.

The SMB Suite Wholesale & Distribution Foundation is a fully functional suite of business management software that’s ready to integrate with your ERP and ecommerce systems to provide maximum productivity. The software includes:

• Enhanced Inventory Management
• Purchase Order Processing
• Sales Order Processing
• Bill Of Materials
• Integration Manager Distribution Module

ERP Software to Identify Past-Due Customers

Financials are complicated, but important. You need financial accounting software that’s accurate, comprehensive and easy to understand — plus, it should have reporting capabilities that seamlessly integrate with familiar tools like Microsoft Office.

SMB Suite’s Financials Foundation is an all-in one cloud ERP and financial accounting solution. With a configurable interface, SMB Suite allows you to recognize and deal with past-due customers with letter templates, account holds and a range of alert options.

Customizable ERP Reports

Your business is multifaceted. You need a comprehensive business solution that enables you to create dashboards and ERP reports that are relevant to each aspect of your organization.

SMB Suite’s Financials module allows you to create role-based dashboards for all your employees’ needs, focusing on accounting aspects, CRM and more. Make sure your most relevant and timely information is easily accessible by customizing your dashboards to include new tasks, upcoming deadlines and interactive reports.

Opportunity Mining: Using CRM to Find More Business Opportunity

Customer Relationship Management (CRM) has typically been viewed as a technology and not as a tool for greater opportunity. As such, much of the focus of business is on the evaluation, acquisition, implementation, cost, and management of a CRM system – instead of how to use CRM as a key tool for the mining of new opportunities.

How does CRM help you find more opportunities? How is CRM an effective mining tool? The answer to both these questions can be answered in a simple sentence, “By helping you create more loyal and satisfied customers.”

Let’s take a look at  how you can “mine” new opportunities – even from your existing customers and current operations – by using CRM to accomplish the following five activities:

  1. Find and Nurture Your Best Customers: Many businesses focus on the customers that buy the most, thinking that revenue equals success. In the end however, it’s loyalty, satisfaction, and profits that equal success. CRM identifies the most loyal and profitable customers and gives you the tools needed to nurture those relationships into more opportunities for your company.
  2. Align Goals: When your customer service and value align with your customer’s goals, the outcome is a ‘win-win.’ CRM captures, aligns, and assigns customer’s goals within your organization to maximize your relationship and opportunity capture.

Seamless Integration of Sales Management Software

Between salespeople, management and overseers, many hands touch your sales and sales pipeline. While this is great for quality management and control, each handoff opens up the opportunity to lose information in the transfer. You need a sales management solution that keeps every user abreast of changes to avoid mistakes, inventory errors and duplicate entries.

With the CRM Sales Foundation package by SMB Suite, your business management software is completely integrated with Outlook and your other Microsoft Office reporting tools. Real-time updates and refreshes span every platform you’re working on and include every task, from quote requests to management approvals.

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.

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