SMB Blog

MDA Summer Camp

What a tremendous opportunity for SMB Suite to join Womack Machine Supply to participate in their annual trip to Camp John Marc!  Serving dinner to hundreds of campers and counselors who were attending MDA camp for the week was a very special event, indeed.

60% Discount on MS Dynamics 365 for Sales Enterprise Licensing

This offer is now expired. But, that doesn’t mean a promotion isn’t happening that you might love. Contact us for current promotions here.

For a LIMITED TIME ONLY, Microsoft is providing a 60% discount on Dynamics 365 for Sales Enterprise licensing until June 29th!

Dynamics 365 for Sales Enterprise licenses are regularly priced at $95 per user.  The promotion available until the end of June is offering the discounted licensing at $38 per user license.  Subscription is renewed at the standard rate after year one. 

Below are demo overviews of the Microsoft Dynamics 365 for Sales solution.


Grow Your Business Faster

Streamline your business processes and gain insights with embedded intelligence.


Stay Focused 

Predict customer needs and provide the right solution at the right time.


Identify Leads Using LinkedIn

Identify and focus on leads who are most likely to turn into a sale.


Use Real-Time Data to Close Deals

Gain insights, understand customer needs, and close deals more efficiently.


Intelligent Onboarding

Streamline seller onboarding with real-time suggestions and contextual help.


If you are interested in learning more, we are happy to assist!

4 Ways Cloud ERP Reduces Manual And Duplicated Tasks For SMBs

Many small- and medium-sized businesses (SMBs) use pieced-together spreadsheets, applications and other tools to maintain their financial information. This kind of patchwork system requires a lot of manual effort and duplicated data entry.

Fortunately, streamlining your financial processes is as simple as using a cloud ERP solution. Such all-in-one platforms are robust enough to track all the data you need without limitations. After all, it’s better to maintain one system than five, right?

4 Ways Cloud ERP Systems Will Empower Your Employees

Empowering your employees is all about making their jobs easier and more efficient. It’s about having tools that provide them the ability to make better decisions and improve the company.

While there are a million different ways to empower your workforce, using a cloud ERP system to manage your financials may not seem like the obvious answer. But make no mistake, giving your team the power to work from home, be more productive and obtain critical information to boost the effectiveness of their decisions is absolutely empowering.

Here are four ways that cloud ERP can empower your employees to drive organizational success.

  1. Have access to better information, faster: Thanks to a myriad of reports, business intelligence tools and dashboards, every member of the company is able to have the power to make better decisions. From a management perspective, data can be captured and measured, allowing leaders to make adjustments for the future. Furthermore, managers can monitor progress in real time. This visibility is very powerful and empowers employees.
  2. Become more efficient: Companies save money when they have an all-encompassing system that has accountability and efficiencies built into the fabric of the software. For example, when companies upgrade from spreadsheets and QuickBooks to a cloud ERP offering, they are able remove the need for manual data entry and duplicate record keeping. They obtain one source of truth. The sales and marketing teams also become more efficient. With cloud ERP, they have the ability to build in predefined business processes that help them streamline the way they work. They’re able to gain more visibility into their work and are able to make adjustments when something goes wrong. Armed with powerful information, people across the entire company are more accountable for their actions.
  3. Monitor their own performance: Companies must have measures to ensure success. Cloud ERP allows employees to do regular checks — daily, weekly, etc. — to see how they’re performing on those metrics. This helps employees to make adjustments as needed to ensure they’re delivering. Without that information in users’ hands, your employees often don’t have a good idea where to make improvements. Reporting and performance measures allow them to fix what’s not working.
  4. Work from anywhere at any time: Have access to the information not just when you’re sitting at your desk in your office, but also while you’re at home or traveling for work. Being able to access your system or functional area within the system from a mobile device is changing the way — for the better — that companies interact with each other departmentally and between individuals. Companies are increasingly using remote workers and employees are looking for remote work. Gen Y employees often make decisions about working for companies based on whether they’re allowed to work remotely. If you’re interested in hiring in the Gen Y employee group, this software feature is a huge advantage. Allowing workers to telecommute is a win-win. Happy employees work more and are more productive.

Armed with a cloud ERP solution, your employees will have the reporting tools, business intelligence and real-time data they need in order to respond to critical issues with confidence. The result is better productivity for the organization as a whole and more freedom for employees to work from anywhere.

Jet Reporting with Microsoft Dynamics ERP

Microsoft has worked with Jet Reports to provide a free, out of the box reporting solution for Microsoft Dynamics GP and NAV users. Jet Express for Excel is an extension included with Microsoft Dynamics GP to create basic reports directly inside of Excel.  Join us to learn about the Jet family of products and the answers to our most frequently asked questions about converting from Management Reporter.

Jet Reports delivers unparalleled access to data through fast and flexible reporting and business analytics solutions that are cost effective, provide rapid time-to-value, and are built specifically for the needs of Microsoft ERP users.

What is Jet Express for Excel?

An extension included with Microsoft Dynamics GP and NAV to create basic reports inside of Excel.

  • Build simple financial statements
  • Basic business queries in Excel on your desktop
  • Created in collaboration with Microsoft
  • Provides flexible reporting foundations for GP and NAV out of the box

What is Jet Professional?

A fast, flexible financial and business reporting solution inside of Excel.

  • Allows Microsoft Dynamics ERP users to get all the operational data they need.
  • Eliminate errors by accessing and pulling all your data directly in Excel.
  • No more copying, pasting or manually exporting.
  • Cut the cost of hard-coding and programming reports to zero.

What is Jet Enterprise?

A corporate analytics and reporting platform delivering fast, flexible dashboards and financial reports in Excel and on the web.

  • Eliminates any need to understand the underlying data structure when viewing data inside Excel.
  • Provides accurate, governed data for one version of the truth.
  • Rapid time-to-value through turnkey installation in hours, not weeks or months.
  • Pre-built cubes, data warehouse, and dashboards.
  • Low cost of ownership – includes unlimited users and
    a drag-and-drop customization platform.

What is Jet Reports Financials?

Quickly build and run custom financial reports for Dynamics 365 Business Central, directly in Excel. Microsoft Dynamics 365 Business Central makes ordering, selling, and invoicing easier, but like all ERPs, it isn’t built to get the data out the way you want to look at it. You need to get financial reports today, from multiple dimensions and companies, in the format that works for you.

  • Achieve Instant Success
  • Build Custom Reports in Minutes
  • Real-Time Answers You Can Rely on
  • Report and Drilldown from Any Combination of Data


Register for the webinar today!

Tuesday, May 29th @ 1:00pm CST:

Jet Reporting Webinar

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.