What You Need to Know About SMB Intelligence

What You Need to Know About SMB Intelligence

Advantages of SMB Intelligence Reporting for MS CRM

Just like SMB Intelligence has an extensive, live integration to every Microsoft Dynamics ERP system, it also has a major, live integration to the MS CRM database. This gives you several benefits:
  • Flexible, user-friendly Excel-based report writer for your CRM data
  • Run reports on demand from Excel, web or auto-distribute reports by e-mail
  • Any entries in MS CRM are immediately available in SMB Intelligence reports with no delaying transfer to OLAP cubes or external systems
  • Install SMB Intelligence, download pre-built CRM report templates and in less than 5 minutes start seeing your CRM data in ways you have never been able to before
  • Integration is out-of-the-box, plus there is an interface to add custom CRM fields should that be needed.
  • Pre-joined tables across CRM (e.g. Owner, Account, etc.)
  • Pre-defined period logic (CRM date fields linked to weeks/months/etc. for easy reporting on e.g. trends, month-to-date, year-to-date, etc.)
  • Get increased visibility and control of your CRM data and at the same time watch the sales team quickly become motivated to capture updated data in CRM due to vastly improved reporting output
  • See the screenshots later in this document to get an idea of reporting capabilities, including charting, traffic lights, narrative reports and more

SMB Intelligence Integration to MS CRM

SMB Intelligence currently is delivered with out-of-the box integration to the following CRM modules:
  • Accounts
  • Contacts
  • Opportunities
  • Leads
  • Campaigns
  • Competitors
  • Products
  • Quotes
  • Sales Orders


Frequently Asked Questions about the MS CRM Integration:

Question Answer
Which modules in MS CRM are available in the integration?
  • Accounts
  • Contacts
  • Opportunity
  • Lead
  • Campaign
  • Service
What about custom fields in MS CRM, how do you integrate them? More modules can be added based on demand.
The SMB Intelligence Integration Customization interface provides access to add custom tables, fields and views in CRM.
How fast will it download data from MS CRM? You have two options for this:

1) Insert a SQL view in the other data source (e.g. in your ERP system if it is integrated to SMB Intelligence) or in CRM pointing to the other data source.

2) Populate the SMB Intelligence data warehouse with both CRM and the other data source (e.g. actual sales, general ledger data, payroll data, etc.) and then use SMB Intelligence Reporting on the data warehouse.

Can SMB Intelligence also be hosted like MS CRM? Yes, but there is no need.  With our Cloud Solution you get all of the benefits of on-prem and Cloud in One!
Is SMB Intelligence available on SaaS pricing? Yes, SMB Intelligence like all of our product offerings are available on an affordable monthly subscription!
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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.