Your business runs on sales. It’s never been more important for your sales process to work with the rest of your business. From building customized quotes that square with the realities of customized fulfillment, to understanding the ins and outs of customer relationships, your sales force needs to be more empowered and informed than ever before. That’s why we support products to give your sales team the tools they need to grow your business: Microsoft Dynamics 365 for Sales, and Vendavo CPQ.
“It’s taking us a week or more to build quotes for customers because we do almost all custom work. We need to decrease our turnaround time.”
Sounds like you could use a CPQ (Configure – Price – Quote) tool! We’re proud to offer the Vendavo CPQ tool, which lets you build custom quotes to exacting specificity.
“All the information we have about our customer base exists – but it’s within our sales team, not stored somewhere we have company-wide access to.”
It’s time to step up to a software CRM that tracks the history — and profitability — of all your customer relationships.
“We have a sales process that works really well – with the one exception that it requires manual interaction at almost every step.”
Automation is the watchword of 21st century business. If your sales software can’t automate repeatable processes for you, it’s time to look at Microsoft Dynamics 365 for Sales.
“Our sales team has burned some bridges this year because they didn’t know that a few customers had significant issues with our product that hadn’t been resolved before they reached out.”
That’s why the CRM solution that we offer from Microsoft is designed to integrate all customer information in one place, so the sales force can see the whole story of a customer relationship in one place.
A CRM (Customer Relationship Management) system is a powerful tool for your sales team. Microsoft Dynamics 365 for Sales takes that a step further with AI-powered insights that helps guide your sales team to the best opportunities for your business. It empowers your sellers to build relationships with clients and can proactively improve coaching and sales performance. If you’re ready to put powerful tools in the hands of your sales team, Microsoft Dynamics 365 for Sales may be right for your firm.
While a CPQ (Configure-Price-Quote) tool isn’t the right solution for every business, it’s absolutely indispensable for the right business. Vendavo’s CPQ software enables your sales team to build complex, interdependent sales quotes seamlessly and profitably. Vendavo tools enable your team to build dynamic proposals – including the ability to set prices for different clients as needed within the application. With a variety of Vendavo applications to choose from, there’s a solution right-sized for your business. Learn more about Vendavo CPQ tools today.
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.