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Software Company

SMB Suite for Software Company

Today, IT budgets continue to be highly scrutinized and IT expenditures must now run the internal approval gauntlet which is heavily focused on justifying the return-on-investment. This challenge combined with an industry that is rapidly changing is placing increased pressure on software companies to not only sustain existing business but more importantly find new revenue opportunities. SMB Suite for Software is an integrated solution that provides you with the technology and knowledge that will improve business processes, compliance, business intelligence, internal communications, and customer satisfaction helping protect existing revenue while capitalizing on new revenue opportunities.

Typical Business Challenges faced by Software Companies

If you are experiencing any of the following challenges, then SMB Suite for Software Companies is an ideal solution you should consider for your business.

  • Employee Inefficiency due to the inability to update and input their records off site or back at the office, delayed approval by managers, and duplicate data entry.
  • Inaccurate collection and management of time and expense reporting, lack of integration of records with the project system.
  • Difficult to track end user information and software registration.
  • Difficult to calculate and recognize revenue in the proper financial periods.
  • Lack of integration with the General Ledger, Payables, Inventory and Receivables
  • Lack of Project information collaboration between team members
  • Lack of proper document management relating to projects and company policies and procedures
  • Not knowing your customers preferences
  • Selling to customers who simply don't need what you’re offering
  • No marketing plan to create the kind of attention you need to get in front of the right types of customers
  • No sales plan to map where sales will come from, how they’ll come and from whom.
  • Failing to optimize the business through improved communication, collaboration, productivity, and product/service delivery so that you’re better and more cost effective than the competition

Business Benefits of SMB Suite for Software Companies

Some of the quantifiable benefits SMB Suite for Software can provide your business include:

  • Increase employee efficiency and utilization
  • Improve accuracy of time and expense reporting
  • Eliminate manual entries by integrating with other financial modules
  • Track end user software registration
  • Provide web based project collaboration between team members
  • Generate more leads
  • Qualify prospects faster
  • Close more deals
  • Improve sales close rate
  • Increase average invoice/deal size
  • Margin preservation
  • Improve customer service
  • Stronger customer loyalty
  • Increase marketing ROI
  • Enhance business and customer continuity
  • Improve profitability

SMB Suite for Software Companies Key Features

Dashboards & KPI’sDynamics CRMDynamics GPSMB Collaborator

SMB Suite for Software Companies Features and Capabilities - Powered by Microsoft Dynamics

  • Project Management
    Time and Materials Project Management
    Fixed Price Projects Management
    Cost Plus Projects Management
    Automated Job Creation
    Estimated Labor and Revenue
    Time Tracking - Employees/Contractors
    Project/Customer Direct Billing
    Payroll Expense Tracking
    Employee Utilization
    Current Backlog Tracking
    Estimated Job Profitability
    Customer/Job Profitability
    Expense Reports
    Adv Calendaring/Activity Time Mgmt
    Document Management
  • Website
    Website Building
    Website Hosting
    SEO
    Affiliate Management
    Visitor Reporting
    E-Marketing Reporting
    Web Analytics
    Customer Self-Service
    Cross-Selling / Recommendations
  • Customer Relationship Management (CRM)
    Territory Tracking
    Opportunity Management
    Forecasting
    Quote Generation
    Order Management
    Up-Sell / Cross-Sell Management
    Incentive Management
  • Financials
    Revenue Recognition Based on Time and/or Milestones
    Advanced Billing
    Deferred Revenue Management
    Revenue Forecasting
    Multiple Budgets
    GAAP & Regulatory Compliance
    Complete Financials Foundation
    Complete Procure-to-Pay Purchasing
    Advanced Financials
    Totally Automated Contract-to-Cash Processes
    Cost Allocation to Projects
    Contractor Self-Service for Portal for Time Entry
    Improved Project Management & Flexible Project Profitability
    Accounts Receivable
    Accounts Payable
    General Ledger
    Payroll
    Budgeting
    Financial Reporting
  • Customization
    Custom Processes/Workflows
    Integration to Legacy Systems
    Personalization/Configuration
  • Marketing Automation
    Lead Management
    Customer Profiling
    Referral, Lead, Promotions
    Email Marketing
    Campaign Management: Tracking
  • Customer Self Service (CSS)
    CSS for Billing
    CSS for Orders
    CSS for Support
    Employee Management
  • Customer Support Service
    Case Assignment/Management
    Knowledge Base
    Support, Service, and Time Tracking
    Change Request Mgmt & Escalation
  • Partner Relationship Management (CRM)
    Joint Lead Management
    Marketing Campaigns & Promo Discounts
    Partner Self-Service
    Online Publishing
    Order Management & Sales Tracking
    Joint Sales Forecasting
  • Employee Resource Management
    Employee Self Service
    Managerial Self Service
    Human Resources Management
    Collaborative Document Management
  • Real Time Dashboards
    Key Performance Indicators (KPI’S)
    Report Snapshots & Graphs
    Saved Searches
    Personalization