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Technology Reseller

SMB Suite for Technology Reseller

Margins are tight and under continual pressure, relationships with suppliers and customers are getting more complex, and new technologies come and go rapidly. These are just a few of the unique challenges Technology Resellers must navigate to successfully operate their business today. At the same time, Technology Reseller’s must identify ways to generate new revenue while maintaining existing business to stay alive. SMB Suite for Technology Reseller is an integrated solution that provides you with the knowledge and technology to improve business processes, internal communications, customer satisfaction, compliance, and business intelligence helping to protect existing revenue while capitalizing on new opportunities.

Typical Business Challenges faced by Technology Reseller Companies

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

  • Long collection cycles due to delays in processing expense information accurately and in a manner that allows expenses to be included in the customer billing cycle as soon as possible.
  • 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 billing system.
  • Difficult to calculate and recognize revenue in the proper financial periods.
  • Manual invoicing impairing accuracy and preventing assessment of the profitability of projects.
  • 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 Technology Reseller

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

  • Shorten cash collection cycles
  • Increase employee efficiency and utilization
  • Improve accuracy of time and expense reporting
  • Provide real-time visibility to project profitability
  • Eliminate manual entries by integrating with other financial modules
  • Provide web based project collaboration between team members
  • Generate more sales 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 Technology Resellers Key Features

Guided SellingDashboards & KPI’sDynamics CRMDynamics GPSMB Collaborator

SMB Suite for Technology Reseller 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 Hosting
  • Customer Lifecycle Management
    360 degree view of the client
    True marketing ROI
    Complete Lead-to-Contract process
    Services Item Catalogue
    Multiple Forecasts
    Self-Service Customer Center portals
    Up-Sell / Cross-Sell Management
  • Financials
    Advanced Billing
    Revenue Recognition Based on Time and/or Milestones
    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
    Project Revenue Forecasting
    Cost Allocation to Projects
    Contractor Self-Service for Portal for Time Entry
    Improved Project Management & Flexible Project Profitability
    Accounts Receivable
    Accounts Payable
    General Ledger
    Financial Reporting
  • Customizability
    Custom Processes/Workflows
    Integration to Legacy Systems
  • 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
  • Customer Relationship Management (CRM)
    Territory Tracking
    Opportunity Management
    Quote Generation
    Order Management
  • 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