Category

Sales

NexTec Partners

By | About NexTec, Cloud, Inventory control, Sales, Shipping, Traceability, Warehouse management | No Comments

Preferred partners

Act-On

Act-On Software is the leader in adaptive marketing solutions that empower marketers to achieve the purposeful and personalized engagement that their business needs to thrive — all with the fastest time-to-value.

Akvelon

Akvelon Global Search displays your CRM records from multiple catergories through a single search inquiry. Akvelon has years of experience helping clients drive innovation, productivity and business performance.

American Payment Solutions

American Payment Solutions offers a certified, integrated credit card processing for Acumatica. Their solutions are made for businesses of any size and are PCI Compliant

Anthea

Anthea

Designed exclusively for cannabis operations, Anthea is a complete retail management system for online, offline and your back-office. It gives you the tools and insights you need to make business decisions with confidence.

Avalara

The market leader in sales tax automation, Avalara works within your own financial, billing, ecommerce, or point of sale system to deliver accurate tax calculations in real time via a secure Internet connection.

Binary Stream

With over 15 years of experience, Binary Stream provides unique and scalable software products, designed to be easy to manage and integrate seamlessly with Microsoft Dynamics GP.

ClickDimensions

ClickDimensions is a top-rated fully-embedded marketing solution for Dynamics 365. Create emails, forms, nurture campaigns and more with their intuitive drag-and-drop functionality.

DB Sync

DBSync is a complete on-demand integration and replication provider, empowering the customers to connect their applications without the burden of installing and maintaining software and hardware.

Dimo Maint

Effectively manage and schedule your maintenance tasks with Dimo Maint. Handle requests, send updates and automate scheduling with this complete maintenance management tool.

Element-ID

Element ID offers full turnkey RFID solutions and equipment for manufacturing and warehouse businesses. Together, we helped companies integrate RFID and barcoding into ERP systems, resulting in lower warehouse management costs, streamlined production, better inventory control and traceability.

e-One Solutions

eOne developes “no code” software for businesses, enabling them to fit their systems to their requirements. With eOne’s most popular add-on for Dynamics GP, SmartList Builder, you can create both new and modify exisiting SmartLists.

Infinity

Infinity provides complete solutions for benefits enrollment and administration and HR process management for small- to mid-sized businesses. They provide state-of-the-art security so the data loaded is never compromised.

InsideView

Embedded in Microsoft Dynamics CRM, InsideView supports sales and marketing by providing rich market intelligence.

Key2Act (WennSoft)

A construction and field service management technology leader, Key2Act (previously WennSoft) provides software solutions to keep your projects on time, on budget, and on task.

Lascom

Lascom has developed and deployed comprehensive software solutions to manage complex business processes and information. Their software is used across the globe in mid-sized and large organization in a variety of industries.

MaxQ

MaxQ specializes in providing business solutions to the consumer goods, manufacturing, distribution, and professional Services industries. Their commitment to innovation, industry expertise and exceptional service is one of many reasons why many have remained clients.

Mekorma Software

Mekorma’s best-selling enhancement for check printing and EFT security targets shortcomings and corrects them. Designed and built exclusively for Dynamics GP, it continually adapts to system improvements and gets better with every update.

Netstock

Netstock’s intuitive cloud-based inventory management system helps you place orders faster, minimize stock-outs and reduce excess stock. With an easy-to-use dashboard, you can see your orders at a click of a button and forecast with ease.

Nodus Technologies

Nodus is a leading provider of electronic payment, e-commerce and retail business solutions, focused on enhanced security and seamless integration with all of your account receivables.

Plumbline

From help desk to software development to implementation support, Plumbline is a premier resource with over 35 years of experience to help enhance and expand your service offerings.

Provenio Technology

Provenio focuses on specialty chemical manufacturers, providing software to help them compete in a fast changing industry, built to handle the unique requirements for industry.

Retail Control Systems

Retail Control Systems

Retail Control Systems offers retail POS solutions to help run your business effectively and efficiently. Founded in 1987, RCS has the experience and expertise to meet the unique needs of any business.

Sage

Sage offers business management solutions for small and midsize companies. NexTec has partnered with Sage for years and supports Sage X3 and Sage 500. We are proud to say we have the largest, most experienced Sage X3 consultants anywhere.

SalesPad

SalesPad has been helping businesses increase producivity and efficiency for over 10 years. They create software solutions for businesses everywhere – from statups to mom-and-pop shops to mid-sized and enterprise companies.

SAP Concur Partner

SAP Concur

The world’s leading provider of integrated travel and expense management services and solutions, SAP Concur helps organizations of all sizes, industries and locations run better. They offer cloud-based solutions to deliver an effortless experience for employees.

Scribe

Scribe’s cloud-based and on-prem data integration platforms offer pre-built integration into dozens of applications, databases and systems, making your integrations fast, flexible and future-proof.

SK Global

With over 10 years of experience, SK Global Software is known for bringing valuable enhancements to Microsoft Dynamics with a primary focus on banking, treasury and revenue automation.

Solver BI360

A leader in Business Intelligence (BI) solutions for mid-market companies, Solver is at the forefront of BI technology for cloud and on-premise ERPs. Solver’s BI360 solution is a powerful and intuitive suite of modules for reporting, consolidations, budgeting, dashboards and data warehousing.

SPS Commerce

SPS Commerce provides EDI services and retail-focused solutions for retailers, vendors, brand, distributors, grocers, and more. Their platform provides visibility, analytics, collaboration and communication so that you can thrive in the digital retail world.

The Portal Connector

With The Portal Connector for Dynamics CRM and Dynamics 365, you get a secure online mobile-friendly portal providing you with immediate connection to your customers, vendors and partners. The integration is seamless and with no need for complex technical requirements.

TrueCommerce

True Commerce provides EDI (Electronic Date Interchange) technology which allows one company to send information to another company electronically rather than with paper. Enjoy the peace of mind of a proven platform that reliably handles tens of millions of transactions annually.

V-Technologies StarShip

Work less, ship more with StarShip. NexTec and vTechnologies have built a StarShip integration with Sage X3 that simplifies the entire shipping process and improves accuracy. Ship parcel and freight shipments from one user interface that connects shipping with order entry, accounts receivable and customer service.

Wurk

Manage human resources, payroll, time keeping and tax compliance with Wurk’s all in one workforce management system. This intuitive system will help streamline your operations and minimize compliance risk.

ZAP

ZAP BI makes it easier for businesses to organize their data and comes pre-packaged with data-models, integrations and analytics. Reduce the time, complexity and cost of creating consistent and reliable information with ZAP BI.

Sales Force Automation

By | CRM, Microsoft Dynamics 365, Sales | No Comments
I got money!

Can flexible CRM make your company more successful?

By | CRM, Marketing, Sales | No Comments
Looking for a way to boost revenue? Flexible CRM is your solution.

Looking for a way to boost revenue? CRM may be your answer.

Industries face intense global competition, which has resulted in mounting pressures to provide superior customer service. Customer Relationship Management (CRM) is a powerful supporting tool for customer service, offering a consolidated software platform to monitor staff performance, customer engagement, and business processes. In turn, businesses can optimize sales and fuel customer retention.

Improve customer service with CRM

Customer service is an imperative aspect of business management, and yet one that’s greatly lacking in many of today’s industries. According to a Forrester research report, 77 percent of customers value their time the most, and they view efficiency as a core part of a good customer experience. It follows then that businesses need to be offering efficient service, while still providing exceptional quality. With CRM software, all customer data is stored on a single platform and can be accessed instantly by employees, allowing employees to serve customers with greater efficiency.

Automate your marketing

To continue to improve upon your marketing strategy, you need to perpetually monitor progress and predict client behavior. Kelly Owens St. Julian, the chief service officer of Boost Mobile, says that the most critical part of marketing is having the ability to anticipate customer’s actions, rather than simply responding to their needs. CRM software features automation that provides all of the metrics needed to track marketing success. With predictive analytics, you’ll be able to forecast future customer behavior based on current trends, enabling you to remain one step ahead of clientele at all times. CRM is reported to reduce marketing costs by as much as 23 percent, thus improving both the efficiency and cost-effectiveness of your campaign.

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Predictive analytics is the crystal ball revealing future customer behavior.

Streamline internal processes

When seeking to improve revenue and grow your business, streamlining internal processes is a top priority. CRM strengthens internal communication and collaboration by providing all the management team with instant access to customer analytics, sales, and marketing. With remote access, customizable dashboards, and a consolidated customer data platform, it’s the ideal tool for promoting business integration and creating seamless internal communication.

Optimize the sales cycle

According to research conducted by Cloudswave, 75 percent of business managers reported an increase in sales when leveraging CRM software. On average, returns were $5.60 per every $1.00 spent, creating an average ROI of over 50 percent. With a customer relationship software like CRM, you’ll be able to optimize the sales cycle by tracking competitors and automatically assigning leads, while providing your sales team with all of the data needed to gain a complete view of the customer.

Improve the reporting process

CRM will help you improve the analysis of raw data, strengthen your business intelligence (BI), and streamline reporting. With detailed reporting functions, you’ll achieve complete business transparency and improved operational efficiency.

CRM software is a critical tool for advancing customer relations and increasing sales. With the ability to decrease the cost of marketing, nurture and assign leads, streamline business processes, and increase customer retention, it plays a vital role in supporting business growth. About 75 percent of businesses report having no process for nurturing sales leads. That can greatly detract from a marketing campaign. CRM makes it easy to manage leads and automate your marketing so you can continue to grow your revenue stream. To learn more, contact us today.

Marketing / Sales Executive

By | CRM, Marketing, Sales | No Comments

Refining your sales order process in Dynamics GP

By | ERP, Microsoft Dynamics GP, Sales, SOLUTIONS | No Comments

Going paperless allows companies to save time and work smarter. With an integrated document management solution, you eliminate manual filing, easily route documents between offices, save on storage and printing costs and streamline processes in any department. One such process is sales order entry: speeding up the process will free up your time to sell more and grow your business.

ms_gpWith Dynamics GP, there are ways to minimize keystrokes and use auto‐fill defaults for saving time in your order entry process. Altec can further optimize your time and ERP solution with tools to eliminate the need for paper documents behind the process. Certified for Microsoft Dynamics (CfMD) product doc‐linkTM is integrated to Dynamics GP and can bring control to existing workflow throughout your entire organization and effectively eliminate the need to copy and file documents.

The order entry process typically starts with a completed purchase order from a customer that will either come in the mail, through email or fax. You may need to walk that document to a coworker’s desk and wait for an approval before entering it in Dynamics GP. Then, once the document is approved and the data is entered to the transaction screen, the document likely gets printed or copied and filed in an open order file along with all of the documents that come after it.

We recommend storing these documents in an electronic repository instead. This repository allows for easy access by anyone with proper security rights at any point throughout the process. Say a customer calls you with a question—with the repository, you’ll be able to immediately retrieve his or her order and determine its status. Not only will you save on paper costs and eliminate the need to manually file documents but your documents will also be kept secure.

With document management, the new process would look like this:

  • Receive purchase order from customer via email (or scan any mailed orders)
  • Electronically route purchase orders that need to be reviewed
  • Open the image of the purchase order on your screen next to the transaction entry screen
  • Data that gets entered on the transaction screen will be automatically associated with that image so that it can be easily retrieved later
  • Once the sales order has been created in GP it will be automatically stored in doc‐link
  • Any documents that come after the sales order (acknowledgments, shipping documents, AR invoices, payment receipts, lot certifications or any other document) will be captured and stored in the repository as well
  • Automatically deliver all acknowledgments and/or AR invoices to customers in their preferred format

We know there is a great deal of documents that go along with sales order processing—in addition to a lot of manual filing, printing, copying, and mailing. Storing and routing documents electronically allow you to maintain visibility through the process and even prepare sophisticated reports to stay on top of all the documents being processed. This is just one of the many ways going paperless can help your business run more smoothly.

Contact NexTec for more information or to learn about additional benefits of document management.

How to increase business with Dynamics CRM: a “Big Sales Rhapsody”

By | CRM, Microsoft Dynamics 365, Sales | No Comments
Is this your sales life – not just some fantasy?

Is this your sales life – not just some fantasy?

Is this your sales life – not just some fantasy? Sales revenue caught in a landslide, no escaping from the reality of your monthly meeting with the bosses? Well, open your eyes and stop being some poor boy trying to enlist sympathy. Sales don’t have to be easy come, easy go – as long as you decide to employ Microsoft Dynamics CRM 2011 to positively affect the future of your sales operation.

With a well-structured and designed sales process built around the behavior of your buyers, the sales opportunity module in Microsoft Dynamics CRM 2011 gives you the ability to track and manage all of your sales cycles in real time – allowing you to intervene where and when needed to complete the sale.

With a well-defined 5-7 step sales process, you will have the ability to create a goal focused sales team that when they see a ‘little silhouetto-of-a sale’………..they close it.

With this process in place, you can coach your salespeople to achieve sales that inspire thunderbolts and lightning – which can be very, very frightening to your competition.

At each stage of the sales cycle, you will be able to dialogue with your sales rep and explore ways to overcome the inevitable “no no no no no” obstacles along the way.

And instead of crying your ‘mamma mia’s’ to the world, you will be able to predict and impact your monthly revenues for your bosses.

Rather than letting your competition stone you and spit in your eye, fight back with Microsoft Dynamics CRM 2011 utilizing a specific and unique plan for each customer focusing on the ones that will drive the most revenue for your business.

Like many things in today’s hyper-competitive business world, its hard work, but it can be worth it because nothing really matters………..nothing really matters…………but sales.

By not using a CRM, your business is missing out on key opportunities – click here for more information and free resources.