Technology and IT services firms are not generally thought of as distributors. But in fact they are. PCNet Inc, a Connecticut based technology services firm and hardware distributor wanted to personalize their financial system to match the unique features of their distribution industry processes and workflow, but they did not want to turn it into a development project that required extensive and costly customizations.
CAL’s suggestion was to keep Microsoft Dynamics GP as the engine, a stable core platform for ERP. And install SalesPad as a distribution industry add on to Dynamics GP to handle inventory, fulfillment of sales orders, and customer service. To track their IT issues, such as service plans, support incidents, or sending technicians into the field, PCNet would continue to use ConnectWise. But Connectwise would also be integrated with Microsoft Dynamics GP.
The advantages to this approach were immediately apparent. With Microsoft Dynamics GP, they already had a stable and flexible platform for enterprise resource planning (ERP). SalesPad and ConnectWise both connect to and interface with Dynamics GP, creating a seamless end-to-end business management solution for their industry.
All of the technological improvements are just for show without real world business results. PCNet has boosted efficiency by using ConnectWise for time, service, and agreement management, information that is fed back into Dynamics GP where the company can complete billing, collections, and reporting. They can essentially complete all of this with the click of a button.
By using SalesPad for order processing, PCNet has improved sales quoting time by over 50 percent because of easier inventory management and item creation. The company also uses SalesPad for document management. The sales teams can sift through data using the search tools to find specific sales information, create custom reports, and glean various data points from user-defined fields.
PCNet could not have accomplished such comprehensive results with one solution or even a hodgepodge of disconnected software components, but with the help of CAL business solutions and the interconnectedness of Dynamics GP, SalesPad, and ConnectWise, PCNet has gained a serious advantage over the competition.
You can read their story at: Technology Firm Uses Microsoft Dynamics GP as Financial Engine to Drive Industry Specific Software or www.calszone.com/pcnet.
This technology firm now has a solid financial system with tools that are fully customized to their needs yet flexible enough to easily adapt to future changes.
If you are a distribution company that wants to connect ConnectWise, SalesPad or any other industry specific applications to Microsoft Dynamics GP contact CAL Business Solutions at [email protected] or 860-485-0910.
By Anya Ciecierski, CAL Business Solutions, Connecticut Microsoft Dynamics GP for Distribution Partner, www.calszone.com/distribution