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

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
  Pricing
  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
  Payroll
  Budgeting
  Financial Reporting

• Customizability
  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

• Customer Relationship Management (CRM)
  Territory Tracking
  Opportunity Management
  Forecasting
  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
  Personalization