Clients First USA
Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
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Upgrading from Microsoft Dynamics GP or SL to NAV

Wednesday, April 26th, 2017

Microsoft currently offers four on-premise ERP solutions as well as two SaaS based solutions.

The four on-premise (Which can also be hosted in the cloud) are: Dynamics Gl, Dynamics SL, Dynamics AX and Dynamix NAV.  The two SaaS solutions are Dynamics 365 for Financials and Dynamics 365 for Operations.

In THIS article we go into significant detail on the history of the various Microsoft Dynamics solutions, where they are targeted and what the future may hold for them.

If you are on Dynamics SL or Dynamics GP, products and want to move to a solution that has a long term development future or the distribution and manufacturing functionality Dynamics AX or NAV provides,  we recommend you take advantage of Microsoft’s “Product Line Transition” promotions.

Customers who are current on product maintenance get full investment credit for the cost of the original ERP purchase.  If you spent $40,000 on Dynamics GP 10 years ago and want to move to say a $55,000 Dynamics NAV solution, you would only have to pay $15,000 to Microsoft for the switch.  Of course some data conversion, implementation and training are involved, but Clients First can help you minimize that effort required.

Besides having a clear charted course for the future of your ERP solution you’ll gain many new advantages.

Some advantages of moving from Dynamics GP or SL to NAV
  • More powerful and flexible multi-dimensional chart of accounts.
    • Imagine being able to ‘slice and dice’ all of your business entities, department, even companies without growing your chart of accounts.  Traditional solutions like GP require thousands of accounts as you add ways to measure you business.  NAV does not.
  • Latest technology to make mobile computing easier including a 100% Web Client option
  • Broad and deep functionality in areas like advanced distribution, replenishment, warehousing etc.
  • The ability to rapidly customize the solution to your unique business including drag and drop workflow and enterprise content management
  • Native integration to Dynamics CRM (Now Dynamics 365 for Sales)
  • Simple powerful reporting via Excel using Jet Reports for NAV.

There are literally hundreds of reasons to switch.  Hit the chat button below to find out more.  We also have extensive free online training and demonstrations at dynamics-nav-training.com

Clients First Named Gold Partner by Epicor

Friday, October 30th, 2015

Epicor Gold Partner_RGB

Clients First Business Solutions today announced that it was awarded with Gold Partner status with Epicor for 2015/2016. This title is awarded to companies who have met the highest annual revenue goals and certification requirements set forth by Epicor for their channel partners. Clients First was recognized as one of only a handful of Epicor Gold Partners worldwide at the Epicor Ignite partner conference held this month in Boca Raton.

“Achieving Gold status is an important distinction that reflects our partners’ experience, and expertise as it pertains to Epicor products. Clients First’s performance over the past year places them among the elite tiers in our partner ecosystem – they are an example that separates the best from the rest,” said Matt Bauer, Channel Director, Americas for Epicor.

Clients First Business Solutions continues to rapidly grow its Epicor practice and now supports over 60 Epicor customers in manufacturing, distribution and services.  Our www.erp-demos.net video demonstration website and our Epicorner  information site continue to be among the most highly trafficked and utilized site in the Epicor Partner ecosystem.

“Epicor 10’s deep product functionality and industry leading technology combined with Clients First’s substantial distribution and manufacturing experience and award winning support were instrumental in achieving significant sales success in a challenging market,” said Jeff Warwick, Vice President of Sales. “Epicor has been a great partner to work with, and we are proud to achieve Gold Partner status.”

Happy Holidays from all of us at Clients First Business Solutions

Wednesday, December 19th, 2012

Warmest thoughts and best wishes for a wonderful holiday and a very Happy New Year.  As a father of four, I know it may be more difficult this year than most, but I’m hoping we can all come together with family and friends this year and remember what’s important.

We look forward to working with you for years to come.

With Best Wishes,

Mark Chinsky

Managing Director

How to Choose an Accounting System

Thursday, February 25th, 2010

Here is a white paper discussing, from an objective point of view, how to properly choose both an accounting/ERP solution along with the appropriate vendor to implement.

Selecting accounting software

Selecting Accounting Software

MAS 90 & MAS200 4.4 Pre-Release Guide

Friday, February 12th, 2010

This document will show you in detail all of the new functionality between version 4.3 and version 4.4 of Sage MAS90 & MAS200.

The original PDF is HERE.

Sage Mas 90 200-4-4 Pre Release Guide 11-30-09