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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Posts Tagged ‘tx’

Thinking of selling your business someday? You need to implement a CRM/ERP system now..

Tuesday, August 24th, 2010

I came across an article in Accounting Today written by a regular columnist, Gene Marks.  Gene talks about a ‘friend’ who is looking to sell his business and retire but is finding his business is worth less than he thinks.  There a few common reasons mentioned including:

  • Non-exclusive product agreements
  • Non-exclusive employee agreements
  • No intention of staying on very long after the sale
  • And the most important reason? The lack of any CRM or ERP software that captures the essence of their customer relationships.

The conclusion I draw from this article is one I’ve always thought, but is now being validated by a respected media publication.

If you plan on selling your business someday, among other preparation that your CPA can assist with, you need to have software and systems in place that can help the business run like a well oiled machine when you leave.  A modern ERP/CRM solution will let you know about your customers as PEOPLE.  What sports they like, what beer they drink, what their holiday gift preferences are.  A new owner will know about past pricing and deals on a customer by customer basis.  A proper ERP/CRM solution will allow a new owner (and maybe even you!) to take a vacation and know the place can run without the need for your approval on everything.

A proper system will give significantly more comfort to the prospective buyer’s CPA that the numbers your produce are accurate and reliable.  Low end solutions like Quickbooks allow for too much ‘slight of hand’ or back dating to allow for a level of comfort in your financials that are trustworthy.  Higher end solutions provide the ability to audit and trace where transactions came from and give the knowledge that they couldn’t have been changed, even by the owner trying to sell the business.

The summary is that if you don’t want to invest in the business for now because you think you can maximize your personal cash flow, than do so for your retirement.  A business run on a low end accounting program, sticky notes, and Excel isn’t going to fetch much in the upcoming competitive market as the baby boomers are retiring and want to sell their businesses to a shrinking post baby boom buying population.

Microsoft Dynamics NAV (Navision) Free educational and training webinar series.

Monday, July 19th, 2010

Join us for a free educational webinar series

coffee-with-chrisMicrosoft Dynamics Nav is an extremely robust tool. Take full advantage of the functionality Nav offers with the help of our expert. Chris Young, a Clients First Partner. Chris will enhance your knowledge and help you to leverage the power of Navision by providing instructional demonstrations and answering your questions.

These educational events are FREE and available to anyone that has an interest in enhancing their knowledge and skills with Navision.

We invite you to get a cup of coffee and attend these FREE one-hour instructional webinars. To obtain an up-to-date schedule of upcoming sessions please email Donna Figliola at dfigliola@clientsfirst-us.com or call her at (732) 970-1450 X9962.

Checkout one of our recorded webinars at our new dedicated NAV Training and Tips video site.  http://www.dynamics-nav-training.com/  Among other things, learn about the power of Dynamics NAV Relationship Management (CRM).

For more information contact:

Donna Figliola

732-970-1450 x9962

Going Green with ERP

Thursday, July 15th, 2010

by Sheldon Kralstein

When we think about “Going Green” we tend to visualize conservation, protecting nature and our fragile environment.  Businesses and technology play a very important role in the Green initiative where the definition can be extended to include:

  • Reduction of operating costs resulting in increased profits
  • Gains in efficiency and productivity
  • Improved customer service
  • Reduction of environmental stress

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Clients First Receives Prestigious President’s Award

Wednesday, July 14th, 2010

Like a lot of businesses, we have been fighting hard over the last few years to maintain our business during this latest recession. And it’s paid off.

This month we were recognized with the prestigious 2010 Microsoft Dynamics President’s Club Award.

But what exactly does this mean? The President’s Club Award recognizes the top 5% of Microsoft Dynamics Partners worldwide. It honors our dedication to delivering solutions that meet our clients’ unique needs, active pursuit of product and technological advancement, and sales performance.

Already, the first six months of 2010 have been incredible for us, with a boost of new clients by 600%.

That’s not a typo – 600%. This success has come as a result of multiple factors:

  • Listening to your feedback and continually honing how we work with you in order to give you what you want.
  • Practising integrity by focusing on value to your business rather than simply trying to sell you on bells and whistles you may not need.
  • Keeping you educated on the latest innovations in your industries and systems, whether face-to-face or via our website.

We would like to take this opportunity to say thank you to our customers, new and repeat, for trusting Clients First. We could not have achieved this without you and we look forward to continuing to work with you.

The Webs most Comprehensive set of MAS 90 & MAS 200 Demo and Tutorial Videos

Tuesday, July 13th, 2010

We’ve recently compiled a comprehensive group of videos for Sage MAS90 and MAS200 that cover al the major modules, and key add ons.  We then captured, re-encoded them into flash and have embedded them all here on this blog.

Remember you can view any of these full screen by clicking on the full screen icon in the lower right of the video.

General Ledger (GL) Overview and Data Entry Functions:

 
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