Visual Planning Integrations

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

An all-in-one business management solution that encompasses ERP/Financials, CRM, and e-commerce, this platform serves over 20,000 clients. In a rapidly changing environment, maintaining flexibility is crucial. You now possess the capability and insight to make informed decisions. The adaptability of NetSuite enables you to effortlessly scale operations, pivot, and embrace new business models. Each upgrade to NetSuite ensures that your configurations and customizations are smoothly transferred. Your essential business system doubles as your customer-facing commerce platform, tailored to fulfill client requirements and delivering an impeccable user experience. Featuring a user interface that provides real-time analytics, NetSuite guides users on actions they can take to support the business effectively. Furthermore, critical business information is readily accessible directly from the system, empowering decision-makers to act swiftly. This integrated approach not only streamlines processes but also enhances overall operational efficiency.

Effortlessly connect, organize, and achieve your tasks with a comprehensive suite that includes email, calendar, and contacts, all seamlessly unified in one platform. Elevate your productivity as you manage emails, schedules, tasks, and beyond from a singular interface designed for efficiency. The integration with Office allows for easy file sharing directly from OneDrive, while providing access to your contacts and viewing LinkedIn profiles without any complications. Schedule conference rooms and handle meeting RSVPs directly through your calendar, ensuring a more streamlined experience. Collaborate efficiently by sharing calendars, which helps you coordinate plans and effortlessly check your colleagues' availability. You can enjoy reassurance with the strong security protocols that are trusted by many major organizations worldwide. Outlook continuously works to protect your sensitive data while ensuring that your workflow remains unhindered. It intuitively anticipates your needs by automatically incorporating travel plans and bill payments into your calendar, alongside intelligent reminders that keep you organized. Moreover, the efficient search functionality makes retrieving the information you require quick and straightforward, further enhancing the smoothness of your workday. This all-in-one solution not only simplifies your tasks but also empowers you to focus more on your goals.

Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape.

Collaborate effortlessly with others while staying focused on your document, or quickly capture ideas using your digital pen. If you wish to share a newsletter or document, you can easily transform your Word file into a webpage format. Engage with colleagues globally and translate your documents into your desired language with a simple click. Enhance your creativity by incorporating 3D models directly into your projects. With the aid of Learning Tools, you can have your content read back to you, which simplifies the process of identifying and correcting mistakes. Finding valuable resources is also streamlined; use Researcher to read articles in the task pane while keeping your attention on your writing. Furthermore, when fine-tuning your document, an overview proves to be advantageous. The Editor Overview Pane enables you to identify and address any proofing concerns efficiently, ensuring your final product is polished and professional. This all-encompassing array of tools significantly elevates your writing experience, making collaboration and innovation more attainable than ever, while also inspiring you to explore new possibilities in your work.

Make the most of every day by leveraging the latest features of Google Calendar, which enables you to spend less time organizing and more time enjoying your experiences. This innovative application offers a fresh perspective on your schedule through its Schedule View feature, which brings your calendar to life with visuals like images and maps that enhance understanding of your upcoming events. All the information you need is conveniently accessible, providing various views of your day, week, and month, as well as easy access to invitations and a web calendar to help you manage your time effectively. You can rest assured that your events are safely stored online, keeping your address book intact even if your device is misplaced. Effortlessly switch between different calendar formats by navigating between monthly, weekly, and daily views. Moreover, Gmail events like flight bookings and dinner reservations are automatically added to your calendar, ensuring nothing slips through the cracks. You can also organize your tasks right alongside your scheduled events for improved efficiency. Incorporating video conferencing into your calendar appointments is simple, making it easier to stay connected and work together. With intelligent suggestions for event titles, locations, and guests, creating new events becomes a swift and seamless task, enabling you to enhance your planning experience significantly. There’s never been a better way to keep your life organized while enjoying each moment to its fullest.

Excel evolves based on your preferences, optimizing data management to boost productivity. You can easily create spreadsheets by utilizing either pre-designed templates or your own layout while employing sophisticated formulas for precise calculations. The latest enhancements to charts and graphs make it easier to present your data in a visually appealing manner, supplemented by various formatting options, sparklines, and tables that allow for more comprehensive analysis. With a single click, generating forecasts becomes a hassle-free process, enabling you to predict upcoming trends effectively. Collaborating with colleagues is made effortless, ensuring you can always work on the latest version of your workbook, which accelerates overall efficiency. Office 365 further enhances your experience by allowing you to access your Excel files seamlessly across different platforms, including mobile, desktop, and web. A standout new feature empowers you to enter data into Excel straight from a photograph; simply take a picture of a printed data table using your mobile device, and the software will transform it into a fully editable format. This groundbreaking image recognition functionality alleviates the monotonous chore of manual data entry from physical documents, thereby expediting and simplifying the process. Moreover, this capability significantly improves your ability to integrate existing paper documents into your digital workflows, ultimately enriching your data management experience. This advancement not only saves time but also encourages a more organized approach to handling data.

Boosting customer loyalty and increasing revenue is achievable with Sage's cloud-driven CRM solutions. CRM, which stands for Customer Relationship Management, is an approach that facilitates the tracking and management of interactions with prospects, leads, and current customers at every stage of a company's sales cycle. While ERP systems focus on streamlining business operations, CRM tools are specifically tailored to enhance customer engagement. By automating and organizing communication and activities across various customer-facing departments—such as sales, marketing, and customer support—CRM software enables organizations to deepen their customer relationships. The integration of cloud-based CRM systems adds an element of automation that significantly enhances operational efficiency and effectiveness. Moreover, having all customer interactions centralized in one platform allows your team to nurture and sustain these relationships throughout the entire customer journey. A well-implemented CRM system not only drives sustained growth but also elevates customer satisfaction. Ultimately, investing in such technology is a strategic move to ensure long-term success in today’s competitive landscape.

QuickBooks Enterprise provides an all-inclusive platform tailored to manage your business operations and financial health efficiently. By leveraging QuickBooks Enterprise with cloud capabilities, your team can effortlessly collaborate from any location, ensuring secure connections and automatic daily backups for peace of mind. You will benefit from enhanced software functionalities and the flexibility to work from wherever you choose with our hosting services. Additionally, the software boasts a substantial increase in list capacity—six times greater than that of Pro and Premier—enabling you to handle up to 1 million customers, vendors, and inventory items. Alongside this impressive capacity, QuickBooks streamlines payroll processing and offers over 200 in-depth reports, along with specialized editions designed for various sectors. The Enterprise Diamond package acts as a holistic solution that simplifies management tasks, featuring customizable tools that can adapt as your business grows. With our Assisted Payroll feature, we manage your payroll taxes, ensuring timely and accurate quarterly and year-end filings, freeing you to concentrate on expanding your business without the stress of payroll issues. This thorough approach not only enhances your operational efficiency but also ensures that your business can scale seamlessly, no matter how large it becomes. Ultimately, QuickBooks Enterprise empowers you to thrive in today's dynamic business landscape.

Manage projects of varying sizes with Primavera P6 EPPM, an intuitive and robust platform tailored for the efficient prioritization, planning, management, and execution of projects, programs, and portfolios on an international level. This all-encompassing solution delivers valuable insights into both existing and projected resource usage, which aids in accurate forecasting and sound decision-making. Users can tackle overallocation challenges by reallocating resources or modifying assignments as necessary. Moreover, it facilitates the planning, scheduling, and oversight of large-scale programs in addition to individual initiatives. With a focus on optimizing both roles and resources while managing demand and capacity, it promotes clear communication regarding resource requirements and choices throughout the project's lifecycle. Additionally, the software provides visual tools for examining resource and role usage, which enhances understanding and strategic planning. As a result, it proves to be an essential tool for project managers aiming to achieve greater efficiency and effectiveness in their endeavors. The extensive features of this platform empower teams to adapt quickly to changes and maintain project momentum, ensuring successful outcomes regardless of the project's complexity.

QuickBooks Desktop Premier, tailored specifically for your business, enhances daily operations, allowing you to focus more intently on your core activities. The improved bank feeds feature is a significant time-saver, as it automatically organizes bank transactions and refines the matching process for payees, accounts, and classes. By leveraging advanced rules and batch editing functionalities, you can reduce manual data entry and quickly resolve any inconsistencies. Designed to cater to the unique needs of your sector, this software facilitates seamless inventory management. The Inventory Center within QuickBooks offers a centralized hub where you can easily locate items and carry out all tasks related to inventory. Additionally, you can track your balance sheet by class with a straightforward report that distinguishes financial data by location, department, or profit center. Furthermore, the ability to bill clients progressively based on various criteria, such as job phases, time and materials, or percentage completion, addresses the specific demands of your business operations. This cloud-based subscription service significantly simplifies your accounting procedures, ensuring that you maintain effective financial oversight. With such a comprehensive suite of features, QuickBooks Desktop Premier proves to be an essential asset for nurturing your company's financial well-being, allowing you to thrive in today's competitive landscape.

Microsoft Dynamics SL functions as an all-encompassing enterprise resource planning (ERP) system that combines powerful project and financial management capabilities, allowing organizations to adeptly meet customer demands, comply with regulatory requirements, and deliver services on schedule and within budget. Many accounting software solutions struggle with project-related functions, whereas most industry-specific applications often lack vital accounting features. Dynamics SL remedies this gap by integrating project management tools with financial capabilities, providing a cohesive end-to-end solution. Improve various facets of your business operations, such as sales, project management, job costing, and materials oversight, while ensuring a seamless connection with your financial systems. Achieve project completion within set timelines and budget limits, all while collecting and maintaining essential data needed for compliance with regulations. Utilizing this information enables you to make strategic decisions, manage your personnel and finances effectively, and maintain profitability across both client services and project endeavors. In essence, Microsoft Dynamics SL equips businesses with the tools necessary to elevate their operational efficiency and effectiveness, ultimately leading to enhanced performance and growth in competitive markets. This empowers organizations to thrive in a constantly evolving business landscape.

Quantum Control is a tailored business solution specifically designed for the aviation industry. It promotes adherence to best practices and streamlined workflows, enhancing overall quality, efficiency, and operational productivity. For organizations seeking adaptable and customizable commercial software that meets their unique needs, Quantum Control is the ideal choice. Rigorously tested and supported by leading processes, it empowers your business to effectively manage the complexities of FAA compliance and quality assurance. With a dedicated team of expert technicians and 24/7 global support, our clients benefit from outstanding results in implementation, training, and ongoing technical support. These features are essential components of our membership service, positioning it as a critical resource for aviation professionals. In a fast-paced industry, access to such comprehensive support can profoundly influence your organization's success and growth trajectory. Ultimately, choosing Quantum Control means investing in the future of your aviation operations.

The Epicor Advanced Manufacturing Execution System is tailored for plastic molders, manufacturers engaged in repetitive tasks, and those utilizing assembly processes with various machines, aiming to support floor operators in effectively overseeing and enhancing their production operations. This system empowers manufacturers to gain insights into their business through real-time data regarding plant performance and machinery status, enabling the identification of resource allocation inefficiencies and the discovery of additional operational capacity. Additionally, it serves as a tool for tracking machine downtime, scrap production, and material wastage throughout each production cycle. The software facilitates real-time oversight of manufacturing processes, dynamic scheduling, and enhanced operational visibility, allowing users to access detailed production information and track up to 100,000 operational cycles. Maintenance teams benefit from the availability of comprehensive machine condition reports, aiding in the strategizing of preventive maintenance activities, while Advanced MES seamlessly integrates accounting functionalities alongside manufacturing estimation processes. Overall, this system not only refines operational efficiency but also enhances decision-making through its comprehensive analytical capabilities.

Your service department must be agile in addressing customer needs while ensuring transparency throughout the process. The CRM for SYSPRO is specifically tailored for distributors and manufacturers. It equips your teams with essential tools to enhance service and support across all phases of the customer experience, starting from the initial purchase and evolving into lasting advocacy. This CRM solution caters to the unique demands of distributors and manufacturers who prioritize loyalty, operational efficiency, high-quality service, and customer satisfaction. Our comprehensive system integrates data from every customer engagement, SYSPRO, and other connected platforms to foster a customer-focused environment. In addition to standard CRM functionalities, our innovative system offers specialized tools for managing recalls of lotted or serialized items, overseeing warranty agreements, and supporting both remote and on-site maintenance needs. By doing so, it ensures that your business remains responsive and efficient in meeting customer expectations.

Growth is vital to your business strategy, but have you taken the time to consider how to effectively manage and refine all critical business operations? Implementing SYSPRO Enterprise Resource Planning (ERP) provides you with an all-encompassing perspective on operational tasks, including Financials, Warehouse, and Inventory Management throughout your Supply Chain and overall Business Operations. Specifically designed for the Manufacturing and Distribution industries, SYSPRO ERP equips you with the essential tools, solutions, and processes necessary to handle your data and extract meaningful insights about your organization. The undeniable benefits offered by cutting-edge technologies are propelling their widespread adoption, and failing to invest in these innovations could threaten the long-term viability of numerous companies. With SYSPRO, you gain more than just an ERP system; you also tap into a global network of industry experts who are familiar with your challenges and can communicate in your terms, ensuring you receive the vital support needed to succeed in a competitive environment. This partnership could ultimately serve as the catalyst for unlocking the complete potential of your business, paving the way for sustained growth and operational excellence. By embracing this comprehensive approach, you position your organization for future success in an ever-evolving marketplace.

The idea of a "paperless office" has gained traction over the years as a means to modernize workplace operations. By utilizing the electronic invoice processing solutions provided by EASY SOFTWARE, you are opting for a forward-thinking approach that significantly enhances your operational workflow. With the implementation of Accounts Payable Automation, you can anticipate notable gains in both efficiency and transparency as the digital invoice receipt procedure is optimized. Transitioning to a fully digital verification and approval process will lead to substantial cost reductions compared to traditional paper-based systems. Additionally, all participants in the invoicing process will benefit from the ability to effortlessly monitor invoice statuses, identify responsible parties, and determine the next approver, thereby fostering a more organized environment. The tedious tasks of manual searching, sorting, and stamping are now things of the past, making way for a more streamlined operation. EASY AP Automation has successfully integrated with a myriad of backend systems throughout various projects, including well-known platforms such as Microsoft Dynamics NAV (Navision), Sage, Diamant, FOSS, Datev, Oracle Financials, Infor, Infor AS, SAP®, and many others, which highlights its adaptability and dependability in diverse operational settings. This technological advancement not only optimizes workflows but also equips your organization to meet the continuously changing demands of digital finance management, ensuring you remain competitive in an increasingly digital world. Embracing this transformation can lead to a more sustainable and efficient business model.

GROW with SAP is a powerful cloud ERP solution designed to help businesses swiftly and reliably shift to cloud-based enterprise resource planning while continuously fostering innovation. It features the SAP S/4HANA Cloud Public Edition, a ready-made cloud ERP system that improves business processes by integrating the latest industry best practices along with frequent updates. With its preconfigured processes, organizations can effectively navigate global legal, tax, and industry regulations with ease. GROW with SAP connects various business sectors, including HR, finance, supply chain, and manufacturing, providing real-time data that supports informed decision-making. The platform is characterized by a modern and user-friendly interface that encourages collaboration, offering business users low-code tools that require minimal IT knowledge. To facilitate effective implementation, GROW with SAP utilizes guided tools and methodologies within the Accelerate for GROW with SAP framework. This strategic approach not only maximizes operational efficiency but also empowers organizations to remain responsive to evolving market conditions, ensuring they can thrive in a competitive landscape. Ultimately, GROW with SAP equips businesses with the agility and insight needed to succeed in today’s dynamic environment.

SAP Business One serves as a powerful ERP solution that can be utilized on-premises, in the cloud, or through SAP HANA, which is known for its state-of-the-art in-memory computing capabilities. This software seamlessly consolidates all vital business functions into one cohesive platform, equipping managers with essential insights that promote quicker and more informed decision-making. Among the key features of SAP Business One are customer relationship management (CRM), inventory oversight, sales management, financial tracking, procurement, detailed reporting, and a variety of other functionalities. This comprehensive and budget-friendly solution is tailored to manage all aspects of your small business, including accounting, finance, purchasing, inventory, sales, customer relations, and analytics. By implementing SAP Business One, you can bolster control over your business operations or specific branches, streamline essential processes, and acquire valuable insights that empower you to base decisions on real-time data, ultimately fostering sustainable and profitable growth for your organization. Furthermore, the platform enables businesses to swiftly adjust to market fluctuations and enhances overall operational efficiency, making it an indispensable tool for navigating today’s dynamic business landscape.

Elevate your strategies centered on customer satisfaction while acquiring critical insights with our cutting-edge CRM platform. Epicor CRM provides you with the vital data and oversight needed to deliver an exceptional customer experience during every interaction. Coupled with Kinetic, the rebranded Epicor ERP, its advanced collaboration tools connect employees, departments, and supply chain partners, allowing your organization to react more promptly and efficiently. This robust CRM solution enhances supply chain operations, enabling you to maintain a competitive edge in the global market. By streamlining the coordination from raw materials to finished products, you can effectively lower expenses and enhance your profit margins. Moreover, adopting a data-driven methodology for customer experience guarantees that your clients' demands for precision, inventory oversight, product delivery, and service are consistently fulfilled. Additionally, our web-based solutions are meticulously designed for customer retention in the automotive service sector, fostering ongoing engagement and loyalty. In summary, leveraging our CRM platform not only optimizes your operations but also positions your business for long-term success in a rapidly evolving marketplace.