Visual Planning Integrations

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

One integrated business management suite that includes ERP/Financials CRM and ecommerce. It can be used by more than 20,000 customers. It has never been more important to be flexible. You have the control and visibility to make the right decisions now. NetSuite's flexibility allows you to scale up, spin-off, and adopt new business models quickly and easily. Your configurations and customizations are seamlessly migrated with every NetSuite upgrade. Your core business system is now your customer-facing commerce platform. It can be customized to meet customer needs and provides a pixel-perfect experience. The NetSuite user interface offers real-time analytics. The NetSuite user interface lets users know what to do and how they can help the business. Vital business data is available right from the system.

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Work seamlessly with others while remaining within your document, or quickly jot down thoughts using your digital pen. If you need to share a newsletter or document, you can effortlessly convert your Word file into a webpage. Collaborate with team members from around the world and easily translate your documents into your preferred language with just a click. Unleash your creativity by adding 3D models directly into your work. With Learning Tools, you can listen to your content being read back to you, making it simple to identify and correct errors. Discovering valuable sources has never been easier; utilize Researcher to read articles in the task pane, allowing you to maintain focus on your writing. Additionally, when refining your document, having an overview is beneficial. The Editor Overview Pane allows you to pinpoint and resolve any proofing issues efficiently, ensuring a polished final product. This comprehensive set of tools enhances your writing experience, making collaboration and innovation more accessible than ever.

Maximize each day to its fullest potential. The latest Google Calendar application allows you to focus less on organizing your agenda and more on savoring your moments. Experience your Schedule in a new way; the Schedule View feature animates your calendar, presenting upcoming events with visual aids like images and maps for better clarity. Everything you need is at your fingertips, with multiple perspectives on your day, week, and month, along with invitations and a web calendar, ensuring comprehensive management of your time. Rest easy knowing that all your events are securely stored online; even if your phone is lost, your address book remains intact. Easily navigate through different calendar views by switching seamlessly between monthly, weekly, and daily layouts. Additionally, events from Gmail—such as flight bookings, hotel arrangements, concert tickets, and dining reservations—are automatically incorporated into your calendar. Manage your tasks efficiently by creating and viewing them alongside your scheduled events. Integrating video conferencing into your calendar events is a breeze, enhancing connectivity and collaboration. With smart suggestions for event titles, locations, and participants, creating events becomes a quick and effortless process, allowing you to optimize your planning experience.

Excel adapts to your habits, streamlining your data management to enhance efficiency. You can effortlessly generate spreadsheets using either templates or your own designs while applying advanced formulas for calculations. Additionally, the updated charts and graphs allow for engaging presentations of your data, complemented by formatting options, sparklines, and tables that facilitate deeper insights. With just a click, you can easily create forecasts to anticipate future trends. Collaborating with others is simple, ensuring you always work from the most current version of your workbook for real-time updates that expedite productivity. With Office 365, you can access your Excel files seamlessly across mobile, desktop, and web platforms. A remarkable new feature enables you to input data into Excel directly from a photograph; simply capture an image of a printed data table using your Android or iPhone, and the app will convert it into a fully editable table. This innovative image recognition capability removes the tedious task of manual data entry from hardcopy sources, making data entry faster and more convenient. Furthermore, this feature enhances your ability to leverage existing paper documents effectively within your digital workflows.

Enhance customer loyalty and boost revenue with Sage's cloud-based CRM solutions. CRM, which stands for Customer Relationship Management, serves as a method for monitoring and managing interactions with potential clients, leads, and existing customers throughout every phase of a company's sales process. While ERP solutions allow you to concentrate on business operations, CRM tools are designed to prioritize customer engagement. By organizing and automating communication and activities across all customer-facing departments—such as sales, marketing, and customer support—CRM software empowers businesses to strengthen their customer relationships. Utilizing cloud-based CRM systems introduces a level of automation that helps organizations operate more smoothly and efficiently. Additionally, the centralization of customer interactions in one location allows your team to cultivate and maintain these relationships at every stage of the journey. Ultimately, implementing a robust CRM system can lead to sustained growth and improved customer satisfaction.

QuickBooks Enterprise offers a comprehensive solution designed to oversee both your business operations and financial performance. By utilizing QuickBooks Enterprise with cloud access, your team gains the ability to collaborate seamlessly from any location, all while ensuring a secure connection and benefiting from automatic daily backups. Experience enhanced software capabilities and the freedom to work from your preferred location with our hosting options. Furthermore, enjoy a remarkable increase in list capacity—six times that of Pro and Premier—allowing for management of up to 1 million customers, vendors, and inventory entries. Alongside this, you will benefit from expedited payroll processing within QuickBooks and gain valuable insights through over 200 detailed reports, as well as specialized editions tailored to various industries. The Enterprise Diamond package serves as an all-in-one solution that simplifies business management, offering essential features that can be customized and expanded as your business evolves. With our Assisted Payroll feature, we take care of your payroll taxes, ensuring that quarterly and year-end filings are done accurately and punctually, allowing you to focus on growing your business without the worry of payroll complexities. This comprehensive approach guarantees that your business remains efficient and scalable, regardless of its size.

Oversee projects of various scales with Primavera P6 EPPM, a powerful and user-friendly tool designed for the effective prioritization, planning, management, and execution of projects, programs, and portfolios on a global scale. This comprehensive solution provides insights into both current and anticipated resource utilization, facilitating precise forecasting and informed decision-making. Users can address overallocation issues by redistributing resources or adjusting assignments as needed. Additionally, it supports the planning, scheduling, and control of extensive programs alongside individual projects. With features focused on optimizing roles and resources, as well as managing demand and capacity, it ensures streamlined communication regarding resource needs and decisions throughout the project's duration. Furthermore, the software offers graphical representations for analyzing resource and role utilization, enhancing clarity and strategic planning. This makes it an indispensable asset for project managers striving for efficiency and effectiveness in their operations.

Customized for your enterprise, QuickBooks Desktop Premier streamlines daily operations, allowing you to channel your energy into your business endeavors. The upgraded bank feeds feature saves you even more time by automatically sorting bank transactions, enhancing the matching process for payees, accounts, and classes. With advanced rules and batch editing capabilities, you can minimize data entry and swiftly address any discrepancies. Tailored to meet the specific demands of your industry, the software allows for effortless inventory management. The Inventory Center in QuickBooks enables you to easily find items and perform all inventory-related functions in a centralized location. You can also monitor your balance sheet by class using a user-friendly report that helps you differentiate financial information by location, department, or profit center. Additionally, you can bill clients progressively based on job phases, time and materials, or percentage completion, catering to the unique requirements of your business. This cloud-based subscription service truly simplifies the accounting process, ensuring you maintain efficient financial management. With all these features, QuickBooks Desktop Premier becomes an indispensable tool for your company's financial health.

Microsoft Dynamics SL serves as a comprehensive enterprise resource planning (ERP) system that integrates robust project and financial management features, enabling businesses to effectively respond to customer needs, adhere to compliance standards, and ensure timely and budget-friendly service delivery. Many accounting programs fall short when it comes to handling project-related tasks, while most industry-focused solutions lack essential accounting functionalities. Dynamics SL effectively addresses this issue by merging project management tools with accounting capabilities, offering a seamless end-to-end solution. Enhance various aspects of your operations, including sales, project oversight, job costing, and materials management, all while ensuring integration with your financial systems. Successfully complete projects within deadlines and budget constraints, all while gathering and maintaining crucial information necessary for regulatory compliance. By leveraging this data, you can make informed decisions, oversee your workforce and finances, and sustain profitability across client services and project initiatives. Ultimately, Microsoft Dynamics SL empowers businesses to achieve a higher level of efficiency and effectiveness in their operations.

Quantum Control is a comprehensive business solution tailor-made for the aviation sector. It ensures adherence to optimal practices and workflows, thereby enhancing quality, efficiency, and operational effectiveness. If your organization seeks commercial software that is both flexible and customizable to align with your specific requirements, look no further. Extensively tested and backed by top-tier processes, Quantum equips your business to navigate the intricate demands of FAA compliance and quality assurance. With a team of highly skilled technicians and around-the-clock global support, our customers receive exceptional outcomes in implementation, training, and technical assistance. These advantages are integral to our membership service, making it a valuable asset for aviation professionals. In a rapidly evolving industry, having such robust support can significantly impact your operational success.

Epicor Advanced Manufacturing Execution System is designed for plastic molders, manufacturers who use repetitive processes and those who have an assembly process that involves multiple machines. It is designed to assist floor operators in monitoring and optimizing their plant operations. Advanced MES helps manufacturers monitor their business and control it with real-time information on plant and machinery. The system allows users to identify inefficient allocations of resources to find new capacity for the business. It can also be used to record machine downtime, scrap and material waste in each production cycle. The software provides real-time monitoring of processes, scheduling in real time and visibility into operations. Users can view production details and descriptors and monitor up to 100,000 cycles. Maintenance teams can access machine condition reports for planning preventive maintenance. Advanced MES integrates accounting and manufacturing estimating capability.

Your service department must be responsive to customers' needs and provide transparency. CRM for SYSPRO was designed for distributors and manufacturers. It gives your teams the tools to provide better service and assistance at every stage of your customers' journey, from initial purchase to becoming advocates. CRM for SYSPRO was designed for distributors and manufacturers who rely on loyalty, operational efficiency, quality, and customer service. Our integrated solution pulls data from every customer interaction, SYSPRO and other connected systems to help you build a customer-centric company. Our unique solution includes all the features that you would expect from a CRM system, plus some tools specifically designed to support recalls of lotted or serialized products, manage warranty contracts, and facilitate remote and in-house maintenance.

Growth plays a crucial role in your business strategy, but have you considered how to effectively oversee and optimize all essential business functions? By utilizing SYSPRO Enterprise Resource Planning (ERP), you obtain a comprehensive overview of all operational activities, encompassing Financials, Warehouse, and Inventory Management throughout your Supply Chain and Business Operations. Focused on the Manufacturing and Distribution sectors, SYSPRO ERP delivers the necessary tools, solutions, and processes to help you manage your data and derive valuable insights about your enterprise. The clear advantages provided by emerging technologies are driving their increased adoption, and neglecting to invest in these advancements could jeopardize the long-term success of many companies. With SYSPRO, you don’t just receive an ERP solution; you also benefit from a global network of industry professionals who understand your challenges and speak your language, ensuring that you have the support you need to thrive in a competitive marketplace. Embracing this partnership could be the key to unlocking your business's full potential.

The concept of a "paperless office" has been discussed for quite some time now. With the electronic invoice processing offered by EASY SOFTWARE, you are making a timely choice for a solution that enhances your operations. You can look forward to improvements in efficiency and clarity through Accounts Payable Automation, which streamlines the digital invoice receipt process. By transitioning to a digitized verification and approval workflow, you will achieve considerable cost savings over traditional paper-based methods. Everyone involved in the process will be able to easily track the current status of an invoice, see who is responsible for it, and identify the next individual to move it along for approval. The burdens of manual searching, sorting, and stamping are now relics of the past. EASY AP Automation has been effectively incorporated into various backend systems across numerous projects, including a wide range of platforms such as Microsoft Dynamics NAV (Navision), Sage, Diamant, FOSS, Datev, Oracle Financials, Infor, Infor AS, SAP®, and many others, showcasing its versatility and reliability in different operational environments. This advancement not only simplifies workflows but also positions your organization to adapt to the ever-evolving landscape of digital finance management.

GROW with SAP represents a robust cloud ERP solution aimed at enabling businesses to transition to cloud-based enterprise resource planning swiftly, reliably, and with ongoing innovation. It includes the SAP S/4HANA Cloud Public Edition, a ready-to-use cloud ERP system that enhances business operations by offering the latest industry best practices along with regular updates. With preconfigured processes, businesses can efficiently navigate legal, tax, and industry regulations on a global scale. GROW with SAP seamlessly connects various departments such as HR, finance, supply chain, and manufacturing, delivering real-time insights that facilitate informed decision-making. The platform boasts a user-friendly, modern interface that fosters collaboration and equips business users with low-code tools that require little to no IT expertise. To support effective implementation, GROW with SAP employs guided tools and methodologies as part of the Accelerate for GROW with SAP framework. Furthermore, this comprehensive approach ensures that organizations can adapt to changing market demands while maximizing their operational efficiency.

SAP Business One is a robust ERP solution that can be deployed on-premise, in the cloud, or via SAP HANA, which is SAP's advanced in-memory computing database. This software integrates all essential business operations into a single platform, providing managers with vital information that facilitates faster and more informed decision-making. Key features of SAP Business One include customer relationship management (CRM), inventory management, sales oversight, financial tracking, purchasing, comprehensive reporting, and additional functionalities. This all-in-one, cost-effective solution is designed to oversee your entire small business, encompassing areas such as accounting, finance, purchasing, inventory, sales, customer relations, and analytics. With SAP Business One, you can enhance control over your business or branch, optimize critical processes, and gain valuable insights that enable you to make decisions based on real-time data, ultimately driving sustainable and profitable growth for your organization. By leveraging this platform, businesses can adapt more readily to market changes and improve overall efficiency.

Enhance your customer-focused strategies while gaining valuable insights through our innovative CRM platform. Epicor CRM equips you with the necessary data and control to ensure a superior customer experience at every interaction. With Kinetic, the newly branded Epicor ERP, advanced collaboration features link employees, departments, and supply chain partners, enabling your organization to respond more swiftly and effectively. This powerful CRM solution helps accelerate supply chain operations, allowing you to stay competitive on a global scale. By improving coordination from raw materials to finished goods, you can effectively reduce costs and boost profitability. Furthermore, a data-driven approach to customer experience will ensure that your clients' expectations for accuracy, inventory management, product delivery, and service are consistently met. Additionally, our web-based solutions are tailored specifically for customer retention in the automotive service sector, ensuring sustained engagement and loyalty.