The main updates were enhancing the materials management module and adding a new purchasing module. Several areas of the software settings and lookups were expanded to support the new modules. Usability improvements included adding pop-up windows and displaying images as thumbnails. Additional functionality was added for managing assets, issuing parts, purchasing and reporting.
Case Study: Salesforce CPQ (Configure Price Quote) for Software as a Service ...Jade Global
Salesforce CPQ Case Study:
Business Requirements
Migrate all quote templates from existing tools to Salesforce CPQ as the main tool for the booking and Sales process
Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment
Configure Products based on business needs
An adaptable configuration of validation and pricing rules to prevent booking errors
Upgrade User Experience with guided flow
Enable core CPQ functions on mobile platforms
Business Challenges
OOTB functionality did not meet certain business requirements
Business changed requirements frequently causing rework
Business testing was not completed as quickly as items were being developed
Not able to properly format quotes Formatting of quote generation
Products being selected together incorrectly
Long list of products without any groupings - poor user experience
Approvals were not tracked, Lack of mobile approvals
Solution – Salesforce CPQ (Steelbrick)
Customizable quote templates
Validations to prevent users from selecting products that shouldn’t be selected together
Prompts to guide the user to review products before continuing with product selection
Enabled approvals with mobile capabilities
Connect with us:
Info@jadeglobal.com 1 877-523-3448
Website: http://www.jadeglobal.com
LinkedIn: http://www.linkedin.com/company/jade-...
Facebook: https://www.facebook.com/jadeglobal/
Twitter: https://twitter.com/JadeGlobal
Case Study: Salesforce CPQ (Configure Price Quote) for Software as a Service ...Jade Global
Salesforce CPQ Case Study:
Business Requirements
Migrate all quote templates from existing tools to Salesforce CPQ as the main tool for the booking and Sales process
Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment
Configure Products based on business needs
An adaptable configuration of validation and pricing rules to prevent booking errors
Upgrade User Experience with guided flow
Enable core CPQ functions on mobile platforms
Business Challenges
OOTB functionality did not meet certain business requirements
Business changed requirements frequently causing rework
Business testing was not completed as quickly as items were being developed
Not able to properly format quotes Formatting of quote generation
Products being selected together incorrectly
Long list of products without any groupings - poor user experience
Approvals were not tracked, Lack of mobile approvals
Solution – Salesforce CPQ (Steelbrick)
Customizable quote templates
Validations to prevent users from selecting products that shouldn’t be selected together
Prompts to guide the user to review products before continuing with product selection
Enabled approvals with mobile capabilities
Connect with us:
Info@jadeglobal.com 1 877-523-3448
Website: http://www.jadeglobal.com
LinkedIn: http://www.linkedin.com/company/jade-...
Facebook: https://www.facebook.com/jadeglobal/
Twitter: https://twitter.com/JadeGlobal
Microsoft Dynamics CRM Technical Training for Dicker Data ResellersDavid Blumentals
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
Everything You Ever Wanted To Know About The Sage Business Works Act! Link An...Don Joseph
Explains the power of this bi-directional link between Sage BusinessWorks and ACT! by Sage.to create CRM capability for small businesses. Presented to Sage partners conference 2009.
Scaling Salesforce Sales Cloud and CPQ Maturity for Silicon Valley Security L...Jade Global
Jade helped Illumio manage its legacy products, quoting process, existing production customizations, and provided Salesforce best practices for maintaining the system. This reduced burden on sales reps to configure quotes and increased performance.
erpnext.com
On Demo Day, all team members present what they did in the month out of their own initiative. What features did they make or what documentation they wrote, or test cases, or a new product, or a new marketing initiative. It could be anything that adds value to ERPNext.
All the Demo Day presentations are made public on the erpnext blog.
This also means Open Sourcing our management. So look forward to our presentations at the end of the month and follow us to understand how this experiment is working out for us.
Microsoft Dynamics CRM Technical Training for Dicker Data ResellersDavid Blumentals
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
Everything You Ever Wanted To Know About The Sage Business Works Act! Link An...Don Joseph
Explains the power of this bi-directional link between Sage BusinessWorks and ACT! by Sage.to create CRM capability for small businesses. Presented to Sage partners conference 2009.
Scaling Salesforce Sales Cloud and CPQ Maturity for Silicon Valley Security L...Jade Global
Jade helped Illumio manage its legacy products, quoting process, existing production customizations, and provided Salesforce best practices for maintaining the system. This reduced burden on sales reps to configure quotes and increased performance.
erpnext.com
On Demo Day, all team members present what they did in the month out of their own initiative. What features did they make or what documentation they wrote, or test cases, or a new product, or a new marketing initiative. It could be anything that adds value to ERPNext.
All the Demo Day presentations are made public on the erpnext blog.
This also means Open Sourcing our management. So look forward to our presentations at the end of the month and follow us to understand how this experiment is working out for us.
Lightning Talk #9: How UX and Data Storytelling Can Shape Policy by Mika Aldabaux singapore
How can we take UX and Data Storytelling out of the tech context and use them to change the way government behaves?
Showcasing the truth is the highest goal of data storytelling. Because the design of a chart can affect the interpretation of data in a major way, one must wield visual tools with care and deliberation. Using quantitative facts to evoke an emotional response is best achieved with the combination of UX and data storytelling.
Succession “Losers”: What Happens to Executives Passed Over for the CEO Job?
By David F. Larcker, Stephen A. Miles, and Brian Tayan
Stanford Closer Look Series
Overview:
Shareholders pay considerable attention to the choice of executive selected as the new CEO whenever a change in leadership takes place. However, without an inside look at the leading candidates to assume the CEO role, it is difficult for shareholders to tell whether the board has made the correct choice. In this Closer Look, we examine CEO succession events among the largest 100 companies over a ten-year period to determine what happens to the executives who were not selected (i.e., the “succession losers”) and how they perform relative to those who were selected (the “succession winners”).
We ask:
• Are the executives selected for the CEO role really better than those passed over?
• What are the implications for understanding the labor market for executive talent?
• Are differences in performance due to operating conditions or quality of available talent?
• Are boards better at identifying CEO talent than other research generally suggests?
slide deck from Stepehen Stanley, presenting his wonderfully curated highlights of the recent Spring 24 Salesforce release. This was presented to the virtual meeting of the SFWelly Salesforce wellington trailblazer community group.
Here's our slide deck from the Dynamics GP Usergroup on December 3rd, 2013. What's new in Dynamics GP 2013 SP2, The Power of Business Intelligence, and Dynamics GP Tips, Tricks and Traps.
As usual, you will not find any reference numbers in that document. However, if you need this kind of information, just follow the embedded links. In addition to that, I inserted a new section called “Useful Knowledge Base Articles”.
Please keep in mind, that this compilation is not intended to be complete, but rather a snippet of features which customers often request or are in general big changes.
From core financials to manufacturing and distribution, Sage MAS 90 version 4.4 has something for everyone. Review the presentation to learn of the new custom Microsoft® Office enhancements, expanded customer and item numbers by company, additional business insights explorer views and much more. During the presentation you can review MAS 90’s new features and enhancements such as improved workflow and business processes, expanded customer and item numbers and parallel migration.
Based on our experience, we have prepared an overview of what we consider to be the most outstanding of the Salesforce Release Notes for Winter ’22. Check out this presentation to get all the details.
#NextIsNow System Center Q1 2014 from CiresonCireson
Travis Wright presents on the major developments, releases and announcements coming from Cireson - your System Center experts in Q1 2014.
www.cireson.com
resource ERP system is a leading web-based enterprise solution for all your trading business. This ERP package consists of integrated business application with better decision making-tools. Eresource ERP system provides an end-to-end solution that organizes and controls every aspect of business from order management, operations, supply-chain and logistics, to documentation, accounting and business intelligence reporting. It enables your back-office to work more effectively, helps improve customer service, empowers your sales team to monitor trends, and manage true order profitability. All while providing the best financial control that you can expect from a web-based application
Introduction American Video Game Company is accepting propos.pdfsandeep252523
Introduction
American Video Game Company is accepting proposals to develop a new customer relationship
management (CRM) system. This document is a business vision document that includes key
business requirements for the new system. It does not provide detailed system requirements.
This document provides enough information for a vendor to provide a recommendation for a
system to fit the American Video Game Companys needs. The proposal provided by the vendor is
required to be comprehensive and include enough detail so American Video Game Company can
determine if it fits the needs of the organization. The project that will be undertaken with the
vendor who is awarded the contract will then include steps to produce the detailed requirements,
use cases, design, and other deliverables.
Open source, off the shelf, configurable/customizable off the shelf, commercial offerings, and
custom development are all acceptable solutions to fit the requirements. There may be an existing
system that will fulfill all the needs of the organization, but if custom development is more
appropriate, this may be proposed, with supporting information. The vendor is to keep in mind the
changes and enhancements that may be required throughout the life of the system as well as the
scalability of the system when completing the proposal.
Background
American Video Game Company is planning to launch an internal CRM system to allow for better
management of several disconnected manual and automated processes. The system should be
able to be integrated with other systems now and in the future to maximize and improve the
efficiency of data sharing, reporting, and business process flows.
The company is a premier developer and publisher of computer games. The games are well
designed and highly enjoyable for the customer. The company is known for the quality of its
games and has been ranked #1 for several years. The games are purchased through different
mediums, including an online game service. There are mobile options for some, but not all, of the
games the company develops and sells. The company also offers products such as action figures,
novels, comics, board games, and apparel. Future endeavors may include working on producing
movies based on the characters and plots in the games.
Sales have been up by 42% in the past two years, so the company is currently outgrowing its
existing systems for managing all aspects of CRM. The new system will be a crucial tool in being
able to efficiently manage client contacts, perform sales tracking, maintain activity management,
and manage reporting.
Project Overview
Key Technical Objectives
To provide a system that:
consolidates all contact and business information.
reports the companys activities and interactions with contacts.
controls access to features based on roles and permissions for the companys users, both internal
and remote.
enables access to the system by 3rd party marketing companies under contract.
manages activities and tracks s.
Dynamic 365 for Financials formerly known as project Madeira shed light on the financial part of an organization. This solution is introduced in the newly developed Dynamic 365 family for the small to mid-sized organization.
Eresource has a ERP software designed for Valve manufacturers keeping in mind operational excellence. our erp software for value manufacturing industry has exclusive modules that will help in business process.For details:http://www.eresourceerp.com/erp_links/erp_software_for_valve_manufacturing
eresource ERP (http://www.eresourceerp.com/) is designed for manufacturing excellence. With visibility throughout the operation and embedded support for a wide variety of manufacturing processes - including make-to-stock, make-to-order, configure-to-order, engineer-to-order , just-in-time (JIT) manufacturing and materials control, and lean operations.
ERP for Manufacturing Industry - eresource XcelEresource Erp
eresource ERP (http://www.eresourceerp.com) software is an easy to install system that streamlines manufacturing processes through automated planning, scheduling and fulfillment. The system also yields new data intelligence that quickens decision making and reduces administration costs.
ERP for Manufacturing Industry - eresource XCELeresource erp
eresource ERP http://www.eresourceerp.com/ is a comprehensive enterprise resource Planning system that offers best-practice support for multi-mode manufacturers in a broad range of Industries.
Eresource provides manufacturing solutions to midsize Manufacturing Companies with unformed, integrated, on-demand ERP solution designed to reduce costs, improve customer service, increase margins and generate new revenue streams. our erp solution for manufacturing helps you also cut down production bottlenecks. For details:http://www.eresourceerp.com/category/erpmanufacturing
6 July 2023 - Stephen Stanley presented a fantasic summary of his opinion of the best features of the Salesforce Summer 23 release. This included some demos. He covered such features as permission sets, retirement (mostly) of profiles, dynamic forms, flows, new report and dashboard features as well as the best new stuff for sales and service cloud.
1. SystemQuest Ltd
CMMS Software Services Provider
Having recently received a copy of the latest Pirana CMMS software, I have spent
time going through the product in some detail, noting the areas of change from
earlier releases. Below is a summary of those changes and hopefully, I have not
missed too much along the way.
I do consider it to be a marked improvement from the previous version and well
worth installing the update when you get it.
The main thrust of the V3 development was to enhance the existing Materials
management module and to add to the portfolio a Purchasing module. The
FrontLine V2 system was used as a basic design specification for this part of the
development.
Shire still have some way to go in its overall development and the completion of the
core functionality is now the focus of the next release version 3.1 scheduled for
spring/summer 2011.
I am happy to carry out a combined review and refresher day for anyone who wants
to take full advantage of these new changes and features.
Pirana Version 3 – Review of Changes
Location Structure: Directly add a “Store” into the “tree/hierarchy”
Settings: Group change wizard can be found in this area, where changes to pre-
defined areas of the software can be made on mass.
Settings: Import a custom report, should you have any reports/formats created by
Shire than this utility allows them to be imported into the current system.
Settings: Business hours allow you to set up core businesses hours and shutdown
periods for the purpose of report calculation (KPI’s/ Downtime etc..).
Settings: General settings now extended to cover purchasing requirements i.e.
Currency defaults, company and purchasing details.
Settings/Licencing: Now extended to cover licencing for Materials and Purchasing
modules.
Settings/Look-ups: Now extended to cover new modules above – 36 tables
extended by another 9 new tables. (COSHH Types, Currency Codes, Cost Types,
Delivery & Invoice Addresses, GRN Formats, PO Prefixes, PO Formats, Stock Take
Formats, Tax Rates).
General: Product performance has been improved, speed of search, page loading
etc..
General: Pop-up windows introduced in certain areas to display information,
negating the need to load a new page or jump between pages.
Asset/Images in all areas: Images now shown as “thumb nails” in a “pop-up
window”. No longer need to size images before attaching as image.
2. Asset: New option to “Create an Asset Part” which means that assets can be a
stock item as well as an asset in the database, with all the usual asset
attributes/features - Again created in a pop-up window feature.
Scheduler: Can now resize grids/expand view and retain changes on close and
reopen.
Scheduler: Summary gives pop-up window displaying info on selected job (open
work order, suppressed job etc..)
Work Orders: Group Action allows for changes to be made to selected work orders
on mass i.e. reject, approve, schedule, progress, put on hold, sign off “Not Done”,
sign off “Done”.
Work Orders/New Work Requests: “Claim this Work Order” - Allows the logged in
user to quickly approve and schedule and assign a work request to him/herself in
one click.
Contacts: Supplier tick box will add additional fields to the organisation record
relating to purchasing i.e. Currency, min order value, terms.
Materials: Now managing assets as stock items as well as standard parts, serialised
stock items and perishable products.
Materials/Parts Issuing: Parts issuing now extended to include issues to asset,
location contact work order or cost centre.
Materials: Now possible to write off stock.
Materials: Tree view of stock by stores.
Materials: Part Images can be held against each stock item.
Purchasing/Purchase Requester: Includes “purchase requester” a quick means of
people remotely requesting stock/non-stock items.
Purchasing/ Quote Requester: Includes the ability to request a quotation for
stock/non-stock items from various suppliers.
Purchasing: Includes standard functionality to cover raising and approving PO,
goods receiving, goods return to supplier, invoice checking, credit note processing,
automatic reordering of stock items etc..
Reporting: Materials - reports now extended to 12 reports in this area. Purchasing -
has 13 new reports.
Reporting: KPI & Scoreboard – little has changed in this build of the software
Security Settings/User Profiles: Now reflect the new features/modules added
Chris Lee – SystemQuest Ltd – www.systemquest.co.uk