BMI Microsoft Dynamics NAV Blog

BMI Software Certified by Microsoft with CfMD

Posted by Craig Greitzer on Jan 26, 2018 1:05:32 PM

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Press Release: January 2018

BMI Software is excited to announce receipt of the prestigious CfMD (Certified for Microsoft Dynamics) designation for our software. This achievement means that our solution has met Microsoft Corporation’s highest standard for partner developed software solutions. By successfully meeting all certification requirements, BMI Software can now carry the distinct Certified for Microsoft Dynamics logo. Solutions that are Certified for Microsoft Dynamics have demonstrated development quality and compatibility with Microsoft Dynamics products. VeriTest, a service of Lionbridge, performed independent and rigorous testing on the solution. Other certification criteria include:

  • Tested for integration with the Microsoft Dynamics NAV product
  • Used and recommended by other companies
  • Professionally implemented and systematically supported

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Please join the conversation by commenting below.

Business Management International (BMI) is dedicated to bringing business technology to independent distributors to help them compete. We're not afraid to offer radically great customer service and proudly offer Microsoft Dynamics NAV to solve real-world business problems. www.bmiusa.com. 

Topics: distribution software, Dynamics NAV, Business Software, Microsoft Dynamics NAV, BMI Software, Dynamics NAV, Distribution Software

BMI Software Certified by Microsoft with CfMD

Posted by Craig Greitzer on Jan 23, 2018 11:00:00 AM

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Press Release: January 2018

BMI Software is excited to announce receipt of the prestigious CfMD (Certified for Microsoft Dynamics) designation for our software. This achievement means that our solution has met Microsoft Corporation’s highest standard for partner developed software solutions. By successfully meeting all certification requirements, BMI Software can now carry the distinct Certified for Microsoft Dynamics logo. Solutions that are Certified for Microsoft Dynamics have demonstrated development quality and compatibility with Microsoft Dynamics products. VeriTest, a service of Lionbridge, performed independent and rigorous testing on the solution. Other certification criteria include:

  • Tested for integration with the Microsoft Dynamics NAV product
  • Used and recommended by other companies
  • Professionally implemented and systematically supported

 Quote for CfMD blog-1.jpg

Please join the conversation by commenting below.

Business Management International (BMI) is dedicated to bringing business technology to independent distributors to help them compete. We're not afraid to offer radically great customer service and proudly offer Microsoft Dynamics NAV to solve real-world business problems. www.bmiusa.com and www.bmiusa.com/bmi-software 

Topics: distribution software, Dynamics NAV, Business Software, Microsoft Dynamics NAV, BMI Software, Dynamics NAV, Distribution Software

Addicted to Holding On to Old ERP Technology?  Consider This an Intervention.

Posted by Craig Greitzer on Nov 28, 2017 10:56:18 AM

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Day-to-day demands will often distract Distributors from realizing how inefficient their outdated ERP has become. Every time you are forced to create a process outside your ERP solution, you may be losing the battle to gain more customers and prospects.

The pain of operating on old technology and unconnected data systems may be hurting you more than you know. It is not only creating manual workarounds that are error-prone; it is also affecting how your customers perceive you, and getting in the way of acquiring new business.

I recently looked at a customer's ERP system that should have been retired a long time ago. The navigation was not intuitive, and multiple screens were confusing. There was no easy way to get orders into the back office accounting from the ecommerce site.  If I wanted to look closer at a transaction, I had to jump to different modules instead of just clicking a button and seeing all the data behind the numbers.

Sometimes you are so used to doing things the hard way, that you don't even know there is an easier way. For example, when tracking down the shipping costs for an inventory item. With a modern system, you could just click on the total, and see all the landed costs that were incurred to get the item into your inventory. For a distributor with tight margins, knowing your true real-time costs is critical to offering a pricing strategy that makes a profit. In an older system without this capability, you lose sight of just how much your items cost - and don't even see it until after month-end, when it is too late.

A picture is worth a thousand words; we've all heard this adage. That's why graphical representations of your most important key performance indicators should alert you so you can take action. Exception-based data management in a modern ERP solutions  means let's just look at what needs attention so you don't waste time on what's already working.

I toured a distributor's warehouse recently and noticed that there were big screen displays scattered throughout the building so everyone, from the warehouse pickers, to the receivers and purchasers knew what was happening in real-time. Their goals were clearly visible, and alerts were flashing if a sales order triggered an Out-of-Stock  notification. Managers knew when to intervene to keep operations running smoothly.

As in any addiction, the first step to recovery from old technology is admitting you have a problem. The next step is to evaluate how you can add the technology elements that are most important and drive more business into your ecommerce carts and ultimately, your bottom line. 

Please join the conversation by commenting below.

 Business Management International (BMI) is dedicated to bringing business technology to independent distributors to help them compete. We're not afraid to offer radically great customer service and proudly offer Microsoft Dynamics NAV to solve real-world business problems. www.bmiusa.com. 

Topics: distribution software, Dynamics NAV, Business Software, Microsoft Dynamics NAV, BMI Software, Dynamics NAV, Distribution Software

Who Says Independent Distributors Can't Compete with the Big Box Giants?

Posted by Craig Greitzer on Aug 11, 2017 12:49:18 PM

 

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 I talked to an independent distributor the other day, and he let me know what a tough time he had competing with big box etailers and retailers’ huge discounts and wide-ranging product offerings. So he changed his approach.

He makes it easy for consumers to do business with him by automating the ordering and sales process. He offers free shipping, a generous return policy, and as a small, agile business, he can broaden his ecommerce channels through social media and flash sales.

Studies show that the social network quadruples a retailer’s message online. Not only that, but friends who share good deals with their friends have the credibility that no big box company can match.

Here are some action items to take if you want to win against the power channel:

  1. Compete by offering free shipping or free upgrades to shipping. Multiple shipping options are a mighty conversion tool. You can make your customers happy by letting them know they are getting a great deal. Emphasize the pain they feel when they buy an item elsewhere and then end up paying $100 in shipping charges.
  2. Don’t even try to compete on price - you won’t win against the big box retailers. However, you will win if you offer a customer experience that they can’t resist. Be personal, use their names in correspondence. Use buying history to offer more of what they want. “Dear Sue, we noticed last month you ordered some computer paper, and we’d hate to see you run out right before a big presentation. Just fill out the form below, and we will have your order on the way with Bob, our delivery driver, who knows exactly where to deliver it. Big box stores will have a hard time duplicating the level of service you can offer. They are concentrating on a volume play. You can win with your attention to detail. How many times have you walked into a big box store and were ignored by three workers with no more knowledge than you?
  3. A strong online presence is essential to attract new customers. Get the word out and the sales in your carts by creating an easy-to-use eCommerce site. Your goal is to make it easy to buy and easy to return so they will buy again.
  4. Sell value, not price. I once had a dry cleaner who was further away than other local dry cleaners. However, that didn’t stop me from driving across town to bring my business to them. Why? Because they were smart enough to send me weekly tips about how to care for different fabrics. A big snowstorm hit our region, and they sent me an email with a list of fabrics NOT to wear in the snow so they wouldn’t be damaged. Not only did they share their expertise, but I learned to trust that they would know how to handle my clothes.
  5. Define your niche and beat the pants off Amazon. Look at a company like GoPro. Yes, you could order it on Amazon, but if you are a fan of GoPro you want to buy from GoPro where all those geeky experts live. With 3.5 million followers there is a reason they have a loyal base. Their top-notch customer service beats Amazon because they know the answers to your questions.
  6. Be radical. Make a deal with a popular pizza restaurant and offer your office product customers free pizza with every 5th order. Alternatively, send Starbucks cards when they reach a certain dollar value in orders. The folks who place those orders will remember you as they enjoy a pizza lunch or coffee the next day and they’ll come back for more.

What are some of the ways you compete with the big box companies?

Please comment below; we’d love to hear your story.

Business Management International (BMI) is dedicated to bringing business technology to independent distributors to help them compete. We’re not afraid to offer radically great customer service and proudly offer Microsoft Dynamics NAV to solve real world business problems. www.bmiusa.com

Topics: Dynamics NAV, Business Software, E-Commerce, BMI Software, Customer Service

What to Do with a Hopping Mad Customer?  Listen....

Posted by Craig Greitzer on Aug 4, 2017 9:58:43 AM

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Think back to an experience you had with a vendor that frustrated, angered and made you shake your head in dismay. I admit it, unexpected surprises drive me bananas. I don’t mean to pick on the cable company, but this particular experience is top-of-mind.

One of my co-workers recently told me about an infuriating experience she had with an install order at the cable company. She emphasized during the sales process that she was moving and HAD to be connected to the internet on the date scheduled, so remote working was possible. She made an appointment three weeks in advance to be sure the work would get done in time. The cable technician came two hours early, while she was doing a run to the old house. He left a note on the door saying “Sorry I missed you. Call the office to reschedule.” HUH? She had an appointment! The office let her know the next appointment would be two weeks away. Unacceptable!

She was angry and kept calling up the chain, retelling her story, getting rejected until she got a supervisor to listen to her and do something about it. The supervisor empathized with her problem, asked clarifying questions, and determined that she had done everything right to try and get service when she needed it. Then he did something that made her happy. The Supervisor said he would come out HIMSELF the next day on Sunday and install her internet and cable. That kind of demonstration of personal responsibility changed her anger into admiration.

No one likes to deal with unhappy customers. Customers, happy or not, have the power of social media to make or break your business. Here are some tips on handling unhappy customers.

  1. Let them Rant - It is important for customers who perceive that they have been treated unjustly to talk about their issue. Ask clarifying questions to let them know your are listening to them, and want to get details. Say things like; I hear your frustration. Let's find out what we can do to fix this.
  2. Tell them what you can do, not what you can’t do. For example, I can schedule you for the very next available technician. Not, I don’t have any techs available for a week.
  3. Look past the anger - find out what caused the issue. Was it unclear copy? Did we drop the ball? It is common to dismiss customers as unreasonable, or cranky, but you may be dismissing genuine feedback.
  4. Don’t defer blame - Nothing infuriates a customer more than being told what they did wrong when they have a complaint. Your tone, if dismissive can start a firestorm right where you don’t want it - on social media. Just apologize without any caveats. Even if the customer is off-the-wall unreasonable, just say you are sorry and ask how you might help resolve the issue.
  5. How you ask questions either feeds the anger or diffuses it. If you ask a customer a negative question, you’re asking for a negative response.

For example,

Is there anything else wrong? (Negative)

Is there anything else I can help you with? (Positive)

  1. Complaints need a speedy response. Don’t think you can wait a day or two until they “settle down.” They won’t. Don’t let them feel powerless and drive them to feel social media is the only way to get your attention.

No one enjoys dealing with angry customers. Better communication can create opportunities to earn respect and turn them into fans. The key is the customer is not always right, but you have the power to make your response right.

How do you handle angry customers? Please join the conversation and comment below.

Business Management International (BMI) sells, implements and supports Microsoft Dynamics NAV ERP solutions for growing businesses. We specialize in keeping customers happy and productive with modern technology. www.bmiusa.com

Topics: Dynamics NAV, Business Software, Microsoft Dynamics NAV, microsoft ERP, BMI Software

Don't Let Your Competition Automate You Out Of Business

Posted by Craig Greitzer on Jul 27, 2017 3:58:07 PM

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Fierce competition for sales and equally as important, efficiency, force business owners to automate as a way to be profitable. Now more than ever before, offering your customers a memorable experience when doing business with you entices them to come back for more.

Today’s instant gratification world means you don’t get a second chance to capture business. A customer who visits your eCommerce site has no patience for sloppy processes that don’t communicate what they want to know: how many, when and where they can expect items on order to be in hand.

Small to medium businesses with budget considerations may make a stab at improving selected areas of their operations. For example, they implement a stand-alone warehouse system so they can pick and ship more efficiently. Lacking integration to their back office software, they leave gaping holes in their operations. The back office does not know that a widget is out of stock, so there is a delay in replenishment. By the time the customer hears about it, not only are their expectations unmet, but a hard-fought-for relationship may go south.

Or, a distributor may implement an eCommerce solution that has to be tediously updated manually by their staff to make sure prices, discounts, and shipping locations are in synch with their ERP system. As the business grows, it becomes a nightmare to keep the data correct, and errors are sure to happen.

I heard the story of a distributor of music CDs who was doing business with Amazon. He was looking at a proposal for a new ERP system to replace his disconnected legacy system and tells how his hand was shaking as he committed to buying the automated solution. Was he going to bring his company down with this investment? Would he be able to see the ROI fast enough to justify the spend?

One month after the company was operating on the new system, Amazon notified all vendors that if they gave Amazon access to their inventory directly, the vendors who did this would be moved up in priority status on Amazon's vendor order fulfillment ranking. Because of the open technology of the solution, the distributor was able to give Amazon direct access to their inventory within three days. They moved from position 8 to position 3, and their orders soared. Within three weeks the additional orders paid for his ERP purchase. This is the kind of ROI that automation can bring.

Business owners with vision recognize they need to do more with less. If you are operating on outdated technology, your competitive edge is waning. Successful businesses prioritize investment in automation because what follows are outstanding customer experiences that lead to revenue growth.

What are the barriers to automation for your company? Please comment below to join the conversation. 

BMI supports Microsoft Dynamics NAV ERP and offers end-to-end solutions for organizations who want to automate their operations.

Topics: Dynamics NAV, Accounting Software, Business Software, Microsoft Software, BMI Software

Microsoft Convergence 2015

Posted by Craig Greitzer on Mar 13, 2015 11:35:07 AM

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Excited to be heading to Microsoft Convergence next week in Atlanta.  It will be great seeing all the new development work and features for Dynamics NAV / Navision.  This is one of Microsoft's best events because its so focused on their ERP products and how they impact our customers. Looking forward to seeing all our great friends and partners.  Hope to see you there.

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Topics: Navision, Dynamics NAV, Microsoft, Business Software, Convergence, Dynamics NAV 2015

Top Reasons To Purchase Microsoft Dynamics NAV / Navision #4

Posted by Craig Greitzer on Jun 5, 2014 10:50:00 AM

A Dynamics NAV / Navision ERP business solution from Microsoft and BMI—Gets you up and running quickly

Buying a new enterprise resource planning (ERP) solution is a strategic investment for your business, so it’s well worth your time to examine your options carefully before you act. If you’ve been viewing the “Top Reasons to Purchase a Business Solution from Microsoft” blog series, thanks for following along. If you are just joining, welcome and we hope you tune in next week as well.

Get Up and Running Quickly

To run your business in today’s fast-paced, ever-changing world, you have to be able to quickly and easily deploy innovative technologies. Microsoft Dynamics NAV / Navision features rapid implementation tools that make the solution fast and simple to deploy. These tools simplify the configuration of your ERP solution to meet your specific requirements, and offer best practices and other guidance to find the perfect setup for your business.

Microsoft Dynamics NAV / Navision also combines comprehensive out-of-the-box financial and operations management capabilities with rapid, flexible deployment options designed to get you up and running quickly and affordably. With these tools, you can be working in days instead of weeks. You can speed time-to-value and get productive immediately.

Business Management International is there to help, with implementations that can help your business focus on what matters most to you now and easily modify or expand when your needs change in the future.

Take the Next Steps to Learn More

Visit us at our website to learn more about Microsoft Dynamics NAV / Navision for small and midsize businesses, chat with us live, view informative videos or contact us at 888-580-8382 or info@bmiusa.com for more information.

Navision

 

Topics: distribution software, Dynamics NAV, Microsoft, Microsoft Dynamics NAV 2013, MS Dynamics, Accounting Software, Business Software

You've Outgrown Quickbooks When..... #3

Posted by Craig Greitzer on May 2, 2014 11:38:00 AM

You’ve Outgrown QuickBooks When… Weak Audit Trails put you at risk

Mysterious changes in the books need to be accounted for, but many basic accounting programs, QuickBooks included, allow any user to login and edit data as needed, without any restrictions or an audit trail.  Unless you memorize every number in the books, these seemingly little changes can create a larger problem – inaccurate numbers and skewed data.  If you’re making decisions based on inaccurate data, there’s no telling which direction it can take you,
opening the door to extreme risk.

Growing Pain #3: Weak Audit Trails

If you can’t answer to the changes made in your QuickBooks program, then you may be putting your business at risk of being audited.  In addition, not having insight into certain decisions makes it difficult, if not impossible, to verify the reasons for thechanges or the integrity of the resulting data.  You know you’ve outgrown QuickBooks when you can’t trust your data or provide a complete financial audit trail.

Protecting your data and putting the right controls in place is possible, and easy, with a business solution from BMI and Microsoft.  You can restrict access to confidential or sensitive portions of your data, such as proprietary data or customer credit card information, to directors and managers.  You can also provide each of your users with access to the software features that pertain to their immediate job tasks and restrict access to the remainder of your data and functions. 

Electronic audit features within Microsoft business solutions will track data changes, as well as control them to create a complete trail of changes.  With the introduction of forms requiring approvals for certain types of data changes or by creating alerts to notify managers and directors with each occurrence, records maintain their integrity.  A record for all data changes can be maintained to protect data integrity, ensure compliance, and reduce the chance for human error. 

Please clcik here to visit the BMI Navision / Dynamics NAV page for information, brochures and testimonial videos.

 Navision

 

Topics: Navision, Dynamics NAV, Quickbooks, Microsoft Dynamics NAV 2013, Accounting Software, Business Software

Top Reasons To Purchase Navision / Dynamics NAV #3

Posted by Craig Greitzer on Apr 30, 2014 11:36:00 AM

A business solution from Microsoft—Looks forward, not backward

Thanks for following along with our “Top Reasons to Purchase a Business Solution from BMI and Microsoft” blog series. We’re now up to week three of our nine-week series exploring how a business solution from Microsoft delivers more than just ERP. If you are just joining or perhaps missed last week’s blog post, here are a quick summary of the top reasons to purchase a business solution from Microsoft, links to the first two blog postings, and this week’s featured content: Looks forward, not backward.

Top Reasons to Purchase a Business Solution from BMI and Microsoft:

  • It’s More Than Just ERP    
  • Helps You Work Better, Faster, and Smarter    
  • Looks Forward, Not Backward   
  • Gets You Up and Running Quickly
  • Works the Way You Do   
  • Transforms the Way You Work and Connect   
  • Drives and Supports Your Business Growth   
  • Provides a Flexible Deployment Model    
  • Reduces Your Risk and Propels Your Business

Looks Forward, Not Backward

Is your business software hindering your ability to make sound business decisions? Is it
limiting your potential for growth? In today’s competitive environment, you need more than a backward-looking system of record to be successful.

Microsoft Dynamics / Navision ERP can address those challenges. It gives you a solution that’s
proactive and predictive, with built-in workflows that guide your employees forward through their work. It also provides your people with powerful embedded business intelligence tools that help transform data into insight. With those tools at their fingertips, your teams not only can solve problems, but they also can prevent them from occurring in the first place.

As an example, Microsoft Dynamics ERP, combined with the powerful features of Microsoft Excel,
can transform transactional data into predictive reports. These reports include shopping cart analysis that helps your people identify future cross-sell and up-sell opportunities as well as recommend items that are the most profitable for your business. Drill-down capabilities provide deeper visibility into transactions and more detailed audit trails. Microsoft Dynamics ERP gives you higher confidence that the right people are making the right decisions to grow your business.

Take the Next Steps to Learn More:

Visit us at http://www.bmiusa.com/product-solutions/microsoft-dynamics-nav to learn more about Microsoft Dynamics ERP for small and midsize businesses, hear more customer stories, chat with us live or call us at 888-580-8382.  

Navision / Dynamics NAV

Topics: Navision, Microsoft, MS Dynamics, Accounting Software, Business Software, Dynamics NAV 2013