Yearly Archives: 2018

Q360 Makes it Easy for Sales Reps to Prepare for Customer Meetings

Posted on October 22, 2018 in Automate Operations ,Blog ,Solutions360 by

How long does it take you to prepare for customer meetings?   How accessible is all of your customer information?   In Q360, all the data for a customer is located in one spot, which increases visibility, making it easier for sales reps to manage customer relationships.   A common complaint from systems integrators is that none of their systems talk to each other. This makes it challenging for sales reps to get a snapshot of what is happening with their customers in real time. […]

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VTI Security Controller Talks about the Ease of Year End with Q360

Posted on September 17, 2018 in Blog ,Customer Success Stories ,Q360 by

VTI Security has been using Q360 for just over one year. Prior to that, the company had been using Dynamics Great Plains for roughly 20 years. According to LInda Larish, Controller at VTI Security, with Great Plains, the month-end process typically took 15-20 days before they got a financial out. In Q360, this process has been reduced to eight days to the point where they are closed and everything is complete. Balancing the AR and AP and all the sub-ledgers are done the first day […]

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Why SVT Sees 15 Percent Year-Over-Year Growth

Posted on August 20, 2018 in Around the Web ,Customer Success Stories by

Josh Shanahan says growth at SVT is due to “symmetry across operations in communications, planning and objectives.” Learn more about what that means. As president of NSCA, one of Josh Shanahan’s primary focuses is on helping other integration firms improve processes and profitability. It’s not surprise, therefore, that at his own company SVT he attributes its recent growth — essentially a 15 percent year-over-year clip — to streamlined process improvements from pre-sales to delivery. Another big driver of SVT’s growth, Shanahan adds, is the “symmetry […]

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A/V Integrator Leverages Q360 Technology for 20% Year over Year Growth

Posted on September 16, 2016 in Achieve Business Growth ,Industry Discussion by

Article published in Commercial Integrator September 16, 2016 “Breaking the Mold: This Integration Firm Is Programmed Differently” Casaplex’s non-traditional team of non-AV-type-employees has added up to an AV integration firm that can do things with products that others simply can’t. Derek Goldstein was never a DJ. He wasn’t in a band. He never even worked as a roadie. The 36-year-old’s background doesn’t seem to fit the narrative for AV integration industry company founders. Instead of pushing an AV cart, Goldstein spent his formative years writing code […]

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Common Professional Services Automation Software User Adoption Problems…and How to Fix Them

Posted on January 13, 2016 in Blog ,Change Management by

Too often the PSA software market doesn’t do itself any favours in its dealings with customer’s expectations. After 12 years working in the industry, in the sales, delivery and support side of the business, I have seen too many examples of value added resellers and manufacturers mismanaging customer expectations in order to close a sale.  And I’m not sure if this is worse, but often times the mismanagement isn’t done on purpose but due to ignorance on the part of what constitutes a successful implementation. […]

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Job Costing Survival Guide Introduced by Business Process Management Leader, Solutions360,

Posted on December 17, 2012 in Blog ,Business Process Improvement ,Improve Profitability by

New Job Costing Survival Guide Illuminates Best Practices and Helps Businesses Assess their Current Job Costing Process to Ultimately Improve Project Profit Margins   Newmarket, Ontario – December 2012 – Solutions360, a leader in business process management and PSA software solutions, is excited to introduce The Job Costing Survival Guide. Solutions360 works with businesses to drive growth, profit and efficiency by sharing best practices in the areas of achieving business growth, automating operations, improving financial management and increasing project profitability. The Job Costing Survival Guide […]

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Sales and Marketing is a Process That Needs Automation

Posted on July 14, 2012 in Blog ,Business Process Improvement by

Automation in sales and marketing should be about improving the ability to deliver the right message to the right person at the right time via the right channel. Automation or repetition of more generic, higher volume tasks is more likely at the early stages of engagement and lead nurture and then post sale around delivery. More personal, higher value (and higher cost) sales tasks and activities can then be undertaken with qualified leads to close the sale. The first challenge facing most companies is that processes […]

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