Typical all DMS system Visit
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Training on the 3-day close, create a good deal cutoff, and reconciliation of accounting gross profit to sales gross profit
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Training on how to download reports, schedules, GL detail from your DMS system to Excel to make the close process faster and more accurate
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Analyze your systems and processes; is there a faster way to do things? Could you eliminate duplicate forms and save money?
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Create the reports you need to provide operational managers with the information that they need.
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Expense Analysis and budgeting with your DMS system – how to create a budget for each type of expense
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Typical ADP Visit
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Set up ADP’s webSuite desktop – what key accounts or items should you look at daily, weekly and monthly? Train the managers on how to use this information to maximize profits
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Help users that have changed from other systems like R+R and UCS adjust to their new ADP system
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Create custom RPG, RPX reports, macros, downloads to Excel that make the users jobs easier
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CRM/BDC Visit
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Convert your ADP, R+R, UCS or other system customer database into a simple Microsoft Access or MySQL database to enable you to do easier data mining and customer contact
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Create the reports you need to identify customers who might be ready to purchase again or need service work performed
Train your sales staff on how to keep the database cleaner and more complete for better customer follow-up and repeat sales
Develop marketing campaigns with your sales and general managers using the extracted data and proven ideas
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