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Already own Microsoft CRM? You’re half way there!


Traditionally, sales and accounting have been on their own islands, each with their own database. The time to manage two separate systems leads to inefficiency and miscommunication. In the past, companies have tried to connect their ERP & CRM with expensive and difficult to use integration software. Yes, I said the word “Integration”. My bad! And what about the costs and time involved for integration? Should I mention upgrades? Yikes, UPGRADES? You might as well keep your checkbook open and pop an aspirin.

Lets go down memory lane

I’ve heard this over and over on sales calls with CPA firms. You probably started your clients on an entry-level accounting solution like QuickBooks or Xero. And at the time, it did its job well. But now, your client’s businesses start to grow. They need more sophistication, more security and features, but don’t want the complexity of a larger accounting solution. And what was available for your clients are ISVs (Independent Solution Vendors), 3rd party providers to deliver features like Multi-Location Inventory, Multi-Entity, etc. But what is it truly costing them? And, is it what your clients truly need to grow their businesses? What about the time spent to manage all these systems? Are they upgrade-able? More aspirin?

And if your clients require Multi-Entity capabilities, they are probably having to manage each of their businesses on a separate database and while paying for each of those databases. Sound familiar? What about real-time insights into all their lines of businesses? Not happening, right? As your clients’ trusted advisor, the solution you recommend should allow for a complete 360 view into all their business operations so they can make better informed business decisions.

Gravity Software, simple, yet powerful

If your client already owns Dynamics 365 CRM (aka Microsoft CRM), then you’re half way there. If they don’t own Dynamics 365 CRM, not a problem. Gravity Software® (Gravity) is written on the Microsoft Power Platform (aka Dynamics 365). Small to medium sized businesses (SMBs) have the distinct advantage of having their Financials and CRM fully integrated and in the cloud. For example, in one screen, you can easily navigate through Gravity’s back office financial business solution to your front office Sales, Service and Marketing. How easy is that?

With Gravity, a sales person can go from an opportunity to an invoice in one screen. Accounting does not have to reenter new customers into their system, they have full access to sales activities, contacts and proposals (based on security roles). There is no need for Sales to call accounting to see the status of an order. Information can now be more transparent and everybody can be more efficient. How sweet is that?

Gravity has features like complete accounting audit trail with a one click correction to any transaction to easily enter and manage a transaction on one screen. No popups or multiple clicks needed, e.g., you can enter a voucher, post it and print a check from one screen. Yes, just one screen! So simple, yet powerful.

You can't live without Gravity

By utilizing the Power Platform, Gravity makes it simple for businesses to operate from anywhere, at any time, without all the startup costs associated with other accounting applications. Gravity is a cloud-based application so you don’t have to worry about servers, IT infrastructure, security issues and upgrade costs to name a few. There are no extra costs to keep current on new features with Gravity. Have your attention?

Gravity saw the need to fill the gap between entry level accounting software like QuickBooks and expensive enterprise applications like Sage Intacct. Gravity Software’s cloud accounting software will help your clients better manage their businesses by bringing the applications that run their finances and sales together with the familiar Office apps they already know. Gravity’s guiding principle is to simplify the lives of our users while providing SMBs the platform they need to grow. My business is connected. Is yours?

Gravity Software

Better. Smarter. Accounting.

 

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