Understanding QuickBooks Desktop and Acctivate for ... · Signs a client needs a QuickBooks...

Understanding QuickBooks Desktop and Acctivate for Powerful Cloud Inventory Management

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Kevin Roosa Director of SalesRight Networks

• Drives Right Networks growth and new customer acquisition through:

– Developing and executing sales strategies

– Understanding customer business needs and objectives

– Establishing and maintaining strong customer relationships

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Dakota MaySales ManagerAcctivate Inventory Software

• Helps small businesses solve their operational challenges with Acctivate

– Leads the sales team & collaborates with marketing

– Maintains solid, lasting customer relationships

– Works with QuickBooks consultants to help them grow their practice and satisfy the needs of their inventory clients

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Agenda

• Overview of the Right Networks and Acctivate Partnership

• Identify signs that your clients need a QuickBooks inventory add-on

• Uncover how QuickBooks Desktop and Acctivate seamlessly integrate

• Understand the benefits of application hosting in the cloud

• Evaluate the time and cost savings of hosting your inventory management solution vs. an on-premise installation

• Q&A

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Right Networks + Acctivate

• Right Networks is the world-leader in hosted QuickBooks Desktop Software.

• Acctivate is a leader in inventory management software integrated with QuickBooks to manage inventory, warehousing, purchasing and more.

• Our strategic partnership began five years ago, and focuses on delivering an integrated and collaborative cloud solution for our mutual customers.

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Acctivate is the most popular hosted inventory management solutionin the Right Networks environment.

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Signs a client needs a QuickBooks inventory add-on

1. Has or plans on having a high volume of inventory

2. Needs advanced inventory features

3. Has or will have many users

4. Wants to keep operations & accounting separate

5. Looking to integrate with web store, 3PL and/or EDI services

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Poll #1

• I am a(n):

– Accountant with inventory/manufacturing clients

– Bookkeeper/accountant looking for general information

– End-user (controller/bookkeeper/owner)

– Topic sounded intriguing so thought I’d drop in

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About Inventory Management

Inventory Management Softwarethat’s powerful, easy to use and affordable.

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What is Acctivate?

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• Software application that provides superior inventory management capabilities

• Designed to dramatically improve operations and business efficiency

• QuickBooks integrated solution built for small and mid-range businesses

• Focused on Distribution, Manufacturing, and Serviceoriented industries

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Who chooses Acctivate?

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Beverage & Food Distribution

Auto Parts Distribution

Home Furnishings

Industrial Supply Distribution

Chemical Manufacturing

Medical, Nutraceutical, & Pharmaceutical Distribution

Office Supplies & Equipment

Agricultural Supply & Equipment

Electronic Distribution

Sports & Recreational Goods

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When is Acctivate a good fit?

One of these needs exists:

• Accelerate & simplify fulfillment

• Maintain the right inventory at the least investment

• Satisfy customers across multiple channels

• Gain real-time, customized reporting capabilities

• Integrate with web store and/or big box retailers

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Hosting QuickBooks Desktop in the Cloud

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Poll Question #2

• Do you or your clients use QuickBooks Desktop?

– Yes

– No

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Growth of the Cloud

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Multiple Ways to Access Software

• Traditional computing/Local software install

• Software as a Service (SaaS)

• Application Hosting

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What is Application Hosting?

• Gives you anytime, anywhere access via an internet connection to a remote desktop

• Securely stores data files, applications and infrastructure in off-premise data centers

• Provides the same full-featured windows desktop and applications as you get on your local computer

• Integrates with your favorite SaaS apps, too!

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Technology and Solutions

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Poll #3

• Have you moved your firm to the cloud?

– Yes, 100% of my current clients are in the cloud

– Yes, but I am still transitioning some clients

– No, but I would like to soon

– No, I am still evaluating moving to the cloud

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The benefits of integrating Acctivate & QuickBooks

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“Operations”

Customer Relationship

Sales

Inventory

Purchasing

Barcoding & Mobile

eCommerce & EDI

Operation Reports

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Hosted QuickBooks + Acctivate

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• Empower your business with cloud inventory management + QuickBooks Desktop

• Eliminate overhead of managing IT resources

• Enable web access to Acctivate by everyone in your company, regardless of location

• Gain peace of mind knowing your business systems are secure, up-to-date, backed-up & well-maintained

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Poll #4

• Do you have any existing clients that need an advanced inventory solution for QuickBooks like Acctivate?

– Yes

– No

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Prevent frustrating, expensive & time-consuming situations through hosting

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According to a survey of small business owners:

75% felt a crashed computer = more disruptivethan a sick employee

75% said a tech malfunction negatively affected business by missing a deadline or opportunity

52% believe investing in their business can give them competitive advantage

51% Prioritize technology tool-related capital investments, i.e., new software & cloud hosting services

Source: Brother Small Business Survey Wakefield Research

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Time & Cost Savings of Hosting

• Hosting in the cloud vs. Self Hosting

– Less expensive

– Time-saving

– More Reliable

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Customer Success Story

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Oilfield & industrial supply distributor chooses Acctivate + Right Networks to power existing QuickBooks software

• Nationwide distributor, grew astronomically in a short time• Added advanced inventory capabilities to QuickBooks with Acctivate• Better backorder management, mobile inventory counts, and stronger inventory

& custom reporting

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“We didn’t want to have to store data ourselves or take chances with equipment issues, so it’s all offsite.

It works out great for us.”

Hosts Acctivate & QuickBooks Enterprise with Right Networks

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Thank you!

Kevin Roosa

Director of Sales

Right Networks

kroosa@rightnetworks.com

rightnetworks.com

Dakota MaySales Manager

Acctivate Inventory Software

dakota@alterity.com

acctivate.com