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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
rightnetworks.com
Dakota MaySales Manager
Acctivate Inventory Software
acctivate.com
