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Blog

Your source for insightful information that's relevant to you and your business community.

Apr
4
2012

Putting the “Support” Back into Customer Support

No one plans on having their business systems go down.  When technical issues arise, your sole focus should be on getting them resolved, not wondering who to call or what support services are covered (and not covered) by your vendor.  BroadPoint understands this and is excited to introduce our ClientAdvantage Support Plans available to Microsoft Dynamics and iMIS users.

Read More

Posted by Don Carnevale on Wed - Apr 04, 2012 at 11:52 am EDT

Mar
26
2012

The Best of Convergence 2012…Delivered to Your Computer

If you were not able to attend this year’s conference, we can offer you the next best thing:  a Convergence 2012 wrap-up webinar where we will discuss the top 10 takeaways from the conference.

Read More

Posted by Don Carnevale on Mon - Mar 26, 2012 at 9:53 am EDT

Feb
27
2012

Infographic: A CFO’s Guide to ERP in the Cloud

Check out an excellent infographic designed to help CFOs understand and explain the basics and benefits of ERP Software in the Cloud.

Read More

Posted by Don Carnevale on Mon - Feb 27, 2012 at 11:53 am EDT

Feb
22
2012

4 Common Myths Regarding Business Intelligence

There is still some confusion over what constitutes business intelligence.  Is it dashboards? Reporting?  Analytics? We believe true Business Intelligence (BI) includes all of these and quite a bit more.

Read More

Posted by Steve Kane on Wed - Feb 22, 2012 at 10:00 am EDT

Jan
6
2012

BroadPoint Ranked #16 in Bob Scott’s Insights Top 100 VAR List

List ranks Top 100 mid-market accounting software resellers.

Read More

Posted by Don Carnevale on Fri - Jan 06, 2012 at 3:07 pm EDT

Nov
28
2011

Tech Savvy:  ASAE Technology Conference Gaining Steam

It’s that time of year again.  The American Society of Association Executives’ (ASAE) Technology Conference and Expo will take place on December 6-8 at the Walter E. Washington (D.C.) Convention Center. 

Read More

Posted by Don Carnevale on Mon - Nov 28, 2011 at 12:36 pm EDT

Nov
17
2011

BroadPoint Sponsoring/Exhibiting at Higher Logic Super Forum

BroadPoint Technologies is excited to be sponsoring and exhibiting at this year's Super Forum.

Read More

Posted by Don Carnevale on Thu - Nov 17, 2011 at 11:02 am EDT

Nov
15
2011

Helpful Hints for Dynamics GP Year-End Closing

As is usually the case, December is one of the busiest times of the year.  For those in Accounting and Finance positions, closing the books is very comprehensive and important process that accounting departments dedicate numerous hours to.

Read More

Posted by Don Carnevale on Tue - Nov 15, 2011 at 2:54 pm EDT

Oct
12
2011

NiUG, iMIS and BroadPoint are Coming to Baltimore

The NiUG International 2011 Annual Discovery Conference is coming to Baltimore, Maryland next week.  The conference will be held on October 18-21 in the beautiful Inner Harbor with hundreds of attendees making their way to Charm City for this yearly event.  BroadPoint is excited to be sponsoring and exhibiting at the conference and we look forward to spending time with clients, partners and other attendees.

Read More

Posted by Don Carnevale on Wed - Oct 12, 2011 at 11:37 am EDT

Oct
5
2011

Recovery and Beyond:  Which CRM System Will Get You There?

When making investments in CRM technology, companies are looking for solutions that offer them the ability to experience gains in user productivity, provide improved services to customers as well as integrate to existing technologies.  To do this, due diligence is required to understand which vendors are “players” and why some CRM systems may not be as rosy as they seem.

Read More

Posted by Todd Fleming on Wed - Oct 05, 2011 at 10:12 am EDT

Sep
19
2011

Size Doesn’t Matter:  Financial Compliance Important Even for the Smallest Unions

Officers and employees of labor organizations have a fiduciary responsibility to their members, and the US Labor Department enforces this responsibility by requiring certain processes and reports that impact even smaller organizations.  Union officials occupy positions of trust and, therefore, must ensure that the union's funds and other assets are used solely for the benefit of the union and its members. Unfortunately, if a union or other organization does not have an adequate system of internal financial controls, there is the risk that some individuals may use, or be tempted to use, some of the organization's funds for their own purposes or become careless and mix the organization's money with their own.

Read More

Posted by Cathy Fregelette on Mon - Sep 19, 2011 at 3:05 pm EDT

Aug
31
2011

It’s a Win-Win with Microsoft Dynamics CRM

The buzz surrounding Microsoft Dynamics CRM Online shows no sign of slowing down.  As more and more Salesforce.com, SAP and Oracle customers make the switch the Dynamics CRM 2011, the reasons for their switching sound very familiar:  familiar Outlook interface, better business intelligence and dashboards, and better collaboration throughout the organization.  And don’t look now, but there is yet another great reason to make the switch:  cost.

Read More

Posted by Don Carnevale on Wed - Aug 31, 2011 at 12:08 pm EDT

Aug
23
2011

BroadPoint Named to Accounting Today VAR 100

While we normally use this blog to post information on products, industry trends and/or upcoming events that may be of interest to our clients and prospects, there are times when we feel it’s ok to take a detour and discuss some of our accomplishments as a company.  Recently, BroadPoint was named to the Accounting Today VAR 100 "Signs of Life" list. 

Read More

Posted by Don Carnevale on Tue - Aug 23, 2011 at 4:04 pm EDT

Aug
22
2011

BroadPoint Speaking at Upcoming SharePoint User Group Meeting in Richmond, VA

As any attendee of the recent “SharePoint Saturday – The Conference” held in Annandale, Virginia can attest, interest in Microsoft SharePoint 2010 is growing at a dizzying rate.  As interest grows, more and more resources are becoming available for SharePoint enthusiasts to stay abreast of the technology and how it is being used.  One of the best ways to stay current on product functionality and trends is to attend local/regional user group meetings. 

Read More

Posted by Don Carnevale on Mon - Aug 22, 2011 at 2:52 pm EDT

Aug
16
2011

Associations:  The (Not so Dirty) Truth about Sales & Marketing

For association leaders, the key to generating more revenue may be right under their noses.

Read More

Posted by Don Carnevale on Tue - Aug 16, 2011 at 10:35 am EDT

Aug
3
2011

ASAE Annual Meeting:  Critical Mass to Address Critical Challenges

The ASAE Annual Meeting in St. Louis is only a few days away.  Event organizers are expecting upwards of 3,000 attendees from all over the United States and Canada (and even a few from the Far East).  This conference is ASAE’s largest gathering of association executives and offers attendees the opportunity to learn, share, participate and network with their peers. 

Read More

Posted by Don Carnevale on Wed - Aug 03, 2011 at 10:48 am EDT

Jul
27
2011

SharePoint Saturdays Gaining Momentum as Interest Continues to Grow

With each passing month there is more buzz about not only the SharePoint platform, but about the growing SharePoint community of users.  SharePoint Saturdays are feeding this frenzy with upcoming events in New York City and a special three-day SharePoint event in Washington, DC on August 11-13 called “SharePoint Saturday:  The Conference”. 

Read More

Posted by Don Carnevale on Wed - Jul 27, 2011 at 2:28 pm EDT

Jul
19
2011

Dynamics CRM and Salesforce:  Battle for CRM Supremacy

Customer relationship management (CRM) systems have truly been brought to the forefront of business. Organizations of all sizes and in every industry must put a priority on not only communicating with their clients or members, but engaging with them.  Microsoft Dynamics CRM and Salesforce.com are two of the CRM heavyweights in the market today.  They both bring a large client base and impressive functionality.  But which one is right for your organization?

Read More

Posted by Don Carnevale on Tue - Jul 19, 2011 at 2:56 pm EDT

Jul
13
2011

A Better Way to Manage Web Content in iMIS 15

One of the best new improvements in iMIS 15 is the Web Content Management tool. This feature helps you create and organize your website with functionality that was not previously available.  You’ll have simpler, easier access to manage your website, including the ability to assign page editing privileges to your staff and building out complex pages with dynamic information from your iMIS database in a matter of minutes.

Read More

Posted by Allison Stacy on Wed - Jul 13, 2011 at 12:11 pm EDT

Jul
6
2011

Budgeting and Forecasting:  Turn Challenge into Triumph

Many organizations struggle with their budgeting and planning process.  They find themselves rushing to get budgets completed, and most of their time is spent verifying that spreadsheet formulas are correct and confirming consolidations from different departments. 

Read More

Posted by Don Carnevale on Wed - Jul 06, 2011 at 10:49 am EDT

Jun
21
2011

SharePoint Governance:  Be Collaborative, Stay Organized, Get Results

You may already know that Microsoft SharePoint is a robust and comprehensive platform that offers companies the ability to create, post and organize many different types of content.  And that’s not all…SharePoint offers capabilities for document and file sharing, as well as creating intranets and collaboration portals.

Read More

Posted by Don Carnevale on Tue - Jun 21, 2011 at 9:15 am EDT

Jun
13
2011

The Cloud is Within Your Reach

Over the next few years, cloud computing will increasingly become the norm for businesses. Before the transition will occur en masse, CIOs must become better informed about the advantages of the cloud.  Therefore, CIOs won’t be as cautious about their companies transitioning from the traditional client/server model to the cloud.  Take a quick look at history, and it will be evident that this isn’t the first time CIOs have been nervous about a transition in IT. 

Read More

Posted by Steve Kane on Mon - Jun 13, 2011 at 11:09 am EDT

Jun
8
2011

FEC:  Using Microsoft Dynamics GP to Solve Compliance Issues

Does anyone remember back a few years ago when, while running for President, former Senator John Edwards was widely criticized for receiving two $400 haircuts?  How can these types of exorbitant campaign costs be legal?  Understanding and being in compliance with Federal Election Commission (FEC) regulations, through the use of tools such as Microsoft Dynamics GP, is necessary if your organization wants to stay out of trouble, either civil or on rare occasion, criminal. 

Read More

Posted by Scott Stevenson on Wed - Jun 08, 2011 at 3:52 pm EDT

May
31
2011

$200 in Your Pocket:  Cloud CRM for Less

Microsoft is engaged in one of its most aggressive campaigns to-date against Salesforce.com and Oracle’s CRM On Demand.  Microsoft is offering existing Salesforce.com, Siebel or CRM On Demand clients $200 for each user that makes the switch to Microsoft Dynamics CRM Online. 

Read More

Posted by Rick Benson on Tue - May 31, 2011 at 10:50 am EDT

May
24
2011

BroadPoint Wins 2011 Institute for Excellence in Sales & Business Development Award

At the recent 2011 Institute for Excellence in Sales & Business Development (IES &BD) Annual Awards Program, BroadPoint Technologies was named the winner of the “Excellence in Sales & Business Development Training” award.  

Read More

Posted by Don Carnevale on Tue - May 24, 2011 at 2:11 pm EDT

May
16
2011

How Associations Can Grasp the Cloud

Cloud-based offerings continue to grow in availability and popularity.  For many associations and other Not-for-profit organizations, this growth only brings more questions.  Why are cloud offerings so important?  What do they offer that traditional software and hardware do not?  How do I know if, and when, a move to the cloud is right for my organization?

Read More

Posted by Don Carnevale on Mon - May 16, 2011 at 3:12 pm EDT

May
9
2011

To The Cloud and Beyond:  Evaluating Office 365 and Software-plus-Services

Cloud hosted solutions are on the top of many CIOs to-do lists for 2011. There can be significant cost savings to an organization in “moving to the cloud” in terms of reduced infrastructure, operations and maintenance costs which are outsourced to a trusted third party.  In addition, combining hosted (cloud) solutions with SaaS (Software-as-a-Service) offerings can provide additional savings in subscription- based software solutions. The ability to deploy solutions on premise can assist CIOs in selecting the best option for their organization.

Read More

Posted by Scott Stevenson on Mon - May 09, 2011 at 3:53 pm EDT

May
2
2011

Dynamics CRM and Salesforce:  Tale of the Tape

As more and more organizations look for ways to better engage their clients (and prospects), Customer Relationship Management (CRM) solutions continue to gain momentum.  Although there are many CRM products available, there are two in particular that have elevated themselves as preferred offerings:  Microsoft Dynamics CRM and Salesforce.com. 

Read More

Posted by Don Carnevale on Mon - May 02, 2011 at 3:52 pm EDT

Apr
25
2011

Simplified Business Intelligence:  Measure and Manage

Senior managers are continually looking for ways to motivate their teams to perform at their peak.  To do this, they must create a corporate culture based on results so their employees understand how (and why) they are measured and can see performance figures in real-time.

Read More

Posted by Don Carnevale on Mon - Apr 25, 2011 at 3:35 pm EDT

Apr
18
2011

Hand’s Off:  You Can’t Have My Data!

During a recent Microsoft Dynamics CRM implementation for a large, prestigious non-profit, my counterpart at the organization was working through the data that needed to be converted from an old system to the new. She called me and told me that the data that was supposed to import from the official member database is not up-to-date.  The data that is really used day-to-day was managed by each person on their own either in spreadsheets and Outlook, and they don’t want to share their data.

Read More

Posted by Beth Scheidt on Mon - Apr 18, 2011 at 9:48 am EDT

Apr
11
2011

How Distribution Companies Can Improve Efficiency and Profitability

For many Distribution companies, tightening up their internal processes is a constant struggle.  However, they know that the more they can improve how they run their operations, the more efficient and profitable their organizations will be.

Read More

Posted by Don Carnevale on Mon - Apr 11, 2011 at 9:32 am EDT

Apr
4
2011

ACT-IAC Small Business Conference 2011 to Feature Session on Small Business Success Stories

Todd Hager, Sr. Vice President and General Manager, Public Sector at BroadPoint Technologies will lead a panel discussion at the ACT-IAC Small Business Conference 2011 later this week at the JW Marriott Hotel in Washington, DC.  The topic of the session is, “Rising Tide for Small Business: Success Stories”.

Read More

Posted by Don Carnevale on Mon - Apr 04, 2011 at 9:24 am EDT

Mar
28
2011

Microsoft xRM:  Facilitating Business Your Way with a Predictable Timeline and Budget

Most organizations have faced the debate as to whether they should build or buy an application to meet their enterprise business requirements. The traditional decision model has been based on acquiring commercial off the shelf (COTS) software or building custom software from scratch. With the introduction of the Microsoft xRM application platform, organizations can now have the best of both worlds.

Read More

Posted by Allison Brown on Mon - Mar 28, 2011 at 9:39 am EDT

Mar
22
2011

iMIS 15.1.3:  Features, Benefits and How to Upgrade to This Latest Version

The latest iMIS product release has generated considerable buzz in the industry.  This latest upgrade, version 15.1.3, offers numerous benefits to organizations currently using an older version of iMIS.

Read More

Posted by Don Carnevale on Tue - Mar 22, 2011 at 9:48 am EDT

Mar
14
2011

Are Your Sales and Marketing Teams Leaving Money on the Table?

Recently,  BroadPoint and The Annuitas Group co-presented a webinar on Four Steps to Align Sales and Marketing.  There was a lot of interest in the session, so I thought it would be helpful to summarize the content in a quick blog post.

Read More

Posted by Steve Kane on Mon - Mar 14, 2011 at 2:53 pm EDT

Mar
9
2011

Join BroadPoint at the 2011 NTEN Nonprofit Technology Conference

We are excited to participate in this year's NTEN Nonprofit Technology Conference.  This event brings together nonprofit professionals from around the world to collaborate, innovate, and maximize effectiveness, and put technology to work to further their cause. 

Read More

Posted by Don Carnevale on Wed - Mar 09, 2011 at 10:32 am EDT

Mar
7
2011

BroadPoint Exhibiting at Microsoft 4th Annual Government Contractor Summit

This event will bring together government contractors from all over the Washington, DC area to share ideas and learn how to transform their business and respond quickly to changes in the market.

Read More

Posted by Don Carnevale on Mon - Mar 07, 2011 at 10:04 am EDT

Mar
3
2011

BroadPoint Featured at Upcoming Best Practices Conference (SharePoint)

Next week’s Best Practices Conference (SharePoint) in La Jolla, California showcases the most current techniques being used by industry leaders to achieve exceptional outcomes.  These are principles that anyone can apply to more quickly and easily achieve their goals.  BroadPoint’s SharePoint Solutions Architect, Marie-Michelle Strah, will be speaking at several sessions during the conference.

Read More

Posted by Don Carnevale on Thu - Mar 03, 2011 at 11:24 am EDT

Feb
28
2011

The Answer to Federal Activity-Based Costing:  Oracle EBS R12

Accounting for costs is increasingly important as Federal departments and agencies face challenges of public transparency, increased accountability scrutiny, and the need to maximize value from every taxpayer dollar.  The Federal Government has long known about the benefits of activity based costing (ABC) and a number of organizations are currently using it to identify costs associated with delivering products and services.  Agencies using Oracle E-Business Suite (EBS) applications for their core financials have a far simpler and more accurate tool for addressing the requirements of ABC.

Read More

Posted by Todd Hager on Mon - Feb 28, 2011 at 4:21 pm EDT

Feb
21
2011

Dashboards:  Not Just for Enterprise Companies Anymore

As data extraction from disparate databases, systems and sources became possible in the mid-90s, information overload became the norm for many enterprise managers and executives.  Dashboards through real-time business intelligence (BI) are a simple way to distill the data into meaningful metrics, and now even small and mid-size organizations can take advantage of this real-time business intelligence.

Read More

Posted by Steve Kane on Mon - Feb 21, 2011 at 3:12 pm EDT

Feb
16
2011

Does Integrating xRM in the Cloud Make Sense?

As organizations look to implement (or upgrade) their customer or membership management systems, they continue to hear a considerable amount of chatter about CRM in the Cloud.  It makes good business sense to extend the capabilities of applications through xRM but many questions still remain, including one very important one:  does it make sense to integrate xRM in the cloud?

Read More

Posted by Beth Scheidt on Wed - Feb 16, 2011 at 4:24 pm EDT

Feb
7
2011

The Many Flavors and Styles of Business Intelligence

Recently, Forrester Research released a report on the Top 15 Technologies to Watch in 2011.  This report reiterated a theme that has been talked about for quite a while now:  Business Intelligence (BI) is a central focus of organizations big and small.

Read More

Posted by Don Carnevale on Mon - Feb 07, 2011 at 4:11 pm EDT

Feb
3
2011

The Power of Productivity:  Microsoft Dynamics CRM 2011 Launch Event Coming to Washington, DC

By all measures, the recent global virtual launch of Dynamics CRM 2011 was a big success, with over 5,000 people logging in from all over the world to see and hear about this latest product release from Microsoft.  This momentum is continuing as the Microsoft Dynamics CRM 2011 Launch roadshow comes to Washington, DC on February 22.

Read More

Posted by Don Carnevale on Thu - Feb 03, 2011 at 10:23 am EDT

Jan
31
2011

Buzz Continues to Build Around Sales & Marketing Alignment

Events.  Webinars.  White papers.  Blogs.  The information continues to flow around sales and marketing alignment as organizations try to find the right formula for acquiring, nurturing, processing and promoting leads.  But why is this such a hot topic? 

Read More

Posted by Don Carnevale on Mon - Jan 31, 2011 at 10:44 am EDT

Jan
28
2011

2011:  Welcome to the BroadPoint Blog

Welcome to BroadPoint’s 2011 Blog and newsletter!  We appreciate the time you spend with us in this medium and hope that you continue to find value in the thoughts of our team. 

I wanted to take a moment to re-introduce BroadPoint to you and discuss how we may be able to help frame your IT business strategy in 2011.  BroadPoint believes that IT systems are not necessarily inherently valuable.  Rather, they are tools that enable your organization or business to operate more efficiently, with reduced risk and become/remain compliant.

Read More

Posted by Steve Kane on Fri - Jan 28, 2011 at 9:21 am EDT

Jan
25
2011

Microsoft SharePoint for Better Project Communication

Ask any project manager, especially those with some miles on them, what they consider to be the most important element within any project and you will undoubtedly hear the same answer:  project communication.

Read More

Posted by Jeff Masters on Tue - Jan 25, 2011 at 9:23 am EDT

Jan
18
2011

Top 3 Questions to Ask When Shopping for a New Business Application

Why are you shopping for a new business application system?  Why now? 

Read More

Posted by Will Slade on Tue - Jan 18, 2011 at 9:08 am EDT

Jan
11
2011

5 Steps to Selecting the Right Software for your Business

In speaking often with owners, managers and staff at organizations struggling with growth or a changing business model, there is often a sense that “things are out of control” and a belief that there “must be a better way” to manage their business.  Many reach out to technology to solve these problems.  However, with so many different technology solutions on the market, each offering a countless number of unique attributes, sorting through them and selecting the right solution for your organization can a time-consuming and mind-numbing task.

Read More

Posted by Steve Kane on Tue - Jan 11, 2011 at 9:09 am EDT

Jan
4
2011

Improve Customer Retention by Integrating Data into a Master Data Source

Achieving high customer retention is about knowing all your customers’  individual needs and preferences so you can provide better product offerings. But what’s the easiest solution for maintaining a complete and comprehensive view of customer data across all departments? Integrating every piece of information into a single master data source like Microsoft Dynamics CRM or xRM.

Read More

Posted by Todd Fleming on Tue - Jan 04, 2011 at 12:16 pm EDT

Dec
28
2010

Smoothing out Your Website’s Login Process

You try to give your visitors a lot of reasons to sign up as a member on your website: early registration for events, access to special member-only deals or information... But members only need one reason to never log in again: a jumbled, confusing login process due to multiple software programs. The solution to this is Login Integration.

Read More

Posted by Allison Stacy on Tue - Dec 28, 2010 at 9:18 am EDT

Dec
21
2010

Handshakes or Tweets?  Finding the Best of Both Worlds

As the business world becomes more and more interconnected, it is crucial to leverage every resource at your disposal to build and maintain strong relationships.  There are many tools available to do this, but how do you know when and where to use them to optimize your network? 

Read More

Posted by Don Carnevale on Tue - Dec 21, 2010 at 10:27 am EDT

Dec
15
2010

5 Steps to Align Your CRM with Your Sales Process

CRM systems frequently fail because they are too difficult or too complex to use.  They don’t provide near enough value to the sales staff for the effort it takes to use it.  Fortunately, there are things you can do to bring harmony to this challenging situation.

Read More

Posted by Will Slade on Wed - Dec 15, 2010 at 10:18 am EDT

Dec
13
2010

5 Steps to Optimizing Member Management Online

One advantage of integrating your website with your iMIS application is that your website can now also become a tool for member management online to complement the work that you are already doing offline. Here are five ways that you can improve your website to keep in closer contact with your membership and to entice visitors to become members.

Read More

Posted by Allison Stacy on Mon - Dec 13, 2010 at 9:48 am EDT

Dec
6
2010

Internal Controls:  Where People, Process and Products Meet

Implementing a strong system of internal controls is critical for organizations today.  These controls need to not only protect the organization’s resources, but also prevent and detect fraud.  Internal controls are also important for compliance with regulatory requirements, such as the Sarbanes-Oxley Act, and as an integral component of corporate governance.

Read More

Posted by Cathy Fregelette on Mon - Dec 06, 2010 at 9:34 am EDT

Nov
30
2010

Quick Tips for Year-End Closing in Dynamics GP

In many ways, December is always the busiest time of the year.  The business world is no different.  Closing your books is very big, very important process that accounting departments dedicate numerous hours to.  For organizations using Microsoft Dynamics GP, we have some tips that can help simplify and accelerate the year-end closing process.

Read More

Posted by Don Carnevale on Tue - Nov 30, 2010 at 9:41 am EDT

Nov
22
2010

BI Unveiled:  The Secrets to Business Intelligence Success

For many organizations, Business Intelligence (BI) can only be described as an enigma.  They know it is important.  They know they need it.  But they really don’t know HOW to make it happen.  Business Intelligence is not a product; it is a concept.  As with any technology concept, it is important to ask the right questions up front to understand your requirements, establish a sound strategy and deploy the software and solutions that fit your needs.

Read More

Posted by Don Carnevale on Mon - Nov 22, 2010 at 9:22 am EDT

Nov
15
2010

Dynamics CRM 2011:  Your Sneak Peak at CRM in the Cloud

Microsoft Dynamics CRM 2011 beta has been out for two months so I thought this would be the right time to offer a preview of what’s in store for the next release. The features listed below may or may not be in the final release.  Microsoft keeps these items pretty close to their chest so we spoke with some of their developers to provide you with this sneak peak, and we can confidently say this will be the best Dynamics CRM release ever.

Read More

Posted by Rick Benson on Mon - Nov 15, 2010 at 10:36 am EDT

Nov
11
2010

The Power of Partners:  Bringing Technology and Integration Together

In our line of work, we understand the importance of strong partner relationships.  Recently, BroadPoint completed an implementation for COLA with the help of one of our integration partners, Scribe Software, that shows the value of partners working well together. 

Read More

Posted by Don Carnevale on Thu - Nov 11, 2010 at 11:49 am EDT

Nov
9
2010

Project Team:  Your Key to a Successful GP Implementation

Your organization just closed the deal to purchase and implement Dynamics GP.  During your Project Kick-off meeting the following week, the partner will send you a package of documents to review and complete.  You may not realize it, but the “Customer Roles and Responsibilities” sheet is probably the most important document in that package and carries the weight of your entire project.  How you define and assign roles is a key element to your project’s success.

Read More

Posted by Deepesh Saxena on Tue - Nov 09, 2010 at 9:15 am EDT

Nov
2
2010

Unions Improving Membership Experience Using CRM

Gartner reports that CRM remains high on the business agenda for CIOs in 2010. With most IT budgets remaining flat, organizations are under increasing pressure to automate processes and learn how to leverage technology to do more for less.  One approach unions should consider is the use of a CRM solution. 

Read More

Posted by Todd Fleming on Tue - Nov 02, 2010 at 2:42 pm EDT

Oct
27
2010

Uncovering the (True) Value of Social Networking Tools

As you discover the new world of social media and social networking, and evaluate whether it’s even good for your organization, you may be asking yourself why you need a social networking tool when you can use Facebook for free.

Read More

Posted by Allison Brown on Wed - Oct 27, 2010 at 8:53 am EDT

Oct
25
2010

Dynamics GP 2010:  Top Four Features That Bring Value to Your Organization

Microsoft Dynamics GP 2010 has announced its presence into the business community with authority.  Chock full of new and enhanced features, GP 2010 delivers additional ways to collaborate across your organization and increase productivity throughout your team.  We have found the following top four GP 2010 features can bring immediate value to your organization.

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Posted by John Herbstritt on Mon - Oct 25, 2010 at 9:12 am EDT

Oct
19
2010

Better Business Metrics - Tips for Effective Dashboard Design

In my last blog  (Is Your Company’s Dashboard Doing It’s Job?), we discussed how slick graphics and fancy designs don’t help to deliver the information you need from your dashboards.  In this entry, we will look at how to organize your dashboard content properly to get the information you need and only use the graphics you need to deliver quick analysis of your business operations.  

 

Read More

Posted by Beth Scheidt on Tue - Oct 19, 2010 at 2:47 pm EDT

Oct
14
2010

Align Sales and Marketing for Increased Pipeline and Lead Flow

As the Director of Marketing at BroadPoint Technologies, I know the importance of establishing a strong working relationship with my sales team.  We all want the same thing:  a steady flow of leads that turn into sales opportunities.  But how you achieve that goal is where the rubber hits the road.  Good intentions are not enough.  You must have an agreed-upon strategy and well-defined processes, along with the technology that supports them.  BroadPoint and The Annuitas Group are presenting a webinar on November 4 at 2:00pm eastern that will address these challenges in detail and get you on the path to true alignment of your sales and marketing teams. 

Read More

Posted by Don Carnevale on Thu - Oct 14, 2010 at 10:07 am EDT

Oct
11
2010

Grow Top Line Revenue with a New Concept:  CRM for Associations

With today’s economic climate, the operating budgets of trade, professional and other membership-based organizations are stretched to the breaking point.  To increase top line revenue, associations are looking beyond the traditional AMS (Association Membership Management) systems for sales, marketing and service management and deploying a “CRM for Associations” solution to centralize their marketing, lead, opportunity, and service management efforts.

Read More

Posted by Lee Raesly on Mon - Oct 11, 2010 at 9:49 am EDT

Oct
7
2010

What’s the Buzz about CRM for Associations?

Many associations are finding themselves in an interesting position.  They know the importance of growing their membership, providing top-notch service to the current members and driving revenue across the organization.  However, the software and technology they are using may not be the right fit to accomplish these goals.  A CRM solution may be the answer they are looking for.

Read More

Posted by Don Carnevale on Thu - Oct 07, 2010 at 11:25 am EDT

Oct
4
2010

What Software Companies Need to Know About Revenue Management

Software companies face especially challenging issues with regards to revenue recognition.  How this process is handled can have a significant impact on the company’s financial statements.  In addition, FASB regulations are continually being reviewed and adjusted, and keeping up with those changes can itself be a challenge. 

Read More

Posted by Don Carnevale on Mon - Oct 04, 2010 at 5:21 pm EDT

Sep
27
2010

CustomerSource:  Your Source for Superior Support Services

As great as technology can be, there are times when it does not work the way we want it to.  When this happens, it helps to have a place to turn for answers and assistance.  For customers using Microsoft Dynamics products, CustomerSource is the place to go for help.  But are you getting the most out of CustomerSource?  Does your staff even know it exists?  If not, it’s time to take advantage of this comprehensive customer network of information.

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Posted by Cathy Fregelette on Mon - Sep 27, 2010 at 2:34 pm EDT

Sep
23
2010

Hey Buddy, Can You Spare a Lead?

B2B Lead Management

What sales organization wouldn’t want a “Marketing Lead Machine?”  That magical CRM system that supplies a never ending supply of qualified prospects…  Here’s how to take the first step:  create a Lead Management Plan. 

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Posted by Lee Raesly on Thu - Sep 23, 2010 at 9:13 am EDT

Sep
20
2010

SaaS or No SaaS:  Is Software as a Service the Right Choice?

There are plenty of software companies telling you that Software as a Service (SaaS) is the only way of the future.   Are they right?  Are you missing the boat?  Stepping back to take a clear look at your business needs will determine the answer to that question. 

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Posted by Steve Kane on Mon - Sep 20, 2010 at 3:04 pm EDT

Sep
15
2010

Making an Impact:  How Technology Can Help Your Business

The summer’s World Cup tournament encouraged FIFA, the world soccer governing body, to revisit the use of technology to improve “insight” on the field which will better clarify results for fans and teams.  This premise can also be true in the business world, as technology can make a difference in how decisions are made and executed.

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Posted by Frank Fitzgerald on Wed - Sep 15, 2010 at 3:02 pm EDT

Sep
7
2010

The Cloud is Closer Than You Think

Online event to feature discussion on cloud-based CRM solutions and how you can take advantage of them.

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Posted by Don Carnevale on Tue - Sep 07, 2010 at 3:34 pm EDT

Sep
1
2010

Four Skills That Make a Great Business Analyst

Keep the lines of communication open between you and your solution provider.

Every good Business Analyst is expected to possess a long list of skills to ensure effective communication between a business and a solution provider. But if a Business Analyst wants to make the switch from good to great, he/she will have to add four more basic skills to that list.

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Posted by Deepesh Saxena on Wed - Sep 01, 2010 at 2:55 pm EDT

Aug
24
2010

The Four Disciplines of Execution

Learn to Say No to Good (and even Great) Ideas

Is the whirlwind of your workday keeping you from focusing on the most important aspects of your job?  You can escape from this trap of dealing only with urgent tasks by following these four simple disciplines.  

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Posted by Steve Kane on Tue - Aug 24, 2010 at 9:00 am EDT

Aug
20
2010

Improve Strategic Alignment and Employee Productivity with an Annual Diagnostic

You may not realize it but there are many benefits of an annual system diagnostic.  Two of the most crucial benefits are making sure your strategic goals are being supported by your technology, as well as keeping all your staff, including your newest members, current on the latest technological features and functionality.

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Posted by Allison Brown on Fri - Aug 20, 2010 at 3:04 pm EDT

Aug
16
2010

Bid and Proposal Management for Government Contractors

The race to win government contracts is continually changing and evolving.  New contractors are popping up each month to try to grab a share of the pie.  So how do you stand out when so many companies are going after the same piece of business? 

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Posted by Don Carnevale on Mon - Aug 16, 2010 at 12:37 pm EDT

Aug
12
2010

5 Key Factors to Implementation Project Success:  Part 2

Tried and True Practices to Avoid Project Deployment Problems

Project rework, team conflict, cost and schedule over-runs...these are some of the biggest factors that hinder project success. To make sure your team stays on the right track, we offer 5 key factors for a successful project. In Part 2, we’ll focus on team management practices that will build project success. 

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Posted by Jeff Masters on Thu - Aug 12, 2010 at 12:29 pm EDT

Aug
5
2010

5 Key Factors to Implementation Project Success:  Part 1

Tried and True Practices to Avoid Project Deployment Problems

Project rework, team conflict, cost and schedule over-runs...these are some of the biggest factors that hinder project success. To make sure your team stays on the right track, we offer 5 key factors for a successful project. In Part 1, we’ll focus on the setting the stage for success. 

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Posted by Jeff Masters on Thu - Aug 05, 2010 at 4:03 pm EDT

Jul
29
2010

Social Networking for NFPs Unveiled:  Webinar hosted by BroadPoint Technologies and GoLightly

Social networking is quicking gaining steam with for-profit companies as an effective way to build relationships and win business.  But can the lessons learned be applied to nonprofit groups and associations? 

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Posted by Don Carnevale on Thu - Jul 29, 2010 at 1:58 pm EDT

Jul
27
2010

Sales Order Success for Manufacturing and Distribution Companies

For distribution and manufacturing companies, getting products out the door is the lifeblood for success.  Sales and Finance executives at these companies are often challenged to know what and how much is shipping on a given day.

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Posted by Don Carnevale on Tue - Jul 27, 2010 at 11:47 am EDT

Jul
20
2010

The Hidden Cost of Budget Development for Nonprofits

While developing budgets is challenging for any organization, Not for Profits (NFPs) face special challenges such as allocating funds donated for specific purposes, aligning spending with stated missions and providing for unforeseen events that affect their mission.

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Posted by Cathy Fregelette on Tue - Jul 20, 2010 at 10:21 am EDT

Jul
15
2010

We’re Honored:  BroadPoint Named to President’s Club for Microsoft Dynamics

Announcement made at Microsoft Worldwide Partner Conference (WPC) in Washington, DC.

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Posted by Don Carnevale on Thu - Jul 15, 2010 at 2:15 pm EDT

Jul
13
2010

4 Keys to Building Customer Satisfaction via Email

Are you following the Best Practices of Email Marketing?

Email is one of the more personal ways of communicating with your customers, which means the benefits are great if you do the right things. In this post, we outline four rules to assist you in your email marketing so customers don’t hit the unsubscribe button.

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Posted by Don Carnevale on Tue - Jul 13, 2010 at 10:27 am EDT

Jul
8
2010

ASI Names Chairman’s Circle Inductees

BroadPoint receives prestigious award for fourth straight year

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Posted by Don Carnevale on Thu - Jul 08, 2010 at 9:00 am EDT

Jul
6
2010

Use Virtualization to Reduce ERP and CRM Costs

In the past few years a lot of focus has been placed on virtual servers.  What is virtualization and what does it mean to you?

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Posted by Rick Benson on Tue - Jul 06, 2010 at 2:41 pm EDT

Jul
2
2010

Is Your Company’s Dashboard Doing Its Job?

Why 3D Graphs, Pie Charts, and Bright Colors Make for a Dashboard Disaster

Dashboards are designed to effectively display the “big picture” about a business. But the truth is, most Dashboards choose flash over function when it comes to their design.

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Posted by Beth Scheidt on Fri - Jul 02, 2010 at 1:26 pm EDT

Jun
30
2010

Microsoft Dynamics GP 2010 Webinar:  A Better and Smarter Way to Work

Online presentation showed latest features and upgrades of Dynamics GP 2010 and how they can help improve business operations.

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Posted by Don Carnevale on Wed - Jun 30, 2010 at 11:22 am EDT

Jun
29
2010

Know All Your Customers Like Your Best Customers

Social networking sites like LinkedIn and Twitter can add vital data to your Microsoft Dynamics CRM system. 

Before the introduction of social networking websites, it could take months or years to develop a strong business relationship with your customers. But knowing and managing your customers’ personal information is much easier now that sites like LinkedIn and Twitter provide public access to their interests, hobbies or company information.

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Posted by Will Slade on Tue - Jun 29, 2010 at 1:05 pm EDT

Jun
25
2010

Getting More Customers to Read and Respond to Your Email Campaigns

Improve email response rates by utilizing your Microsoft Dynamics CRM system to track customers’ interests.

 When your customers’ inboxes are constantly flooded with emails, how can your campaigns possibly stand out to be opened and read? Powerful email marketing involves appealing to customer interests and values tracked by your Dynamics CRM system, as well as practicing a few marketing strategies. With this approach, you can transform your lagging email campaigns into emails your customers will want to open.

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Posted by Allison Brown on Fri - Jun 25, 2010 at 3:44 pm EDT

Jun
23
2010

Making the Shift to the New Era of Online Business

What to Expect with Web 3.0

We are now entering another era of the Web, which means businesses need to readjust their online strategy and thinking yet again. Right? Fortunately for businesses, the new “Web 3.0” is on their side with better access to relevant, meaningful data.

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Posted by Todd Hager on Wed - Jun 23, 2010 at 4:01 pm EDT

Jun
21
2010

What Software Companies Need to Know About Revenue Recognition and ERP

Learn how your software company can handle ERP and revenue recognition challenges.

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Posted by Don Carnevale on Mon - Jun 21, 2010 at 9:00 am EDT

Jun
18
2010

Sales Tax Getting You Down?

Customized tax solutions will help simplify your process.

Are you confused by sales tax calculations? Is your company spending too much time and money managing your sales tax processes? Finding the optimal tax solution is easy when you define your company’s needs. 

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Posted by Frank Fitzgerald on Fri - Jun 18, 2010 at 10:31 am EDT

Jun
11
2010

Winning Government Contracts is Now Easier… and Harder for Contractors

Successful contractors are using process and technology to expedite on-boarding and workflow to create winning proposals.

Many Government Contractors struggle with the chaotic process of deciding which contracts or Task Orders (TOs) to bid on, who is responsible for what, how to make sure things do not fall through the cracks, as well as the actual content to be included in the bid response. But meeting these challenges is now easier when you combine a fine-tuned process with technological tools.

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Posted by Steve Kane on Fri - Jun 11, 2010 at 1:51 pm EDT

Jun
7
2010

Closing the Execution Gap on Strategic Finance

Improving your Finance team’s effectiveness means becoming a “Value Integrator” for your company.

A new IBM Global CFO study found a great divide among Finance teams in their abilities to execute strategy, integrate information, and manage risk and opportunity. To close this gap, Finance departments must make advances beyond software and technology--they must drive value and become the company’s “hub” of insight.

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Posted by Steve Kane on Mon - Jun 07, 2010 at 11:19 am EDT

Jun
4
2010

3 Keys for ERP Project Success

Effectively planning an ERP project is the single most important step for ensuring project success.

To ensure a successful ERP project, we offer the three key steps for effective planning and implementation. A successful ERP project is one where the business goals are achieved, the project costs are within budget and the “go live” dates are met. But too often, poor execution leads to project cost overruns, missed deadlines and a failure to achieve the ROI as planned.

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Posted by Lee Raesly on Fri - Jun 04, 2010 at 10:26 am EDT

Jun
2
2010

Keeping Your Microsoft Dynamics CRM System Free from Dirty Data

This two-part post will focus on several challenges every organization faces with their CRM Data and the best practices we recommend to keep your data clean and healthy.

You rely on your CRM system to manage your key business data including Customer Contact Information, your company’s primary access to customers. Maintaining this information is key to maintaining customer relationships, and it’s often the hardest data to manage. In Part One, we outline steps you can take to avoid entering incomplete, inaccurate, and inconsistent (dirty) Contact Information in your system.

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Posted by Michael Dodd on Wed - Jun 02, 2010 at 10:58 am EDT

May
10
2010

BroadPoint Insights on Cloud Computing Published

The Associated General Contractors of America (AGC) have published a second article by BroadPoint's Todd Hager, Sr. VP. 

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Posted by Don Carnevale on Mon - May 10, 2010 at 10:25 am EDT

Apr
30
2010

BroadPoint Technologies to Sponsor NGO Connection Day in New York

Event will help strengthen nonprofit organizations through discussions on technology, strategy and networking.

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Posted by Don Carnevale on Fri - Apr 30, 2010 at 2:15 pm EDT

Apr
23
2010

Dynamics GP 2010 Released

BroadPoint is proud to partner with Microsoft to introduce Dynamics GP 2010 to our clients and organizations looking to improve performance.

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Posted by Don Carnevale on Fri - Apr 23, 2010 at 10:37 am EDT

Apr
9
2010

BroadPoint Insights on Social Networking Published by the Associated General Contractors of America

The leading association for the construction industry, Associated General Contractors of America, recently published the article “Social Networking: is it Right for Your Organization?” coauthored by Todd Hager, Senior VP at BroadPoint and Heinan Landa, President Optimal Networks.

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Posted by Don Carnevale on Fri - Apr 09, 2010 at 10:10 am EDT