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Resources

Helpful Resources from BroadPoint

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BroadPoint Webinars

Join BroadPoint for special discussions on improving your organization's financial and business processes.

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What is Office 365 for Business?

Office 365 Business is the Office you know and love, on all devices you use most whenever you need it, and virtually wherever you are.

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Tap the power of Microsoft Dynamics 365 directly from Microsoft Outlook

Watch this video to learn about the exciting capabilities of Microsoft Dynamics 365 App for Outlook. See your Dynamics 365 data in the familiar Outlook app. Set regarding records with one click. Add Outlook tasks, phone calls, and appointments directly to Dynamics 365. Use Dynamics 365 email templates for emails that you send often. And brand new in the December 2016 Update for Dynamics 365—track your Outlook contacts and link them to Dynamics 365 accounts.

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Sell Effectively with Microsoft Dynamics 365

Today's customer is smarter. They are making purchasing decisions before you engage. Microsoft Dynamics 365 empowers you to come prepared, act as a trusted advisor, and provide critical guidance at just the right moment to win business before the competition. Watch this video story from World Wide Importers to see how they used Dynamics 365 to collaborate as a team and win new business.

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Welcome to Microsoft Dynamics 365

See the new Microsoft Dynamics 365 applications, and learn how to get started.

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12 Best Practices for Better Budgeting: Whitepaper & APhA Case Study

Let's face it: budgeting for many organizations is PAINFUL! Jointly defining what you need to focus on for the next 12 to 24 months is difficult enough, but then you need to encapsulate all of that into a financial budget – this can take weeks and months to complete. The good news is: there are solutions that can help.

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Whitepaper & Case Study

Let's face it: budgeting for many organizations is PAINFUL! Jointly defining what you need to focus on for the next 12 to 24 months is difficult enough, but then you need to encapsulate all of that into a financial budget – this can take weeks and months to complete. The good news is: there are solutions that can help.

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Five Trends in Nonprofit Technology

Check out these 5 Major trends in Nonprofit technology. Are you keeping up?

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Office Groups in CRM Online 2015

4 minutes

Collaborating with people across your company, even if they don't have access to Dynamics CRM, is easy with Office Groups. In this video, Tony Schmidt walks you through setting up Office Groups in CRM Online, which allows people across organizations to gain access to and share conversations, meetings, notes, and documents.

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Webinar: 4 Ways to Drive Member Renewals with Nurture Campaigns

30 minutes

View this 30-minute video where we discuss how associations of all sizes are using nurture campaigns to improve membership renewal rates and acquire new members.

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NetSuite for the CFO

3 min

As a CFO, you make strategic financial decisions that help your organization thrive and grow. Watch how NetSuite enables you to unleash your full potential and become leader of broader strategic change while managing core business processes enterprise-wide with a comprehensive, real-time view.

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White Paper: How to Turbo-Charge Growth with the Cloud

As companies gear up for growth, a lack of visibility across the enterprise can impact the ability for leadership to deliver on company growth initiatives and meet key strategic objectives.

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Microsoft Dynamics CRM vs Saleforce: Tale of the Tape

14 minutes

View this 14-minute video where we discuss the similarities (and differences) between Microsoft Dynamics CRM and Salesforce.com. We walk through several different criteria to see how each product stacks up including user adoption, service level agreements, mobility, cost and the total business solution each offers.

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Inspire Fundraising iFit Solution

iFit Solutions are iPart solution accelerators beneficial to associations who are using or considering iMIS 20 RiSE Functionality. These enhancements speed the time to deployment and can be acquired at a discount compared to custom built solutions. Unlike most iMIS add-on products, there are no extra maintenance or enhancement fees.

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Energize Membership iFit Solution

iFit Solutions are iPart solution accelerators beneficial to associations who are using or considering iMIS 20 RiSE Functionality. These enhancements speed the time to deployment and can be acquired at a discount compared to custom built solutions. Unlike most iMIS add-on products, there are no extra maintenance or enhancement fees.

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Excite Subscriptions iMIS iFit Solution

iFit Solutions are iPart solution accelerators beneficial to associations who are using or considering iMIS 20 RiSE Functionality. These enhancements speed the time to deployment and can be acquired at a discount compared to custom built solutions. Unlike most iMIS add-on products, there are no extra maintenance or enhancement fees.

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Empower Automation iMIS iFit Solution

iFit Solutions are iPart solution accelerators beneficial to associations who are using or considering iMIS 20 RiSE Functionality. These enhancements speed the time to deployment and can be acquired at a discount compared to custom built solutions. Unlike most iMIS add-on products, there are no extra maintenance or enhancement fees.

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NetSuite: Lead to Cash

7 minutes

NetSuite streamlines the complete lead-to-cash process, providing a seamless flow from the lead to the opportunity to the sales order in the front office, through to revenue recognition, invoicing and payment in the back office.

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NetSuite: Procure to Pay

3 minutes

NetSuite streamlines the entire procure to pay process, with employee self-service, approval management, matching, receiving, payments and reporting, ensuring a seamless linkage across employee, procurement and finance processes.

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Actors' Equity Association (AEA)

2 minutes

Doug Beebe, the Director of Information Technology at the Actors' Equity Association sat down and gave a few thoughts on his experience working with BroadPoint and Microsoft Dynamics.

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White Paper: Four Signs Your Nonprofits Has Reached its Limits with QuickBooks

This white paper outlines four common business process inefficiencies that you might see reflected in your own nonprofit organization–the telltale signs that you’ve begun to reach the limits of QuickBooks or have already outgrown it.

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White Paper: Four Reasons Why Quickbooks Is Failing Your Services Organization

This white paper draws on real-world stories of small and medium-sized professional services organizations (PSOs) that have upgraded from QuickBooks at critical junctures in their development.

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Research Study: Cloud-Based Business Solutions & Key Performance Improvements to Services Companies

This research study identified which KPIs services companies track as well as the improvements they’ve realized by basing their core operations on NetSuite’s multifaceted business suite.

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Research Study: Cloud-Based Business Solutions Deliver Key Performance Improvements to Nonprofits

This research study identified which KPIs nonprofit organizations track as well as the improvements they’ve realized by basing their core operations on NetSuite’s multifaceted business suite.

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White Paper: Should Your Nonprofit Organization Consider the Cloud?

We designed this workbook to help you decide. Throughout, you’ll identify what Cloud software you might already be using, whether your nonprofit organization is ready to make a deliberate move to the Cloud, and decide whether such a move makes sense for the specific tools you’re considering.

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White Paper: Should Your Organization Consider the Cloud?

We designed this workbook to help you decide. Throughout, you’ll identify what Cloud software you might already be using, whether your organization is ready to make a deliberate move to the Cloud, and decide whether such a move makes sense for the specific tools you’re considering.

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Grow Your Business: Its a New Year, Be Ready to Adapt

20 Minutes

Every new year brings both the promise - and the challenge - of changes in your business.

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Infographic: Small to Medium Businesses Face a New World of Work

This infographic dives into how adopting the latest technology impacts the bottom line of today's Small to Medium Businesses. From the nature of doing business, to how customer expectations are continually evolving, this infographic will paint the picture of the state of the SMB and how technology can be the driving factor of success.

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Grow Your Business: Making Your Technology a Business Advantage

20 minutes

See how you can leverage the latest in financial management tools from Microsoft to grow your business.

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What the Heck is ERP?

1 minute

View this 90-second video to see what ERP is and how it can help you grow your business.

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Infographic: Case for The Cloud

Understand why right now is the time to move your business to the cloud

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Grow Your Business: Five Ways to Turn Data into Insights

19 minutes

Microsoft offers technology solutions designed to support your business goals and growth ambitions.

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Grow Your Business Webcast: Why Are So Many Businesses Moving to the Cloud

20 minutes

Why are small and midsize businesses increasingly looking to the cloud as a preferred method of deploying and consuming software?

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Infographic: 4 Characteristics of ModernBiz

Find out how technolgoy spurs common characteristics in today's modern businesses

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Infographic: 5 Ways to Turn Business Data into Insight

See how you can learn to turn your business data into actionable insight today.

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Infographic: 7 Strategic Ways to Grow Your Business

Find out these easy ways to take control of your business growth to keep it going strong

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Infographic: How to Grow Your Business by Working Like a Network

See how you can use social networks to zero in on customer insights, win faster with real connections, and ultimately sell more.

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White Paper: A New Age of Selling - Work Like a Network to Grow Your Business

This paper presents the Microsoft vision for sales organizations to use technology to close more deals with less effort. It provides concrete examples showing how successful sales leaders are transforming the way they sell with their Microsoft solutions.

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White Paper: A New Age of Selling - Deliver Amazing Customer Experiences

Technology has turned the sales function upside down. However, if used properly, technology can help sellers adapt by simplifying the sales process and making them more efficient and successful than ever before.

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Microsoft Dynamics GP: Experience the Difference

3 minutes

View this 3-minute self-guided tour to see how Microsoft Dynamics GP can help you increase adoption, improve efficiency and gain insight.

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Microsoft Dynamics GP: Get to Answers Without the Hassles

2 minutes

View this 2-minute self-guided tour to see easy it is to navigate through Microsoft Dynamics GP and run detailed reports with just a mouse click.

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Microsoft Dynamics GP and Business Analyzer: Go Beyond Access to Information

1.5 minutes

View this 90-second self-guided tour to see how Microsoft Dynamics GP and Business Analyzer help you go beyond access to information.

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Microsoft Dynamics GP and Office 365: Manage Your Business from Anywhere

3 minutes

View this 3-minute self-guided tour to see how Microsoft Dynamics GP and Office 365 work together to connect people, processes and systems all from one place.

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Zero In, Win Faster with Microsoft Dynamics

2 minutes

View this 2-minute video to see an integrated Microsoft Dynamics solution can enable collaboration and accelerate sales.

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Microsoft Dynamics CRM + Office 365: End-to-End Sales Productivity

3 minutes

View this 3-minute video to see how coupling Microsoft Dynamics CRM and Office 365 can make your team more collaborative and productive..

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Apple Valley Waste (AVW)

We recently spoke with Jeff Shiring, CFO from Apple Valley Waste, to learn more about their experience working with BroadPoint.

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National Automobile Dealers Association (NADA)

We recently spoke with Doug Pascarella from the National Automobile Dealers Association (NADA) to hear their thoughts about working with BroadPoint.

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National Association of Federal Credit Unions (NAFCU)

Recently, we sat down with Eric Miller from the National Association of Federal Credit Unions (NAFCU) to discuss their relationship with BroadPoint Technologies.

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Microsoft Dynamics CRM 2013: Creating & Customizing Dashboards eBook

Are your teams tired of swimming in spreadsheets? Are reports gathering dust on their desks? Does management know what’s happening with sales opportunities or service cases at this very minute so they can react quickly to your company’s highest priorities? In just a few minutes, you can create dashboards that make the data that matters easily accessible to your teams. Download this eBook to find out how.

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Microsoft Dynamics SL and Dynamics CRM Integration

5 minutes

View this 5-minute video to see how an integration Dynamics SL and Dynamics CRM solution delivers updated customer information to every part of your organization.

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Microsoft Dynamics SL and SharePoint Integration

7 minutes

View this 7-minute video to see the a Microsoft solution, centered on Microsoft Dynamics SL, can help you can store and share information, and improve collaboration across the organization.

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Microsoft Dynamics GP and Office 365

4 minutes

View this 4-minute video to see how companies are using Microsoft Dynamics GP and Office 365 for better sharing of information and collaboration across the organization.

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Microsoft Dynamics GP 2013: Overview

13 minutes

View this 13-minute video to see learn about the great new features in Microsoft Dynamics GP 2013.

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Microsoft Dynamics GP: Business Analyzer Overview

4 minutes

View this 4-minute video and learn how to quickly and simply analyze your business operations from within Dynamics GP.

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Management Reporter for Microsoft Dynamics GP 2013

8 minutes

View this 4-minute video and learn how to view financial and performance information more clearly.

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Microsoft Dynamics GP and CRM Integration

8 minutes

View this 8-minute video to see the benefits of connecting Dynamics GP and Dynamics CRM for better business operations.

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Microsoft Dynamics GP 2013: Home Page Tour

8 minutes

View this 8-minute video to see everything you can do from the Microsoft Dynamics GP 2013 home page.

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Microsoft Dynamics: Slainte Customer Case Video

3 minutes

View this 3-minute video to see how how Microsoft Dynamics solutions are being put to use today.

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Microsoft Dynamics: Business Intelligence and Reporting

2 minutes

View this 2-minute video to see what reporting and business intelligence capabilities are available with Microsoft Dynamics solutions.

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Microsoft Dynamics: IT Integration

2 minutes

View this 2-minute video to see how Microsoft Dynamics solutions can integrate with your current IT infrastructure.

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Microsoft Dynamics: Overview - Change the Game

2 minutes

View this 2-minute video to see how Microsoft Dynamics solutions can impact every aspect of your business.

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Microsoft Dynamics: Streamlining Processes

2 minutes

View this 2-minute video to see how Microsoft Dynamics solutions can help you streamline your own business processes.

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Microsoft Dynamics: Stonewall Kitchen Customer Story

3 minutes

View this 3-minute video to see how Microsoft Dynamics solutions can help you streamline your own business processes.

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Microsoft Dynamics: Deployment Options

2 minutes

View this 2-minute video to see how Microsoft Dynamics solutions can be deployed at your organization.

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Microsoft Dynamics CRM 2013: Helping You Reach Your Goals

2 minutes

View this 2-minute video to see how Microsoft Dynamics CRM 2013 helps you stay connected and reach your goals.

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Missed Connections: Are Disconnected Systems Undermining Your Association?

Our new eBook, Missed Connections: Are Disconnected Systems Undermining Your Association?, explains, in practical terms, how associations can leverage the latest technology to: • Send targeted, personalized communications • Offer one-stop membership service • Deliver more value to their members • Empower management with better member & revenue data Take the first step to improve the way you connect with the constituents you serve. Download the eBook today.

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BroadPoint Engage: Overview

2 minutes

View this 2-minute video to see how BroadPoint Engage, our membership management solution powered by Microsoft Dynamics CRM, empowers your constitutents and helps you better connect with members.

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Webinar: The Key to Better Performance - Integrating Your Business Systems and Data

28 minutes

See the results of Scribe Software's recent customer data integration survey, and learn the intregration trends and priorities for companies around the world.

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Webinar: 10 Ways to Supercharge iMIS with IQA Reporting

36 minutes

See how IQA reporting can provide improved visibility and transparency into your iMIS data.

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Microsoft Dynamics: New Tools, New Opportunities

2 minutes

View this 2-minute video to see how scalable and flexible Microsoft Dynamics can be.

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BroadPoint ClientAdvantage Support - A Quick Overview

3 minutes

View this 3-minute video to learn more about BroadPoint ClientAdvantage Support and how it can actually save you money. Please hover your cursor over the screen and click the play button to begin the video.

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Webinar: Top 5 Benefits of iMIS AdSpace Manager

42 minutes

See how iMIS AdSpace Manager can help you manage and expedite your advertising, and have it integrate seamlessly with the iMIS system.

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Webinar - Overview of BroadPoint ClientAdvantage Support

32 minutes

Learn the benefits of BroadPoint's ClientAdvantage Support program including predictable spending, lower costs and guaranteed response times.

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Microsoft Dynamics: It's Easy to Move Forward

1 minute

View this 40 second video to see how easy Microsoft Dynamics is to use and can get your organization on the road to success in a hurry.

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Webinar - Connecting the Dots: How Social CRM is Changing the Way We Approach Business

29 minutes

Hear about the latest trends in social CRM and the impact it can have on your organization.

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Webinar: Top Takeaways from Microsoft Convergence 2013

38 minutes

Hear about the highlights from Microsoft Convergence 2013 including product updates and a discussion of other Dynamics solutions.

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Webinar: How iMIS Simplifies Online Membership Registration & Renewal

31 minutes

Learn how your organization and integrate iMIS with your website to re-energize your member interactions.

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Webinar: The CXO's Guide to CRM Data Security

49 minutes

Hear about best practices and technology solutions, including Microsoft Dynamics CRM, that will help you establish strong CRM data security throughout your organization.

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