Logistics Trucking Company Outgrows QuickBooks and Needs Integrated Solutions Featuring Microsoft Dynamics GP
By Ken Jacobsen on May 6, 2013
Through diversity of growth, successful management, and the acquisition of other companies, this logistics trucking company specializing in transportation management had vastly outgrown their QuickBooks accounting software. The company’s progress has b …
Perfect Family Office and Wealth Management Software Solution, Microsoft Dynamics GP and Advent Integration
By Ken Jacobsen on March 20, 2013
A large, well-known, and highly respected family office and investment firm that manages over 270 individuals’ trusts and foundations was in dire need of upgrading their current software. They were operating on an older, crude DOS-based system that req …
Insurance Agency Switches from QuickBooks to Microsoft Dynamics GP for Stronger Financial Reporting Compliance
By Ken Jacobsen on January 5, 2012
The insurance industry continuously undergoes a lot of scrutiny when it comes to managing their financial records. As a leading Microsoft Dynamics Partner for ERP and CRM based out of Michigan, at the TM Group we work with many insurance companies. One …
Parts Distributor Cracks the Code to Antique Collector Market with Microsoft Dynamics GP and SalesPad Solutions, LLC
By Ken Jacobsen on September 12, 2011
New parts for antique vehicles are in high demand, but collectors can be a tough market to crack. They are particular about what they purchase and are experts in the products they need. Collectors can also become very loyal to companies who have their …
Staffing Agency Manages Finances with Just One Person Using Microsoft Dynamics GP with Project Accounting
By Ken Jacobsen on June 8, 2011
A client of ours is a staffing agency that manages 600-700 employees and can do so with an accounting department of just one person using Microsoft Dynamics GP. Even though their company also experiences high turnover and can add up to 50 employees a w …
Multi-Store Retail Grocer Empowered With Company Consolidations with Drill-Down Reporting Capabilities
By Ken Jacobsen on March 23, 2011
This multi-store retail grocer manages seven store locations in addition to a few holding companies and needed more timely information that could be consolidated while kept separate so they could easily track inventory for each store. In addition to t …
How Microsoft Dynamics CRM Online Helped a Manufacturer Wake Up from a Spreadsheet Nightmare
By Ken Jacobsen on March 1, 2011
Our client, a manufacturer in Michigan with multiple plants and multiple sales reps across the county, was living a spreadsheet nightmare. To manage their sales pipeline, they relied on a single sales administrator’s spreadsheet. This spreadsheet con …
Success Story – How Microsoft Dynamics CRM Online Pulled Sales and Marketing Together for a Large Professional Services Firm
By Ken Jacobsen on February 23, 2011
Our client, a consulting and professional services firm with offices across the US and all over the world, had a business development department that was buried in administrative responsibilities. Their team was responsible for preparing proposals req …
Robust Financials for Wealth Management Companies, Microsoft Dynamics GP vs. Sage Timberline
By Ken Jacobsen on December 21, 2010
Keeping track of your financial investments is extremely critical, even on a personal level. So when wealth management companies handle large investments for multiple clients, the tracking is even more crucial. You need to track real estate, cash flow, …
Industrial Services Company Finds Reliable Success “Living” in Outlook with Microsoft Dynamics CRM vs. Salesforce.com
By Ken Jacobsen on October 15, 2010
It took just over a year of using Salesforce.com before managers at our client, an industrial services company that sells purification and fluid management services to the manufacturing sector, determined that a new and more robust CRM system was neces …
