You Can’t Live without Gravity

(This post originally appeared on Gravity Software's Blog)

Why make life harder on yourself? Gravity Software?(Gravity) keeps your business from floating around with its all-in-one cloud based accounting application on the Microsoft Dynamics 365 (aka Microsoft CRM) platform. Accounting and CRM are fully integrated in one database, on one platform. You can provide your company with the flexibility to manage your business, anywhere, anytime.

Traditionally, businesses have been structured so that databases for sales and accounting have operated as isolated siloes, islands of information, mounds and mounds of data. Yeah, you know what I mean. What was previously accepted as that’s just the way it’s been done, led to inefficiency and miscommunication; and attempts at merging ERP and CRM with integration software were tedious and partially successful, at best. Two separate platforms, integration services running in the background. Imagine how much easier it would be if you only had to learn one interface, using the same tools on all your company’s data.

The good news: if Dynamics 365 is already a part of your operational arsenal, then integrating an agile CRM system and a robust and intuitive accounting solution is only a few steps away, and ultimately a win-win scenario from every angle.

One Platform, One Set of Tools

With Dynamics 365 you’re probably using the Advanced Find query tool to analyze data quickly; and, you can easily change a form or add a field in minutes. If you need a new dashboard, you can create it in a few minutes with any piece of data you have access to. When you hire a new employee, you can easily setup security roles so they are ready to start. Imagine all of those tools and technologies available for your accounting system as well as Sales & Marketing. Add PSA or Field Service and everything works seamlessly. Training time is cut in half as there is only one interface to learn.

Maximizing Operational Efficiency with Solid CRM and Accounting

If you are one of the 40,000+ companies using Dynamics 365 you are most likely using an accounting system on a completely different platform. Even Microsoft’s new Business Financials or Enterprise Operations modules are completely separate databases, user interfaces, security models etc., from the Sales and Marketing platforms. They are held together by bridges that synchronize information between the two platforms. Why synchronize when you can have Accounting and Sales on the same platform?

For a salesperson with a customer on the phone, Inventory is just a click away. And for a Controller projecting cash flow, sales projections can be available in a second. Imagine having access to all your company’s information in one place. For example, you can have a workflow that notifies staff working on a project in PSA (Project Services Automation) that the accounting department just put a customer on hold. Imagine getting the whole picture on a client in one screen, open receivables and the value of open work orders in field service. No more having to open another system to access information on your client.

A More Efficient Operation: With Microsoft Dynamics 365 and Gravity in place, your entire team reaps the benefits:

• less time for employees to spend inputting new customer data
• more time spent on analysis, improving and growing your business
• easier access to customer data (payments, invoicing, order history, and changes)
• and much more!

Improved Data Security and Accessibility: Having Microsoft Dynamics 365 and Gravity together under one security model, with one security role, simplifies your management of staff. Gravity extends the Entity and Record level role security with Process and Company security attributes required by a strong accounting system.

Improved Productivity All Around

When your CRM and accounting systems are properly integrated on one platform with a cloud-based solution, your business is immediately propelled forward by leaps and bounds. You will not have to navigate two separate platforms and interfaces. Your team will be just as productive in the field as they’d be if they were operating from the main office. Imagine the level and quality of service that your customers are receiving when any of your team members can provide quick, concise answers from any remote location. The ability to work effectively from a remote location drives productivity across the board because the benefits are ultimately passed on to your customers.

More About Gravity Software

In one screen, you can easily navigate through Gravity’s back office accounting solution to your front office Sales, Service and Marketing. How easy is that? Instead of taking numerous steps to access one database after another, you can move laterally from one area of information to another. The result: faster, more concise answers, and better solutions.

With Gravity, a sales person can go from an opportunity to an invoice to accounting in one screen. Accounting does not have to reenter new customers into their system or synchronize two separate platforms, they have full access to sales activities, contacts and proposals (based on security roles). There is no need for sales to call accounting to see the status of an order. Information can now be more transparent and everybody can be more efficient. How sweet is that?

Gravity has features like a strong multi-company model, making intercompany transactions simple and consolidations a breeze. Gravity has a complete accounting audit trail with a one click correction to post, transactions and ultimately, simplify the normal day-to-day activities. No popups or multiple clicks needed. Just enter a voucher, post it and print a check from one screen. Yes, just one screen! So simple, yet powerful.

Gravity saw the need to fill the gap between entry level accounting software like QuickBooks and expensive enterprise applications. Gravity  will help your business grow by bringing the applications that run your accounting and sales together with the familiar Office apps you already know. Gravity’s guiding principle is to simplify the lives of our users while providing SMBs the platform they need to grow. You can't live without Gravity? Schedule a Demo today. My business is connected. Is yours?