Rockton Connect, the powerful, scalable, easy-to-use, and already integrated accounting software for Microsoft Dynamics CRM Small Business Accounting inside Microsoft Dynamics CRM Online

Why Rockton Connect? Helping Small Businesses Work Simpler & Easier ® No Integration between CRM & ERP Better Visibility Centralized General Ledger, no sub-ledgers Budgeting without Limits Rear and Forward View Reporting

What is Rockton Connect? Small Business Accounting inside Microsoft Dynamics CRM Built on the Microsoft Dynamics CRM Platform One database, one system, one technology Scalable Process automation Customizable Extensible

Rockton Connect Target Market Small to Medium Companies Tier 1.5 More than QuickBooks, less than GP/NAV/SL Microsoft Dynamics CRM 2013 Microsoft Dynamics CRM expertise

Rockton Connect for Your Role IT & Operations Sales & Marketing Accounting Business Owner

IT & Operations Single CRM platform means no integrations Easy to tailor to your business processes Configurable workflows, powerful automation

Single CRM Platform means No Integration IT & Operations

Easy to Tailor your Business Processes IT & Operations

Configurable Workflows, Powerful Automation IT & Operations

Sales & Marketing Budget, report, and forecast on campaigns, projects, events, and promotions Visibility into customers’ payments, credits, and activity View sales purchase history and trends

Budget, Report, and Forecast on Campaigns, Projects, Events, and Promotions Sales & Marketing

Visibility into Customers’ Payments, Credits, and Activity Sales & Marketing

View Sales Purchase History and Trends Sales & Marketing

Accounting Flexible, powerful financial reporting in Excel Variable posting statuses give you a forward looking view of your financial picture Integrated and secure credit card processing

Flexible, Powerful Financial Reporting in Excel Accounting

Variable Posting Statuses give you a Forward Looking View of your Financial Picture Accounting

Integrated and Secure Credit Card Processing Accounting

Business Owner See your financials anywhere, anytime, and on any device Auditing compliance enabled Scalable for your company’s growth and tailored to your industry

See your Financials Anywhere, Anytime, and on Any Device Business Owner

Auditing Compliance Enabled Business Owner

Scalable for your Company’s Growth and Tailored to your Industry Business Owner

Rockton Connect Overview General Ledger Accounts Receivable Accounts Payable Treasury Management Reporting

General Ledger GAAP compliant Journal Entries Varied Posting Statuses Dimensions Budgets

Sales / Purchasing Sales / Purchasing Documents Flexibility to Create Multiple Document Types Varied Posting Statuses Sales/Purchasing Line Details Tax Schedules 10 Optional Full-Function Amount Fields Quick Sales/Quick Purchasing Documents Simple: Amount, Customer/Vendor, and Reason Most Information will Default

Treasury Management Track Banks & Bank Accounts Integrated Credit Card Processing for Sales Automated Bank Transaction Downloads Universal Banking Transactions Transaction Matching and Balancing Supporting Receipts

Financial Reporting Uses SQL Integration Services & Analysis Services User Interface uses Excel and Power Pivot Rich Dimensional Reporting Varied Posting Statuses Incomplete, Requisitioned, Committed, Pending, Posted, Canceled

Financial Reporting Dynamics CRM SQL Server Data Warehouse SQL Analysis Server Excel

More System Features Create Your Own Document Types Flexible Fiscal Years & Fiscal Periods Dimensions and Dimension Sets Defaulting Distributions & Dimensions: Stacking Schedules Harness the Power of Workflows Built-in Approval and Posting Security and Processes Multi-Currency Multi-Lingual

Coming Functionality Inventory Currently, we use Microsoft Dynamics CRM built-in Products, will be able to use either Microsoft Dynamics CRM Products or Rockton Connect Items U.S. Payroll Time & Billing

Vertical – Software Distribution Recurring Billing Track Licenses of Software Products Automated Credit Card Processing Automated Reminder Systems Registration Keys Renewal Processing Penalty Calculations

Who is Rockton Software? Gold Certified Microsoft Partner CRM, ERP, ISV Competencies Microsoft Dynamics GP ISV 16 Years Over 3,000 Customers | 80,000 Seats President’s Club Work Simpler & Easier ®

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Rockton Connect, the powerful, scalable, easy-to-use, and already integrated accounting software for Microsoft Dynamics CRM Small Business Accounting inside Microsoft Dynamics CRM Online