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Rockton Connect, the powerful, scalable, easy-to-use, and already integrated accounting software for Microsoft Dynamics CRM.

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Presentation on theme: "Rockton Connect, the powerful, scalable, easy-to-use, and already integrated accounting software for Microsoft Dynamics CRM."— Presentation transcript:

1 Rockton Connect, the powerful, scalable, easy-to-use, and already integrated accounting software for Microsoft Dynamics CRM. rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Small Business Accounting inside Microsoft Dynamics CRM Online

2 Why Rockton Connect? rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 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

3 What is Rockton Connect? rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 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

4 Rockton Connect Target Market rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Small to Medium Companies Tier 1.5 More than QuickBooks, less than GP/NAV/SL Microsoft Dynamics CRM 2013 Microsoft Dynamics CRM expertise

5 Rockton Connect for Your Role rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 IT & Operations Sales & Marketing Accounting Business Owner

6 IT & Operations rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Single CRM platform means no integrations Easy to tailor to your business processes Configurable workflows, powerful automation

7 Single CRM Platform means No Integration rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 IT & Operations

8 Easy to Tailor your Business Processes rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 IT & Operations

9 Configurable Workflows, Powerful Automation rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 IT & Operations

10 Sales & Marketing rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Budget, report, and forecast on campaigns, projects, events, and promotions Visibility into customers’ payments, credits, and activity View sales purchase history and trends

11 Budget, Report, and Forecast on Campaigns, Projects, Events, and Promotions rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Sales & Marketing

12 Visibility into Customers’ Payments, Credits, and Activity rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Sales & Marketing

13 View Sales Purchase History and Trends rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Sales & Marketing

14 Accounting rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 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

15 Flexible, Powerful Financial Reporting in Excel rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Accounting

16 Variable Posting Statuses give you a Forward Looking View of your Financial Picture rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Accounting

17 Integrated and Secure Credit Card Processing rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Accounting

18 Business Owner rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 See your financials anywhere, anytime, and on any device Auditing compliance enabled Scalable for your company’s growth and tailored to your industry

19 See your Financials Anywhere, Anytime, and on Any Device rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Business Owner

20 Auditing Compliance Enabled rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Business Owner

21 Scalable for your Company’s Growth and Tailored to your Industry rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Business Owner

22 Rockton Connect Overview rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 General Ledger Accounts Receivable Accounts Payable Treasury Management Reporting

23 General Ledger rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 GAAP compliant Journal Entries Varied Posting Statuses Dimensions Budgets

24 rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586

25

26 Sales / Purchasing rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 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

27 rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586

28 Treasury Management rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Track Banks & Bank Accounts Integrated Credit Card Processing for Sales Automated Bank Transaction Downloads Universal Banking Transactions Transaction Matching and Balancing Supporting Receipts

29 rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586

30

31 Financial Reporting rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 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

32 rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586

33 Financial Reporting rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Dynamics CRM SQL Server Data Warehouse SQL Analysis Server Excel

34 More System Features rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 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

35 Coming Functionality rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 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

36 Vertical – Software Distribution rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Recurring Billing Track Licenses of Software Products Automated Credit Card Processing Automated Reminder Systems Registration Keys Renewal Processing Penalty Calculations

37 Who is Rockton Software? rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 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 ®

38 Contact Us rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Visit www.rocktonsoftware.com Email rocktonconnect@rocktonsoftware.com Follow Us on Twitter @RocktonConnect

39 Rockton Connect, the powerful, scalable, easy-to-use, and already integrated accounting software for Microsoft Dynamics CRM. rocktonconnect@rocktonsoftware.com www.rocktonsoftware.com 877.476.2586 Small Business Accounting inside Microsoft Dynamics CRM Online

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