SmartView Replaces SmartList - Makes Reporting Easy

Everyday hundreds of Microsoft Dynamics GP customers are experiencing the fast and flexible interface SmartView provides to their everyday business needs. SmartView allows everyone in your organization access to the exact data each person needs to do their job. The quality of SmartView exceeds expectations and is difficult to deny when our customers can't stop talking about it!

Take Wintergreen Learning Materials, with at least 850 orders flowing through Microsoft Dynamics GP per week and a sales staff in need of reports, Wintergreen was in need of an end-user tool for their team. Wayne Murphy, the Manager of IT Services knew they found the perfect solution after watching a SmartView demo video from our website. His team found SmartView to be time saving and easy to use. 

“The users especially liked the fact that they could now easily identify the available fields to add as columns in the SmartList. Just that feature alone has cut down my requests for SmartList changes from 3 requests per week to 1 request every three weeks.”

“We are using SmartView to look at every SmartList we need. From Purchase Order lists, to inventory management, to absolutely every list in Sales, it’s all seen in SmartView.”

SmartView makes working with SmartLists a whole lot easier. You may find the rest of this case study and more on our website here. 

If you own SmartList and are in need of a reporting tool or just want to speed things up to save valuable time and money please feel free to email sales@eonesolutions.com if you have any questions - we'd be happy to assist!

Tech Tuesday: Extender Subscription Template Video Series

We have started a new three part video series on Extender templates for Subscriptions. The world has more subscriptions than ever before with all of the cloud services available today. This template is a great starter for anyone that has a subscription business from gym memberships to software subscriptions.

The first video is based on our Standard version, the second on enhancing the solution further with Extender Enterprise, and the 3^rd on Reporting and Integrating.I hope you enjoy the series and get some great ideas on how to use Extender to help your business even more.

Watch Videos

Thanks,Chris DewDirector of Product Management

Exclusive SmartConnect, SmartList Builder and Extender Training Before Convergence

We’ve heard your requests loud and clear for training prior to Convergence. With that in mind, we’re pleased to offer the following sessions prior to Convergence in Atlanta:

1.       SmartConnect Deep Dive Training: March 2^nd & 3^rd from 9 am to 5 pm

      Want to become a SmartConnect guru? This is your chance! Join us for two full days of training and get the skills you need to create the integrations and automations you've always wanted! You’ll walk away a SmartConnect expert.

      Two full days of hands on training, lunches each day and a training guide to take home is $1400/person. If you bring more than one person from your organization, the 2^nd person and each person after is only $700/person.

2.       SmartList Builder Training: March 2^nd from 1 pm to 5 pm

      If your life around reporting is spent in SmartList and SmartList Builder, join us and become a SmartList Builder Rock star. You’ll receive hands-on training and learn to use ALL aspects of SmartList Builder – including Excel Report Builder, Drill Down Builder, and Navigation List Builder.

        Want to join us? The ½ day session is $700/person.

3.       Extender Training: March 3^rd from 9 am to 5 pm

      Learn to make GP sing and dance, without writing code, by becoming an Extender expert.

      The full day session is only $700/person.

Both partners and customers are invited to join us. Once you sign up, we’ll let you know what you need to bring, where to meet us, and all the other need-to-know details!

Unfortunately, there is LIMITED SEATING AVAILABLE. We hate to rush you but please, please, PLEASE sign up as soon as possible so you get a spot in the session of your choice. We have attendees signing up daily and truly don’t want anyone to miss out. Email abbey.cooper@eonesolutions.comfor more details and to reserve your place in training. 

If you can't make it to training, but will be at Convergence, be sure to stop by booth #1140 to say hi and learn more about what's new with eOne. 

Whoa - Your Margins are Too High!

I have heard a few times lately from other software developers that eOne gives margins that are too high and are making them look bad!! Really? This is not an article that promises to never change our margins – but will explain why they are high on both new product and also the associated renewals.

1. eOne used to be a VAR:I understand that selling software is about making money – and if I am going to sell someone’s software then I want to make money out of it!  

2. Long term recurring revenue: The VARS I know are all about building a recurring stream of revenue. I want that recurring stream to include renewals on all our products. If our products are good, and the margins high – then they will continue to collect the AEP revenue on our behalf.

3. No Discriminatory Levels: We do not discriminate between large VAR’s and small one. I have never understood why a software developer should keep more margin just because a VAR does not sell high volumes. There is really no logical sense behind this model. I have never seen the threat of a reduced margin change the behavior of a VAR for the good.

• At eOne we do want committed VAR’s and charge an annual fee of $1,000 for the right to be part of the program, access to marketing material, access to support etc. In addition the admin involved in managing multiple margin levels is too much work. We keep things simple.

• We also expect the same high quality delivery from all our partners big and small, including quality in demo and implementation regardless of VAR size. We make spot check calls on EVERY customer to ensure they are happy with the service provided by the selling VAR.

4. Learning: It takes time to learn a new product. We think that for your effort you should get a big piece of the pie.

5. Not being Greedy: I have had many people come to me asking for advice about starting a new business and what they should do. My first piece of advice is ‘Do not be greedy’. Do not be greedy with your business partners or your customers. Be fair and do what is right and works for everyone. If the business arrangement does not work for everyone involved it will not last for long.

So for all those VAR’s that were on lower margins with Microsoft - we moved you to full margins on all SmartList Builder new sales and renewals. For all those that have switched from IM to SmartConnect – you now make better margin on all new sales and renewals. 

So if you want to deal with a non-discriminatory company, that has one single flat margin for all our resellers, that wants to help you make money and has no interest in taking more than their fair share – then jump on board with eOne.

If you are interested in becoming an eOne reselling partner please reach out to us at sales@eonesolutions.com and we'd be happy to get you on board!

Our Team Continues to Grow!

Our Fargo office continues to grow! We are delighted to introduce to you our newest member of the eOne team!

Meet Baron Smart:

Baron will be joining our Professional Services team focusing on QA and support. A grad of Valley City State University with a degree in Business Administration, Baron is passionate about problem solving and customer satisfaction. He continually seeks new learning opportunities and enjoys using testing software as a learning tool. He also uses it as an opportunity to stumble across helpful or harmful things that may not be known to the normal everyday user.

In his spare time you will find Baron spending quality time with his 4-year-old son and girlfriend watching movies, bowling and just enjoying each others company. He's also passionate about snowboarding, football, golf, volleyball (basically any sports), Texas Hold 'em Poker and increasing his action packed movie collection!

We're looking forward to the passion and skill-set Baron offers our team and we hope you do too! Feel free to welcome Baron to our team by dropping him a line at baron.smart@eonesolutions.com.

Who is the Trusted Advisor in Your Company?

I’m not necessarily one for parables – but here goes.

There was a Gym in Fargo, ND who had a small group of personal trainers who did a great job. They built up a really good following and were involved with every single person who attended the gym in either one on one or group training sessions. This was awesome for the gym and really set them apart. These instructors were making really good money for the gym as well as a good income personally. 

The owners of the gym were looking for new ways improve the fitness services they delivered to their customers and came up with some new programs. Firstly they came up with a great diet plan that would really help both new members as well as those long term customers wanting to muscle up.  They also introduced some new classes and some new methodology they thought would be both successful and possible.  The owners engaged the sales team to lead the role out and they made a considerable investment on marketing to the existing customers. They ran information evenings, mail outs, loyalty promo’s and discounts – but found despite their best effort they were getting no traction at all. 

They wanted to discuss this with the personal trainers but they were really too busy as they had absolutely full schedules from 7am through 10pm and getting them together was just too hard. When the owners spoke to a trainer – each time the trainers said they believed that the new programs were good and when they took off he would help deliver them. They never took off. 

One owner over heard this conversation that really perplexed him:  

Member: “Hey Joe – I keep getting messages about the new Fitness classes – do you think I should try it?”

Trainer: “Well you know – what you are doing now seems to be working. It is really hard to get this 8pm slot with me – so if you gave it up you might not get it back?”

Member: “Yeah – good point, I’ll stick with this.” 

Moving on he heard another conversation: 

Member: “Hey Bill, I see they are running a new Hot Room kettle bell class, what do you think of it.”

Trainer: “You know I know nothing about Kettle bells, but how interesting could it be. I run a boxing class on Saturdays which is really intense – why don’t you come to this one?” 

This same sort of conversation was going on all over the gym. The sales team was pulling their hair out as to how were they supposed to sell anything – when the people the members really trusted were not supporting them.  So they called a late night meeting of all trainers (paid for carrots and celery sticks with a mix of protein shakes be brought in) and asked them: 

Sales Team:  “Why are you not recommending the Kettle Bell classes?”

Trainers: “Well who is going to run them and are they really any good? They look rather complex and we have had no training. I’m not sure how good the results can be from lifting a bell”.

Sales Team: “Yeah but we have provided you all with manuals and instructions – it will be easy, plus we paid for you to attend the online web training session?“

Trainers: “Given I am doing 10 hour days already when do you think I would be able to learn all these things, plus what we are doing now works most of the time – and I know if I get stuck I can go and ask John who is knowledgeable.  If I need help with Kettle bells – who can I turn to?”

Trainers: “Plus, right now I get paid good commission in boxing class which is always packed. Why introduce something new – which will mean less commission?”

Sales Team: “But in the long run there is much more opportunity in the new classes”

Trainers: “yes but what we do now may be boring, but it works!” 

In case my parable has holes in it – the message is simple. Customers only believe their trusted advisers and take little notice of sales teams. You can send out a million flyers, emails and promos but if a customer does not get a rave review from the ‘trusted adviser’ then you will never sell anything. So if you step back and invest a little of those marketing dollars into education for your trusted advisors, the results from your next marketing campaign may well be very different. 

So who are the trusted advisers in your organization?

SmartConnect Classroom Training Dates and Locations for 2014

It's time to become an integration guru! Join us at one of these SmartConnect classroom training events in 2014 and get the skills you need!  

March 2nd & 3rd: Atlanta, GA (prior to Convergence)

April 9th & 10th: Chicago, IL

May 7th & 8th: Seattle, WA

June 11th & 12th: Philadelphia, PA

July 16th & 17th: Fargo, ND

August 13th & 14th: Denver, CO

September 17th & 18th: Los Angeles, CA

October 12th & 13th: St. Louis, MO (prior to GPUG)

November 12th & 13th: Orlando, FL

December 3rd & 4th: Phoenix, AZ

The sessions are $1400/per person for two full days of hands-on training and lunches each day. If you send 2 people from your organization, the 2nd person is half off! We have LIMITED SEATING available so please sign up early. Email sales@eonesolutions.com to sign up or for any questions. 

Four Minute Tour Around the New eOne Website

As many of you may have noticed we recently launched our new and improved website to start the new year off fresh! We are excited for the change as we have made many improvements while updating the look as well. Our goal is to make things as easy as possible for our partners and customers this new year!

So please feel free to take a four minute tour of our new site. Also, be sure to be on the lookout for more instructional videos coming soon that will walk you through processing orders, renewals and generating registration keys!



If you have any questions or comments about our new website please let me know at danielle.erickson@eonesolutions.com.

Tech Tuesday: SQL Views vs SQL Script in SmartList Builder

With the release of the new features in SmartList Builder, there is a new option to add SQL Script as a table type. The question has come up as to how you should choose between using a SQL View or a SQL Script. There isn't a standard set of rules as to which one to use when, so I just wanted to outline some of the differences to help you determine which will be the best option for you in each scenario.

• Go To: Go To's will only work with the SQL Script. When entering SQL Script, you can select your Key Field. When you add a view, you cannot select the Key Field. The Key Field is needed for the Go To's to function.

• Ease of Use: While both require knowledge of SQL Scripting, using a View also requires knowledge of SQL permissions. With a view you need to be sure you give the GP users appropriate access to the views you create. Both the SQL Views and SQL Script will require this if you are using tables outside of the GP tables.

• Exporting:  If you are using the Export/Import option in SmartList Builder, the SQL Script option is included in the Export. The SQL View option will export as far as the setup goes, but you need to be sure that you script out the view and create it in the new database before you import the SmartList Builder setup.

• Performance: There can be differences in performance with each option depending on the scenario. The performance can depend on how the SQL Script or View is written as well as how it is linked to other tables in the SmartList Builder setup. This option may be something where you have to test both options to see which one is the best option for that list.

• Functionality: The SQL Script option does have limitations to what you can write in the statement. You can only use Select statements and you cannot use "--" to make comments. If you need to include something outside of the select statements, you would need to use the view option.

Interested in learning more about SmartList Builder? Feel free to email us at SLB@eonesolutions.com!

SmartList Builder, a Partner Perspective

We LOVE when partners share our enthusiasm for our products! Sometimes, they explain the product better than we ever could. Watch for this quote to appear on our new SmartList Builder brochure! 

"Smartlist Builder provides customers the missing link to simple reporting on Dynamics GP data, as well as other in-house applications.  At Dorado Solutions, we use it with every customer.  We have linked to Medical Billing Systems, Membership Management Applications and in-house custom developed programs.  Smart List Builder provides the reporting and flexibility that every end-user wants for all in-house applications.  We believe that every customer who owns GP needs to own Smartlist Builder!  Without it… is like building a house without a hammer." - Wally Dodds, Dorado Solutions

Are you a partner or customer that would like to share YOUR love for GP, CRM, Salesforce.com or eOne's products? Tell us what you think! Email sales@eonesolutions.com.