Posts

Best of Acumatica Summit 2018 Lunch & Learn Dallas

/in /by

best of summit acumatica-1Acumatica, the leading cloud ERP software solution and recently ranked at the top of the Nucleus ERP Value Matrix is hosting a Lunch and Learn on April 12th.  This event is a follow-up to the January 2018 Acumatica Summit in Nashville; Lunch and Learn, the Best of Summit.  You must register to attend!   It’s free to attend, however hotel reservations,etc. are not covered by Acumatica or Clients First.

Thu, April 12, 2018
11:30 AM to 2:00 PM (CDT)

Register here

Westin Dallas / Fort Worth Airport Hotel
4545 West John Carpenter Freeway
Irving, TX 75063

Agenda:

11:30am – 12:30pm: Registration, Lunch & Networking

12:30 – 1:00pm: Acumatica Overview

1:00 – 1:25pm: 2018 R1 Functionality & Demos

1:25 – 2:00pm: Customer Panel or Video

One of our customers Ron Fairchild will be speaking at this event.  Ron is the CFO at Texas Scenic in San Antonio.  Texas Scenic is a theatrical equipment and systems integrator.  They are a recent Acumatica customer and a pleasure to work with.

Here’s what Ron has to say about Acumatica:

“We had been using a legacy construction accounting software package when we found Acumatica Construction Edition, and it is  a perfect fit.  It’s a modern cloud solution that handles our manufacturing, service, distribution and construction business in one cohesive integrated solution allowing a seamless flow of data.  We expect this to provide significantly better business insights and improve overall efficiency”  Ron Fairchild, CFO

Register quickly since space is limited.

Clients First is an Acumatica Cloud ERP Partner located in the Dallas Fort Worth area of Texas.  We specialize in manufacturing, projects and MRO (maintenance, repair and overhaul).  Call us to find out more:  800.331.8382 or email info@cfbs-us.com.

Acumatica-Summit-2018-Cloud ERP

Acumatica New Release for 2018

/in , , /by

At this week’s annual Acumatica Summit in Nashville attendees got a sneak peek at Acumatica 2018 R1.  Acumatica continues to add new features and functionality to its easy to use interface.  Typically the publisher has a major release every 6 months.  (Nucleus Research was right Acumatica is easy to use and will continue to add functionality in 2018!) Read more

Acumatica Field Services Edition

ERP for Mid-Sized Field Service Businesses

/in /by

To run an efficient service industry business it takes more than just a bunch of spreadsheet files or a generic business solution to keep up with service tickets. Whether your team struggles with getting service requests assigned and properly scheduled or there’s a communication problem between employees or with management, Acumatica Field Service Edition has the solution. The Field Services Edition is ideal for professional services and maintenance, repair and overhaul (MRO) services. The suite makes it easy to receive, assign, and track the progress of all service jobs in real-time.

Read more

Clients First Field Services Webinar

Attend our Field Services Webinar

/in , /by

Acumatica’s new field services management (FSM) suite is now available for services companies who need both CRM functionality and scheduling automation. This suite cuts the time it takes to correspond between departments; it speeds the receipt of service request to dispatch by making it easy to communicate and take action wherever you are.  FSM streamlines the trivial parts of the process like scheduling the service call and planning the transportation route. It can also:

  • Quickly capture service needs and access customer information, product history and resources required to shorten time between call receipt and job assignment.
  • Create daily or weekly schedules automatically or using drag-and drop tools on the visual calendar board
  • Record the details of equipment and products installed at each customer’s site and track repair parts in stock.
  • Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges and objections.

If you would like to learn more about it, we will be having a webinar on March 9th, 2017 at 2 pm CST. It will feature Acumatica expert Tom Costa and Clients First’s Bob Turner as the speakers. Follow this link to register today!



Clients First Field Services Webinar



Acumatica Field Services Management Webinar

/in , , /by

Acumatica is finally revealing their new field services solution in a webinar that is open to field services leaders and anyone that’s interested in learning about Acumatica for Field Services. The purpose of this webinar is to inform both potential and current customers of the maintenance, repair and overhaul (MRO) features available, which include:

Read more

Azure Machine Learning

Dynamics 365: Quality Management with Machine Learning

/in , /by

What is Machine Learning?

Machine learning is a type of artificial intelligence that analyzes previously collected data and statistics to learn normal behavior. The purpose of machine learning is to promote positive customer experiences by learning what they like and automatically present the more desirable function or item.

If you use the Internet, chances are that you have already been subject to machine learning. Major companies such as Google, Facebook, and Amazon have already benefited from using this method on their customers. To better understand how machine learning works, let’s examine how much machine learning effects our everyday lives.

Read more

Clients First Business Solutions has Acumatica 6

Q&A: What’s new in Acumatica 6?

/in , , /by

It’s official! Acumatica 6 has landed on a cloud near you.

The much anticipated release of the latest version of Acumatica happened Sept. 8 at a conference in Boston and the world of cloud ERP is buzzing! You may not have the time to do all the research, but Clients First makes it’s our job to make your work life easier so this article will be a quick Q&A on everything you want to know about Acumatica 6.

Acumatica is already known for being a truly cloud-based, all-in-one ERP solution that was designed with SMBs in mind. Now, Acumatica has reintroduced itself with a simpler and even more user friendly interface for increased productivity in the workplace.

Read more

Clients First Texas Clients First Minnesota

Discover Clients First Texas & Clients First Minnesota

/in , , /by

Meet the Staff at Clients First Texas & Clients First Minnesota

Clients First Texas and Clients First Minnesota recently had its annual team meeting held at the Gaylord Texan. I just have to share how honored I feel to be a part of such a brain trust. Our ERP team has over 200 years of experience and profound manufacturing depth. What is absolutely fabulous about this meeting is that the team actually get to meet face to face as we generally just use technology to communicate since the team members are truly global.  Above is how we generally see each other throughout the day: Read more

Join Our Launch Event Showcasing The New Dynamics AX

/in , , /by

Launch Event Showcasing The New Dynamics AX

Join Clients First Texas as we are hosting a launch event on the new Microsoft Dynamics AX on March 8th or 9th, 2016.  Discover the new features of this powerful business technology written entirely written in HTML 5 with a code upgrade, that is a true Cloud ERP Offering.  This will allow Dynamics AX to be used across any internet enabled device.

Learn how Microsoft Dynamics AX can help you increase the speed of doing business.

Read more