Catching Up with Cavallo

Acumatica Summit 2025

The Cavallo team loved getting to know the Acumatica community! We met with partners for a demo at our booth, participated in the acu-connect Passport Game as a Gold Sponsor, and brought our AI-powered Order Intelligence solutions to Vegas to empower businesses to execute flawless orders that maximize profits.

Partner Spotlight

Dorado Solutions

We celebrate Dorado Solutions as our top Microsoft Partner for Q4 2024. Dorado Solutions is a value-added reseller of Microsoft Dynamics ERP products, specializing in financials, distribution, manufacturing, lumber and building materials, healthcare, and service organizations in the not-for-profit and public sectors across North America.

Avalara

Avalara makes tax compliance faster and more reliable with automated software solutions.

Power your tax calculations, document management, tax return filing, and tax content with leading billing systems, including e-commerce and ERPs. Visit avalara.com to kickstart your compliance journey and stay informed by downloading Avalara’s Tax Changes 2025 Report.

What’s New

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AI-Powered Predictive Churn
Use advanced AI to analyze purchasing patterns, engagement trends, and historical data to identify at-risk customers. Proactive insights allow users to take action, strengthen customer loyalty, and drive long-term revenue.

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Profit Indicators
Gain a real-time view of your business performance by analyzing key metrics like average margins, revenue trends, and profitability shifts over time. With instant visibility into top-level trends, you can make data-driven decisions to sustain growth.

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ABCD Segmentation
Categorize customers based on their financial contribution to your business. This structured segmentation method enables businesses to identify high-value customers, optimize resource allocation, and tailor strategies to enhance profitability.

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Inventory Manager
Improve warehouse efficiency by streamlining pick paths, ensuring pickers are following business priority rules, picking orders together in smooth workflows, and eliminating paper pick tickets with features like Picking Assignments, Directed Picking, and Batch Picking.
Minimum Version: Inventory Manager 5.14.0 and SalesPad 5.5.5

Mark Your Calendars

March 13, 2025
Webinar: Transform Order Fulfillment with Advanced Picking Features
Watch Now

April 7, 2025
Tradeshow: Directions NA
Las Vegas, NV
Register Now

August 18, 2025
Tradeshow: ELAVATE’25
Grand Rapids, MI

Cavallo’s annual user conference will be held in Grand Rapids, MI, from August 18 – 20, 2025. Don’t miss out on a premium sponsorship slot–check out the 2025 Sponsorship Prospectus to make selections. Secure your sponsorship by contacting Elizabeth Morse, Event Manager at elizabeth.morse@cavallo.com.

Missed a webinar? Visit our archive for recordings of all virtual events.

Employee Spotlight

CHIEF REVENUE OFFICER
Jesse Clem
Jesse leverages 20+ years of industry experience as a tenured sales leader and has an extensive background in technology innovation and strategic partnership-building. His focus is ensuring customer success is at the forefront of everything we do.

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