How Cavallo Continues to Support Microsoft Dynamics GP

The recent announcement about the future of Dynamics GP has raised questions for many businesses, but Cavallo remains dedicated to supporting your success—no matter where your ERP journey takes you. For over 20 years, we’ve helped Dynamics GP users optimize operations, and we’re committed to providing the tools and expertise you need to get the most out of your system for as long as it continues to serve your business. As part of our ongoing commitment to our customers, we’re expanding our solutions to adapt to your evolving needs and to ensure your business remains competitive and successful in a changing landscape.

Cavallo’s mission has always been to empower your business with innovative ERP solutions. Whether you’re staying with GP or exploring new opportunities, we’re here to help your business thrive.

In the competitive world of distribution, businesses rely on robust solutions to manage complex order workflows, inventory, and customer interactions. Microsoft Dynamics GP is a trusted ERP system for many, but as distribution companies grow, they often face limitations that hinder scalability and efficiency. Enter SalesPad by Cavallo: a comprehensive Order Intelligence solution tailored to meet the unique needs of distributors. SalesPad empowers order-centric brands to maximize efficiency, accuracy, and profitability while using Microsoft Dynamics GP.

The Challenge: Dynamics GP in the Distribution Sector

Microsoft Dynamics GP excels in providing a broad ERP framework, but its generic design lacks the specific functionality needed for dynamic distribution environments. Key challenges often include:

1. Complex Order Management: GP’s order entry system can be slow and prone to errors, making it difficult to manage high volumes efficiently.
2. Limited Workflow Automation: Manual processes dominate, consuming time and increasing the risk of human error.
3. Inefficient Inventory Control: The lack of advanced tools for forecasting, tracking, and managing inventory often leads to stockouts or excess stock.
4. Disconnected CRM Tools: Siloed data limits visibility into customer behavior and sales opportunities.

The Solution: Order Intelligence by Cavallo

Designed by industry experts, SalesPad, part of Cavallo’s Order Intelligence platform, offers a seamless extension of Dynamics GP that addresses these challenges head-on. By supercharging order management processes and introducing tailored functionalities, SalesPad enables distributors to optimize every step of the customer-to-cash cycle. Tasks that typically take minutes in Dynamics GP take only seconds in SalesPad.

1. Revolutionizing Order Management

Redefine order management with advanced features that minimize manual input and maximize accuracy. From simplified order entry to automated workflows, the platform ensures faster, error-free processing.

• Advanced Quote and Order Entry: Quickly generate accurate quotes and orders with tools like blanket orders, advanced item configurations, and Excel imports.
• Workflow Automation: Automatically route orders based on pre-defined rules, ensuring low-margin or problematic orders are flagged before processing.

2. Streamlined Workflow Automation

Manual tasks drain resources and introduce variability into critical processes. Leverage AI-driven workflows to automate these tasks, allowing businesses to focus on strategic growth.

• End-to-End Workflow Automation: From data import to invoicing, processes are streamlined to eliminate repetitive tasks.
• Enhanced Control: Rules can be defined to block orders with low profitability, safeguarding margins at scale.

3. Enhanced Inventory Management

Maintaining the proper inventory levels is critical for any distributor. SalesPad’s purchasing and inventory tools empower businesses to make data-driven decisions that boost profitability. Reduce safety stock and eliminate overspending with tools that align purchasing decisions to demand forecasts. Take it a step further and completely fail-proof the receipt, picking, and transfer of inventory with barcode scanners and automated tracking.

4. Integrated CRM for Superior Customer Engagement

SalesPad’s CRM features break down data silos, ensuring sales and customer service teams have access to real-time information. Users can track leads, opportunities, and customer interactions in one place, identifying and actively pursuing new revenue streams with detailed customer insights.

5. Operational Insights Through Analytics

Order Intelligence analytics tools turn data into actionable insights, allowing businesses to monitor KPIs, identify trends, and make informed decisions. Visualize performance metrics across orders, inventory, and customer interactions with real-time dashboards, and tailor reports to track specific business objectives, from margin analysis to sales performance.

Real-World Impact: SalesPad Success Stories

SalesPad’s transformative power is reflected in the measurable outcomes achieved by its users:

• 200% Increase in Order Throughput: Businesses process more orders in less time, improving overall efficiency
• 85% Reduction in Time to Quote: Automated tools accelerate the quoting process, enabling faster customer responses.
• 3% Increase in Gross Margin: Optimized workflows and error reduction directly contribute to higher profitability.

SalesPad delivers a tailored experience for distributors by combining user-friendliness, robust functionality, and scalability. Whether you’re looking to maximize the value of Dynamics GP or seeking a solution to support business growth, SalesPad is the clear choice. Developed by experts with deep industry knowledge, SalesPad offers a more affordable alternative to switching ERP systems and flexible configurations that adapt to unique business needs.

Extending Capabilities with Add-Ons

Cavallo’s flexibility extends beyond core features with a range of add-ons that cater to specific needs. Mobile accessibility in SalesPad allows users to manage operations on the go, and EDI integrations streamline electronic data interchange processes with seamless GP integration. Tasks like over-the-counter transactions are simplified with features for cash, credit, and check payments, and users can automate recurring transactions to save time and maintain consistency.

Take Your Distribution Operations to the Next Level

In an industry where efficiency and accuracy directly impact the bottom line, SalesPad by Cavallo is a game-changer for Dynamics GP users. By automating workflows, enhancing inventory control, and providing actionable insights, SalesPad empowers distributors to thrive in today’s competitive landscape.

Are you ready to transform your distribution business? Contact us to learn how Cavallo can help you unlock your full potential.