“We’re drowning in manual, repetitive work.”
— common feedback from distributor owners
Quotes typed by hand, vendor (AP) invoices keyed one by one, inventory updated by hand, the same reports rebuilt every week. AI automation takes over this repetitive work — from entering AP vendor invoices to inventory updates and reporting — so your team spends time on customers, not on data entry.
“My customers keep calling to ask about their balance and invoices.”
— common feedback from distributor owners
Every call means a customer service rep has to stop, look up the account, find the invoice, and read back the balance. These calls add up fast. With a Customer Portal, your customers simply log in and see their own balance and open invoices anytime — so your customer service reps get their time back and customers get answers right away.
“Complaints and returns slip through the cracks.”
— common feedback from distributor owners
Damaged shipments, wrong items, and refunds get handled over scattered emails and sticky notes, with no record and no follow-through. With Microsoft Dynamics 365 Customer Service, every ticket, return, defect, and refund is logged, assigned, and tracked to resolution — so nothing falls through.
“We’ve outgrown QuickBooks.”
— common feedback from distributor owners
More orders, more inventory, more people — and it shows: numbers that don’t match, no real-time view of stock, hours of re-keying, reports you can’t trust. That’s a clear sign you need a system built to grow with you. I move you to Microsoft Business Central.