Michelle Serna’s Post

Stop chasing data across ten tabs—let it all flow. 🌊 From case management to tracking, planning, inventory management, and more, Funeral 365 brings it all together! 📍 One platform, all your information, smoothly connected. #Funeral365 #StreamlinedSystems #TechMadeEasy

Everything comes together seamlessly with complete file cost tracking, real-time reports, and improved budget control. ✨ With Funeral 365, you’ll get: ✅ Full visibility over costs for materials, workforce, and services 💼 ✅ Real-time reports comparing actual costs to budgeted ones 📈 ✅ Data-driven insights for better decision-making using key performance indicators 💡 ✅ Streamlined month-end activities with automation and centralized data flow ⚙️ ✅ Enhanced data security with advanced safety features 🔒 ✅ Automated trust account management for improved oversight of products and services 💵 ✅ Multi-business, multi-currency, and multilingual capabilities for accelerated growth 🌍 Funeral 365 simplifies your financial processes, giving you better control and flexibility to drive your business forward. 🚀 Contact us for more information: https://hubs.li/Q02M6tby0 #Funeral365 #FinancialDirectors #DataSecurity

Streamline QuickBooks Access with Virtual Desktops! 🚀 Tired of juggling multiple QuickBooks users on different computers? A Virtual Desktop solution can make it easier! With MCR Core, your team can securely access QuickBooks from anywhere, on any device. No more hardware headaches or complex setups – just smooth, reliable access for all your users. Let us handle the tech while you focus on running your business. 👍 Learn how MCR Core can simplify your workflow at MCRcore.com. #VirtualDesktop #QuickBooksSolutions #BusinessEfficiency #CloudComputing #TechForBusiness

𝙂𝙋 𝙩𝙤 𝘽𝘾: What are the main reasons to stay on GP❓ It feels like there's a big push towards Business Central. However, Great Plains is a great product and a large part of its user base is very loyal. Michelle Serna - who used to be a GP end user herself and is now Business Central Practice Director at TruNorth Dynamics shares why GP customers may decide not to switch: - Familiarity & comfort - (Perception of) costs What reasons have you heard of to stick to GP? For the full 22 minute interview with Michelle, see the link in the comments. Dynamics Compass #msdynamicsgp #msdynGP #greatplains #d365BC #businesscentral

🚀 💻 DCL are delighted to announce that today we launch the new and improved Haul In One quote engine: https://lnkd.in/ef_Hv66X     Along with a new look, the Haul In One system has been upgraded to offer quicker access to quotes and a more streamlined user experience for brokers.    Find out more about the upgraded features below ⬇️⬇️⬇️    PLEASE NOTE - The launch of the new Haul In one system requires a quick admin reset by HIO master users. Here's how you and your team can maintain access today:    - If you're a master user, you'll need to click the “Forgot Password” link on the login page and follow the instructions.    - Once logged in, the master user is able to add other users within your organisation and give them access to the Haul In One portal. The master user will need to re-enter all the users that they wish to maintain access.     - For any existing quotes you may have received on the old system, while you won't be able to see them on the new system, they will exist in our back office and can be retrieved and honoured if you provide a quote number or the policyholder postcode.    We hope these changes ensure that Haul In One continues to be your go-to solution for incepting and managing smaller, commercial policies for multiple vehicles. 

Does your 30 June still involve a mountain of paperwork or have you worked to spread your workload out throughout the year? Either way now is the time to consider any last minute opportunities to use unspent budget on marketing that could drive your FY24 business results or set you up for success in FY25. #EOFY #InsuranceBrokers #insurancemarketing

Does your 30 June still involve a mountain of paperwork or have you worked to spread your workload out throughout the year? Either way now is the time to consider any last minute opportunities to use unspent budget on marketing that could drive your FY24 business results or set you up for success in FY25. #EOFY #InsuranceBrokers #insurancemarketing

Are you 𝘖𝘱𝘦𝘯 to a new ticketing tool for your support team, but still 𝘞𝘢𝘪𝘵𝘪𝘯𝘨 for a platform that’s 𝘙𝘦𝘴𝘰𝘭𝘷𝘦𝘥 the issues of legacy help desks? The wait is over! With ticketing in Front you can track and manage the status of every request in your lifecycle. Soon you’ll be able to create custom ticket statuses that map to your specific processes for a tailor-made setup. Get ready to scale your support without losing the personalized service that sets your business apart. https://hubs.la/Q02V04LL0

𝗧𝗶𝗽 𝟴: We are showcasing 𝗧𝗿𝗲𝗻𝗱 𝗮𝗻𝗱 𝗚𝗿𝗼𝘂𝗽𝗶𝗻𝗴 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 for Management Reporter (MR) in Dynamics GP (Great Plains). This tip will be outlining how to adjust trended timelines and group several types of reports together with synchronous dates. If you would like to know more about advanced functions in MR and how GP Support North can help you and your team achieve a successful 2024 through advanced reporting training and support visit, https://lnkd.in/ghDbbD7 #msdyngp #digitaltransformation #managementreporting #managementreporter #gpstrong #welovegp #seattle

Say goodbye to time-consuming ticket editing and hello to efficiency with Ticket Center's multi-edit tool. Streamline your ticketing and regulatory reporting process with SitePro. Learn more here. >>> https://hubs.li/Q02xhhl70