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Fishbowl Inventory

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Full-scale Inventory Control for QuickBooks Users. December 28, 2006 ... I n t u i t C o n f i d e n t i a l ... Griffiths & Company started with a company on ... – PowerPoint PPT presentation

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Title: Fishbowl Inventory


1
Fishbowl Inventory
  • Full-scale Inventory Control for QuickBooks Users

December 28, 2006 Kent Blackhurst, Director of
New Business Development, 801-437-9713
2
Fishbowl QuickBooks together offer a true
End-to-End Solution
  • Chuck Hale, Co-Owner of
  • BC Technical, West Jordan, Utah
  • We started using Fishbowl inventory with
    QuickBooks nearly 4 years ago as a somewhat small
    company doing 2M a year.  We have now grown to a
    16M company and within the next 3 years will hit
    over 60M.  Fishbowl integrated with QuickBooks
    worked great in the beginning and will work great
    when we are a 60M company.  At any one time we
    will have 5 or 6 users on QuickBooks with as many
    as 50 users on Fishbowl Inventory with great
    performance.  We love our combination of
    QuickBooks and Fishbowl.  I do not see us ever
    changing as both QuickBooks and Fishbowl
    Inventory seem to grow with us.
  • Chuck Hale, President

3
Key Requirements for the Right Solution
  • Scalable
  • You can have between 1-75 users,
  • Typical Business Size -1-100 employees
  • Typical Revenue - 1million-50 million
  • You can stock over 200,000 products
  • No limits to Customers or Vendors

4
Helps Customers with Large Inventories in
Multiple Locations
  • Organizational Characteristics
  • Multiple warehouses/storage locations
  • Sales, Purchasing, Manufacturing,
    Picking/Packing/Shipping/Receiving
  • We added Fishbowl Inventory and this was the
    solution to our problems. It is very user
    friendly and accurate. It doesn't allow a
    transaction to be fulfilled without proper
    inventory. We have five offices and each is
    responsible for counting their inventory.
    Fishbowl Inventory allows us to see how accurate
    each location is in counting and helps us to
    better monitor inventory. We've save so much time
    by using Fishbowl Inventory. We love the software
    and would highly recommend it to anybody with
    large inventories to be accountable for. - MGC

5
Replaces Legacy Systems
  • Obsolete custom software (Excel, Access)
  • Outdated DOS packages (usually no support)

6
Who Uses Fishbowl Inventory?
  • Wholesalers Distributors
  • Retailers

7
Who Uses Fishbowl Inventory?
  • Manufacturers

8
Fishbowl QuickBooks Together Offer a True
End-to-End Solution
10 min.
  • Key Features Functionality
  • Multi-Location Inventory Tracking
  • Serial /Lot /Expiration Date/Revision Level
    Tracking

9
Fishbowl QuickBooks Together Offer a True
End-to-End Solution
  • Auto Determined Min and Max levels for each part
  • Automated Purchase orders based on current needs.

10
Fishbowl QuickBooks Together Offer a True
End-to-End Solution
  • Robust Bill of Materials, staging capabilities,
    WIP tracking, and Work Order planning
    Capabilities
  • Fishbowl Mobile-Warehouse (A Wireless Bar-coding
    Solution that holds its own with any on the
    Market)

11
Solution Overview
  • QuickBooks Enterprise Integration Overview

12
Solution Overview
  • Fishbowl then takes over these functions from
    QuickBooks
  • Sales, Purchasing, MFG, Inv., Shipping
  • Writes invoices, bills, COGS adjustments to
    QuickBooks

13
Solution Demonstration
15 min.
14
An Affordable End-to-End Solution
  • The QuickBooks/Fishbowl solution is offered as a
    superb alternative to packages such as
  • Mas90, Accpac, Dynamics Other Mid-Tier
    Solutions

15
Fishbowl Pricing
  • End-User Pricing Includes training and MS

16
How Can this Grow Your Business?
  • Market Opportunities
  • Implementation, Data Migration, Training
  • We have professional advisors who are bringing in
    an additional 5,000 to 125,000 in consulting
    services from a single installation of Fishbowl
    Inventory.
  • Hart Singh signed up in November 2005and by
    January 2006 closed a deal where he made a solid
    5 figures in consulting services alone.
  • Griffiths Company started with a company on a
    Fishbowl Implementation project and within six
    months billed them over 125,000 in consulting
    services

17
Where do I find these companies in my area?
  • Think of your current client list
  • Think of other companies in your area that fit
    this criteria
  • If you cant think of nearby opportunities go to
    the WEB

18
Helpful URLs
  • The following URLs can help you to get
    information on these target companies in your
    area
  • http//www.business.com/directory/advertising_and_
    marketing/sales/selling_techniques/lead_generation
    /
  • http//www.onesource.com
  • http//www.idexec.com
  • http//www.harrisinfo.com

19
What are some of the Questions I can start out
with to Peak their Interest?
  • ASK INVENTORY RELATED QUESITONS
  • On a scale of 1 -10 how would you rate the
    efficiency of your warehouse?
  • ASK PURCHASING RELATED QUESITONS
  • Do you know what your Order up to level (OUL) is
    on each product?
  • ASK SALES RELATED QUESITONS
  • How do you keep track of your open sales orders
    and estimates?
  • ASK PROFITABILITY RELATED QUESITONS
  • How do you track excess capital tied up in
    products that dont move?
  • Do you know which items are most profitable for
    you?

20
Resources Available
5 min.
  • Professional Advisors Program
  • Similar to QuickBooks Pro Advisor program
  • Unlimited Technical Support
  • Copy of Fishbowl included
  • On-line Training
  • 2 Day Training Course
  • 3 levels of certification
  • Certification Exams

21
  • Competitive Advantages Brand Attributes
  • Designed specifically for the QuickBooks Market
  • Outstanding Technical support
  • Ranking on QuickBooks Website.

22
Key Contacts
2 min.
  • Primary Contact Name(s) and Contact Info
  • Main Number 1-800-774-7085
  • Sales team X2
  • Technical support X3
  • Channel New Business Director
  • Kent Blackhurst x4113
  • Sales Marketing Director
  • Grant Kimball x4120
  • Technical Support Manager
  • Dusty Miller x4109
  • Primary Web Site Reference
  • WWW.Fishbowinventory.com
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