Happenings September 9, 2023

    In this issue:

• National Day Spotlight
• Dad Jokes
• Customer Spotlight
• ISV Addon Spotlight
• Acumatica User Tip
• Sales 101
• Events, Blogs, Movies

The purpose of a newsletter is an opportunity for the ASWi team to provide you and the rest of our clients with information on all the new ASWi and Acumatica related things (or “happenings”) that you may not otherwise be aware of.

Please feel free to share this newsletter with any/all of your team. Pease let me know if anyone on your team who would like to be added to the mailing list for the next issue and removed.

“No matter what you do in life, be happy where you’re at.” Leslie Cochran

Happy Wonderful Weirdos Day! If ever there was a day that was built for my city (Austin), it was today. Nothing’s quite as dull as being normal, boring, average or typical. Celebrate being weird, and celebrate the weirdos in the world on Wonderful Weirdos Day!

Enjoying this special day is particularly fun for those whose sense of “normal” is slightly unique. Try these ideas for celebrating Wonderful Weirdos Day, or come up with some other creative (even weird!) ideas to make this day interesting like putting on that “unique” outfit at the back of your closet, have fun speaking pig-Latin with your family or friends, watch an off kilter movie, listen to music by Weird Al Yankovic, and/or try some weird foods (if you try lutefisk or balut, we can compare notes!).

Q: Why was Cinderella so bad at soccer?
A: She kept running away from the ball.

Q: What did the horse say after it tripped?
A: Help, I’ve fallen and I can’t giddy up!

Q: What do you call an angry carrot?
A: A steamed veggie.

Q: How do you make an eggroll?
A: You push it.

Q: What would bears be without bees?
A: Ears.

Q: Why do cows wear bells?
A: Because their horns don’t work.

ASWi is very humbled, privileged, and proud to be able to serve some of the most innovative organizations in the country as their ERP solution provider and trusted business advisor.

Today, I would like to spotlight and introduce the newest members to our community: Tek-Fins, LLC.

Founded in 1989, with a primary focus of designing and manufacturing air-cooled heat exchanges (ACHEs), it quickly became a major supplier of finned tubes to ACHE companies.

While Tek-Fins continues to be a major supplier of finned tubes, its roots in manufacturing high qualify air-cooled heat exchangers remains its primary focus.

eWorkplace Apps have announced the release of new capabilities within Quality Management Suite (QMS) for Acumatica.

Key features introduced in the 2023 R1 release of QMS include:

Added to QMS in 2022:
• Preassign Lot & Serial Number In-Process QC
• Partial Production QC
• Enhanced Generic Inquiries
• 2-Step Warehouse Transfer QC
• Multiple In-Process QC
• Vendor Certifications to control the parts a supplier can provide
• NC-CAPA Enhancements

Just Added to QMS:
• QC Support for Inventory Adjustments
• Support of Multiple Shipments on a Sales Order
• QC Tools Enhancements
• Vendor Certification Enhancements
• Improvement in Sampling Methods: you can sample serial-tracked
items, all levels of AQL are supported, formula-based sampling
rules engine
• Testing of Tools, Machines, Fixed Assets, and Non-Stock Items:
able to define tests by tools, machines, fixed assets and non-stock
items; define testing frequency; history of test results
Roadmap of Future Capabilities:
• Destructive Testing
• UoM Handling in Sampling Plans
• QC Plan Workflow Enhancements
• Attributes Linking to QC Test
• Vendor Performance Enhancements

For more information on eWorkplace Apps Quality Management Suite for Acumatica, you can contact Keith Wood, ASWi’s Customer Success Manager, at keithw@aswius.com or (717)581-1226.

By Jeb Blount

With careful planning and execution, generative AI can be a powerful tool that will help you sell more.
Leverage the Three A’s
• Adopt an AI tool.
• Adapt it to your unique selling style.
• Work at it until you become Adept using it.

Don’t try to implement generative AI in every aspect of your sales process all at once. Start with one or two tasks that you think will benefit the most from
automation. As you adopt new AI tools be patient. You won’t see results overnight and in some cases, until you become adept with the tool, you’ll spend more time to accomplish the task than if you had just done it on your own without AI help.

The AI Mad Rush
Everyone is building AI tools everywhere. There is a mad rush in the tech community to be first. The problem is that most of these tools won’t be around in 24 months. They’ll be absorbed by other tools or just die because they couldn’t get enough customers.

Likewise, many of the tools that are free today, will cost you tomorrow. Therefore you want to be super selective with the AI tools you choose, to
ensure that you are not wasting your time in a platform that will soon be out of business or obsolete.)

Beware of AI Solutions Searching for Problems
In this mad rush, tech entrepreneurs and mainstream tech platforms are building AI into everything. A good many of these tools and widgets are useless – essentially gratuitous AI solutions looking for a problem. I’ve got a bunch of gadgets in my kitchen drawers that I’ve purchased over the years. One, for example, cuts avocados. It looked cool on Instagram so I bought it. But I only used it once. Yes, it worked but it wasn’t any more efficient or effective than using a knife to cut the avocado open. So, it sits in the kitchen drawer. A solution still looking for a problem.

Just because there is an AI tool, widget, or function doesn’t mean that you should use it or that it is worth your time. Avoid getting caught up in the hype.

10 Ways Generative AI May Help You Sell More In The Future

As generative AI tools like ChatGPT become more integrated into the sales process, human intuition, creativity, and empathy will fuse with AI to help sales professionals gain a competitive edge. Many of the innovations that will eventually plug into AI to sales motions are in their nascent stages. A holy grail for AI in sales is analyzing disparate bits of information to build dynamic and targeted prospecting lists that tee up opportunities that are entering an open buying window. That, by the way, is my dream come true for AI. Imagine how fanatical you’d be with a prospecting list like that!

Here are some additional ways we may be leveraging generative AI in the future to sell more:
1. Personalized Content Generation
AI will be integrated into content management systems. This allows sales teams to instantly generate tailored presentations, reports, or videos designed around individual client profiles. This level of personalization can vastly improve engagement rates and demonstrate a keen understanding of a client’s unique requirements.

2. Revolutionizing Email Campaigns
Generative AI can draft compelling email content based on a lead’s engagement history. By analyzing past interactions, open rates, and responses, AI can suggest
subject lines or content tweaks to maximize engagement. This results in higher open rates, better engagement, and ultimately, more conversions.

3. Data-Driven Insights
Generative AI sifts through enormous data sets to pinpoint key trends and insights. Salespeople can utilize these insights to better understand market trends, target potential high-value leads, and anticipate which services or products might attract specific customers.

4. Virtual Role-Playing for Training
Platforms using generative AI can simulate customer interactions, enabling sales teams to refine their techniques in real-world scenarios. Through repetitive
interactions with AI-generated customers, they can hone their pitches, responses, and closing techniques.

5. Creating Robust Customer Profiles
Generative AI merges data from various touchpoints to create in-depth customer personas. This offers salespeople a holistic view of potential leads, from their
purchasing habits to their interaction history, facilitating a more targeted and effective approach.

6. Automated Follow-ups
Prompt follow-ups can be the difference between closing a deal and losing one. Using generative AI tools, sales teams can schedule and automate follow-up
messages that align with previous conversations, ensuring timely and meaningful communication.

7. Advanced Sales Forecasting
Traditional sales forecasting, while valuable, can’t process the sheer volume of data available today. Generative AI, on the other hand, can churn through vast
datasets, providing more accurate, data-driven sales predictions. This enables better resource allocation and strategy planning.

8. Intelligent Product Recommendations
For businesses with varied product portfolios, generative AI can be invaluable. By assessing a client’s profile, engagement history, and market trends, AI can identify the best product or service for a particular lead, improving the chances of conversion.

9. Dynamic Sales Scripts
Starting with a baseline script, generative AI tools like can refine and adjust pitches based on real-time feedback and success metrics. While the human touch remains irreplaceable, these dynamic scripts ensure that the sales approach remains consistently effective.

10. Real-Time Strategy Adjustments
In the fast-paced world of sales, adaptability is key. Generative AI can analyze ongoing campaigns, customer feedback, and market shifts to recommend
immediate strategy changes. This keeps sales strategies agile and relevant.

AI + Human = Sell More Together
There are voices in the business and sales predicting a dystopian future in which AI replaces salespeople. This attention seeking clickbait is pure BS. The role of the salesperson is not diminishing. Instead, it’s evolving and becoming more important. With AI handling data analysis, content creation, and strategy suggestions, salespeople can focus on what they do best: building genuine authentic relationships and developing creative solutions for customer problems.

Embracing this merging of generative AI and the human touch will give you the competitive edge you’ve been seeking, allow you to lean into the things
that make you uniquely human, remove the many of the repetitive boring tasks that steal your joy, and ultimately help you sell more.

You can use create templates for common recurring Accounting Payable bills by entering a new AP bill and selecting Save as Template.

This will bring you to a screen where you can confirm the details of the AP bill template.

Then, the next time I have this type of bill, I can use the template by selecting Paste from [name of the template].