CASE STUDY: Help U Sell Automates Sales Invoicing
Process with Ei Dynamics
Help U Sell is a national discount real estate
brokerage with franchise offices in all 50 states. Help
U Sell helps consumers list and sell their homes for
commissions as low as 1%. Help U Sell implemented
Microsoft Dynamics GP in 2006 to replace their low end
accounting system at the time.
BACKGROUND
Prior to implementing Ei Dynamics and Dynamics GP,
Help U Sell utilized a combination of a low end
accounting system, spreadsheets and a custom database
system to track, bill and collect revenue from over 600
franchisees each month. Help U Sell purchased Dynamics
GP with the anticipation that they would be able to
completely automate their invoicing, using the
functionality Dynamics GP offered right out of the box.
During the sales process one of the key selling
points of Dynamics GP was the ability to electronically
automate the generation and delivery of their sales
invoices. Help U Sell sends over 600 invoices per month
and to send that many invoices via standard mail was
costly, time consuming and inefficient and Help U Sell
wanted to automate this process electronically via
email.
Midway through the implementation of Dynamics GP,
Help U Sell determined that they wanted more control
over the generation and delivery of invoices than what
Dynamics GP offered. Consequently, Help U Sell had a
decision to make, whether to settle for what Dynamics GP
natively offered, develop a custom solution or find an
alternative 3rd party solution that could handle the
unique needs of Help U Sell and could be implemented in
a timely manner and at a reasonable cost.
SOLUTION
The solution presented to them was to implement Ei
Dynamics, a third party cross platform business
alerting, report automation and business process
management solution designed to work with Dynamics GP.
Ei Dynamics not only would allow Help U Sell to automate
their invoicing the way they wanted to but the solution
could be leveraged across all of Dynamics GP, across
their CRM system from SalesForce.com and across all of
their internal databases that they developed and managed
other data with.
While Help U Sell would initially need to invest in
Ei Dynamics to solve their invoicing dilemma they would
really be investing in a broader, long term solution
that could be leveraged to solve many other problems and
streamline other business practices. By using Ei
Dynamics to its potential they could also realize a
return on investment almost immediately.
RESULT
Help U Sell ultimately decided to purchase Ei
Dynamics to facilitate the automation of their sales
invoicing process.
The entire process to implement Ei Dynamics and
automate their invoicing took about 3 days of
consulting, most of which was time devoted to creating
the custom SQL Reporting invoice report, testing it and
making modifications based on feedback from various Help
U Sell managers.
Ei Dynamics now generates and delivers all of their
customer invoices via email and whether they add a
hundred or even a thousand more customers the amount of
extra effort to process the additional invoices will be
minimal and will not require them to increase their
staff.
According to Help U Sell, after implementing Ei
Dynamics, they immediately saw a savings in their
postage costs and the process was so easy that veteran
staffers were amazed at how quickly and easy it was to
process invoices and how much more time they had to
focus on other necessary activities.
Since implementing Ei Dynamics, Help U Sell has found
numerous other uses for the software.
- Improved their receivables collection process by
sending automatic weekly notifications to customers
who have balances over a specified number of days.
- Implemented numerous internal alerts to monitor
the vendor, contract and customer setup screens and
notify accountants when information is entered
incorrectly or is missing.
- Automated the distribution of several management
reports.
- Replaced GP Smart Lists with Ei Dynamics "Smart
Emails" eliminating the need to login to GP to
review smart lists and other online information and
having greater piece of mind that they will know
about an issue before it is too late.

Email Output Sample
About Ei Dynamics
Ei Dynamics is a provider of business intelligence,
business alerting and business process management
software for the small to mid-market. With Ei Dynamics
software, businesses can monitor their data and send
alerts when user defined conditions are met. Businesses
can also automate their reporting, setup workflows and
develop rules based document routing routines. Ei
Dynamics provides enterprise level functionality at
affordable prices. For more information Ei Dynamics can
be reached on the web at
http://www.eiDynamics.com or email at
sales@eiDynamics.com.