From Static Dynamics GP Data to Strategic Action
SalesPad delivers operational intelligence by unlocking your Dynamics GP data with real-time analytics and near limitless customization. Replace slow, manual reporting with the live visibility and automated control needed to eliminate blind spots, prevent churn, and scale your business without increasing headcount.
Our Commitment
“Our promise is simple: we’re here for the long haul. Cavallo will support SalesPad for GP for at least the next ten years — and longer for customers who continue to rely on us. Because our commitment isn’t to a timeline, it’s to the people and businesses who’ve built their success with us.”
Mike Biwer
CEO, Cavallo
Bridging the execution gap
Visibility, Flexibility, and Control
Standard Dynamics GP provides transactional integrity but lacks the operational intelligence required for modern decision-making. This execution gap leaves teams struggling with manual workarounds and blind spots that hinder growth:
Rigid data structures
You have nowhere to store unique operational data (e.g., vendor item numbers, container numbers, custom web IDs) forcing reliance on sticky notes or external spreadsheets.
Rigid reporting options
Juggling fragmented reports and manual spreadsheets hinders visibility and prevents you from creating the custom insights needed for fast, informed decisions.
Inefficient UI
Screens are cluttered with tabs and fields that are irrelevant to a user’s role, slowing down data entry and increasing error risk.
Flying blind
Managers lack a real-time dashboard view of operational bottlenecks (like stuck orders) and must wait hours for static reports to update while problems continue to pile up.
Silently losing customers
Not knowing a customer is at risk of churn until they stop ordering entirely forces a reactive and costly retention effort.
The solution
SalesPad for GP
SalesPad serves as the operational powerhouse for your Dynamics GP data, providing the flexible tools and real-time visibility needed to automate complex workflows and drive proactive business decisions.
Data-driven decisions
Live Dashboards & Performance Analytics
SalesPad replaces slow, static GP reports with interactive, real-time tools that give management immediate visibility into workflow health, historical trends, and team performance.
Real-time dashboards
End the flying blind era with an immediate view of your workflow. Identify exactly where documents are stuck with color-coded alerts that trigger the moment an order exceeds your defined time limits.
Historical sales analysis
Easily answer complex questions without being a data scientist by utilizing a flexible pivot-style grid to slice and dice posted sales history, allowing you to analyze profit, margin, and quantity trends by customer, item, and sales rep.
Sales team accountability
Drive performance with transparency. Monitor active orders and their workflow status in real time, while leveraging historical analysis to track individual margin contributions and revenue trends for data-backed coaching.
Quick reports
Create dynamic, query-based grid reports displayed directly on relevant screens like the Customer Card, giving users immediate access to contextual data (e.g., open orders) that they can filter, export to Excel, or email without leaving the screen.
Extended capabilities
Tailor Dynamics GP to Your Exact Business Rules
SalesPad provides the unique flexibility to tailor your ERP experience to your exact business rules and integrate with any external system.
Unlimited user-defined fields (UDFs)
Extend the capabilities of Dynamics GP by creating virtually unlimited custom fields across any business object—including customers, items, and sales documents. Track unique operational details like web links or container specs while leveraging automated logic to carry those values seamlessly from your items and customers onto every sales document.
User-based customizations
Tailor the experience for every role by configuring screen layouts to hide unnecessary tabs and fields, reducing clutter and minimizing distraction to speed up data entry for each user group (CSRs, purchasing, warehouse).
Scripting & business rules
Enforce complex logic that GP cannot handle out of the box. C# scripting allows you to enforce complex business rules (e.g., “if item X is added, automatically change the shipping method to Z”) without relying on tribal knowledge or manual checks.
Automation Agent
Automate repetitive administrative work. This service runs in the background to handle scheduled tasks like forwarding orders in workflow, automated document transfers (quote to order, order to invoice), and emailing AR statements and other reports. Leverage Automation Agent scripting to schedule your own custom automations like mass Excel imports, special prioritization logic for sales order auto-fulfillment, and more. Download (.pdf).
Developer API (Web API)
The sky is the limit for custom connectivity. Eliminate manual data entry by using this REST-based API to build real-time, two-way integrations with virtually any external system (eCommerce, CRM, 3PL, third-party WMS, company website / customer portal) allowing you to programmatically read and write sales documents, products, customers, and more.
AI-powered customer insights
Predict Churn and Target High-Value Accounts
Customer IQ for SalesPad for GP, powered by Cavallo’s Profit Max Platform, transforms your historical ERP data into a proactive growth engine. By applying predictive intelligence to every account, you can stop reacting to lost revenue and start protecting your most profitable relationships.
Predictive churn detection
Identify early warning signs before a customer leaves. The system utilizes machine learning to flag shifting purchasing patterns, assigning a Churn Risk Score (minimal to high) so your team can intervene while the relationship is still active.
Smart segmentation
Automatically grade accounts based on their actual contribution to your bottom line. By segmenting customers according to lifetime margin and churn risk, you can prioritize premier service for high-value accounts and apply specialized pricing or automated logic to lower-margin segments.
Automated outreach triggers
Bridge the gap between data and action. High-risk triggers automatically generate CRM tasks and outreach suggestions, moving your sales team from manual analysis to structured, measurable execution.
Workflow routing
Use health and value metrics as automated workflow triggers. Instantly route documents, flag high-risk orders, or prioritize warehouse picking in Inventory Manager (.pdf) based on a customer’s real-time health grade and / or churn risk.
Tailormade for your distribution needs
Flexibility Through Add-Ons and Integrations
SalesPad acts as the centralized hub for your critical distribution tools, integrating with best-in-class platforms to bridge the gap between your ERP and your unique business requirements. These tools ensure total visibility and workflow continuity across your entire organization.
SalesPad Products
Automation Agent
Utilize an unattended background service to handle repetitive administrative tasks and keep your business moving. Automatically execute workflow actions, document transfers, and report distribution to ensure critical processes are completed without manual intervention. Download (.pdf).
Business Tools & Operational Intelligence Integrations
Multi-Entity Management (MEM) Integration
Streamline multicompany operations by allowing users to toggle between distinct business entities within a single SalesPad environment, letting them view and transact against the inventory and documents for each specific facility. Download (.pdf).
Document Management Integration
Centralize your critical business records by integrating KwikTag’s document management system directly into SalesPad, giving users the ability to view and attach external files like contracts for specific customers and transactions. Download (.pdf).
Customer Success Story
IDville
By implementing SalesPad’s controlled workflows and automation, IDville—a leader in ID card and badge solutions—achieved the operational flexibility required to eliminate costly errors and reach near-perfect fulfillment accuracy.
“We can guarantee that 99.9% of our orders go out with the exasct quantity and item they need.”
Ryan Lawrence
Warehouse Manager at IDville
FAQ
Are the dashboards and analytics truly real-time, or do they pull from static Dynamics GP reports?
It depends on the specific insight you need. Our operational dashboards provide live data directly from your current workflow, showing you exactly what is happening in your business in the moment. For complex historical analysis, the system utilizes high-performance data warehousing that performs quick, incremental updates. This ensures your strategic reports remain current and fast without slowing down your primary ERP database.
When we add user-defined fields (UDFs), does that information still flow back to Dynamics GP?
Yes. You have the flexibility to add as many fields as your business requires. SalesPad UDFs can be mapped directly to Dynamics GP User-Defined Fields to ensure seamless data synchronization. Furthermore, SalesPad is designed for “flow”—values automatically carry over between business objects (e.g., from a customer to their orders) so you never have to enter the same data twice.
How does Customer IQ identify at-risk customers before they actually leave?
Unlike traditional reporting that only shows you who has already stopped buying, Customer IQ uses predictive AI to analyze shifting purchasing patterns and frequency. The software converts this data instantly into actionable insights providing outreach suggestions, prompting your team to intervene with at-risk accounts before a customer is lost.
Can Automation Agent handle mass creation of new records, or is it only for transferring orders?
It handles both. While frequently used for transferring documents—such as converting quotes to orders or orders to invoices—Automation Agent also powers the mass creation of new records through its integration capabilities. You can schedule the service to automatically generate new sales documents, customers, and items by pulling data directly from external sources like HubSpot, Shopify, or Adobe Commerce without requiring manual data entry. (Note: Integration modules are licensed separately).
Is there a simple way to connect our eCommerce site or external CRM to SalesPad?
Absolutely. The SalesPad Developer API (Web API) is a modern, REST-based tool designed for exactly that. It allows external systems to securely read and write data to SalesPad and Dynamics GP in real time. This creates a unified data ecosystem and eliminates the need for manual data entry between your external platforms and your ERP.