How to Bake a Cake with Sage Software

How to Bake a Cake with Sage Software

Your Business originally purchased Sage to manage your financials. Now that your accounts are functioning well and your business has expanded, you're ready to look at automating and streamlining more aspects of your business.

Some of the benefits to be derived from streamlining the business operations include:

  • ​Business practises become increasingly efficient and accurate while improving management visibility and customer service. 
  • When used well, software solutions raise and maintain the operational standards of the business and free your staff up to focus on the aspects of your operations that need their attention most.
  • With automation and integration, different parts of your business can be synced to talk to each other in real-time and provide accurate data without the lags & delays brought about by waiting for manual intervention.

The old saying - 'it's not the tool but how you use it' -can also come into play, when a business is looking for more from their business management software capabilities. A little like baking a cake without the recipe, it can be a hit-or-miss scenario when business managers don't understand the functionality of the Sage product they are using and how to maximise it's benefits.

Research and exploration about the product you have and what you need from it, before you seek a new product purchase is always a great place to start. It is possible that you already have the functionality you need at the tips of your fingers, you just need help identifying it and switching it on.

Sage 300 is so much more than a finance solution and before looking for that new solution, get clear on what it is that you want or need and then find out if you already have that capability in the software solution you already own.

With over 6 million businesses using Sage software around the world every day, there is an extensive selection of both solutions and solution providers for your business and you can have all of your workflows and data integrated and customised to suit your specific needs.

"So which product/s could you focus on and potentially purchase next ..."

Business Intelligence

Businesses can often be found to have stand-alone software solutions for different areas of their business. Doing this however, reduces the ability to access detailed analysis that allows managers to plan for the short and long term business strategy. In order to spot trends and create forecasts, analysis is often manually migrated into spread sheets that require further manual analysis. It can be time consuming and fraught with accuracy issues. No wonder some businesses, with limits to time and resources, opt to not create manual analysis reports or choose to run them annually, and instead run their business on very short visibility.

For example, rather than running stand-alone software programs and manually migrating the data into spreadsheets, Sage 300 ERP Business Intelligence solutions automate your data into customised dashboard and reports. Imagine the time saved and the speed and accuracy of business analysis you will gain from such a process! You move from a 'financial solution' to a 'business management solution' that aligns with your business strategy.

Of course what you should also consider is that Sage provides the capability and capacity to scale business solutions to include those practical business functions that automate and integrate the different areas of your business from pre to post sales and all in between without the need to retain multiple disparate systems. In this scenario, analysis of you business data is more about using it to make quality decisions as opposed to aligning disparate systems.

Integrating your off-line and on-line businesses

Capturing your client details and then forming a strategy of engaging them on-line and off-line is a familiar part of business strategy these days. Sage CRM is a comprehensive customer relationship management (CRM) solution which has seamless integration to Sage 300 ERP. Add to this marketing automation capabilities including and you get:

    • Visibility of critical customer data from the back office, providing your staff with a complete view of customer interactions.
    • By integrating your sales, marketing, and customer service functions, Sage CRM makes it easier for everyone inside your company to work together and share critical information.
    • Sales, marketing and customer service teams have the tools they need to find new customers, close sales more quickly, and build lasting, more profitable relationships.
    • Your teams are able to collaborate on the campaigns and strategies as they input and access a streamlined sales, marketing and service system.

Web Commerce ... E-Commerce

No organisation can avoid transacting over the web these days ... if you did, likely you would be feeling increasing competition and a substantial decline in sales.

With a range of options available to you, the Sage 300 architecture facilitates integration for sales, receipts and inventory management to a number of e-commerce applications, each of which deliver unique solutions to cater for specific requirements and industries and can be added to your website without having to change your Sage back-office financial or operations systems. 

This provides a single cohesive and integrated solution for the WHOLE business.

OpusXenta will happily chat with you, obligation free, about the best way for you to explore your options as you move towards your ideal solution. 


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Friday, 18 September 2020

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