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Revealed: 4 Hidden Tricks Sage Users Can Start Using Today

Revealed: 4 Hidden Tricks Sage Users Can Start Using Today

ERP and CRM Systems  |  Service Businesses  |  Manufacturing & Distribution  |  Construction & Real Estate

Our annual Sage 300 Users Group is a treasure trove of Sage advice. Here are four essential tips that our moderators revealed to Sage users at our last event…

  1. Sage 300 can be moved to the Cloud
  2. CRM doesn’t have to be complicated
  3. South Dakota v. Wayfair has affected 82% of businesses
  4. There are better solutions out there for financial professionals

Read on or watch our on-demand Sage 300 (Accpac) Users Group to dig into the full treasure trove of Sage advice.

1. Sage 300 Can Be Moved to the Cloud

Bill Walter, the head of our IT team, reported that many organizations are running their infrastructure on premise (on site), but some could be getting more benefit from running their ERP system through the Cloud (off site).

Maintaining an on-premise solution can be a costly and time consuming project. Backups need to be regularly checked to make sure you’re covered in case of a ransomware attack. Frequent updates need to be installed. Plus, there’s the energy costs associated with operating an on-premise solution.

The Cloud, on the other hand, is super secure and offers a lot of useful perks. Cloud storage solutions are the future, and with powerhouse solutions like Microsoft Azure on the market, it’s a no-brainer that organizations consider hosting their ERP solutions in the Cloud.

But like most technology offerings, the Cloud isn’t for everyone. Discover whether your organization should consider the Cloud by watching the on-demand users group recording.

2. CRM Doesn’t Have To Be Complicated

There are a lot of CRM solutions out there, but how do you know which one is right for your organization?

There are two solutions that are well suited for Sage 300 users. The first we’ll discuss is Sage CRM.

Sage CRM has everything someone would need in a CRM system. As one would expect, Sage CRM is seamlessly integrated with Sage 300. There are limitless possibilities when it comes to customer and prospect tracking. It’s a great fit for marketing teams and business development teams at the enterprise level.

Sage CRM is a fabulous product, but let’s face it: some organizations don’t need that much power. If you’re a small business that doesn’t need sophisticated functionality, there’s another solution that may be better for you.

TaiRox CRM is built by Sage developers so using it is completely seamless with Sage 300. The functionality is basic, but it can be a solid product for someone who doesn’t need all the bells and whistles of Sage CRM.

3. South Dakota v. Wayfair Has Affected 82% of Businesses

At our Sage 300 (Accpac) Users Group, we polled the audience. 82% of responders said the Wayfair decision has impacted their sales tax calculations and processes. What does this mean for financial professionals? It’s more important than ever to track sales tax accurately and easily in your ERP solution.

There are many solutions that integrate with Sage 300 and help businesses overcome the new sales and use tax reporting requirements, but the solution we recommend most often is Avalara.

Avalara has an extensive database of tax rules and sophisticated geospatial systems for assigning proper tax jurisdictions. Because of the software’s automatic updating process and seamless integration into Sage 300, it is becoming an essential solution for businesses affected by the Wayfair decision.

4. There Are Better Solutions For Financial Professionals

The numbers are helping us drive business decisions – so how are financial professionals managing them? Here are our top recommended software solutions to help financial professionals do their job faster, easier and more accurately than ever before:

Business intelligence software

Business intelligence software is a favorite among our staff. Newer solutions, like Sage Enterprise Intelligence, are a massive time-saver for financial professionals. Business intelligence solutions pull information from multiple data sources into one consolidated dashboard. It allows financial professionals and business owners to view complex information instantly, at a glance, and we couldn’t be more excited about it.

Automated sales tax software

Automated sales tax software has become key to financial professionals since the South Dakota v. Wayfair decision. Solutions like Avalara are making sales tax much easier for accounting departments.

eCommerce solutions

Finding an eCommerce solution that syncs with your ERP system is like finding a needle in a haystack. Luckily, Sage eCommerce does just that. It has over 1,500 integration points, which makes the software guaranteed to deliver real-time order processing and payment information.

Accounts payable shortcuts

Accounts payable is a tough job, especially when you’re bogged down by invoice payments, approvals, and endless data entry. Sage AP Automation by Beanworks is a cloud-based platform and it’s built to automate the AP automation process.

Budgeting and planning software

Software solutions like Sage Budgeting and Planning makes the process of, well, budgeting and planning, simplified and succinct.

Software to get data-driven

Delayed shipments, inventory shortages and unpaid invoices are all problematic business conditions that affect your organization’s reliability and efficiency. Pinpoint how to be proactive rather than reactive when it comes to inventory needs, invoice issues and more with software like Sage Alerts & Workflow.

Watch our on-demand Sage Users Group to get more information on each of these  solutions.

Need Help?

Our experts always have more Sage tips to share. If you need help with Sage, contact us here or give us a call at 410.685.5512.

watch the sage 300 users group

About Elizabeth McNally

Beth specializes in implementing accounting and business intelligence software solutions and CRM systems for clients. Her work with clients doesn’t stop with system implementation, though. She also provides training and ongoing support for clients. Her clients and coworkers know Beth as someone who truly loves “figuring out the puzzle” when it comes to system issues. Not many people can say they’ve been guarded by U.S. Secret Service agents, but Beth can. She once babysat Vice President Ford’s grandchildren at his son’s wedding.