Oates and Company Blog

The workflows you incorporate into your business processes can be a competitive advantage.When your workforce adheres to pre-defined and repeatable best-practices, your business is more efficient, your product or service more consistent, and you avoid having important customer service issues fall through the cracks. That’s where the automated workflow engine in Sage CRM can play a tremendous role and here’s why.

Planning and managing a project can be stressful, especially when the inevitable project pitfall shows up and threatens to delay or ruin a project. Completing a project on-time and on-budget is no easy task when resource shortages, scope creep, and budget overruns make it harder to monitor and allocate resources.

The dictionary definition of nexus is a “connection” or “link”. When we’re talking about nexus in the context of sales tax, that’s what we’re referring to. If you have nexus in a state, it means that you have a substantial enough connection or link to that state to warrant a requirement to collect and remit sales tax. But the devil is in the details.

When you integrate all your points-of-payment directly to your accounting system, you ensure timely collection of customer invoices, maximize cash flow, and minimize the hassle of manual reconciliation. Perhaps that’s why Sage put so much effort into improving credit card processing functionality in Sage 100 ERP 2013. Here are the improvements we expect to see when the new version is released later this year.

We know that upgrading your ERP system can be time consuming and disruptive. So customers sometimes skip over new releases and product updates - particularly if you’re only running the core general ledger and accounting modules. But if you’ve been holding off on an upgrade to Sage 500 ERP Version 7.4, here are some of the top reasons that your accounting department is saying “we need those new features!”

New Feature Added to Sage 500 ERP Business Intelligence

Don’t forget that if you’re running Sage 100 ERP Version 4.5, Sage CRM is already installed and ready for you to use for Free.

Saved Searches are a simple but powerful feature of Sage CRM. They can spare you the time and effort of manually keying in filtering criteria time and again when running your most frequently-used searches. Here’s a look at using this time-saving feature in Sage CRM.

The following dates pertain to the end of phone and email support for the corresponding version of Sage 100 ERP:

Sage recently published a pre-release guide for Sage 100 ERP 2013 (previously referred to as Sage ERP MAS 90 and 200 Version 5.0 before the Sage rebranding) which provides us with a sneak peek of all the new features and enhancements that are expected. Let’s take a closer look at this upcoming release which is scheduled for auto-delivery (via download) to existing customers in December.