Customer relationship management (CRM) software is a necessity when it comes to creating, understanding, and managing customer relationships.
Is CRM software right for you? If your business has any of the following things, the answer is yes.
Customer relationship management (CRM) software is a necessity when it comes to creating, understanding, and managing customer relationships.
Is CRM software right for you? If your business has any of the following things, the answer is yes.
Topics: customer relationship management, crm, john shepperson, oates co, twitter, facebook, social media, linkedin
Every business has accounting, tax, and other financial needs, and you most likely use software to handle those needs. With tax time possibly coming up for you, and with employees’ personal taxes due by the end of April, this is the perfect time of year to consider how your software solutions affect your taxes.
Topics: ERP, depreciation calculations, accounting, enterprise resource planning, taxes, tax laws, john shepperson, oates co, financial software
Posted by John Shepperson | Mar 17, 2015 2:30:00 PM
Businesses must analyze large volumes of data to help them make sense of their inner workings. They must also analyze the wants and needs of their client base, the current trends in their industry, and numerous other pieces of information that are necessary to stay competitive and profitable.
Topics: ERP, sage erp x3, 100 ERP, cloud computing, enterprise resource planning, john shepperson, oates co, duplicate entries, business improvement, data entry
If your business is in the service and dispatch repair industry, you know that workflow management can be tricky. While you most likely can track finances, plan work orders, and manage employees within their location, you might find that managing workflow out in the field is more difficult. JobOps, an add-on for Sage ERP products (read more about that here), is specifically designed for businesses that frequently find themselves with custom projects, in unpredictable locations, and with atypical job budgets.
Topics: ERP, Sage, jobops, enterprise resource planning, john shepperson, oates co, costs, workflow, scheduling, streamlining, streamlined, workflow management
Posted by John Shepperson | Mar 3, 2015 11:00:00 AM
Customer relationship management (CRM) software is useful to any business that markets to, sells to, or interacts with a large number of consumers.
Topics: automation, customer relationship management, marketing, efficiency, software upgrade, crm, john shepperson, oates co, customer service
Sage 100 ERP is one of the enterprise resource planning (ERP) software solutions available for small to medium sized businesses. Full of opportunities for customization, Sage 100 ERP is scalable to meet your company’s growing needs, preventing the “growing pains” that come from having to get new software.
With the ability to have Sage 100 ERP customize your server and database needs, personalize your users’ experiences, and seamlessly upgrade as your company grows, it’s software you can’t afford not to have.
Topics: ERP, Sage, enterprise resource planning, Sage 100, Sage 100 ERP, john shepperson, modules, oates co, customization, ease of use, scalable, growing pains, providex, dual development
Posted by John Shepperson | Feb 17, 2015 11:30:00 AM
Managing the vast amount of information that you receive on a daily basis and processing it fast enough to stay competitive should be a major concern for any operation.
Sage ERP X3 distribution software is the solution.
Topics: ERP, Sage, automation, sage erp x3, Salesforce, enterprise resource planning, john shepperson, oates co, distribution, supply chains, scalable, customer support
Posted by John Shepperson | Feb 10, 2015 2:00:00 PM
Is your company losing profits because of too much inventory or lost manufacturing time due to waiting for just-in-time parts? An enterprise resource planning (ERP) software system can fix your inventory logistics nightmares, starting from the supplier sending you a shipment and ending with the final product leaving your doors.
Topics: ERP, container, enterprise resource planning, container tracking, shipment, inbound, inbound container tracking, incoming container tracking, incoming
Posted by John Shepperson | Feb 3, 2015 2:00:00 PM

For most of us, this time of year comes with the best intentions, both personally and professionally. But more often than not, in spite of our good intentions, our resolutions never quite come to fruition.
We talk with a lot of companies that tell us that they’d really like to improve their website. Whether it’s bulking up SEO, leaner order entry processes, or a better customer experience, most companies’ websites are due for an overhaul in 2015.
Topics: ERP, Sage, enterprise resource planning, upgrade, integration, oates co, mobile website, new year, b2b, overhaul, b2c, resolution, seo, website pipeline, 2015
Posted by John Shepperson | Jan 27, 2015 2:11:00 PM
Inventory is a major asset in a business, as it ties up considerable cash that could be used for other purposes.
For this reason, good inventory management is a must. What is good inventory management? Essentially, it is a balance between over-stocking and under-stocking – that is, stocking sufficient materials to fill customer orders without having too much or too little inventory.
Topics: training, software, inventory management, inventory, inventory control, john shepperson, oates co, cycle counting, variances, blind counting, procedures, adjustments