Oates and Company Blog


5 Tips for Using Sage CRM to Improve Customer Service

Posted by John Shepperson | Jun 24, 2015 2:00:00 PM

Are you thinking about a customer relationship management (CRM) system? As you consider, you probably have one huge question: How will it help my business?

The following tips will help you use a CRM system to build customer relationships and increase the quality and value of your business through improved information management. 

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Topics: Sage, customer relationship management, sage crm, crm, integration, john shepperson, oates co, social media, email marketing



When Should You Get CRM Software? Now.

Posted by John Shepperson | Mar 31, 2015 11:00:00 AM

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. 

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Topics: customer relationship management, crm, john shepperson, oates co, twitter, facebook, social media, linkedin



Customer Relationship Management Is a Boon to Every Business

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.

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Topics: automation, customer relationship management, marketing, efficiency, software upgrade, crm, john shepperson, oates co, customer service



Tips for Using Sage ERP X3 in the Distribution Industry

Posted by John Shepperson | Jan 20, 2015 11:00:00 AM

Manufacturing and distribution trends are changing all the time. (You can see some 2014 trends here.) Though the trends fluctuate, it always stands that small and mid-sized distributors must continue improving their quality control, productivity, and competitiveness in order to level the playing field between themselves and larger distribution companies. To do so, many companies are looking at automation and software integration programs like Sage ERP X3. These ERP (an acronym for enterprise resource planning) systems offer increased control over all aspects of running a distribution company. 

Here are some tips to use Sage ERP X3 to increase quality and competitiveness: 

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Topics: ERP, Sage, automation, sage erp x3, customer relationship management, enterprise resource planning, crm, integration, manufacturing, quality control, distribution, mobile friendly, trends, productivity, offshore control



Strategies For Improving Manufacturing With Business Intelligence

Posted by John Shepperson | Jan 15, 2015 11:00:00 AM

Getting visibility from the shop floor to the top floor of any manufacturing center begins through the effective use of business intelligence. Manufacturers are streamlining their operations while gaining greater insights into where and how they can improve operations using business intelligence applications and platforms.

In addition, integrating business intelligence applications with customer relationship management (CRM) and enterprise resource planning (ERP) systems provides insights and knowledge about manufacturing operations and company operations that weren’t available before.  

Here are some strategies for improving manufacturing with business intelligence:

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Topics: ERP, supply chain, customer relationship management, business intelligence, key performance indicators, enterprise resource planning, inventory, crm, integration, john shepperson, oates co, manufacturing, KPI, forecasting, metrics, suppliers



Sage and BrainSell, Together Again

Posted by John Shepperson | Jun 26, 2014 11:00:00 AM

Whether you use Sage 100 ERP, Sage 300 ERP, Sage 500 ERP, or Sage CRM for your business, you will welcome the recent announcement that BrainSell and Sage have extended their long-standing partnership. This extended partnership means that the focus of the Sage’s existing software will be complemented with the addition of Human Resource Management (HRMS) software. 

business_mappingSage's HRMS software will provide a very agile way to manage the complex and often confusing processes involved in human resource management, from payroll and time/attendance to the changes in health insurance resulting from the Affordable Care Act. 

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Topics: Sage, customer relationship management, Sage 500, enterprise resource planning, crm, Sage 100, sage 300, brainsell, sage hrms, human resources, human resources management



Spend More Time on a Great Product, Less on Business Analysis

Posted by John Shepperson | May 15, 2014 7:50:06 AM

The founder of Amazon.com, Jeff Bezos, said, “Put the vast majority of your energy, attention, and dollars into building a great product or service and put a smaller amount into shouting about it ...”  

So what’s he saying? Take your talent and your passion and channel your energy into doing it – whether it’s editing books, implementing software, or organizing inventory – and doing it to the best of your ability.

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Topics: ERP, business, software, crm, john shepperson, oates co, raw data, jeff bezos, amazon.com, business analysis, innovation



Make Better Use of Your Data

Posted by John Shepperson | May 6, 2014 2:48:35 PM

There were no mobile phones with data plans just a few years ago. Now mobile phones have more computing power than the technology that sent the first rocket into space. Wi-Fi hotspots, unlimited data plans, and phone networks with increasingly large areas of coverage make data not only easy to access, but easy to use. Some of the old mobile phones allowed you to view certain online pages, like Yahoo! Sports, but there was no way to interact with the internet like we see now. Employees can receive and send emails. Salespeople can place orders. Warehouse workers can control inventory. Purchasers can track stock levels. Managers can track employees. Customers can track their packages.hands_holding_tools

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Topics: ERP, oates, customer relationship management, technology, data, enterprise resource planning, software, cloud services, crm, john shepperson, customize, forecasting, dashboards



How Sage Makes It Easy For You

Posted by John Shepperson | Jan 31, 2014 7:33:00 AM

Do you have a Sage enterprise resource planning (ERP) system and need some help learning about it? Obviously you could go to your Sage consultant for help, but if that’s not an option, you should consider going to the source: Sage itself. Sage has a whole section of their website dedicated to teaching Sage; known as Sage University, it allows you to participate in trainings of your choice at any time. Working in a business, you’re busy – training is important, but you can’t leave your other tasks unfinished. With Sage University, you have the option to use real-time webcasts in virtual classrooms, but you can also watch pre-recorded training sessions whenever it fits your schedule.

Sage University offers training on 19 of their products, including (but not limited to):

  • Sage 100 ERP (formerly Sage MAS 90 and Sage MAS 200)stackofbooksampcomputermouse_zps8da68747
  • Sage 300 ERP (formerly Sage Accpac)
  • Sage 500 ERP (formerly Sage MAS 500)
  • Sage Accounting
  • Sage ERP X3
  • Sage CRM
  • Sage Fixed Assets
  • Sage HRMS
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Topics: ERP, Sage, MAS 500, fixed assets, Sage 500, MAS 90, MAS 200, accounting, oates and company, enterprise resource planning, software, crm, Sage 100, X3, john shepperson, Accpac, sage university, networking, sage summit, sage 300, hrms



Integrating ERP Systems and CRM Systems

Posted by John Shepperson | Dec 12, 2013 1:36:00 PM

Enterprise resource planning (ERP) software and customer relationship management (CRM) software usage has become common across businesses of all sizes. The new idea is to take the ERP software and the CRM software and integrate them.

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Topics: ERP, oates and co, customer relationship management, enterprise resource planning, crm, integration, john shepperson, back end, front end



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