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



Save Money These 4 Ways with ERP Software

Posted by John Shepperson | May 20, 2015 2:00:00 PM

Process manufacturing software is a type of enterprise resource planning (ERP) software that focuses on streamlining your manufacturing processes. Using an ERP can change the time and energy your company puts into analyzing manufacturing and improving your numbers. 

The right ERP software can improve your systems and save you time and money the following 4 ways:

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Topics: ERP, automation, customer relationship management, enterprise resource planning, integration, john shepperson, oates co, real time, process management



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



Improve Customer Service and Control Inventory, Costs with Sage ERP X3

Posted by John Shepperson | Dec 15, 2014 11:00:00 AM

In order to stay competitive, distributors need to increase customer loyalty while still keeping their operational costs to a minimum. Any company that wants to grow needs a solution to help them solve this problem – better customer service with good inventory and product control.

To accomplish this with data available at your fingertips, Sage ERP X3 distribution software uses modules to help with finance, sales, customer service, purchasing, inventory, shipping, and receiving.

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Topics: ERP, Sage, sage erp x3, customer relationship management, enterprise resource planning, inventory, john shepperson, oates co, customer service, inventory tracking, marketing campaign



Are You Ready to Start a Small Business?

Posted by John Shepperson | Aug 4, 2014 2:40:00 PM

Small businesses face big odds, but despite the risk, many determined entrepreneurs take the plunge to go into business for themselves. If you are considering starting your own business, you are going to want to avoid common pitfalls and make sure you are as prepared as you can be to succeed in this tough environment.

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Topics: Sage, customer relationship management, billing, enterprise resource planning, inventory, john shepperson, oates co, human resources management, payments, tools, new business



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



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



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