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



Manage Field Service and Repairs with JobOps

Posted by John Shepperson | Mar 10, 2015 2:00:00 PM

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.

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Topics: ERP, Sage, jobops, enterprise resource planning, john shepperson, oates co, costs, workflow, scheduling, streamlining, streamlined, workflow management



Soothe Growing Pains with Sage 100 ERP

Posted by John Shepperson | Feb 24, 2015 11:30:00 AM

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.

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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



Take Control of Your Operations with Sage ERP X3

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.

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Topics: ERP, Sage, automation, sage erp x3, Salesforce, enterprise resource planning, john shepperson, oates co, distribution, supply chains, scalable, customer support



This Year, Resolve to Make Your Website Healthier!

Posted by John Shepperson | Feb 3, 2015 2:00:00 PM

new_years_resolution_you_can_keep

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.

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Topics: ERP, Sage, enterprise resource planning, upgrade, integration, oates co, mobile website, new year, b2b, overhaul, b2c, resolution, seo, website pipeline, 2015



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



Total Quality Control Via Sage ERP X3

Posted by John Shepperson | Jan 13, 2015 2:30:00 PM

What does it take to have the highest level of quality control in your business? For every mistake made on your manufacturing floor, for every piece of work that needs to be reworked and either gets reworked or doesn’t before it’s sent out, your business loses valuable time, materials, and customer satisfaction.

Managing your entire manufacturing, production, and distribution process can be a huge chore. Significant changes take time and training to implement and mistakes in your processes can take weeks to be discovered, dramatically decreasing your efficiency and increasing both your labor and management costs. 

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Topics: ERP, Sage, sage erp x3, enterprise resource planning, john shepperson, oates co, customer service, quality control, total quality control, tqc, productivity



More Reasons to Use Sage ERP X3

Posted by John Shepperson | Jan 9, 2015 11:00:00 AM

Sage ERP X3 is a type of enterprise resource planning (ERP) software. It is designed to help you monitor your business processes more closely. With this software, you can boost your profits, find new markets, and change the way you organize your business. There are numerous reasons to start using this piece of distribution software.

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Topics: ERP, Sage, sage erp x3, business intelligence, enterprise resource planning, X3 ERP, john shepperson, oates co



Sage ERP X3 Equals Better Cash Flow, a Better ROI, and Globalization

Posted by John Shepperson | Dec 17, 2014 2:00:00 PM

Companies who are struggling to remain competitive may be feeling the pain of a host of bottlenecks, from too much downtime to an inability to fill customer orders to not meeting shipping or delivery schedules.

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Topics: ERP, Sage, sage erp x3, enterprise resource planning, data management, john shepperson, oates co, globalization, delivery schedules, bottlenecks



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



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