Key Benefits |
Single point of data entry to
eliminate duplication effort. Create Quotations,
Orders Delivery Notes and Invoices quickly and easily
without re-keying any details twice.
Document progression from Quotation through to
Invoice.
Electronically send Orders, Invoices and other
details to Sage with no re-keying.
Synchronise Sage customer data with your own
database.
Share the data with everyone that needs it.
Control exactly what data users can access and what
they can do with it.
Provide quick, consistent, validated data entry.
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Could your Business Benefit from a Custom Solution?
Below is a brief list of the common IT issues faced by
businesses that often arise out of changing circumstances,
business growth and incremental changes over time.
- Do you maintain the same information in more than one
place? e.g. You might have customer details in your
accounts program but also have customer lists in spreadsheets
or databases.
- Do you manually create a series of documents that share
the same details? e.g. You might type out a Quotation and
later have to retype the same details onto a Sales Order,
Delivery Note or Invoice.
- Do you manually create Quotations, Sales Orders or
Invoices because Sage can't handle your pricing structures?
e.g. You may use a combination of price lists and volume
discounts in a way that accounts packages don't provide for.
- Do you manually enter invoices into Sage after creating
them with another package? e.g. You may be creating Invoices
outside of Sage for a variety of reasons and then having to
re-enter the same details into Sage for accounting purposes.
- Do you have complex spreadsheets you cannot entrust to
others but with data you would like to share? e.g. The
data is needed by users that do not necessarily have the
skills to maintain the spreadsheet.
- Do you have problems sharing information in a
spreadsheet solution? e.g. Several people need to
access/update the same spreadsheet information at the same
time but Excel crashes frequently when they do.
- Do you have issues with duplicate data entry? e.g.
Staff often create new accounts that turn out to be duplicates
of existing accounts.
- Do you have issues with inconsistent data entry?
e.g. Staff sometimes categorise the same thing slightly
differently causing inconsistencies over time.
- Do you want control who has access to what data and
what they can do with it? e.g. Your data needs to be
shared but you would like to restrict access based on
personnel roles like Director/Partner, Manager, Sales,
Administrator, Accounts etc.
- Have you avoided a structured business solution because
you cannot find a suitable off-the-shelf package to fit your
business? e.g. You may have found that general packages
are either affordable but compromised or too heavyweight and
expensive. Either may well require you to significantly change
your working practices.
- Would you prefer an affordable solution tailored
specifically to your business needs but using your existing,
familiar Microsoft applications?
If you answered 'YES' to any of the above questions then it's
likely a custom solution will be of at least some benefit. If
you answered 'YES' to several questions then the potential benefits for your
business are likely to be compelling with the costs completely offset by
savings in time and efficiency.
As a guide, we have several existing customers with 3 or 4
sales/administration staff reporting efficiency savings in
the region of at least one full time salary.
For more information or to arrange a free consultation please
contact us. |