Why Do You Need a B2B e-Commerce Solution?

Posted by Ashley Lemus on Thu, Mar 23, 2017 @ 01:46 PM

If you're using Sage 100 ERP then you'll notice that e-Commerce is gaining ground among the community of distributors and manufacturers. 

CertiPro B2BEcommerce.png


CertiPro Solutions, a B2B e-Commerce integration solution, recently conducted a survey of Sage 100 ERP users among global manufacturers and distributors in more than a dozen industries, in which 21% stated more than a quarter of their revenue comes from online resources. Naturally this has caused an increase of users implementing B2B websites and technology.


That's because an effective B2B e-Commerce integration enables online B2B cusotmer ordering, cite mobile order-writing software fo rsales regs in the field, and give customers the ability to place orders from a mobile device.


Although, this sort of technology is nowhere near new, roughly 40% of the survey respondents admitted to not having a B2B e-Commerce integration solution in place. And as the number of manufacturers and distributors who adopt this new way of online ordering increases it should be no surprise that it will become increasingly more difficult to compete without it in the coming years.


That's not to say that the significance of B2B e-commerce isn’t lost on those who don’t offer it: 40% of responding companies without B2B e-commerce solutions report they plan an implementation within one year, and 20% intend to do so within six months. If you’re in these 2 percentiles, you may want to look into E-Link or CertiPro’s Magento Integration Solution for Sage 100 ERP.


We would love to speak with you about how CertiPro Solutions and
Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

Tags: eCommerce, Sage Software, CertiPro

Intelligent CRM: Improving Customer Relationships with AI

Posted by Ashley Lemus on Tue, Mar 21, 2017 @ 12:43 PM

By focusing on achieving a higher conversion rate, rather than getting more leads, an intelligent CRM can increase your sales without inflating your marketing budget.

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This happens as the AI platform behind your CRM makes it easy to build true one-on-one relationships with your potential customers.

What Results Can You Expect?

Not only will you experience the results every B2C marketer desires, but with an intelligent CRM, the processes are done for you.


This means three things:

1. Less time and money to get the same results.
2. Improvement of your conversion rate on current leads.
3. You can justify scaling your lead-generation efforts.


Normally, it would take an agency by your side to make this magic happen. Now, even small business owners have enough insights to make educated judgments.

How AI-Powered CRMs Boost Conversions

Gone are the days where marketers would try to read, sort and analyze their data in more effective ways. Today, intelligent CRM software options cut the guess work out by using AI superpowers to choose the most appropriate models. Now marketers are able to identify where leads drop off, as well as how each sales channel should by engaged. As a result, all your B2C marketing efforts can now go toward high-value conversion optimizations.


Responses and Response Timing

Response timing is everything when attempting to satisfy and sustain a customer base.

Sure you'd love to offer customers 24/7 support, but wouldn't it be even better for your models to execute in real-time? 

Imagine sending an automated, "Thank you!" email once a shipment arrives at a customer's house. What about upselling an accessory or reminding your customer of an abandoned shopping cart?


Personalized Recommendations to Sell Better

You pay for ads for your e-commerce store but what if you could give personalized recommendations based on individual user behavior?

This is the truest sense of one-on-one B2C marketing. It's what every professional sets out to achieve. With an AI customer relationship management system you can automate this processes, ultimately saving your SMB time and money.

Think about when you're on Facebook. The ads you see are often products you recently looked at. It's annoying when your kids catch hints of their Christmas gifts, but it can be a game-changer at the end of a B2C cycle.


Bring Big Changes, Without the Risks

Discover the differences caused by your marketing strategy changes so your organization can make adjustments accordingly. 

Small tweaks here and there should allow you to increase conversion rate will increases, hopefully resulting in more sales for your business. However, without an AI-powered CRM helping you, it's more of a guessing game as to how each set of leads will perform.


As an intelligent CRM software works dynamically with the rest of your ERP system the result is a more custom one-on-one B2C marketing model. Experience less drop off, a stronger conversation rate and a higher advertising ROI.


We would love to speak with you about how Klear Systems
and an efficient CRM can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

  I Want to Learn More!

Tags: Customer Relationship Management, Acumatica Cloud-Based Solutions, Sage Software, Small Business

Risky Business: 5 Industries that Raise Audit Red Flags

Posted by Ashley Lemus on Wed, Mar 15, 2017 @ 11:22 AM

States target certain businesses for sales tax audits according to data


For most companies, the mere idea of a sales tax audit is a daunting prospect, and probably the most common of strategies is a “fingers crossed we don’t get picked” approach. But for certain types of businesses, just doing what you do can be enough to attract the attention of the state auditor.

According to state departments of revenue data, certain industries are at a higher risk of being audited simply based on how sales and use tax regulations impact their business. The more complex the rules, the higher the odds that errors or oversights will happen. These mistakes can be costly – both for states that are missing out on tax revenues and the companies that fall short on compliance.


The audit process uncovered

Unless you’ve been through an audit before, you likely have no idea what to expect, never mind why the state is looking at you or why your business has been selected for an audit. Sometimes, companies are chosen at random. But more often, something you are doing (or not doing) in your business has raised the red flag for state auditors.


Sales and Use Tax Audits Uncovered, a new report by Avalara and Peisner and Johnson, aims to set the record straight on why some businesses get audited more than others and the behaviors driving these trends. Analysis compiled from real audit data from two of the four Big Four states, Texas and California, and findings from more than 64,000 audits conducted over a 27-year period went into the writing of the report. Some interesting patterns emerged from this data on the types of companies that tend to get audited, the reasons why they get audited, and what activities make them more vulnerable to an audit.


For example:

  • 60% of audits target only four industries
  • One-third of audits are now conducted out of state
  • The two most frequently identified audit errors are improperly managing exempt sales and out-of-state purchases


 Avalara avatax saves your business thousands in manual tax compliance costs


Lax tax practices are red flags

The study found that certain factors, such as audit history and having a high ratio of exempt sales to total sales, led to a higher risk of being audited. While these seem straightforward, other characteristics like industry type are less understood. What exactly is it that puts these businesses in the state auditors’ crosshairs when it comes to tax compliance?


For starters, certain tax practices can put any business at greater risk of audit. According to the California Board of Equalization, the top three most frequently seen problems are: 

  • Not charging tax on out-of-state sales
  • Recorded versus reported difference in taxes collected and remitted
  • Not properly documenting tax-exempt sales


Which industries are a target

According to audit data, the industries targeted most by auditors are Retail, Food Service, Manufacturing, Wholesale (/Distribution), and Construction. These were ranked in the top five in both California and Texas. It’s likely that these industries attract attention based on the types of compliance errors auditors uncover when auditing these businesses. For example, sales tax nexus was a common hurdle shared among all five of these industries. Not surprising, given that states have vastly changed the definition and thresholds for nexus beyond the physical presence standards.


Beyond nexus, audit triggers were more specific to the tax complexities experienced by each industry. For example, product taxability can be especially burdensome for retailers, wholesalers, and food services, especially given how differently states tax different products and services. Use tax and exempt sales tends to trip up manufacturers and construction companies. And drop shipping can complicate compliance for distribution companies. These and other audit triggers are covered in more depth in the report, along with audit profiles and outcomes for each of the high-risk industries.


The report also reveals that states are getting more serious about sales tax audits — especially in recouping lost revenues from ecommerce sales — hiring more auditors and focusing greater efforts on audits conducted out of state. What exactly does being caught in non-compliance cost nowadays? According to Wakefield Research, small to mid-size businesses are out approximately $114,000 in taxes, fees and penalties if auditors find problems. It can be nearly four times that amount for larger firms. 



Reduce risk with sales tax automation

While you may not be able to head off a sales tax audit forever, you can make the process far less painful by managing tax compliance more efficiently. This starts with having a clear understanding of your tax obligations and a reliable way to ensure you can comply with them — now and should they change. Tax automation software like Avalara can provide this assurance.


Get your free copy of the Sales and Use Tax Audits Uncovered report to learn more about audit triggers, how to avoid them, and how to protect your business against unnecessary tax compliance risk. 


We would love to speak with you about how Avalara and Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.


I Want to Learn More!

Tags: Manufacturing, Distribution, Avalara, Sales Tax

Webinar Alert: Sage ERP Integrated Inventory Management Process

Posted by Ashley Lemus on Mon, Mar 13, 2017 @ 01:27 PM

Sage ERP integrates eCommerce credit card processing, WMS and shipping solutions for one seamless inventory management process.

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5 Minutes / 5 Keys / $500


Website Pipeline, Scanco, Starship, Sage Inventory Advisor and American Payment Solutions partner up to provide this highly informative complimentary webinar!



Date:  Tuesday, March 14, 2017

Time:  11 AM PT / 2 PM ET

Register Now!


Learn how you can:

  • Supercharge your website to improve your workflow and handle more orders.
  • Optimize your Physical Counts with Scanco Counts for iOS, Android and Windows.
  • Streamline Pick and Pack with an Automated Shipping Process.
  • Forecast customer demand for item ordered to insure customer demands are met with purchasing automation.


Space is limited, please register today to learn how focusing on these areas will save you money.


Tags: eCommerce, Sage Software, Inventory Management, Shipping, Credit Card Processing

6 Most Common Sales Tax Return & Filing Errors Webinar

Posted by Ashley Lemus on Thu, Mar 09, 2017 @ 10:07 AM

Sales tax filing and reporting rules vary between jurisdictions in major ways.

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Each state has unique filing schedules, forms, payment thresholds and other administrative requirements that make staying on top of returns challenging. Following a few best practices can help you avoid costly penalties and fines.

Join sales tax compliance and tax technology expert John Sallese as he explains:

  • Which part of the rseturns process is the biggest area of tax risk
  • How to identify whether your business has “nexus’ and should file in multiple states
  • The most common remittance errors
  • What typically happens when you fail to register


Register today for this highly informative webinar, hosted by Avalara, on the 6 Most Common Sales Tax Return and Filing Errors. Space is limited!


Register Now!

Date: Wednesday, March 22

Time: 11:00AM PT / 2:00PM ET

Duration: One hour


We would love to speak with you about how Avalara and Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Avalara, Webinar, Sales Tax

Sage Summit 2017 - Limited Time $99 Registration!

Posted by Ashley Lemus on Mon, Mar 06, 2017 @ 01:04 PM

It's that time of year again!  Sage Summit 2017 is just around the corner and for a limited time Summit Alumni can register at a low rate of just $99!


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However, this rate won't last forever as prices are due to increase Thursday, March 16th.


This years event promises to provide countless opportunities to discover and evaluate the latest Sage technology, learn about exciting and innovative integrations from Sage partners, and to network with other business builders like yourself.


  • Get up-close and personal with over 150 sponsors with solutions and services designed to support your business growth.
  • Get product training, advice, and inspiration from the best and the brightest experts in their field.
  • Connect with and get inspired by some of the most innovative and interesting entrepreneurs, thought leaders, and big thinkers.


Not a returning Sage Summit attendee? You can still take advantage of early bird registration with $199 per ticket until Wednesday, March 15th.


Summit Early Bird.jpg


Last years event was definitely one to remember so we're certain 2017 promises to be the same!
Learn how to steer your business toward a brighter tomorrow at Sage Summit US - the must-attend event for thought leadership, inspiration, and innovation for businesses like yours.



For more information and updates on speakers,
sessions, and more check out 


Tags: Sage Summit, Sage Software

Webinar Alert: Accelerate Your eCommerce Success with a Modern Back Office

Posted by Ashley Lemus on Mon, Feb 27, 2017 @ 04:52 PM
If you’ve started to recognize that your customer service and therefore your business may be suffering due to your outdated back-office system, it’s time to upgrade.



Shouldn't it be all about your customers? Your eCommerce business is essentially about the people who purchase your product. Sometimes, having customers just isn't enough. They need to be happy, satisfied, and repeat customers who also spread the word about your products, your service, and their experience with both.


You’re invited to attend Acumatica's webinar about how to upgrade to an all-encompassing eCommerce ERP solution:


Date: February 28, 2017

Time: 10:00 - 10:30 PST


The webinar will teach you how to:

  • Reduce stock-outs and back orders
  • Track inventory in real time
  • Speed up order processing and fulfillment
  • Keep customers happy by processing returns quickly
  • Run all the reports you need with a few clicks


Do you have a centralized location for all sales needs? Want to reduce shipping costs? Do your customers want easy returns and exchanges? All of this and more is possible through Acumatica Commerce Edition from a single dashboard.


See how Acutmatica customer, SHOEBACCA, uses Acumatica's complete eCommerce ERP solution with Magento and Kensium to integrate their sales channels and increase productivity.



Webinar Alert: Accelerate Your eCommerce Success with a Modern Back Office

Date: February 28, 2017

Time: 10:00 - 10:30 PST


 We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.
I Want to Learn More!

Tags: eCommerce, Acumatica Cloud-Based Solutions, Webinar

Sage Releases Multi-Bin Basic for Sage 100c

Posted by Ashley Lemus on Wed, Feb 22, 2017 @ 10:31 AM

In a recent release, Sage has announced an inclusion of the DSD/ScanForce Multi-Bin within Sage 100c.

ScanForce Sage 100c Integration.jpg


This addition of Multi-Bin functionality will change the way you manage inventory by providing detailed location information within your warehouse!  


This enhancement of your Sage 100c system will include:

  • Directed Picking
  • Pick and pack
  • Put Away
  • Instant Bin Updates
  • Real-Time Data
  • Dashboards


ScanForce is the industry-leading barcode scanning and mobile warehouse & sales automation solution for Sage 100 software.  Streamlining your warehouse operations allows for a reduction of errors and an increase in saved time.

scanforce workflow 2.jpg
Interested in learning more about ScanForce or Sage 100c?
We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Manufacturing, Sage Software, Inventory Management, Warehouse Management System, ScanForce, Multi-Bin

Acumatica Named an ERP Leader by Nucleus Research

Posted by Ashley Lemus on Tue, Feb 21, 2017 @ 01:21 PM

Have you heard? Acumatica was just named a "Leader" for Usability by Nucleus Research in their "ERP Technology Value Matrix" of 2016!


Nucleus Matrix.jpeg


Not familiar with Nucleus Research?

Nucleus Research is a case-based technology research firm that rates ERP solutions on two main factors:
  1. The usability of a vendor’s products
  2. How the functionality of the product directly benefits customers

These evaluations are made by examining the vendor's product in order to analyze how it works. Then they compare what they find to what other software competitor products are capable of.


This means all of their research is fact-based!


What does this mean for Acumatica?

“Being recognized as a leader in ERP value is a great honor and one we’ve worked hard to achieve. We’re also quite focused on ease-of-use for our customers, so it’s very affirming to see Acumatica ERP ranked highest in Usability”

- Jon Roskill, CEO of Acumatica


Being placed in the leader quadrant of Nucleus's ERP Technology Value Matrix is a huge milestone for Acumatica.  It shows they are keeping up with competition, while reaffirming their value for their customers. It proves that when they choose to implement Acumatica they aren’t settling for a second best, they are choosing a top-rated ERP solution that even their most "technologically challenged" employees can adopt with ease.


 To read what nucleus had to say about Acumatica, download the whitepaper.


 We would love to speak with you about how Acumatica can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

  I Want to Learn More!


Tags: Acumatica Cloud-Based Solutions, Enterprise Resource Planning

Acumatica - SurveyMonkey Integration: An Open-Source Extension!

Posted by Kimberly Tucker on Thu, Feb 16, 2017 @ 01:47 PM

Customer Satisfaction Surveys - Why use them? 

Like most people, you would probably agree that a strong support team plays a crucial role in keeping customers satisfied.


Acumatica SurveyMonkey Integration.jpg

However, no matter what methods you use to measure the strength of your own company’s support team, wouldn’t you also agree that the most important feedback comes from the customers they’ve helped?


So, how can a customer tell you about their experience with your support team after a case is closed?

While it’s nice to receive an email from a satisfied client saying, “Thanks, it works now,” it’s impossible to convert such a sentiment into cold, hard metrics.


That's where feedback surveys come in! They are such a great solution to this.  These surveys allow you to follow up on a customer's support case by asking the contact to fill out a survey, providing you with a summary of their experience that is both detailed and measurable.


The project allows you to do the following:

  • View a list of customers with recently closed support cases
  • Email links to your support feedback survey
  • Retrieve completed survey responses
  • View and edit your customers’ responses, right inside the support case screen


Enhance your Already-Robust CRM with This Extension

One of Acumatica's CRM strengths has always been its flexibility.  If you have a business requirement that isn't already supported, there’s a good chance you’re only one small customization project away from bringing in that functionality.

The SurveyMonkey extension was initially built for the Acumatica team's own use, but they found this new functionality so useful that they wanted to offer it to their clients as well.  


Why Make It Open-Source?

Allowing this customization project to be open-source gives users the ability to change it to their specific business requirements.  No longer will you be stuck to pick between multiple choice, a rating scale, or a comment box.  With access to the source code you'll be able to extend your solution to handle as many new question types as needed.


Setting Up the Extension

Bringing feedback surveys to your Acumatica ERP site is as easy as completing four steps:

• Create a SurveyMonkey survey and app
• Install our SurveyMonkey customization project
• Create an email template that will be used to send feedback survey links to your clients
• Configure the survey settings using the new “Case Preferences” tab on the Customer Management Preferences screen



Want to learn more about this sweet integration? 


Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Acumatica Cloud-Based Solutions, product enhancements