Sage Summit 2017 Tour - US Session Update

Posted by Ashley Lemus on Mon, May 22, 2017 @ 02:45 PM

*** EVENT UPDATE ***

hyatt oc Sage summit 2017 US session postponed.jpg

Earlier this month we announced that Sage Summit will be hosting a local event in Orange County during the first week of June.

 

However, the highly anticipated Sage Summit 2017 US Session has been postponed.

 

Sage has been hosting annual events for customers and partners for years, so the concept of Sage Summit is certainly not a new one.

However, this year they're doing things a little bit differently. Rather than hosting one major event for the entire year, as they've done in the past, Sage has decided to provide break-out sessions in 8 additional cities to allow easier access to the event with more specific product demonstrations and interactions. These events will be largely known as Sage Sessions!

Why attend sage summit session 2017 2.0.jpg

 

2017's US event was scheduled to be hosted at the Hyatt Regency OC in Orange County, CA, on Tuesday, June 6th.

However, due to a number of projects in the works, Sage felt it would be best to delay the event until mid-August or September, in order to assure the highest quality of content provided to event attendees.

 

But don't worry!

A delay like this only allows for more time to get excited!

 

The single-day Sage Session will focus on local-marketing specifics that allow one-of-a-kind learning, training, and networking experiences for all Sage customers. With endless connection potentials, multiple learning sessions to choose from, and an inspiring keynote address, this event is sure to provide new and innovative ways to grow your business while enjoying a fun and unique interaction with Sage.

 

With 20 learning sessions this is an event you don't want to miss!

 

Where:   Orange County, CA

When:    Date To Be Determined

 

Registration will open soon,

so be sure to sign up for event notifications!

I'd love to receive event updates!

 

Tags: Sage Summit, Enterprise Resource Planning, Business Management

How Food Companies Can Mitigate the Risks of a Global Supply Chain

Posted by Ashley Lemus on Mon, May 08, 2017 @ 01:43 PM

Did you know that more than 75% of food manufactures attribute the fastest-growing risk for business continuity to increased supply chain complexity?

 How Food Companies Can Mitigate the Risks of a Global Supply Chain.jpg

And, according to a survey done by the Business Continuity Institute, a whopping 70% claimed they lacked visibility over their entire supply chain!
 

Did you know that roughly 10-15% of food consumed in the US is imported? This This increasingly globalized supply chain is only one of the factors contributing to a lack of visibility.  And a lack of visibility could lead to even more serious issues, such as product loss, interruptions in ingredient supply, food ingredient fraud, or even post-production spoilage if foods are handled incorrectly.

Many small to medium-sized food companies simply cannot afford to take on such risks, however, these risks are often not in their control. And many times, companies don't utilize important risk mitigation tools, or even implement an effective risk management process, which are both crucial for their business protection.

Imagine the competitive advantage if your organization had a plan in place to deal with supply chain disruptions!  Many larger manufacturers have already come up with plans to become more proactive, such as ways to prevent contamination in their facilities.

And this is just the first step, as more provisions of the Food Safety Modernization Act take effect!

 

Want to learn more about how a business management solution
will help increase the visibility of your supply chain?

Acumatica Business Intelligence.jpg

 The first step is a Business Intelligence solution! And we've got 4 reasons why
with this free whitepaperBusiness Intelligence: More Than a Dashboard

 

Download My Free Whitepaper!

 

Tags: Manufacturing, Supply Chain Management, Business Management

New Announcement! Sage Summit 2017 Tour - US Session

Posted by Ashley Lemus on Wed, Apr 26, 2017 @ 12:48 PM

The Sage Summit 2017 Tour - US Session is just around the corner, and if you've never been before, it's an event you won't regret attending!

Hyatt OC - Sage Sessions US.jpg

Sage has been hosting annual events for customers and partners for years, so the concept of Sage Summit is certainly not a new one.

However, this year they're doing things a little bit differently. Rather than hosting one major event for the entire year, as they've done in the past, Sage has decided to provide breaddak-out sessions in 8 additional cities to allow easier access to the event with more specific product demonstrations and interactions. These events will be largely known as Sage Sessions!

Why attend sage summit session 2017 2.0.jpg

 

Hosted at the Hyatt Regency OC in Orange County, CA, this single-day Sage Session will focus on local-marketing specifics that allow one-of-a-kind learning, training, and networking experiences for all Sage customers. With endless connection potentials, multiple learning sessions to choose from, and an inspiring keynote address, this event is sure to provide new and innovative ways to grow your business while enjoying a fun and unique interaction with Sage.

 

With 20 learning sessions this is an event you don't want to miss!

 

Orange County, CA

Tuesday, June 6th, 2017 

Hyatt Regency OC

 

Registration will open soon,

so be sure to sign up for event notifications!

I'd love to receive event updates!

 

Tags: Sage Summit, Enterprise Resource Planning, Business Management

3 CRM Mistakes To Avoid For A More Productive 2017

Posted by Ashley Lemus on Thu, Feb 02, 2017 @ 12:52 PM

With the first month of 2017 down we're wondering how productive the new year seems to be for your SMB.

Have you been utilizing your organizations CRM to the best of its ability?

 CRM Mistakes to Avoid.jpg
 

An effective customer relationship management (CRM) software is essential for every budding enterprise.  Not only does it allow you to manage and analyze customer interactions but it also improve those relationships with your customers, creating a higher customer retention rate.
 
 
So, how might you improve the use of your CRM?  Here are 3 mistakes to stop making in order to produce a more productive 2017:
 


1. Lack of Social Media Integration

While the occasional customer will still interact with companies through email and phone, the use of social media to communicate with businesses is growing.

That's where a CRM comes in handy!  This software will allow you to keep track of what's being said on your companies social media sites, allowing for quicker response times and a stronger customer relationship.

 

2. Not Picking a Scalable Solution

You'd be surprised at how many organizations purchase a CRM solution that won't scale up with their company.  This is one the biggest errors made with CRM!

More often than not a CRM solution is purchased with the present in mind, rather than the future. This means there is a high likelihood that software may not be able to handle whatever information and tasks are necessary in the future, resulting in another software purchase.

 


3. Importing Bad Data

It's important to import data with any software implementation.  But do you know which data is most important to your organization?  Be sure to filter out the incomplete or incorrect information before importing into your new system.

Afterall, the whole point of CRM is to improve your customer experience and not having accurate information will greatly influence your ability to do just that.



Utilizing your CRM to its fullest potential will certainly allow your SMB to excel in the coming year. Focus on avoiding these 3 mistakes and you're sure to have a very productive 2017!

 
 
 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: Customer Relationship Management, Small Business, Business Management

Five 2017 Goals for Your SMB to Start This January

Posted by Ashley Lemus on Fri, Jan 06, 2017 @ 05:00 PM

So, it's the start of a new year and you probably made a couple of New Year's Resolutions for yourself.  

 KS - 2017 Business Goals.jpg
 
 

But did you think of any goals you could set to help your small business thrive in 2017?

 
Here are 5 things you can start now to benefit your organization:
 
 
1. Start thinking long-term
 
Ever spend so much time thinking about and preparing for what has to be done tomorrow that you forget to stop and reflect on the wins and losses your business might have just experienced?
 
This year be sure to take some time to reflect your past year in order to make long-term plans for the year ahead.
 

2. Record and revisit short-term goals often

Short-term goals are just as important as long-term goals.  They allow you to break down your long-term goals, not only making them feel much more achievable but also helping you to focus on the most important goals you want to achieve and get everything else out of the way.

Try drawing out three columns (one month, three month, and six month goals) on the top half of the page.  On the bottom half of the page, write down what actions need to happen in order to achieve each goal as well as who is going to take responsibility for that action and by what date.

 

3. Budget, budget, budget

Do you know how much your SMB is spending on overhead? What about your profit margin? Do you sell goods that are subject to sales tax? Tools like Avalara and other BI software will help you effectively manage your organizations budget, which is key to the long-term health of your business.

 

4. Embrace being a life-long learner

Do you read business books to help develop yourself into a better leader? Do you spend more time asking questions rather than spewing out answers?  If not then you should highly consider it.  The most effective entrepreneurs have a coach who helps guide them through the good and the bad. So spend some time this year making a reading list and asking questions. You won't regret it.

 

5. Consider how you would like your business to impact the community

Legacy is something we all think about but spend little time considering how to create it.  Sure you want your business to be successful but have you thought about how you can improve your organization in order to better serve your clients, not just by services or products offered? Whether it’s your office, your home, your street, your community, or the world, what are you doing to leave it better than when you found it?  

Sage has developed a division known as Sage Foundation, which is focused on creating social and economic opportunity in the communities they operate within around the world.  So, research charities, social enterprises, and non-profit organizations your organization can partner with to help build a better future and in your local community.

 

These are 5 things are just some of the few every leader should do to have their best year yet. What other goals should be added for 2017 greatness?

  

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: Small Business, Helpful Tips, Business Management, Business Goals

3 Steps to Integrate Warehouse, Shipping, and Payment Processes

Posted by Ashley Lemus on Thu, Dec 08, 2016 @ 04:37 PM

Sage 100 customers can increase profits, lower costs, and retain customers by integrating warehouse, shipping, and payment processes.

 

Learn how to integrate warehouse, shipping, and payment processing solutions with your Sage 100

 

Join V Technologies as they partner up with ScanForce and APS, Wednesday, December 14th, for this highly informative webinar, where you will learn how to:

 

1) Ease warehouse management processes using ScanForce
  • Mobile Apps for Rugged Scanning Mobile Devices, Android Tablets/Phones, and Windows Tablets/Laptops
  • Achieve 100% accuracy in picking
  • Stay organized and automatically move fast selling items to the front

 

2) Save time and money in shipping processes
  • Rate quote during sales order entry
  • Eliminate manual re-keying of data into carrier systems
  • Streamline international shipments
  • Custom emails to build your brand and increase recurring sales

 

3) Get paid faster by using American Payment Solutions
  • PCI-DSS Compliance Assistance at no additional cost
  • Benefit from some of the lowest Amex fees in the entire industry
  • Access next day funding (including Amex)
  • Receive lower interchange rates with Level 3 Gateway

 

You won't want to miss this webinar:

Wednesday, December 14, 2016

11 AM PT / 2 PM ET 

 

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: Sage Software, Shipping, Webinar, Warehouse Management System, Business Management, Payment Processes

Last Chance for Acumatica Summit 2017 Early Bird Registration!

Posted by Ashley Lemus on Tue, Dec 06, 2016 @ 02:32 PM

 

Don't miss your chance to attend Summit at a discounted rate!  

Early bird pricing ends tomorrow -- Wednesday, December 7th.

 

  Acumatica Summit 2017 2.jpg

 

Attend for the full week or just for training at this years event, which promises to be a value-packed experience with 17 training courses available!

 

Be aware that training class sizes are extremely limited and available on a first-come, first served basis, so be sure to save your spot today!

 

Acumatica Summit 2017 3-1.jpg

 

Still not fully convinced you Acumatica Summit 2017 can benefit your SMB? Check out a couple of these highlights.

 

We would love to speak with you about how Acumatica 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: Cloud Business Management, Acumatica Cloud-Based Solutions, Enterprise Resource Planning, Small Business, Business Management

Acumatica Summit 2017 - Why Attend?

Posted by Ashley Lemus on Tue, Dec 06, 2016 @ 02:25 PM

Acumatica Summit 2017 is a premier invitation-only event where both partner and customer ecosystems gather to hear the latest about Acumatica’s products and solutions, get product certifications, and collaborate on accelerating success in the cloud.

Acumatica Summit 2017

 
Join the excitement, envision the future, and get ready to take your Acumatica business to the next level!

 

Acumatica Customer Track

A new and improved customer track, complete with tips and tricks, content by industry and product roadmap will be available the first couple of days.  During days 3-5 customers will be able to receive deep technical product training straight from the experts to maximize their investment and unleash the full power of the Acumatica platform by participating in various training sessions.

 

Highlights

  • Enjoy direct access to Acumatica’s leadership, product and engineering teams
  • Gain valuable insight into future product roadmaps
  • Customer stories and feedback gathered via customer-centric sessions
  • Get certified through instructor-led training sessions taught by Acumatica developers
  • Maximize your investment with Acumatica by engaging in hands-on technical training tracks
  • Expand your Acumatica solution portfolio by engaging with leading ISV providers
  • Network with hundreds of industry peers

 

We would love to speak with you about how Acumatica Summit 2017 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: Cloud Business Management, Acumatica Cloud-Based Solutions, Enterprise Resource Planning, Small Business, Business Management

5 Successful Holiday eCommerce Promotions

Posted by Ashley Lemus on Mon, Nov 14, 2016 @ 04:09 PM

This Thursday Avalara is partnering with Ecommerce expert Nexternal: A Highjump Company to help you take a break from this busy time of year.  

 Brunch & Learn.jpg

 

Enjoy a delicious brunch while these companies inspire you to push through the holiday season!

 

Avalara, an industry leader is Sales Tax preparation, and Nexternal will share their tricks of the trade that will cover five successful holiday promotions to help boost sales and improve efficiency, bringing you creative ideas to get you fully inspired as you head back to work and conquer the day.

 

 

Date and Time

November 17, 2016

9:00 AM - 11:00 AM

 

Location

Hotel Irvine

17900 Jamboree Road

Irvine, CA 92614

 

 

However, space is limited, so be sure to register and reserve your spot.  And don't forget to bring your teammates!

 

Tags: Avalara, Helpful Tips, Business Management

5 Tips to Reap The Full Benefits of Corporate Social Responsibility

Posted by Ashley Lemus on Tue, Aug 30, 2016 @ 03:31 PM

As the popularity of corporate social responsibility (CRS) increases, so does the demand.  Not only does investors look for it, but now top talent often expects it of prospective employers.  

 
This is because CSR initiatives help strengthen corporate culture, as well as contribute to an enjoyable employeed atmosphere.  
 
 
The importance of corporate social responsibility

 

However, these aren't the only reasons for the increasing popularity corporate social responsibility has been experiencing, as CSR is often used for philanthropy, recruiting, and retention.

There are a number of tangible and intangible benefits that come with CSR such as increased community standing and customer loyalty but attaining these benefits takes time and work.

 

That's why we're providing a couple of helpful tips so that your SMB can reap the full benefits of your corporate social responsibility plan:

 

1. Rather than one time efforts, consider forming partnerships.
  • Strategic partners can have complementary goals leading to mutually beneficial situations.
  • Flexibility from both sides is key. Often, the full benefits of a partnership take time to discover. Critical thinking and creativity play important roles when evaluating joint resources. Usually, both sides adjust operations to maximize mutual benefits
2. Start planning a long-term strategy. 
  • A plan with intermediate results, a road map to implementation, and details about company resources will go a long way towards selling your idea.
3. Focus on the core competencies of your company, and build your strategy around them.
  • When it comes to your organization, try making your corporate social responsibility unique to the niche your business fills.
4. Your managers will be your best source of insight.
  • They know the pulse of your organization and of the people you can involve.  Ask them for suggestions on how they would like to socially influence their local community.
5. Your employees can be your greatest asset.
  • You can involve individuals at any level in your company. Leading them with conviction is up to you.

 

Maintaining a positive social presence for your small to medium-sized organization is equally as important and utilizing a effective business management solution.  Not only will it increase employee enthusiasm within the office but it will also allow the public to connect with your organization in a positive manner.

 

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: Helpful Tips, Business Management