Sage Acquires US ERP Software Firm Intacct For $850 Million

Posted by Ashley Lemus on Mon, Jul 31, 2017 @ 01:15 AM

The UK-based payroll and accounting firm, Sage, has just announced the acquisition of Intacct, a US-based cloud ERP and financial management software company.

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Earlier this week the strategic alliance was confirmed for a whopping $850m to be paid in cash and is expected to be completed within weeks!

Intacct is known as a leading provider of sophisticated and powerful cloud Financial Management Solutions in North America, which is the perfect opportunity for Sage to expand their market in the US territory.

Intacct's CEO, Robert Reid, is rumored to continue running the business, in order to ensure continuity for customers, partners, and employees.  However, the business is said to run under the name Sage Intacct.

This acquisition demonstrates Sage's strong affirmation to winning in the cloud, as well as winning in the US.


"Today we take another major step forward in delivering our strategy and we are thrilled to welcome Intacct into the Sage family. The acquisition of Intacct supports our ambitions for accelerating growth by winning new customers at scale and builds on our other cloud-first acquisitions, strengthening the Sage Business Cloud. Intacct opens up huge opportunities in the North American market, representing over half of our total addressable market."

- Stephen Kelly

CEO of Sage


Read The Full Press Release Here!


Tags: Cloud Business Management, Enterprise Resource Planning, Sage Software

Sage Summit 2017 Tour - US CA Session Canceled!

Posted by Ashley Lemus on Mon, Jul 17, 2017 @ 04:17 PM


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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 in Orange County has been canceled.

 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 decided to do things a little bit differently. Rather than hosting one major event for the entire year, as they've done in the past, Sage 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 have largely become known as Sage Sessions!

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


But, as we just mentioned, this event has since been canceled.


But don't worry!


We're already looking forward to 2018's fun-filled event.  However, there isn't much information yet, so you'll definitely want to sign up for event notifications!


I'd love to receive event updates!


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Tags: Sage Summit, Enterprise Resource Planning, Sage Software, Business Management

Sage Software 2017 Quarter 3 Sales Promotions Are HERE!

Posted by Ashley Lemus on Thu, Jun 01, 2017 @ 12:13 PM

Who doesn't love 25% off?

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From now until June 30th, Sage HRMS and Sage Fixed Assets customers may received up to 25% off selected modules, licenses, training, and upgrades. Additionally, Sage 100 customers can upgrade to Sage 100c for no more than their current Business Care renewal costs!

Check out the full details below:

Sage HRMS:
  • Off-plan customers can get back on plan and save 25% off Sage HRMS repurchase.  With each additional new Sage HRMS module added, save an additional 25% off license fees*
  • Migrate to Sage HRMS from the Sage Abra Suite and save 25% on the migration license and ESS**  With the purchase of two, or more modules purchased, save an additional 25% on migration licenses and ESS**
  • Receive 25% off new Sage Core HRMS licenses for every add-on solution purchased***  This means customers can save up to 100%*** off the Sage Core HRMS license with the purchase of 4 additional modules!***


Sage Fixed Assets:
  • Sage Fixed Assets customers save 15% on the purchase of all additional Sage Fixed Assets user licenses, modules, training, and their upgrades to the Premier version****
  • Sage Fixed Assets customers save on Business Care reactivation fee


Sage 100 ERP:
  • Sage 100 on-plan customers get fifth user license free when they buy four
  • Winback Sage 100 perpetual only customers save 25% on product licenses when they get back on plan with Sage 100c
  • Current on-plan Sage 100 customers my upgrade to a Sage 100c subscription plan for no more than their current Sage Business Care plan price.****


We would love to give you more information on these fabulous promotions, but they won't last forever.
So, be sure to give us a call at (949) 681-8135,
email us at
or complete the form to the right and we’ll reach out to you.


* Discount does not apply to Maintenance & Support fee and applies to Sage HRMS licensing only.  To qualify, the customer must have been two or more years off plan, and, must return on the latest Sage HRMS platform. 

** If customer has ESS, then discount would apply to Benefits Enrollment.

*** Customer must purchase Gold M&S. Excludes Maintenance & Support and plug-ins for Alerts and Workflow, and HR Actions.

**** This promotion cannot be combined with any other promotion or offer.

Tags: Sage Software, Sage Fixed Assets, Sage 100 ERP, Sage HRMS, Sage 100c

Introducing Sage CRM 2017 R2

Posted by Ashley Lemus on Tue, Apr 25, 2017 @ 10:30 AM

 Sage CRM 2017 R2 is here! We bet you're wondering what's new?

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Upgrade to Sage CRM 2017 R2 and experience a host of new features designed to further optimize how you run your business, and give you unparalleled company-wide visibility.


What’s new?

  • Calendar – Sage CRM 2017 R2 continues to enhance calendar capabilities by adding the ability to view appointments assigned to a team member within the new Timeline view. The new Month calendar shows appointments that you and your colleagues have planned for the selected month. This release also adds the option to print calendars, and the ability customize calendar icons and colors to the new calendar interface.
    • Auto Suggest e-mail recipients – Improved efficiency is delivered through the ability to simply type the individual or company name, or start of the email address into the To, CC or BCC fields. Sage CRM will automatically display a list of matching records.
  • Support for MailChimp API 3.0 – Sage CRM is now compatible with the new MailChimp API version 3.0. With this update, all the MailChimp Integration features will continue to work with MailChimp 3.0.
  • System Health – System administrators now have greater visibility into the health of their CRM features and components, along with direct links to help to resolve identified issues.
  • Customer Cases – Over 90 customer cases are addressed with Sage CRM 2017 R2.


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Supported Editions Update:

  • Sage CRM 7.2 will no longer be supported with effect from July 2017.


Be sure to check out the video below for a deeper dive into understanding what changes have taken place to fields, tables and views etc.




Click here to view the full What's New spec sheet


 We'd love to speak with you about how Klear Systems and
Sage CRM 2017 R2 can benefit your organization!
Give us a call at (949) 681-8135 or
email us at

Tags: Customer Relationship Management, Sage Software, Sage CRM

5 Trends in AP Automation For 2017

Posted by Ashley Lemus on Wed, Apr 12, 2017 @ 11:03 AM

As you begin to analyze new strategies for growth and revenue within your AP department, consider moving towards a paperless AP process with automation.


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Be sure to register for this complimentary webinar for Sage users, where they'll discuss the 5 Major Trends in AP Automation in 2017.

During this time, you'll discover:

  • How cloud-based solutions are changing the roles of finance professionals
  • Why mobility is becoming a necessity as more and more companies join the BYOD (Bring Your Own Device) initiative
  • Why companies are outsourcing third parties to manage supplier data and identify accepted payment types to maximize electronic payments


Reserve Your Seat Now:

Date: Wednesday, April 19th

Time: 11:00AM PT / 2:00 PM ET

Sign Me Up!


AvidXchange is the market leader in AP and Payment Automation services and helps Sage users incorporate an easier, faster and more secure way to process payables invoices and make electronic payments.


 We'd love to speak with you about how AvidXchange
and Sage 100 can benefit your organization!
Give us a call at (949) 681-8135 or
email us at


Tags: Sage Software, Accounting & Finance, AP Automation

Sage 100: Automated Inventory Counts and Inventory Forecasting

Posted by Ashley Lemus on Tue, Mar 28, 2017 @ 10:58 AM

Learn how Sage Inventory Advisor and Automated Inventory Counts work together for improved inventory accuracy and inventory forecasting.

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Enjoy This Complimentary  Prerecorded Webinar! 


Sage Inventory Advisor and CertiPro Solutions work together by:

  • Seamless integration with Sage 100 Physical Inventory & Count Card Entry Programs. 
  • Simple implementation with single screen setup.
  • Easy force counts to reconcile any disputes.
  • Automated Email notifications.
  • Supports multiple warehouses and multiple companies with different cycle count schedules.
  • Manages Inventory Items Lifecycle.
  • Forecast customer demand for item ordered to insure customer demands are met with purchasing automation.

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You won't want to miss this highly informational webinar:


Enjoy This Complimentary  Prerecorded Webinar! 

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 or
email us at


Tags: Sage Software, Webinar, CertiPro

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. 

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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
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
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

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

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.


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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