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.

 

 

 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 info@klearsystems.com
 

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 info@klearsystems.com

 

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 info@klearsystems.com

 

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 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

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 
SageSummit.com

 

Tags: Sage Summit, Sage Software

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 for FREE!

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

 

So, what is Multi-Bin Management?

DSD/ScanForce Multi-Bin Basic version extends your warehousing capabilities to include the designation, storage, and distribution of a single inventory intem in multiple "bin" locations within a warehouse.

This enhancement of your Sage 100c system will include:

  • Set customer or item specific restricions based on bin location
  • Perform on-the-fly bin location transfers
  • Maintain a structure and segments for bin locations
  • Set minimum and maximum location quantities for bins 

 

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.

 
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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

Break Up With Paper, This Valentine's Day

Posted by Ashley Lemus on Tue, Feb 14, 2017 @ 03:04 PM

This Valentine’s Day, Say Goodbye to Paper   

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Is it possible to really love your time spent in the office? Here’s a tip that might help: ditch the paper. All those paper cuts, the messy piles, and disappearing just when you need it the most! It's expensive, high-maintenance and very unreliable. 



You've been holding on for too long! It's time to say goodbye to paper once and for all. 

 

A document management and workflow solution integrated to your ERP gives back time, money, security, and versatility. You may fall in love with how Sage Endorsed document management and workflow solution DocLink electronically captures documents and accelerates everyday business processes to help you grow. Perhaps you’ll be won over by streamlined invoice approvals and increased visibility within your company. In any department, with any process, and wherever you go, you will earn back time previously lost to antiquated practices and misfiled documents – something everyone loves.

 

In honor of Valentine’s Day, get out of the office relationship
that’s bogging you and your team down.

 

Take the first step towards freedom by contacting us today!

I Want to Learn More!

 

Tags: Sage Software, Doc-link by Altec

2017 Sales Tax Changes Webinar

Posted by Ashley Lemus on Fri, Feb 10, 2017 @ 03:12 PM

Do you know which sales tax changes will affect your small business in 2017?

 
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Join Sage on Thursday, February 16th as they bring in their sales tax experts to explain what the State and Federal government have in store for all things sales and use tax.

 

This highly informational webinar will cover:

  • Federal and state-by-state changes that may impact your business
  • How new legislation is changing the sales tax landscape
  • New rules on taxability of products and services across many industries

 

Date: Thursday, February 16, 2017
Time: 11:00 AM Pacific Standard Time

 

 It's important to understand the rules, protect your business and stay ahead of the changes.  You don't want to miss out!

I Don't Want to Miss Out!

 

Tags: Sage Software, Webinar, Sales Tax