Wednesday, February 22, 2012

Sage ERP & Sage CRM Integrated Solutions: The Complete Picture

A CRM (Customer Relationship Management) solution helps establish a positive, consistent experience when customers interact with your company. An ERP (Enterprise Resource Planning) system helps you manage the financial and operational aspects of your business. Linking these systems together can create new ways to increase customer satisfaction, improve cash flow, save time, and earn a better return on your investments in sales, marketing and customer service activities. With Sage CRM and Sage ERP integration right out of the box, companies can quickly and easily create seamless workflows between the front and back office.

When these two powerful solutions are combined, your employees company-wide have access to all the information they need in order to provide customers with exceptional service, without delays.  In sales, your staff can easily check the availability of stock across different locations and check the real-time status of orders without having to log on to different systems or call someone in another department.  Your sales team also benefits from instant access to comprehensive customer information, easily retrieving real-time status on orders, availability of stock, invoices, customer payment history and more.  The integration also allows your marketing team a greater insight into the customer base.  Better promotional campaigns and offers can be designed with the information they can retrieve about buying trends, suitable target markets and other customer purchasing behavior.  Finely tuned marketing programs can lead to higher response rates and new leads.

To find out more how your company can build a better purchasing experience for your customers, click here for a brochure or speak to Fred at CPA Technology at (610) 862-0039.

Wednesday, December 14, 2011

Sage Changes Branding - What This Means To Your Business

Throughout Sage’s history, their commitment to customers has been at the center of everything they do.   As a Sage Authorized reseller, CPA Technology’s objective is to reflect their commitment onto our customers in order to help them reach their business goals.

Sage will be extending that commitment further in the upcoming new year with enhanced products, new services, and productivity-enhancing features.  One of the most visible elements affecting our customers will be the introduction of new names for Sage products that will make clear which products are most appropriate to complement the Sage solutions you are using today, and which may be available to support your business as it grows.

As part of Sage’s brand strategy, a new product numbering system will be put into place (think of some of the luxury car brands).  If you see any of these names floating around, you will know which they apply to:

Sage Timberline Office is becoming Sage 300 Construction and Real Estate
Sage Master Builder is becoming Sage 100 Contractor.
Sage Timberline Enterprise is becoming Sage 300 Trade Specialty.
Sage MAS 90 is becoming Sage 100 Standard ERP.
Sage MAS 200 is becoming Sage 100 Advanced ERP.

Please be assured that during this transition, there will be no interruption to your current services or subscriptions and your present applications will continue to work as they have been.

For more information, visit http://www.sagenorthamerica.com/Company/Brand for FAQ’s and more.



Friday, November 18, 2011

Sage MAS 90 Reaches the Cloud

Keep your eye in the sky because Sage ERP MAS 90 Online is currently scheduled to be released the fourth week of November. This release will provide small businesses the ability to get up and running quickly while still getting many of the known strengths of the on-premise Sage MAS 90/200 product line. Can you use your existing customized reports or create new reports within Sage ERP MAS 90 Online? Certainly. Your customized reports are supported within the Sage ERP MAS 90 Online environment.

Included is a powerful suite of modules ranging from financial and accounting, business intelligence, reporting, and operations, to distribution and light assembly. With the benefits of the cloud, this solution is ideal for an organization with a workforce spread across multiple locations, enabling mobile flexibility, and the ability to centralize key functions like accounting and operations on a standardized back-office solution. Your Sage MAS 90 Online system and corporate data are kept secure with hosting and management in an extremely secure data center with high levels of redundancy, backup, and monitoring.

Sage MAS 90 Online enables you to get your system up and running quickly with affordable monthly payments for the system which includes backup services, access to the Knowledgebase, and basic support. Call CPA Technology at (610) 862-1998 for more details.


Wednesday, October 5, 2011

More on the CFMA and Sage Partnership...

Some things just go so well together. Sage's partnership with the Construction Financial Management Association (CFMA) aims to deliver up-to-date, relevant, educational content to  fulfill the specialized learning needs of financial managers working in the construction industry.  Here is the latest: 
{Read the press release}

Thursday, September 22, 2011

Options for Digital Takeoff: Which solution is right for you?

Working with blueprints and schematics can be an extremely time-consuming and costly part of doing business nowadays.  Having to rely upon your ruler and calculator to takeoff linear feet, square feet and individual counts compromises accuracy due to human error.  What’s the solution?  A visual electronic takeoff software interface, making doing your takeoffs faster and easier.  CAD files can automatically be transferred into the software, paper drawings can be scanned, plan room files can be used or digital photographs can be taken where Digital Takeoff’s intelligence will be sure that things are scaled correctly.  Digitizers are still prevalent but more folks are moving to digital takeoff because it is less expensive and want to get rid of the “bulk”, saving desk space.

Two popular digital takeoff packages are on the market which integrates wonderfully with your Sage Estimating application.  PlanSwift requires minimal setup before you can begin using.  The integration embeds the Estimating Items and Assemblies directly into the PlanSwift user interface.  OnScreen Takeoff’s integration requires “upfront” database configuration before using, however, resulting in reusable mappings and a more automated approach or generating estimates.  So which package is right for your business?

There are two qualifying questions to ask:
Does your organization have internal resources dedicated to regular database maintenance and ongoing refinement?  If yes, the initial database mapping work required with OnScreen Takeoff will result in a powerful automation tool for your estimating department.  If you answered no, the quicker and lower upfront investment in implementation would be PlanSwift.

How price sensitive are you when shopping for such a package? For smaller companies on a tight budget with limited resources, PlanSwift should be considered.  For larger companies that can invest more into the software and implementation, OnScreen Takeoff may be the appropriate choice.

To aid in choosing which the right package is for your business, listed below are some of the features in each:

OnScreen Takeoff
  • Improve takeoff productivity
  • Improve communication (change orders, plan addendums, etc.) between owners, architects, project manager and estimators
  • Manage bids (takeoff projects) electronically and check status and other project details
  • View, measure and annotate electronic plans
  • Calculate simple or complex lengths, areas and volumes
  • Keep track of takeoff. It it’s colored, it’s counted.
  • Store up to three values of each condition (example, LF, SF and CY)
  • Backout dimensions
  • Auto count
  • Takeoff summary tab showing detailed audit of takeoff
  • Worksheet tab allows manual entry of Labor, Material and Subcontract amounts
  • Ability to view multiple pages at once
  • Overlay feature saves time with exhaustive plan review using color coding for deleted and added items
  • Hot links can be strategically placed within secondary views such as elevation to provide supplemental information
  • Measure and draw takeoff directly on your display via interactive pen (w/ On Center’s Digital Takeoff Table 2)
  • Project Express.  Now estimators can easily share very large bids for free (up to 100 mb) via the internet. 
PlanSwift
  • Get rid of paper plans all together
  • Works with all major CAD and image file types
  • Scan in or download plans
  • Level feature (plans scanned in crooked)
  • Easily navigate through plans
  • Just point-and-click to calculate areas, linears and counts
  • Calculates curved walls and arcs and cut-outs
  • Undo
  • Automatically calculates roof pitches
  • Identify takeoffs easily by labels and colors
  • Track changes with comparative plan overlays
  • Share plans (email) or individual pages with others
  • Hyperlink to URL or other plan pages
  • Export to Excel/2010 compatibility
  • 14-day free trial

Wednesday, September 14, 2011

On "Virtual Newstands" Now! Fall/Winter 2011 CPA Technology Newsletter

If you've been wondering what "good read" to immerse yourself in during your lunch breaks...here's your answer!

The latest issue of CPA Technology's newsletter is on "virtual newstands" now! Included in this issue is important information on both recent and upcoming software updates and helpful tips for preparing for year-end.



Read it here!

Thursday, September 8, 2011

This just in! Sage and the CFMA Team Up for Unprecedented Partnership

Sage just announced a new partnership between Sage CRE and the Construction Financial Management Association (CFMA), an international professional non-profit association focused on the educational needs of financial professionals in the construction industry. With Sage CRE becoming a major sponsor of CFMA, the acceleration of development of timely, relevant educational content will fulfill the specialized learning needs of thousands of financial managers and professionals within the construction industry.

Through this partnership, Sage will sponsor many of the existing CFMA educational programs, as well as fund the establishment of the Sage Educational Fellowship which will develop new educational programs, opening many more learning opportunities to its association members and the broader construction community.