How to Train Your Team on Sage CRM in 4 Steps

How to Train Your Team on Sage CRM in 4 Steps

Once you’ve chosen Sage as your CRM system, you need to train your team on how to use it. Learning to use customer relationship management (CRM) systems is a crucial step to enhance customer experience and satisfaction. Instead of just showing users how to log in and...
Your 17-Step ERP End-of-Year Checklist

Your 17-Step ERP End-of-Year Checklist

Before you begin this checklist, gather all the relevant information you need to enter into the system, such as bank statements, credit card bills, invoices, and payments. Update the system and set a cutoff date for data entry. Communicate this date to your finance...
Sage 100 2023 Year-End Tips & Resources

Sage 100 2023 Year-End Tips & Resources

How to Set Up Paperless Office to Save/Print Year-End Reports Here are step by step instructions for setting up Paperless Office to save your period and year end reports in PDF format so they’re searchable and easy to retrieve later. Set Up Paperless Office Open...
Sage 100 2023 Year in Review

Sage 100 2023 Year in Review

As we look back at the year that was, let’s quickly recap some of the new features, enhancements, and other changes to Sage 100 during 2023. New Releases, New Features Here are some key new features added in Sage 100 Version 2023 (plus two subsequent updates):...
The Benefits of ERP Systems for Growing Businesses

The Benefits of ERP Systems for Growing Businesses

Is your company growing? If so, you’re probably realizing that your software will need to grow along with your operations and profits. Businesses that are expanding and evolving need to have efficient and streamlined processes to succeed. This is where an Enterprise...