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Archive for August, 2009


IncorTech is proud of our accomplishments as a team and we’re honored to be named among the top VAR’s who are thriving in a tough economy.

Here is an excerpt:

Ask Steve Birdwell about the challenge facing most projects, and he will likely mention a lack of communication between the reseller and the client. That’s why when Birdwell founded IncorTech in 1998, he set out to blaze a new trail and develop the type of consulting firm that he wanted to hire when he was the client.

“For us, the thing that has been good is trying to put the client before the software and hardware,” said Birdwell, whose software products include Sage, Intuit’s QuickBooks Enterprise, Oasis CRM and Deltek Vision. IncorTech currently has about 650 clients and largely targets midsized firms in the field service/project-based industry.

With most of its team members having a background in accounting, Birdwell said that the company is able to better drill into a client’s existing program, identify the true problem and offer several solutions, instead of a one-way approach, thereby arming its clients with a number of possible solutions and enabling them to make a more informed decision.

Looking to take its customer service a step further and enhance efficiency, IncorTech earlier this year hired a project manager who works in team fashion with a sales person and is involved in the sales process right from the time a propo­sal is started – an approach that Birdwell said is unique in the industry. The idea, he explained, is that having a project manager involved from the very start helps to ensure that expectations can be met.

It can also save time. That’s because the project manager has already gathered a great deal of information from the client and is able to flesh out many of the details even before the work order. “We are already seeing great results,” Birdwell noted. “From a teamwork standpoint, it is a lot better.”

Looking ahead, IncorTech has several initiatives in the works, including doing more customization and development with Oasis and Intuit’s QuickBase.

Read more about the honors at

Category : Uncategorized | Blog

I somehow managed to miss this anouncement in January of 2009 but it’s a truly high accolade for what I feel is the benchmark for Customer Relationship Management software.

Sage North America announced that Sage SalesLogix v7.5 has been named CRM Suite – SMB Product of the Year for the second straight year in’s Products of the Year program. Awards were judged by the editorial staff and a team of industry analysts and consultants. Judges cited Sage SalesLogix for its ease of use, innovation, and performance.

Sage SalesLogix is a full-featured, customizable, multi-client CRM solution that provides businesses with a complete view of customer interactions across sales, marketing, customer service, and support functions. With Sage SalesLogix, businesses can manage their entire sales cycle and increase team performance by automating sales processes, monitoring and forecasting sales activity, responding promptly and knowledgeably to inquiries and opportunities, and targeting campaigns to their most profitable customers and prospects. Business analytics tools further enable users to make better strategic decisions and manage resources. More than 300,000 users at over 8,500 companies worldwide rely on Sage SalesLogix Web, Windows, and mobile access options to manage their customer information and accelerate sales results. For more details, visit or call (888) 200-4171.

Headquartered in Needham, MA, is part of the TechTarget network ( TechTarget publishes integrated media that enable information-technology (IT) marketers to reach targeted communities of IT professionals and executives in all phases of the technology decision-making and purchase process. Through its industry-leading Web sites, magazines and conferences, TechTarget delivers measurable results that help IT marketers generate qualified sales leads, shorten sales cycles and grow revenues. More information can be found at

Category : CRM | Industry News | Sage Software | Blog

Sage Senior VP David van Toor writes on five ways that successful companies use social networking to manage conversations.

My take: van Toor really gets it. Social CRM is about conversations, not technology.

Category : CRM | Opinion | Sage Software | Blog

Many customer-requested enhancements have been included in Sage MAS 90 and 200 Extended Enterprise Suite version 1.3 Some highlights of this release are:

Sales Order Workflow

On the Fly Opportunities
– we’ve added a new option to “Allow On-the-Fly Opportunities from CRM” which provides a streamlined method of order entry.

Copy Orders – for more accurate and faster data entry from Sales Order Entry in ERP, copy information from a sales order, sales order quote history, or invoice history.

New Salesperson User Mapping – salespeople who sell to customers in more than one division can be easily mapped in Accounts Receivable salesperson records to the appropriate user logon.

Default Salesperson ID – when using CRM to enter quotes and sales orders, the Salesperson ID on a new quote or order will automatically default to the salesperson assigned in the Accounts Receivable Customer record.

Usability Enhancements

Salesperson Access to Financial Information – Key customer financial information such as terms, price level, salesperson number, etc., is easily found on the Company Summary tab in CRM.
Customizable Outlook Tasks and Appointments – Outlook synchronization is customizable for the details that are added to Tasks and Appointments.
Accounts Functionality – further streamlining workflow, a “Continue” button is available on the Account summary screen. Setup and send mass emails for Accounts, using lists, groups, saved searches, and more.

Fixed Asset Functionality

New Assets Snapshot
– The Assets Snapshot desktop provides an easy, at-a-glance summary of your important fixed asset information. Graphical charts and statistics present information in a well organized, concise format.
American Recovery and Reinvestment Act of 2009 Updates – The American Recovery and Reinvestment Act of 2009, extends the 168 allowance for capital expenditures (including computer software) that begin service in 2009.

Technology Enhancements

Terminal Services – supported in 1.3, terminal services support allows the use of remote desktop to log into the CRM screen.
Applianz – 1.3 is able to fully utilize the Applianz patented technology which combines technology and services to deliver one complete, rapidly deployed, and cost-effective solution-in-a-box .

New Method to Submit Customer Enhancement Requests – Version 1.3 is the first of the Sage MAS products to incorporate the use of Ideascope, which allows customers to submit new ideas, needs and preferences for their product to Sage.

Contact IncorTech today at 888-200-4171 for more information about upgrading to Extended Enterprise Suite 1.3

Category : Sage Software | Blog

As a provider of business technology solutions to small and medium businesses througout Southern California, I am often asked how a business can survive – or better yet, THRIVE in today’s economy.

One of the things we’ve found about the business software market is that it does tend to operate in cycles. There will always be new businesses that need software. Those turn up all the time. There is a large segment of the market that is much more typical, however. That would be the organizations that upgrade their software in a significant way approximately every five to seven years or so. I’m not talking moving from say, MAS 90 4.2 to 4.3, but something more significant like MAS 90 to MAS 200 or MAS 500. Chances are your business falls into that category.

So, if you do fall into that category, you are likely fairly satisfied with what your accounting or “ERP software” (to use the buzzword du jour) is doing for you. It provides you with reliable tracking of your operations (from an inventory / sales / purchasing and manufacturing standpoint) and your financial reports seem to be consistently reliable. There’s probably not much reason for you to give your software a second thought most of the time. Hopefully, like most of our Clients, your software “just works” and you know a friendly IncorTech representative will reach out to you to discuss your yearly maintenance releases and planning your upgrades.

What does all of this have to do with cycles in the software market? Well, you’re likely not to be in need of any significant changes for your accounting. But have you found that there are other business processes that impact your bottom line that seem not to have a home in your accounting software? Perhaps you want to track warranty information and track services performed for your customers. Perhaps you want to harness Email marketing and aren’t sure how to leverage the valuable information about your customer’s buying habits that seems to be locked away in your sales history data. Perhaps you have to employ a project manager to handle sourcing of products overseas but don’t have a good place to store the related information so that you can keep track of their progress. Perhaps you’re concerned about the competition offering a user-friendly customer portal that lets their customers (that used to be yours) log in 24 hours a day to print their invoices and get tracking information on their orders or service requests. Perhaps you’d like to know what your sales department is actually doing all day!

Fortunately, Sage and IncorTech have partnered to help you look into your options for software that augments your existing Sage accounting solution with the capability to address these needs. That’s right. We’d like to help you evaluate the business processes you aren’t effectively using technology to automate and show you the tools your employees can use to better serve your customers and prospective buyers.

It’s our goal to make your software evaluation informative, low-pressure, and hassle-free. So, here are some resources to help you start the process of understanding how Sage CRM Solutions can combine with your existing solution to help you build more business with existing customers and new customers alike:

[1] Customer Relationship Management in a Down Economy

[2] On the Hotseat: How Your Peers Are Tackling The Questions That Matter Now

So, what’s the next step? Call me and at 949-743-0858 and we’ll discuss your business processes and whether we can help you address your needs – be it through CRM or other tools we have available.

I look forward to speaking with you and helping you succeed in today’s economy.

Category : CRM | Sage Software | Blog
Recent Comments
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