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Sage Software

7
Aug

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.

Source:DestinationCRM.com

Category : CRM | Opinion | Sage Software | Blog
6
Aug

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
5
Aug

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
21
Jul

Don’t miss the educational and networking event of the year for the Sage user community: Sage Summit in Atlanta, November 9-12, 2009. Among other things, you’ll see how your peers are succeeding in the current market.

Come to Atlanta to learn more about Sage MAS 90, MAS 200, MAS 500, BusinessWorks, SalesLogix, Sage CRM, ACT! and more! Discuss your most pressing product topics, and discover some exciting new skills that will save your company time and money.

Attend Summit and take advantage of this important conference!

Sage Summit highlights:

  • Support, Face-to-Face–Schedule a real one-to-one conversation with an expert support analyst.
  • Sessions for Beginners, Intermediates, and Power Users–Explore the topics that matter most to today’s organizations at comprehensive breakout sessions.
  • Peer Networking–Learn how others are advancing their organizations in today’s climate.
  • Roundtable Discussions–Chat peer-to-peer with those who utilize the same software and share similar job roles as you.
  • Keynote Speakers–Get inspired by compelling speakers discussing issues that impact you every day!
  • Trade Show–Discover the latest trends and innovations at the exhibit hall.

Be sure to register early for the lowest prices. Registration opens July 21. Visit www.sagesummit.com/registration for promotional rates.

Category : Industry News | Sage Software | Blog
16
Jun

On May 18th, the company announced the findings of a study with AMI-Partners that focused on small businesses’ use of social networking tools. The company was also a co-sponsor of SBA National Small Business Week 2009. The media coverage included this posting to BtoB Magazine.

Category : Sage Software | Social Media | Blog
28
May

The latest version of Sage MAS 90 and 200 Fixed Assets, 2009.1.1, is now available as a download. You and any of your on plan customers who own the Fixed Asset module can go to Sage Online to access and download the update. Included in this new version is the Fixed Assets SnapShot dashboard, and it addresses the American Recovery and Reinvestment Act of 2009 .

New Assets Snapshot

Get concise, well-organized graphical charts and statistics
View current status of assets, active assets by type, recent activities, quarterly summary, remaining life, and depreciation comparison
Appears every time you open a company or organization
Access at any time from the Fixed Assets Reports menu
Extension of 168 Allowance
The bill extends the 168 allowance for capital expenditures that are placed into service in 2009. For certain property with longer production periods, the date is extended to 12/31/2010.

Extension of Section 179 Increases
Last year, Congress temporarily increased the amount that small businesses could write off for capital expenditures incurred in 2008 to $250,000 and increased the phase-out threshold for 2008 to $800,000. In the American Recovery and Reinvestment Act of 2009, the temporary increases have been extended for capital expenditures incurred in 2009.

New Investment Tax Credits

Election to claim ITC in lieu of production credit for sources of energy that produce electricity such as (but not limited to) solar, hydropower, open-loop biomass, and others.
New Advanced Energy Investment Credit is established for facilities engaged in the manufacture of advanced energy property.
Removal of dollar limit caps on energy credits from wind, solar, and geothermal sources.
For more details, please read the What’s New document.

Category : Sage Software | Blog
4
May

Sales tax is compulsory, complex and costly for any business. Automating the sales tax process saves time, money and effort. To bring that vision to reality, Sage Sales Tax from IncorTech provides the most complete compliance solution—from the point of sale to electronic filing and payment, streamlining a cumbersome process for millions of businesses and reducing the risk of loss or penalty in case of an audit. Sage Sales Tax automates previously manual tasks and works in real time within the systems businesses already use.

Benefits of Using Sage Sales Tax from IncorTech:
+ Accuracy: Sage Sales Tax has the most comprehensive jurisdictional assignment capabilities, extensive sales tax research and the most up-to-date rates and boundary information available.
+ Speed: Sage Sales Tax quickly applies sales tax calculations in the background of MAS via a secure, encrypted Internet connection. Sage Sales Tax calculates sales tax in less than a second without disruption to the existing workflow.
+ Reports: Sage Sales Tax offers a crucial component to sales tax compliance: detailed, on-demand reports provide you quick access to the information needed to prepare and submit sales tax returns.
+ Rules & Regulations: The calculation of sales tax is based on more than just a simple sales tax rate. Sage Sales Tax provides the ability to easily manage nexus and taxability.
+ Ease: With a few quick steps, you can quickly complete the set-up process and immediately begin saving time and money with powerful sales tax automation. With automated updates, Sage Sales Tax researches and maintains the most current taxation statutes and tax rates—so you never have to make a tax rate decision again.

To help you get a better handle on Sales Tax issues in your business, IncorTech would like to invite you to attend a webinar this month that will show you how to automate your Sales Tax in MAS 90 and MAS 200:

Date: Thursday, May 21, 2009
Time: 10:00 AM – 11:00 AM PDT

After registering you will receive a confirmation email containing information about joining the Webinar.

Category : Sage Software | Blog
4
May

These are special offers for customers on an active maintenance and support plan.

Sage MAS 500 Customers — Purchase Sage SalesLogix and Save up to $8,995!
A new Sage SalesLogix ERP Link with bi-directional integration between Sage SalesLogix and Sage MAS 500 is now available! Enjoy the power of CRM and ERP together when you purchase Sage SalesLogix with either named or concurrent users. Call 888-200-4171 or Email moreinfo@incortech.com for pricing details.

Sage MAS 500 Cash Flow offers — Save 50% on ACH , Positive Pay, and Credit Card Processing
In today’s economy, it is crucial for businesses to take measures to improve and promote healthy cash flow. For a limited time only, Sage MAS 500 customers can take advantage of various offers designed to improve cash flow.

  • Save 50% on ACH – purchase the Sage MAS 500 ACH module for only $500
  • Save 50% on Positive Pay – purchase the Sage MAS 500 Positive Pay module for only $500
  • Save 50% on Credit Card Processing

Complete Your Sage MAS 500 Solution! Buy two Sage MAS 500 modules and save 25%
In today’s economic times, automation helps increase productivity and allows you to do more with fewer resources. View module options here or call your IncorTech Solutions Consultant for more ideas.

Take advantage of Sage MAS 500 v7.2 with the new Get Back on Track plan
Lapsed customers can choose from three great reinstatement offers
1. Standard Reinstatement: The customer will pay the prorated amount for the number of months expired plus the full year going forward
2. Multi-Year Reinstatement: Customers who reinstate on a multi-year contract with Easy Pay can save 40% off the price to get current with the software. (40% savings applies to lapsed years only and will not apply toward future maintenance.)
3. Reinstate and purchase Sage SalesLogix with five or more Standard Users and receive the following:

  • Free Sage SalesLogix Standard Server ($2,995 value!)
  • 40% off of the lapsed months since expiration of Sage MAS 500 Plan

Get Spring off to a great start! Give IncorTech a call for a data file analysis session to identify any potential problem areas with your MAS 500 system.

Please note that all promotions are calculated off of the product portion of the sale and do not apply to maintenance. Maintenance is calculated based off of full sales list price. These offers cannot be combined with any other offers. Promotions are not valid on Sage MAS 90 or Sage MAS 500 – Small Business Edition orders unless specified and cannot be applied to previously placed orders.

Category : Sage Software | Blog
4
May

Before I get started on my (highly opinionated) post, a disclaimer: there are times when custom programming makes good business sense.

I also like to make an important distinction between “configuring” software and “customizing” software. Customers of ours are not frequently software professionals and therefore do have a tendency to interchange the two terms. That’s understandable but the implications of the two are very different for them.

Configuring software is all about using the toolsets provided by the publisher to mold the software (as closely as possible) around your specific business processes. Of course, the more sophisticated the software, the more this becomes a possibility. QuickBooks Enterprise, for example, offers limited configurability as compared with Sage MAS 500, a product intended to support larger enterprises.

Customizing software is when you take and modify the source code. This typically has some important ramifications for the software licensee because there are often ongoing costs to maintain the modifications when new software releases are made available by the publisher.

A unique advantage of Sage MAS 90 and MAS 200 (thanks to its popularity and longevity) is that a vast collection of product enhancements called “Extended Solutions” exist to affordably provide additional and modified functionality to MAS 90 and MAS 200 owners without the added expense of truly “custom” programming.

Currently, Sage is highlighting a choice selection of Extended Solutions to help customers who are looking to mitigate credit risks and managing invoicing and account groupings more efficiently.

Here are the current Extended Solutions recommended for the following key areas:

1. Improve awareness of account status with these or similar solutions:
AR-1115 Enhanced Credit Checking ($895 + $265 Maintenance)
This addition strengthens the ability to manage past due receivables and provides a credit warning window pop-up if an account has past term invoices prior to taking new orders.
AR-1216 Invoice History Collection Notations ($1295 + $265 Maintenance)
Adds the ability to add collection notes to AR Invoice History Records so the user can keep track of collections activities on an invoice by invoice basis.
AR-1054 – Automatic Credit Hold Utility ($795 + $265 Maintenance)
Allows you to set a customer’s Credit Hold flag by printing the Aged Invoice Report. A customer will be flagged as on Credit Hold if they have either exceeded their credit limit or have an AR account balance greater than zero on or before the Credit Hold Aging Cutoff Date.

2. Manage invoices and statements more effectively with these or similar solutions:
SO-1121 Multiple Sales Orders on a Single Invoice ($1095 + $265 Maintenance)
Enables you to create a single Sales Order Invoice with lines from multiple Sales Orders for the same customer.
SO-1241 Invoices with Multiple Due Dates ($1195 + $265 Maintenance)
This solution allows a company to provide a ‘payment plan’ to their customers, to establish installed payments toward a large invoice.
AR-1235 Statement Printing with Sales Order Selection ($895 + $535 Maintenance)
Provides a consolidated billing document for customers with multiple Sales orders.

3. Group accounts more efficiently with these or similar solutions:
AR-1068 National Accounts ($1195 + $265 Maintenance)
Provides the ability to designate a ‘Bill to’ customer for their “Sold to” customer accounts.
AR-1200 Cash receipts by Invoice Number ($995 + $265 Maintenance)
For companies who receive payments referencing a third party or DBA, where the company name on the payment doesn’t match the company name maintained in Sage MAS 90 or 200.
AR-1239 Multi Company Customer Synchronization ($1095 + $535 Maintenance)
For customers who maintain more than one company in Sage MAS 90 or 200 and also have the same customer in multiple companies.

For more titles, please reference the Extended Solutions online Product Directory. Contact your IncorTech representative today for detailed pricing information and assistance with installation, setup and product trial versions.

Category : Sage Software | economy | Blog
4
May

It’s Spring Cleaning time again and Sage has put some great offers out there to help clean out their “inventory”. I’m sure getting those licenses out of the way makes it much easier to straighten up the ol’ virtual warehouse…
Sage MAS 90
These are special offers for customers on an active maintenance and support plan.

Enroll in Sage Payment Solutions and save $1,100 on the Sage MAS 90 and 200 Cash Flow bundle

In today’s economy, it is crucial for businesses to take measures to improve and promote healthy cash flow. For a limited time only, Sage MAS 90 and 200 customers who enroll in Sage Payment Solutions will be eligible to have the cost of the Credit Card Processing module waived – a savings of $1,100 (excluding subscription cost)! Note: Valid proof of enrollment in Sage Payment Solutions is required. Plus, Sage MAS 90 and 200 customers who participate in this promotion can also take advantage of Sage KnowledgeSync Professional for $0 ($399 annual service fee required).

Add EES CRM users with purchase of Sage MAS 90 or 200 Extended Enterprise Suite for $795 each!
A maximum savings of $1,455 each!

Now is the time to contact IncorTech if you are considering migrating to Extended Enterprise Suite (EES). For a limited time only, Sage MAS 90 and 200 customers who migrate to Sage MAS 90 or 200 Extended Enterprise Suite can save on their purchase of new EES CRM users* at just $795 each! For a maximum savings of $1,455 each! (Grandfathered owners who purchased prior to 2003 get an even sweeter deal!)

EES CRM users will be able to:

  • View complete customer information: orders, payments, account history, marketing campaigns, customer care, communications, and attachments
  • Effectively convert prospects to customers
  • Quickly analyze, forecast, and report on key sales data

*Purchase of EES CRM users also requires the purchase of first year maintenance and support at $151 per user for Basic or $199 for Gold. EES CRM user promo offer requires a minimum of five full-use Extended Enterprise Suite users, and cannot be combined with any other offers unless expressly stated. The 20-user limitation (full-use + EES CRM) still applies for the Sage MAS 90 edition of Extended Enterprise Suite. Eligible customers must have purchased their Sage MAS 90 or 200 system prior to March 31, 2009.

0% Financing on migrations to Sage MAS 90 or 200 Extended Enterprise Suite
For a limited time only, Sage MAS 90 and 200 customers can migrate to Sage MAS 90 or 200 Extended Enterprise Suite and receive 0% financing on the upgrade fees. (12 – 36 month programs available) Promotion applies to the product portion of the sale only and not to maintenance. Promotion cannot be combined with other promotions and applies only to non-discounted transactions of $10,000 or greater.

Take advantage of Sage MAS 90 and 200 v4.3 with the new Get Back on Track plan
There is good momentum with customers returning to a maintenance plan and upgrading to the current version of Sage MAS 90 or 200.

We have a choice of three great reinstatement offers for lapsed customers:
1. Standard Reinstatement: The customer will pay the prorated amount for the number of months expired plus the full year going forward
2. Multi-Year Reinstatement: Customers who reinstate on a multi-year contract with Easy Pay can save 40% off the price to get current with the software. (40% savings applies to lapsed years only and will not apply toward future maintenance.)
3. Migration to Extended Enterprise Suite: Customers who migrate to Sage MAS 90 or 200 Extended Enterprise Suite can save 40% off of the price to get current with the software.
4. Reinstatement with Purchase of Applianz: Customers who purchase Applianz at the time of reinstating can save 40% off the price of reinstatement to get current with their software. (40% savings applies to lapsed years only and will not apply toward future maintenance or to the cost of Applianz.)

Please note that all promotions are calculated off of the product portion of the sale and do not apply to maintenance. Maintenance is calculated based off of full sales list price. These offers cannot be combined with any other offers. Promotions are not valid on Sage MAS 90 or Sage MAS 500 – Small Business Edition orders unless specified and cannot be applied to previously placed orders. The 0% financing offer is subject to credit approval by Key Equipment Finance.

These offers expire June 30, 2009, so call IncorTech today for pricing and to request more information.

Category : Sage Software | Blog
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IncorTech is a leading Sage Software Partner with a proven track record.

Since 1998, we've committed to helping businesses succeed by incorporating technology.

IncorTech is proud to serve organizations throughout Southern California, The United States and beyond.

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