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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.

DISCLAIMER: The content provided in this article is not warranted or guaranteed by IncorTech. The content provided is intended for entertainment and/or educational purposes in order to introduce to the reader key ideas, concepts, and/or product reviews. As such it is incumbent upon the reader to employ real-world tactics for security and implementation of best practices. We are not liable for any negative consequences that may result from implementing any information covered in our articles or tutorials.
Category : CRM / Sage Software

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