• Sales people are not focused in managing their accounts, they waste time pursuing orders from slow paying customers and they are slow to pick up on changes in sales trends
• Management has a difficult time telling which are their most profitable customers
• Several customers have gone bankrupt leaving sizable account balances outstanding and unpaid

• Sage Accpac 100 ERP Financial Suite
• Sage Accpac 100 ERP Operations Suite
• Sage CRM 100
• Custom Reports using Crystal Reports™

Using the Sage CRM built-in workflow task management new information on leads, changes to customer status, order status, order fulfillment, customer contacts, sales documents, communications and many other types of information moves through the system and to the appropriate user immediately and automatically. Sage CRM creates a single point of contact for all users for all customer information.

The full power of Crystal Reports is used to access all information that exists in the information database. Complex exception based “Customer Rating” reports can be created that will identify early warning signals that can indicate potential customer bankruptcy problems. Management is able to access these reports through the CRM interface wherever they need whenever they need it.

• An outsourced payroll system for over 800 employees required a full time staff member to provide input to the system
• Detailed data on employees, departmental allocations, pay history and all other aspects of payroll was not integrated to the existing Sage Accpac ERP accounting system
• Extensive GL data entry was required to input the outsourced information into the Sage Accpac ERP accounting system
• Errors were common and were not able to be corrected prior to completion of a payroll run resulting in numerous correction runs
• Various accruals needed to be kept manually outside of the outsourced payroll system
• Services fees were very high

• Add Sage Accpac ERP Canadian Payroll to the existing Sage Accpac ERP system
• Add Sage Accpac Options EFT Direct for Payroll to pay employees by direct deposit

Errors in payroll runs have virtually been eliminated and all departmental costing is now managed by the payroll system with GL entries being automatically and accurately generated by Sage Accpac ERP.

The company now spends less staff time on payroll that it previously did, gets more detailed and higher quality information and has complete and confidential control over its entire payroll process. The company was also able to reduce its payroll processing fees by 95%, saving roughly $20,000 per year!

The company is able to consider an automated timecard input system that would save additional staff time and further increase accuracy and control over this vital aspect of their business.