Sage 300 Training Series: Visual Process Flows This Sage 300 training blog article is part 1 of a 2 part blog series on Sage 300 Visual Process Flows. In this first blog article we will give you a general overview of how to setup Sage 300 Visual Process Flows. In the second article, we will take a more in-depth look at how you can configure Sage 300 Visual Process Flows. What are Sage 300 Visual Process Flows? Sage 300 Visual Process Flows are best described as interactive workflow diagrams. The workflow diagram allows you to follow the necessary steps to complete your tasks in any business process (without distractions). The Visual … [Read more...]
Business Strategy / Leadership Thoughts: Power of Perception
Business Strategy Thoughts for 2018 As a Toastmasters member and club leader I have had the privilege of learning important business strategy and leadership lessons, over the past 3 years. Here's a business strategy / leadership thought, I encourage you to consider in 2018. How do you want your business or department to be perceived this year? What steps can you put in place to make that perception a reality? Business Strategy and Toastmasters If you haven't been to a Toastmaster's meeting, I highly encourage you to check one out. It's inexpensive and the principles you learn at Toastmasters are easily applicable to all other areas of … [Read more...]
Sage 300 System Requirements When Installing or Upgrading Your Sage 300 (Accpac) ERP System
High-Level Overview of Sage 300 System Requirements To Upgrade /Install Sage 300 Change can be difficult, especially when you are implementing a new ERP system or upgrading your existing ERP software. This blog article will give you a high-level overview of the Sage 300 upgrade/install process. For more in-depth information of Sage 300 system requirements, download and review the Sage 300 2018 compatibility guide, and then contact Front Line Systems, with your questions. Here’s What You Need to Know About Sage 300 Database Requirements Microsoft SQL Server Requirements - When you install Sage 300 2018, Microsoft SQL Server 2012, 2014 or … [Read more...]
Turbocharge Your Email Marketing with the Sage CRM and MailChimp Integration
In our last Sage CRM blog article, we talked about how you can use the Outbound Call List feature in Sage CRM to keep track of your call campaigns. Today, we are going to talk about how you can use MailChimp campaigns in Sage CRM to communicate with your leads or customers. Here’s how you get started: Step 1: Setup a free or paid account (depending on your needs) at www.mailchimp.com. Once your account is active, navigate to the icon on the top right and click on Account. Then click on Extras, and API Keys. Follow the steps to create a key. Once you have a key, copy it somewhere that you can easily get to, so you can use it in … [Read more...]
CRM Software: Discover How To Use Outbound Call Lists in Sage CRM
Preview how Sage CRM Software Supports Your Outbound Marketing Strategies Today we are going to focus on an outbound marketing tool that is available to you in Sage CRM (outbound call lists). Here are a few ways you can use this Sage CRM feature - to cold call leads, reach out to customers with an important message, gauge customer satisfaction or re-engage with customers who haven’t bought anything in the last 3 years, etc. The Outbound Call List Feature in Sage CRM makes it easy for you to setup your outbound calling campaign. Please follow the steps below to setup your outbound calling campaign in Sage CRM. Here's how you get … [Read more...]
How to: Avoid becoming the next sales tax audit target
When was the last time you checked to ensure your business isn't the next sales tax audit target? Most manufacturers and distributors don't have sales and use tax compliance at the top of their minds; yet getting it wrong could result in costly audits, fines, and penalties. Find out what you need to know about sales tax compliance in 45 minutes. In this session, we will walk through what creates critical tax risks for manufacturers and distributors (e.g. challenges associated with resale exemptions and direct sales to consumers), and how an automation strategy can lessen that compliance exposure. Register Now If you have any questions … [Read more...]
Selling to Resellers vs. Consumers – Two Tax Scenarios for Manufacturers and Distributors
Reposted from Avalara.com For manufacturers and distributors, sales and use tax compliance isn't always top of mind; yet getting it wrong can result in costly audits, fines, and penalties. Sales tax compliance poses specific challenges for most transaction types, including resale exemptions and direct sales to consumers. Resale Exemptions Both manufacturers and distributors make direct sales to retailers or other distributors. Sales of products intended to be resold to consumers can be exempt from sales tax collection under a resale exemption. Since sales taxes are required to be paid only once, the theory behind a resale exemption is … [Read more...]
Important Notice to Sage 300 Off-Plan Customers
The Sage 300 Licensing Model is Changing Sage recently announced that they will stop selling the "traditional" perpetual version of Sage 300 to new and off-plan customers, effective October 1, 2017. Moving forward, they will only sell Sage 300C (subscription model). The perpetual model of Sage 300 won't completely go away if you own the software and have an active Business Care plan (as of Oct 1, 2017). You will still be able to purchase additional licenses, modules and get access to product updates and new releases. However, Sage will not add new features to the perpetual model of Sage 300 after September 30, 2017. The announcement to … [Read more...]
Important Notice to Sage 300 On-Plan Customers
Dear Sage 300 On-Plan Client, Sage recently announced that they will not sell the “traditional” perpetual version of Sage 300 to new and off-plan customers (effective October 1, 2017). Moving forward, they will only sell Sage 300C (subscription model). How Does this Sage 300 Announcement Affect You? Please note, the perpetual version of Sage 300, will not completely go away. You will still be able to purchase additional licenses, modules and get access to product updates and new releases. However, Sage will not add new features to the perpetual model of Sage 300 after September 30, 2017. This announcement confirms Sage’s strategic … [Read more...]
Sage CRM Basics: Introduction to Sage CRM Dashboards
New to Sage CRM? If you are new to Sage CRM, the first thing you will do when you login to Sage CRM is feel your way around. To help make this process easier for you, we would like to share a few tidbits from each of the different navigation buttons on the header of Sage CRM. In this blog article we will focus on Dashboards. Sage CRM Dashboards Dashboards - When you first log into Sage CRM you will see the Welcome Dashboard. This Dashboard is chockful of great resources to help you figure out your way around Sage CRM. We highly recommend that you take some time to review the links. Note: Don't miss the … [Read more...]