Monday, 28 September 2009

Microsoft CRM Dynamics Partner Relationship Management (PRM)

Leading Microsoft CRM Dynamics Partner Pythagoras to release new accelerator to its customers.



The Partner Relationship Management (PRM) Accelerator allows businesses to use Microsoft Dynamics CRM to distribute sales leads and centrally manage sales opportunities across channel partners. Using the PRM Accelerator, companies can jointly manage sales processes with key businesses partners using a centralised web portal as well as extend this integration to automate additional business processes using custom CRM entities and workflows.

The PRM accelerator requires the web interaction management accelerator to be installed before you commence deployment of PRM. In addition to the standard capabilities provided by the web interaction management accelerator, the PRM accelerator provides the following capabilities:

– Partner profiling and segmentation

– Partner skillset management

– Partner training and accreditation management

– Partner performance reporting

– Lead allocation

– Opportunity pool and bid management

– Joint opportunity management

– Sales literature downloads

– Knowledge base searches

– Online service scheduling

– Typical PRM process management workflows


Initially this accelerator will be provided for on-premise customers. However, source code is provided for customers who wish to utilise it with Microsoft Dynamics CRM Online. Future releases will provide information on how to deliver this accelerator via the Windows Azure™ Platform.

As with all CRM Accelerators, they are available at no additional cost to current Microsoft Dynamics CRM customers. These solutions can be deployed as packaged extensions to Microsoft Dynamics CRM or used to help develop new solutions allowing organisations to help improve the time-to-value in tailoring Microsoft Dynamics CRM to their business needs.

About Pythagoras
Pythagoras is a company that is confidently experienced in providing Customer Relationship Management (CRM), Accounts and integrated business solutions for businesses across a broad range of industries including Microsoft Dynamics CRM, Sage 200 and Sage CRM.

Wednesday, 23 September 2009

Sage 200 Project Accounting

Effective project management keeps your business profitable and ahead of your competition, particularly in this tough economic climate. By maintaining control over your projects and budgets, you can generate increased revenue at reduced costs, eliminate unproductive time spent on projects and improve your bottom line.

Sage 200 Project Accounting is a powerful, intuitive and highly configurable costing and analysis application designed for any business that needs to improve the management, performance and profit associated with its projects. Sage 200 Project Accounting provides full visibility within your projects as they progress. By capturing time and expenditure associated with a project, Sage 200 Project Accounting ensures that your projects are delivered on time and on budget. It will also provide you with in-depth analysis and reporting tools to ensure that your projects remain on track and profit levels are maintained.

The Integration Solution

Sage 200 Project Accounting links seamlessly with your Sage 200 Financials and Commercials and Payroll modules so that you can allocate transactions in your Sales, Purchase, Nominal, Stock Control, Sales and Purchase Order Processing modules to your projects. Therefore, you no longer have to re-key information held in your Project Accounting or other Sage 200 modules.

Flexible Project Accounting

Sage 200 Project Accounting allows your project managers to optimise their time and project profitability using a choice of project types – whether it’s time and materials, fixed price or a combination of the two. This removes the need for you to maintain multiple project tracking systems. You can create new projects quickly and easily using the project templates supplied or by copying existing projects - with the added functionality of having an unlimited number of sub-projects within one parent project. In addition, Sales Orders or quotations raised can be converted into projects – saving you time and the need to re-key information.

Resource Management

Automating the recording of time and expenses associated with a project is essential for ensuring that projects are billed accurately and resource costs are monitored. Sage 200 Project Accounting offers a simplified way to submit, review, track and approve timesheets and expense claims in multiple currencies. It will help you control costs and time worked, consolidate timesheet information, and adhere to your organisational time management rules.

Sage 200 Project Accounting also offers a web-based interface for time entry and approval. The Sage 200 Web Time & Expenses (WTE) module is an additional module to Project Accounting, which allows remote users to log time and expenses when out in the field working on projects. Timesheet and expense sheets can also be printed remotely for submission to the office.

Sage 200 Project Accounting offers you a choice in how expenses are reimbursed; through wages in Sage Payroll, bank payments in Sage 200 Financials, or via a supplier payment if the employees are set up as suppliers in the Purchase Ledger.
You can also group your employees into a resource hierarchy, with employees who perform similar functions being grouped together. In addition, each employee or group can be allocated a variety of different charge-out rates, allowing you to charge out the same person or group at various rates, depending on the project.
Sage Project Accounting provides an unlimited multi-tier structure which can be customised to suit the needs of any business. If your business needs to improve project profits and performance and wants visibility into the actual time and expenses of a project as it progresses, why not contact Pythagoras for more information on how Sage 200 Project Accounting can help your business.

About Pythagoras

Pythagoras is a company that is confidently experienced in providing Customer Relationship Management (CRM), Accounts and integrated business solutions for businesses across a broad range of industries including Microsoft Dynamics CRM, Sage 200 and Sage CRM.

http://www.pythagoras.co.uk/sage200_overview.aspx

Thursday, 17 September 2009

Sage 200 gains greater reporting power with Qlikview

Leading Sage 200 partner has integrated Qlikview into the Sage 200 suite to provide superior reporting and business intelligence.


Leading Sage and Qlikview Business Partner, Pythagoras has integrated Sage 200 into Qlikview offering the most innovative accounts reporting combination in the marketplace.

Sage 200 coupled with Qlikview provides powerful analysis and reporting which will transform data into meaningful and significant intelligence. Critical management decisions can be approved using complete, accurate information which is easily extracted. The Sage 200 Qlikview integration gives comprehensive reports on all the Sage 200 modules. The user will have a unified and integrated view of all data, with complete management dashboards and analysis. As no technical knowledge or pre-requisites are required, any beginners problems will be eliminated when getting started. The Sage 200 and Qlikview combination is a high-speed and user-friendly alternative to complex spreadsheet reporting with easy to create reports which are automatically refreshed when data is updated.

Qlikview integrated into Sage 200 Business offers many key benefits, it allows the user to make faster, more informed and confident decisions. It’s easy to use and understand and has comprehensive dynamics charts and visual dashboards.

Reporting whilst mobile is the next big thing, and with Qlikview’s release of it’s mobile BI tool for the iPhone, important accounting reports will be accessable at any time. Simple finger-swipes and finger-pinches enable users to select, interact and drill down into Sage 200 data on their iphone and to clear selections, all users have to do is shake the device. Apple’s popular 3-D Coverflow feature is also enabled, allowing users to “flip” through analyses in the same way they would through album covers and artists in iTunes. Real-time data changes are also instantly reflected in every Coverflow chart.

About Pythagoras

As a company, Pythagoras is experienced in providing Sage 200 and Sage CRM implementations, and integrated business solutions for businesses across a broad range of industries and products.

www.pythagoras.co.uk

Tuesday, 15 September 2009

Sage 200 and Integrating Information Across Your Business

Companies need to consider each of the options it has for sharing information across the business to enable more collaborative working and implementing a single integrated suite of applications across the business.

Faced with mounting economic pressures, companies are having to improve how they coordinate activity across their organisation in order to maximise the value they deliver to customers as well as minimising costs. But this requires integrating discrete departmental information in order to facilitate collaborative working.

Whether a company achieves this by linking together existing departmental systems or implements a single integrated suite of applications across the business depends upon their particular situation. The most common approach in attempting to share information across a business is by having staff key the same data into multiple applications, a very ill-advised means of providing critical management intelligence.

Supporting disparate departmental systems entails significant costs. As well as having to provide technical support for multiple applications, separate training packages need to be delivered for the different software packages involved as each will typically involve users in working with a very different interface. The cost of the time and effort required to identify and address the source of any such problems can be significant.

Before a company decides simply on cost grounds to share information across the business by linking existing departmental systems together, it needs to ensure that this course of action really will represent the cheaper option in the long run.

The final option a company has for making data available across the organisation is to implement one single shared system containing applications for each part of the business in one complete software suite. As well as a core set of key business applications, such suites also typically provide a platform into which extra optional modules containing additional functionality can be plugged in to enable the system to be further tailored to an organisation’s particular requirements.

The Integration Solution
The Sage 200 suite integrates CRM and ERP processes together in one system, and anyone can readily monitor activity right across the organisation. Therefore, the performance of cross-functional processes can be viewed end-to-end, enabling any problems to be swiftly identified and appropriate corrective action taken.

In addition, data on any aspect of the organisation can be made available to anyone within the organisation in a form tailored to their role so that they can coordinate their activity accordingly. For example, sales staff and customer service agents can have immediate access to customer records, stock information and credit history. Both sets of data can be accessed from one screen, enabling a customer order to be taken, credit-checked and scheduled for delivery in one uninterrupted transaction.

Likewise, by using a single integrated suite of applications, data entered in any part of the organisation instantly becomes available to any other department enabling the company to respond to changing conditions in real time. So, for example, customer-facing staff could use information on actual stock levels to target discounts on ‘near end of life’ items.

As well as enhancing operational agility in this way, the use of a single integrated suite of applications also offers major benefits when it comes to system development and support. With all the applications residing in a single suite, there is no need to work on developing links between applications to enable data to be exchanged between them. As a result, development times and costs are reduced dramatically compared to attempting to integrate existing disparate departmental systems.

Using a single suite of applications shared across the business avoids any compatibility issues between departmental systems, is much cheaper to maintain and upgrade and can be more easily adapted to deal with changes increasing business agility.

Thursday, 10 September 2009

Sage 200 Workshops and Taster days

Leading Sage 200 business partner introduces a series of sage 200 taster day workshops.

Leading Sage and Microsoft Dynamics CRM Business Partner Pythagoras, have established a series of monthly Sage 200 workshop and preview days designed to update people with the most modern product news and enhancements on the Sage 200 suite, enabling customers to unite with Sage product experts to propose and discuss any questions or queries they may have.

Jeremy Cook, Pythagoras Sage Sales Manager, stated “The Sage 200 taster days have been a great success so far, I genuinely believe that both existing and prospective clients will find the content interesting and beneficial. The event is best suited to customers or individuals with hands-on knowledge and experience of Sage software who would like to become aware of the latest developments in the Sage 200 suite.”
“One of the key features that has generated a lot of interest at our sage 200 taster days, is the workspaces functionality which allows users to customize work screens from different modules.”

Sage 200 Workspaces have been carefully designed to provide the Business User with critical information ‘at a glance’ on their desktop. The overall design makes accessing related information a quick and user-friendly process. The designer tool enables advanced users to configure user defined workspaces to meet the customer’s requirements, allowing each individual user to have a customised workspace to meet their individual requirements.

The Sage 200 taster day workshops are suited to companies who are looking at a new company-wide integrated Accounts and CRM solution. The event is also open to existing Sage 200, Financials, Commercials, Project Accounting, Customer Service Line 100, Sage MMS, Sage Line 50 customers.

The Sage 200 taster day will exemplify how Suite 200 can be used to resolve challenges facing: Finance, Sales & Marketing, Operations, and Customer Care teams. It will demonstrate how Sage 200 can be advantageous in helping one manage customers and staff and how to develop your business whilst delivering improved customer service through improved integration of these business functions.

http://www.pythagoras.co.uk/sage200_overview.aspx

Pythagoras acquires market share for Microsoft Dynamics CRM in major sector.

Microsoft CRM specialist Pythagoras gains further market share in the CRM Education marketplace.

London, United Kingdom. (10 September 2009) – Pythagoras, a leading UK-based Microsoft Dynamics CRM Gold Partner, has successfully expanded its market share of CRM for the Education Sector, with impressive announcements of two additional Higher Education establishments, City University and the University of Essex, going live with Microsoft CRM.

Julian Stone, Managing Director at Pythagoras commented, “Gaining further market share in the Higher Education market place is a great accomplishment for Pythagoras. Together with our Gold Partner Status, this not only proves that we have excessive levels of expertise surrounding Microsoft products but also a comprehensive understanding of the Education market place.”

Pythagoras has recently documented an increased interest from the Education Sector. The pressure on Educational organisations to perform with the efficiency of businesses appears to be emerging. Microsoft CRM for Education brings commercial effectiveness to the Education Sector for Colleges, Universities, Schools and other Educational establishments.

A customer relationship management (CRM) solution enables the user to build closer relationships with students, tutors and lecturers. In providing assistance in improving student recruitment and retention rates, and by combining data sets, there is a significant decrease on administrative burden. This solution combined with all the usual features of Microsoft CRM creates a cost-effective, useful and flexible system.


http://www.pythagoras.co.uk/microsoft_crm.aspx