Showing posts with label Sage CRM. Show all posts
Showing posts with label Sage CRM. Show all posts

Wednesday, 15 September 2010

Showcasing Sage 200 v2010

The release of Sage 200 v2010 further strengthens their customer and mid market divisions as well as crucially supporting trends in the lower mid market. Sage 200 v2010 has been developed after close reviews of feedback from customers and key business partners such as Pythagoras.

The release of Sage 200 v2010 has 3 key themes; accessibility, information management and customer satisfaction. As a key business partner with enviable in house experts and support Pythagoras outlines below some of the key benefits Sage 200v2010 can bring to your organisation weather you are a current Sage customer on Sage Line 50, Line 100 or 200 looking to upgrade or a new customer looking to implement Sage 200 v2010 to help take your business to the next level;

New Report Designer as seen in Sage Line 50

The new report designer brings a host of benefits including:

• Simplified reporting scheme
• Simplified use of analysis codes for reporting
• Improved look and feel and usability
• Report editing in preview mode
• Drill-down reports

Furthermore, being directly from Line 50 this ensures a smoother transition for those upgrading to Sage 200 v2010 thanks to product consistency. For those 200 users who are upgrading, the majority of reports will be migrated across to the new report designer however the old report designer is included to run alongside the new one to enable amended/ bespoke reports to be upgraded if they cannot automatically be migrated.

Sage 200 Mobile

Sage 200 Mobile allows users of Sage 200 access to data whilst on the move, giving them the power to make decisions when not in the office. The data currently available is aimed at the Financial Director, Managing Director, Sales Person and Project Manager roles. Sage 200 Mobile further allows a more effective and knowledgeable workforce, allowing them to be up to date on individual client information directly before meetings; spending more time on the road and less time in the office updating their knowledge.

2 New Workspaces

• Live Sales Order Status
• Allocated Stock

New BOM (Bill of Materials) Module

The re-write of the Sage 200 BOM module for Sage 200 v2010 is a strategic initiative by Sage to bring Sage 50 Manufacturing BOM, Sage 200 Manufacturing BOM and Sage 200 BOM (previously MMS BOM) into a single code base. This means from the release of Sage 200 v2010 the existing Sage 200 BOM module will no longer ship as part of the Sage 200 Suite, and will be replaced with the re-engineered Sage 200 BOM module. Sage’s initiative on bringing modules into a single code base will continue with the Sage 200 Manufacturing module being re-written in stages.

Sage 200 CRM Improvements

Sage 200 v2010 CRM comes with interactive user interfaces (UI’s), giving greater personalisation options and subsequently enhanced user adoption. Furthermore, an interactive dashboard allows users to personalise, manage and action all items from within a single screen further maximising productivity and minimising multiple screens. Lastly Sage 200 v2010 CRM now hides account entities which allow a smoother end to end processing from the CRM interface through to the back office in Sage 200.

Pythagoras has enviable experience in providing business solutions and support provider for Sage 200 with offices in Maidenhead, Central London and Manchester. As a Sage Business Partner and Sage Customer Development Centre Pythagoras has more than 350 Sage customers nationwide who have discovered how Pythagoras’s Sage expertise adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each.

For more information on Pythagoras and how our expertise can benefit your business please call 01628 519000 or email info@pythagoras.co.uk, for information on our monthly Sage 200 v2010 taster day events please email events@pythagoras.co.uk

Thursday, 5 August 2010

Sage CRM and Sage 200 CRM iPhone application (beta) released

There is an ever increasing need for mobile access, especially for those sales teams who frequently spend time away from the office, on the road or at customer sites. Equipping teams with the necessary tools to effectively do their jobs.

Sage CRM for iPhone (beta) provides a new theme for Sage CRM users being designed specifically for the iPhone. Delivering a rich user experience and providing real time live data Sage CRM for iPhone make full usage of Apple functionality such as the accelerometer which senses any tilting in the screen of the phone and adjusts the layout to landscape when appropriate and the date spinner.

Does Sage CRM for i phone work for Sage 200 CRM?

Yes this works for Sage 200 CRM as well but with the product being in beta mode at present this is subject to potential change.

What do I need to use this functionality?

Your CRM or Sage licence must include the mobile option and your administrator must have installed the “Sage CRM for I phone beta” component and your CRM installation must be accessible over the internet or through a VPN which I phones can connect to.

Once your login screen is displayed within Safari, use the plus symbol and select ‘Add to home screen’ to place a direct button link to Sage CRM.

Can I view reports on my iPhone?

Providing the user has the relevant rights reports can be viewed on the iPhone

How can i download Sage CRM Mobile?

Sage CRM for iPhone (beta) can be downloaded free of charge from the Apps and Extras section for existing Sage CRM v6.2 and v7 users with a mobile licence.

For more information on Sage CRM, Sage 200 CRM or about upgrading your Sage software to include mobile licences contact one of our Sage experts today on 01628 519 000.

Our Sage software and consultancy experts have enviable experience in deploying, creating and understanding your individual Sage 200 needs. More than 300 Sage customers nationwide have discovered how the Pythagoras approach adds value to their business.

Monday, 26 April 2010

Why upgrade from Sage 100 to Sage 200?

Sage Line 100 customers looking for the next generation software for reasons ranging from their business growth to the plethora of benefits available with Sage 200.

The Sage 200 suite incorporates a next generation accounts package within a wider suite of business management software; integrating information from finance distribution, manufacturing, marketing, service operations and more.

Top Upgrade reasons for a Sage Line 100 customer:

• Look and feel of Sage 200 with true Windows functionality
• The powerful drill downs into the nominal and drill across the relevant areas
• Seamless integration with Excel, furthermore users without an individual Sage licence can access the Business Intelligence within Excel
• The 20 accounting periods offered with the options to run them as open, closed or a mixture
• The ability to create spot and period exchange rates
• A more intuitive, user friendly report design tool
• The ability to analyse performance of cost centres across your business where analysis of budgets versus targets can be viewed graphically
• The ability to take data seamlessly from Sage Line 100

Key benefits:


• Make informed business decisions thanks to the detailed reporting and analysis
• Customisable workspaces provide an efficient way to analyse data and trends from all areas of the business on one screen
• Automatic Microsoft Excel import capabilities
• Business intelligence package allowing the drill down of data and trends
• The powerful modules designed to work seamlessly together, vastly improving efficiency

Pythagoras communications has enviable experience in deploying, creating and understanding your individual Sage 200 needs. More than 300 Sage customers nationwide have discovered how the Pythagoras approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has an enviable combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.

Tuesday, 15 December 2009

The benefits of Sage 200 in Manufacturing

3 Common problems for businesses in Manufacturing

•Company growth has led to reliable financial systems being sought with current systems becoming outdated and compromising the businesses.
•Greater efficiency levels, especially from those purchase order driven businesses.
•The desire for maximum commercial awareness of projects and budgets.


Sage 200 Financials and Commercials
One essential element of the Sage 200 suite for manufacturing businesses is financials and commercials. This has given businesses the ability to control the whole financial function including sales order processing, purchase ledgers, sales and cashbook.

The depth of reports available at businesses fingertips allows a more proactive approach due to the amount of information gathered from a number of different levels. Furthermore from this being a significant competitive advantage the ability to drill down on costs (such as labour) with the any discrepancies highlighted at departmental level which has allowed businesses to remain on track and focused due to appropriate corrective action being taken early.

Vital to a manufacturing businesses success is the minimising of wastage on production timings and costs; Sage 200 allows more informed decisions to be made quickly by highlighting issues of concern which may affect the business and profitability.

Numerous time consuming financial tasks such as banking reconciliations have improved greatly thanks to Sage 200's tighter financial control; where numerous spreadsheets were once required significantly greater efficiency is now available.

Finally, a reflective list of just a few ways Sage 200 and Sage 200 Manufacturing can enhance your business:

• Greater managing the cash flow
• Reducing costs and improving efficiency
• Optimising production costs and timings
• Sharing of relevant information from raw material specialists to the final quality control
• Giving a potential competitive edge thanks to the ability to quickly spot and react to market trends and data.

Pythagoras is an experienced business solutions provider for Sage 200 and Microsoft CRM with offices in Maidenhead, London and Manchester. More than 300 Sage customers nationwide have discovered how Pythagoras’s approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each.

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Thursday, 10 December 2009

10 reasons to upgrade to Sage 200



The growth of businesses through means such as employee numbers and product ranges has put pressure on their existing software packages. Sage 200, the natural progression from Sage 50, 100 and MMS software provides businesses with the ability to achieve greater effectiveness by interconnecting data and processes across their departments. We explore below 10 potential reasons to upgrade to Sage 200.


1 Business growth

Many companies software is being placed under strain from expansion and business growth. Sage 200 allows greater effectiveness by interconnecting data across departments such as the fusion of accounts and Sage CRM data

2 The increased need for individual system customisation

The increased ability of Sage 200 to customise systems recognises that every individual business needs are different; as your business needs change so can your individual Sage 200 customisation. Financial and commercials forms have in depth customisation options which allow default field values, field level security and individual user permissions among many more options are available to the Sage 200 user.

3 Enhanced currency functionality

Sage 200 allows for far more functionality and handling of foreign currency compared to previous versions. For example the ability to specify exchange rate for given date ranges allowing customers the option to pay in more than one currency, negating the need for separate bank accounts.

4 Enhanced efficiency and convenience of sales order processing

Sage 200 delivers total control for the sales order process with margin and discount analysis and processing of foreign currency being just two of many key benefits. With the Sage 200 purchase order processing module repeat order processing is greatly more efficient with just a few keystrokes needed for re ordering via the rapid entry mode.

5 Greater control over accounting periods

Accounts can be opened, closed and re-opened with Sage 200 allowing up to 20 definable periods previously unavailable with Sage 50 which featured 12 set opening periods. Greater accuracy with reporting and enhanced flexibility is just two noteworthy benefits

6 Enhanced stock control

Sage 200 provides users with greatly advanced stock control; businesses with more than one location can operate independently with regards to sales, stock taking, replenishment and reporting. The ability to record batches by serial number or allocation will improve efficiency and stock traceability as does the ability to assign “sell by” and “use by” dates for items.

7 The ability to easily manage prices and discounts across your consumer base

Your price bands may vary according to target markets, standard price bands or discounts. Sage 200 can support these types, allowing easy management of your customer base through a price matrix within the Sage 200 Commercials module.

8 Enhanced performance through unlimited transaction numbers

Opposed to archiving data and causing the system to potentially lose performance Sage 200 has an unlimited number of transactions that can be held which enables potentially key report data to be saved as well as greatly improved performance.

9 Sage 200 bill of materials module

The Sage 200 bill of materials module allows a business with engineering or assembly operations to control virtually all aspects from the initial quote and discussion to the final invoice. Key advantages of this module include precise costing, easy management of multiple bills of materials and flexible build options

10 Deeper and more flexible reporting of business performance and trend analysis

The business intelligence module from Sage 200 offers more in depth and flexible analysis of business intelligence and market trends. This gives management a competitive edge and allowing for faster more informed and confident business decisions.

About Pythagoras

Pythagoras is an experienced business solutions provider for Sage 200 and Microsoft CRM with offices in Maidenhead, London and Manchester. More than 300 Sage customers nationwide have discovered how Pythagoras’s approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each.

Friday, 2 October 2009

Sage 200 CRM for Accounting

Sage 200 CRM is normally used by sales and marketing people; however there are many benefits for accounting departments and financial controllers.

One of the most important parts of the Sage 200 suite is Sage 200 CRM. If you have researched Sage 200 CRM, you will find that it is a great tool for sales and marketing. However if you look deeper, you will find that Sage 200 CRM provides enormous benefits to your accounting operations.

Sage 200 CRM can help improve cash flow and accounts receivable collections. It allows your accounting staff to prioritise and manage customer collections and rapidly convert outstanding invoices into cash in the bank. Through the dashboards built on your data you can identify potential problems swifter.

Improve vendor and supplier management with Sage 200 CRM, as it makes it easy to stay on top of vendor discounts, track special contract arrangements, and process purchasing requests and quotes in a timely fashion. With calendar and task management functions, you can stay on top of all activities.

With the Sage 200 suite you can decrease time spent on answering accounts queries. No doubt the accounting department receives multiple requests each week from sales and customer service regarding the status of orders, shipments, refunds, credit, and payments received etc. Sage 200 CRM, provides centralised data in a single database, this means that sales and customer service staff can perform their own operational enquiries while the accounting department benefits from few daily interruptions. These are just some of the benefits of Sage 200 CRM to accounting staff and financial controllers.

As an integral part of the suite, Sage 200 CRM produces key benefits to front office operations, such as assisting with the streamlining of sales, marketing and customer service activities. In addition the accounting team can deal directly with vendors, suppliers and customers. Sage provides a free Sage 200 CRM licence with every installation which could be used to great effect.

About Pythagoras

Pythagoras is one of the top Sage 200 business partners in the UK. More than 300 Sage customers nationwide have discovered how Pythagoras’s approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has an enviable combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.

www.pythagoras.co.uk/sage200_overview.aspx