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How We Help Service Businesses

Get visibility into your customer relationships, staff productivity
and financial performance.

Meet Some of Our Clients

Lewis Direct
Sandler Training

Don't Just Take Our Word For It

Their knowledge of Sage 300 AND accounting has helped us exponentially. They not only understand the software, but they understand how a real business needs it to work in order to provide meaningful information.

Tony Gostomski, Vice President, Finance
Sandler Training

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Technology Solutions for Service Businesses

Automate Critical Business Functions and Generate Meaningful Reports From Your ERP System

When your business is project oriented rather than product oriented, your ERP system should help you manage resource utilization, time and expenses, profitability tracking by project/service, billing and customer relationships. Many service businesses rely on a patchwork of loosely integrated solutions to tackle these needs. But there’s a better way. With the right ERP system configuration, you can streamline and automate processes, eliminate data entry in multiple places, and in turn, reduce errors and produce more meaningful reports and data dashboards to management. We think this could kick your service business up a notch or two. Don’t you agree?

Manage Your Sales Pipeline and Track Profitability

Customer relationship management (CRM) software is more than just a sales management tool. It gives you a 360-degree view of your past, current and future interactions with customers and prospects. A CRM system is the central place where you manage and track sales opportunities, customer interactions, service tickets and all other aspects of customer service. Sound good? When your CRM system integrates with your ERP system, it gets even better.

Manage Documents and Use Technology to Boost Team Collaboration

Service businesses tend to be people businesses. That’s why it’s so important to give your staff and customers the tools that will help them work together, efficiently and easily. We understand that the longer it takes to find and share documents, the longer it takes to finish projects and respond to customers. Storing documents on hard drives and shuttling different versions of documents back and forth via email isn’t the answer. Storing documents in the cloud, on the other hand, will give your staff and customers access to critical documents from any device, anywhere with an internet connection. Worried about data security and backup? No worries. We’ve got your back.

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