Service Businesses

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

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.


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. 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.

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? Our cyber security experts can help with that.






Meet Some Of Our Clients

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What Clients Say About Our Team

“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

Technology News And Trends For Service Businesses

Effective Project Accounting for Service Businesses

The success of a project in a service business depends on accurate time and expense inputs, billing rules, workflows and processes....

Go Beyond Spreadsheets to Grow Your Service Business

Service businesses of any size often face similar challenges in their pursuit of growth. Whether scaling from a start-up or a mid-sized...

How to Better Manage Your Procurement Process With NetSuite

Your business must be prepped with the supplies it needs in order to operate. For that reason, having a reliable procurement process is...