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Open Source vs. Proprietary for CRM Systems – Sage CRM

Published on May 17, 2013 by in Accpac

As with all areas of enterprise software development, customer relationship management (CRM) has both proprietary and open source offerings on the market. Notice that we chose to say “proprietary and open source” rather than “proprietary and commercial.” There is a misconception that open source is non-commercial, non-profit software. However the “free” nature of it refers to distribution of source code (think of it more like “free speech” than “free of charge”). Getting real value out of open source software often requires licensing and service expenses. However, it is true that open source solutions still tend to offer lower costs. It is then worthwhile to make a general feature and service comparison and see which type of CRM solution is the best fit for a business model.

Let us take a look at Sage CRM and vTiger as an example, as both are comparable in terms of price po int. Furthermore, both are offered as on-premise and cloud-based applications. Sage CRM is available as a cloud service for $39/month, while vTiger on Demand is offered at $12/month. That difference is so close that we must take into account the potential productivity gains of the two.

The inventory management of vTiger is considered to be very strong, as is the default ability to weave orders into the process flow. Sage CRM, however, also has very intuitive default user features and the very useful ability to use “wave activities” to give users an easier and finer-grained tracking when managing campaigns.

What is often a deciding factor in the choice between open source and proprietary software is service. Of course, vTiger’s front end is considered rich, intuitive, and simple, making it strong from a usability perspective. What is typically a large endeavor, however, is an on-premis e vTiger install. Built upon the LAMP stack, it requires more than just a passing familiarity with web development to execute. In situations such as this, support and stability tend to be an issue and ongoing maintenance can typically require in-house expertise, somewhat defeating the purpose of choosing a third party solution. Sage CRM combines ease of use with world-class customer support available from Monday through Friday that gives 48 hour turnaround, and also offers extra tiers of support for a fee.

Making the correct choice in CRM solution for your organization may take the guidance of an experienced IT consulting partner such as Unisoft Systems, located in Vancouver, BC.

 
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High Availability Microsoft Exchange – In House or MS 365?

Published on May 13, 2013 by in Accpac

Many companies rely on a MS Exchange hosted in house for their emails. When it is offline, email for the whole organization is halted. The solution here is to implement a multi-site fault tolerant on-premise solution or move all email services to the cloud.

Option 1 – On-Premise Microsoft Exchange 2010 with Multi-Site Fault Tolerance

An Exchange 2010 Server in two of the primary sites will host database copies of user mailboxes of the other site.

  • The  servers will each have hard drives in RAID 5 with hot spare and redundant power supplies.
  • A domain controller, DNS server and Global Catalog are required in each site.
  • As per the current configuration the sites are connected together using VPLS. A separate replication network is required for the Database Availability Group (DAG) replication. 
Mail Routing
  • Both Exchange servers will have MX records but one of the servers will have a lower priority. Mail will be routed through this server and mail for the other site will be routed through the Hub Transport.
  • Each Exchange Server will host mailboxes for the users in the local site and one of the servers will also host the mailboxes for Site #3.
  • In the event of a failover several things will occur.
Database Replication
  • Each Exchange Server will host mailboxes for the users in the local site and one of the servers will also host the mailboxes for Site #3.
Failover
  1. Quorum will be handled by the witness server in Site #3 to determine whether or not the failed site is offline.
  2. If it is offline then the online server mounts the passive database. Users in the failed site can then use Outlook Web Access to continue working in e-mail.
  3. Inbound and outbound email will continue to be routed because each server will have an MX record.
  4. Hostname resolution (http://mail.samplecompany.com) will be handled by round robin on the external DNS record.
  • In higher priority service levels this is not recommended but this method can be used in smaller high availability solutions. If instant failover with no human intervention is required then a load balancer and/or CAS array is required.
       5. Once the site is back online and network functionality is verified an administrator will have to activate the failed database copy on the original site after it has replicated the changed data.
Key Benefits
  • Highly customizable Exchange 2010 environment and completely managed in-house
  • Integration with third party products is supported

Option 2 – Microsoft Office 365

Summary

All user mailboxes will be migrated to Microsoft’s Office 365 cloud hosted service

  • Active Directory credentials will be synchronized to Office 365 providing a single sign on experience for all users.
  • Outlook and Outlook Web Access can be used to access emails from anywhere provided there is an internet connection
  • ActiveSync is also supported and there is an option for a Blackberry Enterprise Server
  • Office 365 also includes services such as SharePoint and Lync
  • Microsoft’s hosted Forefront protection is also provided as part of Office 365
  • MX records for the unisoft.net domain will be updated to use Microsoft’s datacenters
  • Microsoft provides a service level agreement (SLA) guaranteeing a level of uptime per month
  • All email services will continue to function if the Unisoft site(s) go offline
Mail Routing
  • MX records for the unisoft.net domain will be updated to use Microsoft’s datacenters
  • Microsoft provides a service level agreement (SLA) guaranteeing a level of uptime per month
  • All email services will continue to function if the Unisoft site(s) go offline
Fault Tolerance
  • Microsoft provides a service level agreement (SLA) guaranteeing a level of uptime per month
  • All email services will continue to function if the Unisoft site(s) go offline
Key Benefits
  • Reduced IT overhead as all the email services will be hosted/managed by Microsoft.
  • Email is protected and service levels are enforced by Microsoft
  • There is no site dependence (for example if one office has a power outage the other offices can continue to work).
  • Pay as you go structure and no contracts. Easily add or remove user licenses as staffing requirements change.
Authored by: Alfred Chan, IT Director | MCITP | Unisoft

 

 
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Getting on Board with the Growing Field of Fully Managed IT Services

Published on May 10, 2013 by in Accpac

IT budgets are in place to keep an organizations flowing smoothly and growing at a sustainable pace. However, if not managed correctly the delivery of IT services can be a bottleneck and a business’ main obstacle to expansion. Thankfully, the technical leaps in networking communication that we have seen in the last decade – faster networks, falling bandwidth costs, a proliferation of web technologies for collaboration, cloud computing, etc. – have given rise to the field of fully managed IT services. An organization can outsource its critical IT functions and realize cost saving, an increase in employee time spent on real productivity, and ultimately increased profit.

The cost savings potential for managed services has been documented in a CompTIA study. Of the organizations surveyed for the study, 46% saw a 25% drop in IT costs after switching to managed services, while 13% saw that drop go all the way to 50% or more. Perceived quality and responsiveness do not appear to be sacrificed with managed IT as 89% of firms in the study reported satisfaction with the services they received.

The field of managed IT services is growing and as with all technical trends it is best to get on board with it early or the competition will use it to gain an advantage. Projected figures of growth in the field can be given according to each technical subset: for example, hosting infrastructure services will grow by 6.8% over the next five years, managed security solutions will grow 69% over those same five years, and hosted VoIP for business telephony will see 300% growth by 2016.

The best way to make this transition and ensure that it ends up being a worthwhile investment is to contact a trusted fully managed IT services provider such as Unisoft Systems, located in Vancouver, BC.

 
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World-class excellence in Food and Beverage manufacturing – Sage 300 ERP (ACCPAC)

Published on May 9, 2013 by in Accpac

Recently this story was featured in Business Excellence Online. “A Lean Food Supply Chain” by TR Cutler. I think it does a great job of illustrating how MISys Manufacturing can help you achieve world-class excellence managing your food manufacturing business.

 

 
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Pulling your hair out over shipping?

Published on May 8, 2013 by in Accpac

 

 

It Doesn’t Have to be that Complicated!

Accellos Trucking

 

 

AccellosOne Ship Webinar – Get a gift card!

Join us on May 15th at 3PM EST to learn more about AccellosOne Ship, Accellos’ integrated multi-carrier shipping system!

At Accellos, we believe that shipping is inseparable from the outbound order process.  Shipment labeling, rate shopping, Bills of Lading, customs documentation and carrier communications require accurate data and a tremendous amount of manual intervention without the proper tools.

For more information on the webinar and to find out how you can receive a $25 gift card for Caribou Coffee, click the register link below!

Register for AccellosOne Ship Webinar!

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WMS Customers: Dealing with Big Box Retailers?

Your WMS has a number of features that integrate GS1 labeling and 856 data collection. But how much time do you spend reconciling and integrating data with your EDI software? Is the volume of transactions becoming unmanageable?

Learn More About Dealing With Big Box Retailers

EDI Customers: What About Your Warehouse?

You’ve got great EDI software to do big business with major retail companies, but now you need to work on eliminating process bottlenecks in your warehouse as result of the increased volume of labeling and data collection to create 856 documents.

Learn More About Managing Your Warehouse

About the Author:

Accellos Trucking

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Why ERP Software is Essential in the Chemical Industry

Chemical companies have many unique resource planning needs. To be competitive in chemical production, an organization must be able to negotiate a complex supply chain, safety concerns, vacillating material costs, and often thin profit margins. Since chemical company process flows tends towards efficiency and regularity, the challenge of enterprise resource planning (ERP) software for this field is to keep the process as smooth as possible and keep the enterprise at maximum profitability. Let us take a look at the most important ways in which ERP can help firms in the chemical industry achieve their goals.

Inventory Forecasting
Since the materials that go into chemical manufacturing are all are subject to the large cost fluctuations of the global market, it is important to be able to predict and manage demand for inventory. There is no reason why an organization should encounter a costly resource s hortage when there is smart forecasting software at its disposal.

Managing Safety, Environment, and Regulation
Both local, national, and international legal compliance must always be met in the course of chemical production. Not only must it be ensured that compounds are following the most exact standards and processes for public safety, but equipment must meet regulatory criteria and environmental output standards. ERP software is ideal for handling these complexities.

Risk Mitigation
The chemical industry operates at low profit margins and high capital expenses. Furthermore, it often generates multiple products in its manufacturing processes and runs in a 24/7 cycle. Any downtime can mean significant losses. ERP helps make lost revenue and outages as unlikely as possible.

Was your enterprise software intended to be used by chemical manufacturers? Sage 300 ERP combines advanced manufacturing, distribution, warehousing, CRM, and accounting functionality with features specifically designed for chemical manufacturers, including:

  • Formula management
  • Unit of measure conversions
  • Shelf-life management with expiration date control
  • Co-products and by-products
  • Potency management
  • Certificate of analysis
  • Product packaging
 
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ERP Software For Pharmaceuticals Increases Efficiency and Saves Costs

With stringent quality control and safety standards in the pharmaceutical industry, it is a necessity that manufacturers have an effective method of adherence. This is where ERP software for pharmaceuticals comes to the rescue. With ERP, pharmaceutical manufacturers have the ability to keep better control of inventory and shipping to avoid shortages and excess stock, resulting in excess costs. Essentially, ERP systems ensure that the right pharmaceutical is in the right place and the right time.

The implementation of an ERP system can meet tracking requirements as well as link departments while streamlining operations and increasing productivity. All of which will result in increased profits. Though there are many packages available, each with their own set of features, an effective ERP system should contain the following:

Handling batches: Pharmaceutical manufacturing involves the handling of raw materials in which information such as technical specifications, quantities, and other notes are included. Tracking lot numbers and identifying the information for each type of material in each batch is critical. As a result, an ERP system should allow for instant retrieval of the information as well as editing should there be changes in production.

Documentation: Documents such as certificates of analysis, formula and engineering information, and delivery signatures are essential in tracking materials. ERP systems should include an electronic documentation system where this information can be easily retrieved electronically as well as printed on demand from a central location. Additionally, report generation should be incorporated to allow personnel to print off items such as batch tickets, order summaries, customer packing lists, and other pertinent items.

Inventory tracking: A ERP system must have the capability to automatically track inventory effectively for the company to realize increased profitability. The system can flag preset re-order points as well as allow standard quantities for reordering. This action avoids last minute ordering that often results in added shipping costs. As a result, purchasing employees will only need to review materials that fall below the preset ordering points to generate purchase orders.

Integration of production and accounting: Rather than utilizing two separate software packages for both of these functions, an efficient ERP package will integrate them. This results in a seamless and consistent operation with current information. Accounting personnel will have more time to devote to other tasks essential to the department since bookkeeping is automated.

Implementing a pharmaceutical ERP can be a complex operation, so it is crucial that this process be well-planned. However, the benefits of incorporating this system make it an ideal method to cut expenses while maintaining inventory more efficiently than ever before.

Contact us for information on how our pharmaceutical ERP software can improve the inventory process for your company.

 
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A Look at the Advantages of Sage CRM

Published on April 29, 2013 by in Accpac

In today’s IT market, there are many competing customer relationship management (CRM) software platforms. All of them offer the functionality to streamline and integrate sales more effectively within the business process. Sage CRM is one of the leading offerings in this field for small to medium-sized businesses. Let us take a look at what sets it apart from other CRM systems.

Price
Sage CRM can be delivered as a cloud service or as an on-premise system. The “on-demand” cloud edition is priced at $39 per month, and this happens to be one of the best price points for a comparable cloud-based CRM system. For instance, Salesforce.com Professional is $65 per month (billed annually), though Salesforce.com Enterprise edition is $125 per month and generally considered to be the fully-featured version of Salesforce.com.

Wave Activities
Sage CRM offers an effective approach to campaign management with “wave activities.” These allow the user to track the source of a lead throughout an entire sales cycle. It is pretty common for web visitors to enter variations of different sources of “how they heard” about a campaign, which can make tracking difficult. Hard-coding a certain range of options can prevent this, but that reduces flexibility. Wave activities solve this problem and allow the user to track these sources automatically.

Support
Sage is a globally recognized company with an excellent reputation and as such it offers very solid support for its on-demand CRM services. This includes a basic package with Monday through Friday business-hour phone service. Response time is 48 hours and other forms of communication available are web, email, live chat, and remote diagnostics. Support i s limited to five cases per month but Sage offers the option to upgrade to unlimited support for a fee.

Sage CRM is a solid and affordable CRM solution for small to medium sized business. Contact a trusted Sage consulting partner to learn how to effectively integrate it into your enterprise.

 
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Sage HRMS Demo

Learn how to optimize your HR business processes and maximize your Return On Employee Investment (ROEI)™.

Sage HRMS can make HR more strategic and solve your HR and payroll challenges with integrated solutions including HR, payroll, employee/manager self-service, benefits enrollment, trading, recruiting, time and attendance, and talent management!

 

 
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Get your Excel Financial Functions Quick Reference Guide – Sage Intelligence

Published on April 24, 2013 by in Accpac

Sage created a quick reference guide of Excel Financial Functions which gives you easy access to 15 of the most commonly used Excel Financial Functions that you would need to work smarter not harder!
Get yours now.

You can learn how to use the financial functions in the guide via video. This month we focus on the IPMT function which is used to calculate the interest payment for a given period of a loan. View the video and tip.

 
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