The Sage ERP Accpac Portal simplifies desktop navigation and allows users customizable, faster access to information so they can accomplish everyday tasks more quickly and focus on strategic projects. The old Sage ERP Accpac Desktop will co-exist with the new portal, as it is familiar to users. However, the new Portal is designed to eliminate many challenges reported by our customers associated to the classic desktop, simplifying layout and maximize multi-tasking.

As the new portal is web-based, with proper security rights it can be accessed via a web browser making it available anytime and anywhere. Supervisors and managers can utilize the Portal to view the Sage ERP Snapshots, which provide key performance business metric data. And best yet, to introduce the power of the new Sage ERP Accpac Portal, a user license is not utilized when viewing. This added benefit is for a limited time only and will allow you to provide key information to stakeholders without impacting your total cost of ownership.

The Sage ERP Accpac Snapshots allow users secure access of key performance indicators (KPI’s), with drilldown capabilities to underlying financial reports. The graphical presentation of information helps with quick identification of trends or issues for more proactive business decisions. Version 6.0 includes the following user-configurable Snapshots:

• Balance Sheet
• Income Statement
• Aged Receivables
• Aged Payables
• Days Receivables Outstanding
• Days Payables Outstanding
• Snapshot Listing

Growing a business in today’s economy can be challenging. To help you succeed, the latest version of Sage ERP Accpac offers you CRM included in your solution! Version 5.5 introduced a revolutionary approach to connecting your front and back offices, dynamically linking processes, information, workflows, and communication channels. Version 5.6 enhanced the connection between SageCRM and Sage ERP Accpac. Sage ERP Accpac Version 6.0 continues this tradition–integrating seamlessly with SageCRM Version 7.0, which includes important enhancements and improving the Quote to Order Workflow for CRM users.

SageCRM Quote to Order Workflow

Version 6.0 introduces improvements to the Sage ERP Accpac and SageCRM workflow that will allow CRM users the ability to create orders from within SageCRM without opening the full Sage ERP Accpac Order Entry screens.

The new workflow was designed based on feedback from our CRM users to simplify and enhance the quote-to-order workflow and simplifies processing. Users will be able to create a quote or order without creating an opportunity first. Multiple quotes or orders may be linked to a single opportunity and users will have the ability to promote multiple quotes to an order within the same opportunity.

Best of all, the improved workflow reduces total cost of ownership (TCO) as a Sage ERP Accpac user license is no longer required for the quote to order workflow . While total value of ownership (TVO) is increased through the greatly improved usability, better workflow, and enhanced performance. Are you utilizing the “free” SageCRM license to accelerate growth in your business?