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ACCOUNTING
Sales
If you have someone helping you to build, maintain, and leverage a potential or existing customer base, you know the value of the effort and data. This asset, when leveraged properly, can put you on the top. The gains can be significant.
It is important to identify a potential relationship and cultivate it. From the start of a relationship to the end, there are common elements we all appreciate, like responsiveness, understanding, timeliness, thoroughness, diligence, and communication. You MUST know your customer’s needs if you want to win their business.
Of course, a solid sales, marketing, and customer service process is the place to start. Here are just a few of the processes we believe to be important:
- Identifying and collecting the data of a potential customer or lead
- Determining and verifying whether a lead is a potential customer or just a relationship (potential customer, customer, vendor, supplier, banker, friends, competitors, etc.)
- Classifying and categorizing the potential customer for the future
- Attempts to move the true “potential” customer towards a purchase
- Providing service after the sale
- Presenting relevant offers over the lifetime of the relationship
- Executing and tracking verbal and written communication
- Tracking and identifying the return on advertising and marketing campaigns.
These processes, when combined with the right technology, can deliver increased efficiency and positive changes in several key areas including Customer Relationship Management, Sales Force Automation, Marketing Automation, Point-of-Sale, Web Stores and E-Commerce.
Customer Relationship Management (CRM)
The most comprehensive solutions include not only web and wireless capabilities to track and manage potential customers, they also offer features that allow you to view your customer sales, marketing, and support information.
Sales Force Automation (SFA)
Sales force automation is usually considered limited CRM without marketing, support and operations integration. SFA should provide account and sales activity management, forecasting and reporting through all phases of each sales cycle. From first contact to order fulfillment and delivery, Sales Force Automation maintains a single source of information that can be shared across the enterprise. Fully customizable with workflow, opportunity management, sales cycle analysis, forecasting and easy-to-use reporting features, Sales Force Automation enables you to truly understand and respond to your prospects and customers – all the time.
Marketing Automation
Marketing Automation helps you maximize revenue opportunities and ROI by enabling you to respond quickly to your customers through cost-effective, highly personalized and targeted marketing programs. It is used to develop, target, implement, manage and analyze marketing campaigns. Marketing Automation automates the process from concept to lead distribution, and every step in between, cutting costs and improving the effectiveness of your marketing initiatives.
Point-Of-Sale (POS) and Retail Management Solutions (RMS)
We offer POS solutions that are both comprehensive and web-based. Every solution, regardless of vendor, is integrated with an accounting system. The solutions we offer are designed for fast-paced, high-volume, single or multi-site retail operations with POS registers at each location.
Web Stores, E-Commerce, E-Carts and E-Catalogs
Web store solutions are a dime a dozen. There are very few that integrate with accounting (general ledger, accounts receivable, accounts payable), operations (inventory, order entry, purchase order, job costing, etc.) and sales (customer relationship management, sales force automation, and point-of-sales, etc.). Every web store will get the transaction done, but after that, what do you do? We’ve got the answer: integrate it with your accounting, fulfillment, shipping and billing.
Partnerships and Alliances
Microsoft
Microsoft Business Solutions
ACCPAC
Oracle NetSuite
Intuit
Oracle
IBM
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