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Business

Need Real-time Insights for Growing Your Business? Switch from QuickBooks to Sage Intacct

As your rate of growth increases, you can’t afford to wait days or even hours for someone to extract the right data and get it into the right format to let you capture the right opportunities. That’s the reality of working with QuickBooks. There’s a better way. With Sage Intacct’s cloud financial management software, you get the right information tracked and presented in real time so you can make the course corrections that lead to repeatable, profitable growth. =&0=& Sage Intacct uses dashboards to keep you updated day-to-day. Dashboards can be configured by role, to give your users the information they need to quickly make decisions in their area of influence. Within a dashboard, you can see a series of performance cards that display key metrics for your business. You can drill down on performance cards to see the numbers behind the summary. Dashboards also provide reports, charts, and approvals that you can drill down on, so the moment that you login you are up to date on what’s going on in your business. You can set up dashboard elements that display external web pages such as a login page to an integrated human-resources application. If you’ve integrated Sage Intacct Collaborate, you can see your message feed displayed right within the dashboard. =&1=& Sage Intacct’s report center gathers all your reports into one place. You don’t have to go searching different modules for the reports you want. You can see memorized reports, where you’ve preset filter options for quick use. Scheduled reports can run and be delivered on a schedule you set. From here, you can create new reports, copy and change existing reports, or simply customize existing reports. =&2=& Many systems require you to engage IT or consultants to create new or customized reports. With Sage Intacct’s report writer, you’re in control of what gets included and how a report looks. You choose what goes into the columns and rows, create calculations where you need them, and set the hierarchy that controls details and summaries. =&3=& You may have found yourself exporting QuickBooks data so that you can filter it and calculate against operational information. With Sage Intacct’s dimensional reporting, you are able to filter and break out information by a variety of business drivers. You can look at profit and loss by location, by revenue, or by employee. You can even report by multiple dimensions to get to the complex metrics that drive your growth. Sage Intacct has 10 standard dimensions—department, location, vendor, employee, customer, item, project, warehouse, contract, class—and the ability to add user-defined dimensions to meet your specific needs. With Sage Intacct’s reporting capabilities, you see trends over time, and can easily forecast along those trends. =&4=&
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CUSTOMER RELATIONSHIP MANAGEMENT
Business

Your CRM Doesn’t Suck, Your Implementation Does

When it comes to poor CRM implementations, a famous line out of Shakespeare’s play Hamlet comes to mind: “Something is rotten in the state of Denmark.” The speaker has just seen the ghost of Hamlet’s father, the late king of Denmark. Similarly, you may be haunted by struggles with your CRM system.   Before you complain to the software vendor, you have to know something. The problem is not with the technology—it’s with the implementation.  All major CRM platforms are essentially the same, be it Microsoft Dynamics CRM, Salesforce, Zoho, or Oracle. At Trustantial, we create both Salesforce and Dynamics CRM implementations that do what the customers need them to do.    There are plenty of success stories for all the big-name CRM solutions.   Trust me, I know. I have a 20-year history implementing successful CRM systems and performing project rescues for companies of all sizes. Along the way, I’ve discovered why seemingly good implementation projects fail. Factors both inside and outside an organization influence the outcome. To avoid the pitfalls of a rotten CRM implementation, you need to control as many of these factors as possible. Externally, that means you:
  1. Don’t listen to the software vendor. No matter who the provider is, they only want to sell you licenses. I’ll even repeat that in bold: The software vendor only cares about selling licenses. I’ve seen vendors say just about anything to achieve that end. Make no mistake about it: They have no stake in the long-term outcome of your implementation. What’s more, the salesperson has little to no experience actually implementing the software they want you to buy.
  2. Make your implementation partner earn your trust. Most partner organizations have a pretty good “A-Team,” who typically does all of the successful implementations you read about in case studies. “The B-Team’s” capabilities can vary dramatically, however. Some partners are good, but others fill the project with people they recruit and send to a “boot camp.” The latter approach is an almost-guarantee for implementation problems.
A few years ago, I took over a project rescue at a Fortune 500 company where a large implementation partner had brought in a team headed by someone I had interviewed. This person wasn’t horrible, but didn’t have a senior architect’s skill set. The implementation partner desperately needed people to complete the project, so they put him in charge. It didn’t go well. Another time, a partner told a colleague that he would be leading a large CRM implementation team because he was the only one who had ever worked with that product before.   Bottom line: To have a successful CRM implementation, you need the right partner—one you can rely on. On large engagements, I recommend bringing in an experienced third-party not associated with your chosen partner to act as auditor. On smaller ones, start with a relatively simple project and let them earn your trust over time. Next time, we’ll discuss what you can do internally to ensure your CRM implementation doesn’t go bad.   In the meantime, if you’re looking at a CRM or ERP solution to solve a business problem, consider Trustantial. We build satisfactory, long-term relationships with our clients based on trust. They know we view them as people, not as projects. And every

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Drive Automation With Sage Intacct
Sage Intacct

Drive Growth through Automation with Sage Intacct

Is it time to make the switch from QuickBooks? Sage Intacct puts the technology of a best-in-class cloud financial management system to work in your business, ensuring finance becomes a partner in driving organizational growth. QuickBooks, on the other hand, can make finance a bottleneck to growth and lead to costly mistakes.

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Microsoft Dynamics 365 Trusted Partner
CRM

Why Your Business Needs Microsoft Dynamics 365 in 2018

Edit Column Duplicate Column Add Column Remove Column Edit Widget Duplicate Widget Save Widget Remove Widget Are you ready to transform your business for the digital age? If so, look to Microsoft Dynamics 365. These end-to-end applications give you the ability to innovate quickly, move new products to market, develop meaningful relationships, and win new business virtually anytime, anywhere.

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