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expanding the world of sage

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expanding the world of sage

Overview

Towards ever more integrated workflows

The core Sage X3 platform already offers world-class capability to link information and processes across different departments, but integrating with other software can expand its functionality even further.

Whether you are in a manufacturing, distribution or service-led business, we work with our network of development partners to recommend the best-fit solution for your needs. We are the UK’s leading Sage integration partner and endeavour to ensure a smooth adoption and implementation, as you link your Sage X3 platform with other external systems.

Document management

For many businesses, finding an efficient way of storing important documentation such as invoices or orders can be a real challenge. Integrating document management software with your existing Sage X3 system has the potential to deliver significant cost savings; reducing the amount of money spent on postage and stationery, for example.

An automated system removes the administrative burden of collating, distributing and filing documents in line with procedure, and documents are held securely to be accessed as and when required.

  • Improve process efficiency across finance, HR and payroll functions 
  • Quick return on investment, with easy set up and configuration.

We work closely alongside our Sage development partner V1 to ensure a smooth integration with your Sage X3 software.

Reporting

The amount of data available to business leaders today is vast, but this makes it harder than ever to build the single, coherent picture that brings real decision-making power. From analysing business information to producing management reports, there is a range of software that can extend the functionality of your core Sage X3 platform to give you the insights you want. You’ll have access to the intelligence you need at your fingertips, putting you in a stronger position to make informed decisions for your business, quickly.

You can save time and transform your ways of working by expanding your Sage X3 software to include advanced reporting capabilities. Once we’ve gained an in-depth understanding of your requirements, our expert team will identify and implement a secure, intuitive tool to provide the additional functionality you want. The applications that we typically recommend based on our knowledge of Sage X3 include:

  • Qlik 
  • Sage Enterprise Intelligence (SEI).

Warehouse management

If your business has warehouses, you’ll know that taking control of stock movement can be a constant battle. Expanding your Sage X3 system to seamlessly integrate warehouse management software will help you to better manage demands for increased efficiency, accuracy, faster turnarounds and lower inventory. The reasons to consider making the investment are clear: better cashflow, improved customer service and redeployment of staff to other value-added activities.

  • Tighten control of your warehouses, from receiving orders and stock movement through to picking, despatch and delivery scheduling 
  • Trace stock easily and eliminate mistakes, by using barcoding and other methods.

 

Rapid order entry and telesales

For businesses taking orders over the phone, having the right processes in place will drive efficiency, increase sales and improve customer service. Every second off the phone means lost revenue for the business, and, when they are speaking to customers, it is critical that your operatives get the most out of each call. From reducing the time spent completing paperwork to giving agents the information they need to cross-sell, expanding your core Sage X3 platform will help to improve the performance of your telesales team.

  • Deliver better customer service with increased information on stock levels, order history and credit records
  • Reduce time spent off the phone, with the efficient administration of orders, automated conversion of quotations to orders, and automated production of picking and delivery notes
  • Improve sales through more informed cross-selling, with buying patterns and special offers at the click of a button.

Developed by Datel, the Sage X3 Rapid Order Entry module allows you to do all this and more. Your order entry agents can process more orders during the day, while all authorised staff have a shared, up-to-date picture on your customers as well as stock levels.