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Professional Services

ERP Solutions for Professional Services Industry

 

As a provider of professional services, it’s your job to keep track of all projects, employees, and customers to ensure all client needs are met or exceeded. Maintaining visibility into every stage of a relationship or project can be a challenge without the appropriate software in place.

Sage ERP solutions have all the tools needed in place to help you estimate project hours and workload, track time, and maximize your customer relationships, ensuring positive word of mouth whenever possible.

Manage Client Data

  • Save time and improve client relations by providing remote access to relevant documents through a secure logon.
  • Gain real-time access to all your customer data, including projects, payments, correspondence, and contact history, allowing you to generate new opportunities and build long-lasting, loyal customer relationships.
  • Access all project information for each client and make decisions quickly based on trends through real-time business intelligence and alerts.

Track Projects, Time, and Employee Progress

  • Save time and ensure accuracy by scheduling jobs, employees/contractors, tasks, equipment, and other resources from a single location, which also lets you view workloads, plan ahead, allocate and reschedule resources, record time entries, and manage conflicts.
  • Ensure precise billing by tracking the exact amount of time each spends on individual projects.
  • Increase the accuracy of project forecasting with built-in Excel-based reports.

Streamline Business Processes

  • Streamline operations by eliminating manual, time-consuming processes.
  • Reduce administration costs and improve efficiencies with automated financial management.

 

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Most of our clients in professional services industry are locally located in: Los Angeles County, Riverside County, San Bernardino County, Orange County, throughout Southern California and beyond.

We offer a world-class team of CPAs, MBAs, and other professionals dedicated to implementing, consulting, training and supporting  Sage ERP X3, Sage 300 ERP, Sage Accpac,  Sage MAS 500, Sage 500 ERP, Sage MAS 90, Sage MAS 200, Sage 100 ERP, Sage CRM and other reporting and analytical tools for our clients.

Sage ERP Services