What is ERP Software?
Enterprise resource planning or ERP software is a business suite that connects day-to-day business processes, to help you streamline your company’s activity.
Sage ERP
Service Manager
# How to Manage Your Service Assets with Sage Evolution ERP Service Manager
Do you rent and service assets for your customers? Do you want to simplify and optimize the processes of letting, repairing and maintaining those assets? We have the perfect solution for you: Sage Evolution ERP Service Manager.
Sage Evolution ERP Service Manager is a module that allows you to schedule and manage the servicing of any asset within your business. It automates service requests, tasks and timetables, and gives you full visibility and control over your service contracts, SLAs, warranties, histories, costs and profits.
With Sage Evolution ERP Service Manager, you can:
- Create and customize service contracts for each customer, with different escalation levels and SLAs.
- Schedule services based on counter readings or time periods, and bill customers accordingly.
- View the complete history of each asset, including the tasks performed, the stock issued and the technician timesheets.
- Track the warranty status and service history of each asset, and avoid unnecessary costs or disputes.
- Monitor the profitability of each task by integrating with Sage Evolution Projects.
- Manage your technician schedules with a calendar-style scheduler, and assign tasks based on availability and skills.
- Reduce paperwork and errors by automating and managing service requests and tasks from a central dashboard.
- Process consolidated invoices for multiple tasks or contracts.
- Report on and control all the costs associated with servicing your assets, and identify areas for improvement or savings.
- Sage Evolution ERP Service Manager is a powerful tool that can help you streamline your service asset management and improve your customer satisfaction. Contact us today to find out more or request a demo
CRM
Sage CRM (customer relationship management solution)
Sage CRM is a powerful tool that helps you improve productivity and achieve goals. Whether you want to attract new customers, retain existing ones, or increase your revenue, Sage CRM can help you do it. With Sage CRM, you can:
- Streamline your sales processes and boost your performance.
- Create and send personalized campaigns and newsletters to your prospects and customers.
- Ensure customer satisfaction and loyalty.
- View and manage all your activities from a single dashboard that shows you key metrics and insights.
- Access your customer data anytime, anywhere with Sage CRM Mobile Solution.
- Connect with your customers on social media platforms and track their interactions.
- Integrate seamlessly with other Sage products and third-party applications.
Branch Accounting
Our module offers either a centralized or decentralised structure. In a centralised structure, the head office and affiliated branches will log into a central database via terminal services or a hosted solution to provide real time daily operations. A decentralised structure allows branches to transact independently, generate operating and management reports on their own database whilst communicating with head office on a scheduled interval.
Key Features and Benefits Supporting Company Structures
- Single entity/ Consolidation of multiple entities Communication
- Full access and control over data movements with File Transfer Protocol (FTP) process
- Encryption of individual file transfer
- An option to use 3rd party tools to handle the transfer of data Master Files
- Complete visibility and control of master file information from a central point
- An option to put a control in place on how master file information is created and managed. For example:
- Providing branches with a central unique inventory list
- Distributing stock item prices from head office to branch level
- An option for specific or global customer / supplier accounts to be available or an option to restrict them
- Controlling customer credit terms at head office or branch level Transacting
- Provide standards on how transactions should be captured
- Use of inter-branch transfers to transfer stock between branches and head office
- An option for central bank reconciliation for all branches
- An option for loan accounts processing to manage financials between branches and head office Reports
- Trial balance, Tax report per branch, or consolidated tax report for a single entity
- Consolidated or single entiry inventory valuation reports
- Complete audit trail of transactions to monitor user activity and transactional history
Fixed Assets
Key Features and Benefits Features include:
- Monitor each asset’s value
- Apply correct depreciation methods
- Record sales, disposal or loss of assets
- Keep an accurate fixed assets register
- Revalue current assets
- Integrate with your financials