Make 2018 a Year of Transformation with Sage 50c from DB Computer Solution
A DB Computer Solutions Use-Case Study Sage 50c, Sage CRM … · 2019. 8. 26. · Sage 50c acts at...
Transcript of A DB Computer Solutions Use-Case Study Sage 50c, Sage CRM … · 2019. 8. 26. · Sage 50c acts at...
Has your enterprise outgrown its present accounting system? Have you implemented advanced processes, or operate in a multi-company environ-ment – but your accounting system can’t manage increasing complexity?
Snapshot
Challenge
Irish engineering company needed to
replace manual customer contact systems,
as well as �eld engineering / sales systems,
with the latest integrated solutions.
Solutions
Bene�ts
Fully centralized access to all customer documentation increases e�ciency and productivity
Challenge
A growing Irish engineering company faced a number of challenges: With over a
eight-thousand customers nationwide, it couldn’t keep up. It’s manual contact
centre processes, used to monitor incoming and outgoing communications with
existing customers, was under pressure. If management needed to track a string of
communications, including past order histories, contracts, email, and telephone
records, it was a matter of pawing through literally
thousands of excel spreadsheets and assorted paperwork spread among a series of
computers.
In some cases, manual paperwork wasn’t even digitized. Critical information could
be stu�ed in a drawer.
The company’s �eld engineers and sales teams were also at a disadvantage.
Scheduling was a time-consuming manual chore conducted each morning. Record
keeping, which was also manual, required engineers to submit paperwork when
they got back to head o�ce for re-keying.
Field sales personnel were forced to hand in manual orders when they returned to
o�ce. All of this resulted in customer service levels which were no match for the
competition: engineers were often late to customers in the �eld for service calls.
Sales orders took too much time to process, resulting in late deliveries. The result?
Customers weren’t happy.
To compound matters, the engineering company used an old accounting system
which was past its service date. Because it was not cloud-enabled, team managers
knew they were losing
opportunities – as well as vital, real time information that could help them defend
market share and margins.
“Manual systems, and the lack of integrated cloud-enabled solutions, together with
the lack of centralized data and communications repositories, meant that we
worked to a disadvantage compared to our competitors,” the company’s Financial
Controller stated. “What we needed was a centralized, fully integrated, cloud-en-
abled solution that would help us increase e�ciency, productivity, and customer
service levels.”
The Solution
DB Computer Solutions I.T. consultants sat down with their counterparts at the engineering company. Following the
development of a road-map, DB Computer Solutions deployed a fully-integrated, cloud-enabled solution.
Sage 50c acts at the heart of the system. The hybrid-cloud-enabled accounting solution provides the company with powerful accounting and
management information. Simultaneously, Service Manager from DB Computer Solutions together with Sage CRM was integrated with Sage
50c.
The result is a fully integrated solution that drives increased customer satisfaction, while delivering back o�ce and
management e�ciency and control.
The Bene�ts
Sage CRM centralized data control delivers �nger-tip access to any communication – to or from existing or prospective customers – via a simple to
use onscreen dashboard.
All customer vital data – everything from simple emails to contracts, sales order, engineering reports, timesheets, invoices, statements, and similar
information – is quick to locate. No longer does company sta� have to hunt through individual storage servers or desk drawers and �les. It’s all
located via one simple Sage CRM dashboard.
Service Manager from DB Computer Solutions replaces manual scheduling and order taking processes. Every day, the company’s �eld engineering
teams are dispatched work schedules which they receive on handheld devices. This includes end-customer name, address, contact information,
what’s to be done, a list of required parts, and similar. Field engineers report work completed using the handheld device, transmitting data directly
to Sage 50c. That data can include: amount of time spent in transit and on site, parts actually used, special or follow-up work required, and similar.
When the job is �nished on-site, the customer signs the on-screen work docket, which is also transmitted to Sage 50c.
Subsequently, that data is used for accurate billing and service level tracking.
Sales teams also use Service Manager. Call routes, and customers, are dispatched to sales teams, who access them with a handheld device. Data
includes a full product inventory, complete sales histories as well as any special pricing. When sales people take orders in the �eld, they dispatch
orders back to Sage 50c for quick processing, dispatch, and invoicing.
“The integrated systems from DB Computer Solutions have signi�cantly increased e�ciency, productivity, customer service level satisfaction, and
pro�ts,” the Financial Controller concludes. “I’ve used any number of software solutions over my career. But this integrated solution is the best, most
seamless, and most e�cient by far.”
Sage 50c hybrid cloud-enabled
accounting integrated with:
Sage CRM
Service Manager from DB Computer
Solutions
Seamless transmission of data to/from engineering and sales teams in the �eld maximises customer service levels while increasing pro�ts
Increased back o�ce productivity by eliminating manual processes and related re-keying
Increased accuracy
Many more satis�ed customers for increased competitive advantage
How centralising control and contacts yields increased service levels and pro�ts for a growing Irish Engineering Com-pany
Contact us Today061 480 980 [email protected] dbcomp.ie
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A DB Computer Solutions Use-Case Study
Sage 50c, Sage CRM and Service Manager