Centralize customer information in Sage 300 or Acumatica so your team can keep every opportunity moving, from the first conversation to repeat business. Drawing on more than 30 years of experience with over 400 organizations, we help sales representatives reduce administrative work, improve visibility and devote more time to customers.
Between prospecting, preparing quotes and managing orders, follow-ups can easily fall through the cracks. A connected ERP sales module keeps leads, customer activity and next steps visible to everyone involved.
Configured around your sales process, the module brings customer records, opportunities, quotes, orders and related activity into one place. Representatives can move each deal from quote to order with fewer manual steps and know exactly what requires attention.
When connected with the Finance, Analytics and Automation modules, sales information can also feed forecasting, reporting and downstream workflows without creating another set of disconnected tools.
Create and approve quotes, then turn accepted proposals into sales orders without entering the same information twice.
Apply pricing, discount and inventory rules automatically to reduce incomplete or inconsistent sales orders.
Bring customer interactions, tasks and reminders into one place so sales teams can respond promptly and deliver more consistent service.
Monitor opportunities, quotes, conversion rates and expected revenue for a clear, current view of pipeline performance.
Technology evolves, but successful ERP projects have always relied on experience, proven processes and the right guidance. For over 30 years, we’ve worked alongside businesses to understand their operations, overcome challenges and ensure every implementation drives long-term success.
Whether you’re looking for a trusted accounting solution or a modern cloud ERP, we offer the right platform for your business needs.
Reliable Financial Management for Established Businesses
Modern Cloud ERP for Growing Organizations
Share your sales processes, challenges, and information requirements with our consultants. They’ll help you identify an ERP approach that connects each stage of the sales cycle, improves visibility, and supports your team’s day-to-day operations.
