--------------------------------In This Issue
A New Year - A New & Improved Version
CRM - What's in it for me?
Enhance
online sales history and reporting with Sales Analysis
Marketing Tip Free Offers - Do they
work?
Schedule of Events
Technical Corner
Contact Us
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In February, we will begin scheduling upgrades for Advantage Series 5.3. Call today to be sure to get the time that is most convenient for you.
What's in Advantage Series 5.3
ACCPAC Advantage Series 5.3 is packed with exciting new features and benefits designed to help you succeed like never before! One of the most significant enhancements is the complete support that 5.3 provides
for unlimited optional fields throughout all Advantage Series applications. Optional fields allow you to customize Advantage Series and provide comprehensive reporting and analysis capabilities across your entire accounting system. As a
result, you can manage information more effectively and easily obtain necessary data for analyzing business operations and practices. The new Transaction Analysis and Optional Field Creator
application, available with 5.3, allows you to define all the information you require for each General Ledger account, customer, vendor, item, transaction and transaction detail, making it easy to record and track data from the
originating transaction through to your General Ledger. Imagine being able to trace the optional field information you define for customers and items to your Order Entry orders, Order Entry shipments, Order Entry invoices, Accounts
Receivable invoices through to your General Ledger journal entries and accounts! What’s more, you can analyze individual transactions as well as General Ledger account activities and balances.
Listed below are additional features in ACCPAC Advantage Series 5.3.
Interested in seeing the new features? Schedule for an ACCPAC Webinar. Click here for
details.
So you've heard a lot of talk about CRM recently. You might be asking yourself "How would CRM benefit my organization". In an effort to answer this question we've put
together a list of the top 10 reasons why you might want to consider a CRM solution for your business:
- CRM is a way to get your entire organization on the same page. No more pockets of data in various places in the organization. As a business executive you can know at a
glance if there are any pending sales opportunities, open case issues or past due invoices.
- Manage Sales and accounts. With ACCPAC CRM you can easily manage multiple accounts and opportunities, and automatically distribute leads to sales professionals around the
world. Sophisticated workflow provides automated sales processes to guide sales people through proven selling methods. Automate your business processes to automatically trigger literature fulfillment, follow-up appointments, callbacks,
daily tasks and more. By analyzing the information available, you can recruit new clients and resell to existing ones.
- ACCPAC CRM is perfect for sales people in the field. Today keeping mobile sales professionals connected and in the know represents your greatest challenge. With
ACCPAC CRM, your team has on-the-spot access to the resources they need to close every sale. When they’re online, the Web client provides a real-time link to their ACCPAC CRM data. Even without access to a cable or phone connection the
team has access to pertinent real-time information via a personal digital assistant (PDA), WAP device or wireless phone. If your sales staff requires offline access to ACCPAC CRM data our SOLO synchronization utility consolidates the
information quickly and easily, providing your sales people multiple options to access the same data.Eliminate the guessing games. With a ACCPAC CRM you can create an automated workflow with projection percentages attached to each
step. Track how many prospects are at a demo stage, how many prospects have a written proposal and how many prospects are scheduled to close. This automated workflow capability will ensure that you have the most accurate sales
forecasts!
- With ACCPAC CRM Workflow businesses can automate pre-determined business rules across all channels, departments and employees. To help assess and design workflow ACCPAC
CRM provides graphical views of the process and its development patterns. In combination with e-mail integration, workflow ensures that actions requiring attention or escalation are automatically being routed to the correct employees or
partners.
- Are you interested in tracking the success of a marketing campaign. ACCPAC CRM will allow you to assign, schedule and track marketing activities within a campaign—and
view every detail of each campaign at a glance. ACCPAC CRM also provides the tools for marketing teams to easily create new target lists from selected criteria, re-use successful campaign lists or import mail-house lists. The integrated
mail-merge function allows you to merge documents with target-customer lists. Once these lists are created, ACCPAC CRM Marketing automatically creates a record in the customer account, attaching the marketing piece to the account and
document library for telemarketers and support representatives to access.
- ACCPAC CRM Document Library provides a central repository for files from thank you letters to e-mail direct-marketing campaigns. Documents are contained in a central
location giving an enterprise-wide reference site to materials sent to, and received from customers. ACCPAC CRM allows you to store white-papers, FAQs’, marketing materials, technical documents, quotes, pricing—whatever it is the team
needs—in the Document Library for immediate access to support resources.
- Manage your time better with an interactive calendar, which integrates with Microsoft® Outlook®, synchronizing tasks, appointments, cases and calls
for all users. Users can pre-set onscreen reminder notifications, which alert them of pending tasks. Filter and sort options allow users to manipulate onscreen data to the individual’s preferences.
- Sales Management reports to help you make better decisions about your sales force. ACCPAC CRM provides point-and-click reporting and graphs that allow sales teams access
to data for on-the-spot analysis and evaluation. With ACCPAC CRM you’ll always have the real time information you need. Start by assessing new leads, quoted clients, demographics and potential deals in the pipeline, then analyze your
sales efforts and use that knowledge to refine your strategy.
- Integration with your current accounting solution. CRM integrates with ACCPAC Advantage Series and ACCPAC Pro Series "out-of-the-box" providing authorized
ACCPAC CRM users efficient access to vital customer, partner and related transactional data.
- Self service capability - ACCPAC CRM Web Self Service allows customers to access or request services and support over the web. Customers can receive information based on
their preferences, requests and histories, providing them a single point of contact for information about your products and company through designed customer and partner portals. Allow your channel partners access to shared workflow,
lead-tracking, inquiries, invoicing and customer information. ACCPAC CRM allows your customers 24/7 access to information they want.
Learn more - click here to take a guided tour!
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Enhance your online sales history and reporting with ACCPAC Sales Analysis
Sales Analysis keeps a complete online database of your customer and item sales history.
Why You Should Use Sales Analysis:
- Look up sales information by customer number, invoice number, item number, and more
- Online storage of invoices allows reprinting at any time
- Retrieves information from Accounts Receivable and Order Entry
- Sample screen (24 KB)
Key Features:
- Respond quickly to inquiries
- View sales of items
- View sales made to customers
- Reprint invoices
- Database compatible with Seagate Crystal Reports
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Free Offers - Do they work?
Do you provide any type of sample or free offer to get new customers interested in your service? If you don’t - you should
consider it.
Here's why: The goal of marketing is to think long term. Clients who may have a minor interest today may turn into customers in two months. Offering a
free sample or service is an excellent way to build an inhouse database of future prospects. Remember, just because a client isn't in a position to buy today, doesn't mean that in 3-5 months you won't have a sale! As we say in marketing
"timing is everything!"
Here are some suggestions:
Some companies offer a free sample and charge for shipping and handling to defray the cost. This system only works “if” you are confident about your product or service.
If you offer a service you should consider writing some type of informative FREE report that educates your prospect about some aspect of your service. This report should be available to your prospects from your website. The people who want
to read the report (which is like a sample) should have to fill out a lead form before getting access to the report.
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These Live Webinars are conducted by ACCPAC experts using intranet "WebEx" technology and a voice-line for conferencing. ACCPAC understands addressing all customer questions is critical, therefore demonstrations
are generally followed by an open question and answer session.
| ACCPAC Advantage Series |
| January 20, 2005 1:00 PM ET |
| ACCPAC Project & Job Costing |
| January 25, 2005 - 4:00 PM ET |
| ACCPAC CRM - Customer Relationship Management |
| January 11, 2005 - 12:00 PM ET |
| January 20, 2005 - 2:00 PM ET |
| ACCPAC HR Series - Human Resource Solution for ACCPAC |
| January 19, 2005 - 12:00 PM ET |
| February 8, 2005 - 12:00 PM ET
|
| Point of Sale |
| January 18, 2005 - 12:00 PM ET |
| ACCPAC eTransact - The ecommerce solution for ACCPAC |
| January 11, 2005 - 1:00 PM ET |
| What's new in Advantage Series 5.3 |
| January 18, 2005 - 1:00 PM ET |
| ACCPAC CFO - Financial Optimizer |
| January 10, 2005 - 2:00 PM ET |
| |
Start times are listed in Eastern time zone.
Click here to register for an event.
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Question: Is there a
W2 update for 2004 tax year submissions?
Answer: An update has been made available to provide new report files that will print the 2004 W2 forms for laser printer. Note: This update does not contain any tax
table changes for the 2005 tax year. As of January 1, 2005, tax table updates for Advantage Series Payroll 4.2 will no longer be supported.
This means that there will be no January 1, 2005 tax table update for Advantage Series Payroll 4.2. This also means that there will be no technical support for Advantage Series Payroll
4.2 as of January 1, 2005. Please contact us to obtain this W2 update.
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Question: Can I change the length of account segments and account structures? Answer: The length of the Account Segment
can be changed through the Account Structure Change function in Account Code Change. The function can be accessed from the Tools menu or from the toolbar in Account Code Change. It
is the last icon on the ToolBar starting from the left.
Only the length of the Account Segment can be changed. If the length of a segment other than the Account Segment needs to be changed, a new segment must be created and a new structure code
using this segment must be created.
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The following are the latest service packs available to download for ACCPAC Advantage Series 5.2:
Please contact us to acquire and install these updates.
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