At some point in your business, it’s time to sunset your QuickBooks financial software. Question is: how do you know when to say goodbye to what’s become a comfortable—if somewhat cumbersome—solution? The signs are there. You just have to know what to look for: You’re doing business in a vacuum. Growth, such as opening a … Read more

Making the switch from QuickBooks to a cloud financial management system like Sage Intacct may seem like a scary step to take. It’s likely your finance team finds the QuickBooks-and-spreadsheet routine as natural as breathing. However, if you’re business is growing—or you’d like it to grow—entry-level systems and Excel can’t support financial processes and reporting. … Read more

As your rate of growth increases, you can’t afford to wait days or even hours for someone to extract the right data and get it into the right format to let you capture the right opportunities. That’s the reality of working with QuickBooks. There’s a better way. With Sage Intacct’s cloud financial management software, you … Read more

Are you cursing the day you got a new CRM system? Instead of improving the customer experience, it’s an expensive millstone around your neck. Hardly anyone uses the system, which isn’t connected to your backend data, so getting a holistic view of your customers is impossible. Last time, I discussed how it’s not the CRM … Read more

When it comes to poor CRM implementations, a famous line out of Shakespeare’s play Hamlet comes to mind: “Something is rotten in the state of Denmark.” The speaker has just seen the ghost of Hamlet’s father, the late king of Denmark. Similarly, you may be haunted by struggles with your CRM system. Before you complain … Read more

Business Growth Dynamics 365

You’ve reached a stage where customer demands drive your growth, but you may not have the right tools or processes in place to anticipate buying behaviors or build loyalty. Your opportunities could be limited by stand-alone customer relationship management systems. It’s time to transform IT into a flexible, affordable driver of innovation. You need technology … Read more

Most midmarket ERP software implementations are accomplished with moving off QuickBooks and for the most part, users can plan and execute the transition rapidly.  With the right consultant and Sage Intacct the transition can be planned and executed rapidly, but how do you know when it’s time? For most startups, after one or two years … Read more