The Zen of CRM: What Simplicity Can Do For YouWatch now!
Take Control of the Back Office
Back-office efficiency makes — or breaks — business growth. We will help you find, evaluate, and solve finance challenges in your business with a healthy mix of consulting and technology services.
Is your process getting in the way of your growth?
We know that feeling…back-office activities can become so overwhelming that it can start to get in the way of your employees and how they drive revenue. Supply chain management, distribution process management, configuring pricing, and more—that’s A LOT for you to handle.
However, it doesn’t mean that you or your team should handle it all alone. With the right processes and technology in place, you can setup a streamlined operation for your team to enable your business to grow without jumping through unnecessary hurdles.
We’ve been around the block a few times when it comes to ERP and other back-office implementations. Let us share our experience with you so you can focus on what you’re paid to focus on: streamlining all the financial aspects of the business.
So, what do you get out of this partnership?
Qualified people and optimized business processes.
Most partners will jump right into checking out new technologies with you, making any progress short-lived and unsustainable. But we make sure that you have the right people and processes in place beforehand. We offer business process redesign and solution blueprinting services so that you get the most out of your investments.
Total confidence in your software solutions
There is a ridiculous number of software solutions out there. It’s tempting to just throw products against the wall and see what sticks – but that’s a good way to kickstart an expensive, exhausting, endless nightmare full of pushy product reps and half-assed demos. Thankfully, vendor selection is our specialty. We’re here to make it painless for you.
A bulletproof technology stack
Strong teams take advantage of many technologies to automate their finance-related tasks – from ERP and accounting software, to business intelligence, to data management, and more. With so many moving parts, integration and maintenance can be tricky. We’ll turn your technology stack into the well-oiled machine it deserves to be.
A lifelong resource and fierce advocate for your success
We’re not the love ‘em and leave ‘em types. You will be assigned a Customer Success Manager as a point-of-contact for the rest of your relationship with us. Our customer success offerings include continued education resources, webinars, training services, progress reviews, and more.
Ready to build an intelligent finance culture within your organization?
We’ve got a guide for that. Get your copy of "The Intelligent Workforce: A Guide for Financial Teams."Get Your Guide
Financial technologies and consulting services
Sage Fixed Assets
Executive Vice President
Vice President of Customer Success
Customer Success Manager
From the source
“Many solutions we looked at had a universe of bells and whistles that we couldn’t whittle down to our needs. Sage appealed to us because of the ability customize certain features, and because we could opt out of the features we were never going to use.”