ERP plus CRM: More than the sum of the parts

By | Cannabis, Chemicals, CRM, ERP, Food and Beverage | No Comments

Integrating operational areas with customer relationship data gives your company new insights and efficiencies.

Enterprise resource planning (ERP) and customer relationship management (CRM) solutions offer great tactical solutions to businesses. Taken together, however, ERP and CRM are more than the sum of the parts.

An integrated ERP and CRM solution allows for real-time, actionable business intelligence, giving executives insights they need to make critical decisions in the time of need. Integration breaks down organizational silos and encourages collaboration. Learn more below about the benefits of integrating these tools, industry-specific examples and best practices for combining your solutions.

Benefits of ERP and CRM together

While no two ERP or CRM solutions offer the same features, in general, the roles of each can be defined as follows:

  • ERP: Back-end functions such as accounting, human resources, manufacturing and purchasing.
  • CRM: Front-facing functions like sales, marketing, customer service.

ERPs are built to bring synergy to core functions, providing transparency, a single source of data and improved collaboration and efficiency. CRMs are focused on providing a complete view of customer and prospect integrations, including marketing pitches, outreach, conversations and customer help requests.

Both are designed to build synergy among important functional areas, with the intent that shared knowledge helps to boost operations and outreach. By combining capabilities, you’ll be able to deepen the interconnectedness of various parts of your business.

“The main arguments for the integration … focus on obtaining in real time a coherent view of customers – the possibility of continuous access to everything relating to customer data and information, which … is needed for its proper operation,” state the authors of a recent paper on ERP and CRM integration. “A consistent view of the customer allows employees to make the right and quick decisions.”

Here are a few of the most essential benefits of bringing ERP and CRM together:

Seamless data sharing

CRMs and ERPs have their own unique data collection, storage and formatting guidelines. The advantage of integrated systems is the ability to provide everyone with a unified, transparent and consistent set of information. When the two solutions are integrated, changes or alterations made in one system should be reflected simultaneously in the other.

As business needs change and new data, fields or calculations are needed, the connectivity allows for continued consistency. The system integration allows for new insights, needs and opportunities to be available to each operating unit.

Optimized resource management

Consider the opportunities with a clearer, automated flow of information from sales to production. Companies can gain advantages on production planning, warehouse space optimization, supply planning, materials purchasing and production order prioritization. This benefit helps companies with long sales and manufacturing cycles to plan better based on the status of customer commitments, allowing companies to reduce carried inventory and begin production soon after an order is confirmed.

Faster delivery cycles

Companies with a free flow of information can track and share information on customer details and orders, leading to more accurate and timely shipments, lower operating costs and improved customer satisfaction with on-time deliveries.

Improved product forecasting

Linking marketing initiatives and projections allows for faster and more accurate production forecasting. Operations teams will be able to plan more accurately and companies will not tie up cash by buying excess inventory.

Appropriate and accurate sales proposals

If your sales professionals can see a customer’s complete history – order history, current balance, payment pattern, credit limit and unpaid invoices – proposals will be more consistent and appropriate. Information that’s readily available helps sales managers to make informed decisions, such as asking for down payments or full payment up front.

Sales reps using an integrated solution also have access to the most recent, updated pricing information, including any promotions or discounts. They can also provide more accurate production and delivery dates by accessing production schedules, inventory levels and requisition schedules. If merchandise is out of stock, salespeople can relay that information to customers early on in the proposal process or provide precise projections on timing.

More sales opportunities

Giving salespeople better access to order histories, leads and customer service requests helps them to frame their pitches, giving them a much better likelihood of securing a call, an appointment or a deal. Knowing the frequency of reordering, for example, helps sales professionals reach out proactively to up-sell or cross-sell products or services. When equipment is reaching the end of its predicted lifespan, salespeople can suggest new models of an old product.

Better consistency and standards in customer engagement

With an integrated CRM and ERP solution, your employees will have complete and current information on customers. Whether it’s a sales call, a help request, a product question or a delivery inquiry, employees will understand better the complete relationship, sentiment and pain points. Complete and timely data, collected from both systems, helps employees understand and respond better to customers.

Responsive approval processes

Give your salespeople access to ERP information in real time and they can move contracts through the approval process faster. Same-day signing means faster contract approvals and reduces the time it takes for revenue to be recognized.

Prompt billing and payments

Document sharing lets businesses quickly turn accepted proposals into work orders that can be tracked throughout the enterprise without manual intervention. This process simplification carries over to the finance functions, allowing for faster creation and distribution of invoices, drawing from a single data source. Faster billing leads to faster payment turnarounds and better cash flow.

Consolidated reporting

Combined systems allow for better and more automated reporting, visualizations and data analysis. Reports pull in data from both systems without the need for manual manipulations, conversions or adjustments.

Linking icons.

Applying ERP and CRM data has powerful functional advantages in the food, chemical and cannabis industries.

ERP and CRM industry applications

ERP and CRM solutions need to be uniquely suited to the industry they’re serving. Businesses like food and beverage production, chemicals and cannabis have unique functions and needs for both systems separately and together.

Here is a look at how ERP and CRM integration gives companies in those industries the capabilities essential for success and competitive advantage.


Chemical companies need solutions that address complex functions, including:

  • Formula and recipe management, measure conversions, shelf-life management, packaging and labeling
  • Rapid batch scaling in different sizes and formulations
  • Quality controls that can track – and report to customers and prospects – product quality, shelf life and expiration dates
  • Process design improvements based on customer needs, historical trends, costs and operations
  • Rigorous regulatory compliance mandates, including federal, international, state, local and industry standards
  • Lifetime customer value measurements
  • Worker safety
  • Tracking products from warehouse arrival to manufacturing processes (including intermediary products) to finished goods
  • Traceability forward and backward with ordering histories and delivery data

For process manufacturers, these systems allow for shared, real-time access to information that is valuable to the salesperson, marketing manager, warehouse chief, finance officer and executive.

Food and Beverage

Sound supply chain management is at the core of any successful food or beverage company. While these functions traditional reside within ERP solutions, a CRM integration provides even more opportunities for efficiency.

With tight margins, fierce competition and changing consumer tastes, efficiency is paramount. By integrating the customer relationship insights with operational details, food and beverage companies are able to leverage the three interconnected supply chain components – suppliers, stores/restaurants and customers.

Here are three benefits for food and beverage companies when their CRM and ERP solutions are integrated:

  • Lower operational costs. CRM tools help provide insights and ordering patterns that can improve ordering and inventory management, resulting in lower storage and spoilage costs.
  • Customer segmentation. Targeted sales by customer segments allow for optimized ordering based on demand, relevance and location. Segmentation also allows for better analysis of customer profitability, based on logistical and operational costs. Customer analysis helps finance, sales and operations teams to identify and distinguish between stable, regular business and variable or unpredictable customers.
  • Seasonality. Identifying ordering patterns allows for sales and procurement employees to track, predict and anticipate seasonal variances in demand.


With cannabis and CBD companies emerging and growing as more states approve medicinal and recreational use, businesses in this fledgling industry are seeking solutions. There is a critical need to manage the operational and customer sides, not only for better efficiency and profitability, but also to meet the scrutiny of law enforcement and regulatory agencies at the state and local level.

Cannabis companies need to track and access industry-unique data, such as the costs of materials and energy, growth rates, potency levels and cross-strain breeding attempts.

Integrating this information with customer demand, buying patterns and demographic data helps cannabis companies provide products that are most in demand and most profitable. Pricing, resource allocation and purchasing all benefit from a blending of customer and production data.

How to combine

Combining these two complex business solutions to maximize the potential of an integrated approach is a complex undertaking. Whether buying new solutions or integrating new ones, careful planning needs to happen. Among the key steps are:

  • Determining whether the integration is unidirectional or bidirectional
  • Identifying data and modules to integrate
  • Unifying headers, labels, tags and data formats
  • Mapping data and interfaces
  • Assessing existing and future reporting needs
  • Focusing on user experience
  • Training users

To manage the many complexities involved in developing a cogent integration strategy, companies turn to NexTec. Our integration specialists have extensive knowledge of the providers, solutions and features available and the expertise to deliver a seamless integration experience.

Take a free tour of Sage Enterprise Management to learn more about NexTec and ERP/CRM integration.

Customer intelligence

5 Best practices for customizing your CRM

By | CRM, Salesforce | No Comments
Customer intelligence.

The right CRM customizations can lead to better customer insights that lead to more sales and better service.

The right customer relationship management (CRM) solution can make a major difference in how your employees engage with customers and prospects. Customizing CRM solutions allows for even more powerful information sharing, usage and return on investment for your technology.

Here are 5 best practices for customizing your CRM.

1. Ask the users

When considering customizations, it’s very important to include the users in identifying, prioritizing and implementing new solutions. Your users, from salespeople to customer relations staff to finance employees, are those who use the CRM the most.

Be sure to ask them how the CRM could improve their sales or customer service. Ask for the wish list and consider engaging them in prioritizing the customizations. Getting user buy-in early helps ease implementation and user adoption.

2. Make it simple

CRM customizations should focus on simplifying or automating tasks, saving staff time and providing more insights. Your CRM likely offers lots of options. You don’t need all of them on your employees’ dashboards. Consider customizations that create a different look and feel for each role. Some solutions, like Salesforce, offer optimization tools that show what features are and are not being used.

Coworkers at a shared desk with documents and calculators.

With a single source of data, a CRM ERP integration provides for more insights and collaboration among employees.

3. Focus on data

In order to be truly effective, your CRM needs to have the best and most accurate data available. Raw data can be transformed into actionable insights, but only if the data are good to begin with. Consider customizations that provide easy access to data and give employees a 360-degree view of customers. And if the right data isn’t available, make that a separate priority project.

4. Integrate with enterprise resource planning (ERP) solutions

When you integrate your CRM with your ERP solution, your business gains transparency, unified data and more collaboration. With a single source of data truth, your employees know they’re working with the same accurate information. Integrating these tools gives your business considerable advantages, including:

  • Better business development with stronger insights on new-business targets.
  • Improved operations using automation solutions and better-designed processes that allow for better measurements of marketing campaigns, deals closed and customer relationships.
  • Visualizations that take historical and real-time data to give you a clearer picture of key business metrics, including budgeted vs. actual costs, ROI, cost reporting, profitability and lifetime customer value.
  • Improved responsiveness to customer needs and requests using automation tools that respond faster and deliver more insights on customer sentiment and loyalty.

5. Choosing the right ERP CRM

Choosing the right ERP CRM, like Salesforce Foundations, gets you further faster. With Salesforce Foundations, you can get connected to Salesforce functionality and power quickly.

Salesforce Foundations lets you manage sales teams and assign leads, see progress with intuitive reports and dashboards and give your employees an easy-to-use introduction to Salesforce.

Salesforce Foundations is right for your business if one or more of these apply:

  • It’s your first CRM
  • You have 5-25 users
  • You’re upgrading from another CRM
  • You have a short timeframe

NexTec helps companies select, implement, and leverage leading CRM solutions. Our experience with hundreds of CRM implementations means we can boost ROI through all phases, including configuration, data migration, user training and ongoing support. Learn More About CRM.

Webcast: Streamline your budgets with Solver BI360

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How the right ERP solution reduces food waste

By | ERP, Food and Beverage | No Comments
Tabletop with various dishes of vegetables and grains.

Food waste is an expensive issue for manufacturing companies wanting to reduce operational costs.

Reducing food waste is an important issue for food and beverage companies that can best be resolved by improving communication and collaboration across the supply chain.

Enterprise resource planning (ERP) software that connects users and provides transparency is one of the best ways to curb the food waste issue and improve efficiency. Knowing how the right ERP solution reduces food waste is the first step.

The food waste issue

A recent study about the Belgian food processing industry found that the most common factors contributing to food waste were:

  • Product changes (13 percent)
  • Human error (10.9 percent)
  • Product defects (8.7 percent)
  • Buyer contracts (6.4 percent)

Clearly, all four of those causes are related to poor production and operational processes. As lead researcher Dr. Manoj Dora of Brunei Business School noted, “At most of the companies we went to, there was no standardisation of work or visual management in place. It’s a management issue.”

Dora noted that there are pre-production issues that contribute to food waste, notably incorrect orders, substandard storage and poor inventory management. Within the production environment, interruptions in production and inefficiencies in planning, ordering, processing, packaging and transportation compound the issues.

The scale of food waste is extraordinary. A Boston Consulting Group study estimates that globally 1.6 billion tons of food valued at $1.2 trillion are lost are wasted annually.

Chef preparing a meal.

A food ERP solution helps companies use real-time insights throughout the supply chain to reduce waste.

How food ERP software reduces waste

Your ERP solution offers multiple functions that help lower the amount of food waste. Here are a few of the main benefits:

  • Real-time data. With access to information from the shop floor, mobile devices, suppliers and products in the moment of need, employees can make better-informed decisions and collaborate better, especially for inventory and order forecasting.
  • Mistake reduction. With accurate data from your ERP solution inventory management application and accurate recipe management, there are fewer mistakes that result in scrapping batches or not having the right ingredients available when needed.
  • Improved efficiency. ERPs connect finance, inventory, production scheduling, sales and transportation across the company. Working from a single source of information and processes that are informed by multiple areas, your company will have better operational outcomes, less downtime and better ordering and reordering, and more accurate production.
  • Catch weight management. More accurate catch weights, and tools to track changes over time, allow for accurate recipes, less spoilage and more precise measurements at the time of production. The right ERP tracks multiple measurement units, converts measures, lot tracking and flexible pricing.
  • Food monitoring. Embedded sensors connected to products, lots and batches collect and relay vital information such as temperature and humidity levels that can be used to assess viability or change conditions, save more perishable ingredients and reduce food waste.
  • Traceability. In the event of a recall, an ERP helps you quickly track and trace ingredients and finished products quickly, ensuring better food safety and less waste.

NexTec group helps food and beverage manufacturers identify and implement the right ERP solution to reduce food waste. Download our guide to reducing food waste to learn more about how NexTec improves your investment in ERP technology.

ERP and Business Intelligence in the Distribution Industry

ERP and Business Intelligence in the distribution industry

By | Acumatica Cloud ERP, Dashboards and KPIs, Distribution / Supply Chain, ERP, Warehouse management | No Comments
ERP and Business Intelligence in the distribution industry

The right ERP solution for distribution is essential. Pair it with a BI solution and you can get that bird’s eye view you need to make your business really shine.

Your warehouses, inventory, and business generate a lot of data. When all this data enters your supply chain, it can quickly overwhelm both you and your vendors. Unfortunately, for distribution businesses whose success relies on their ability to deliver products to customers in a timely manner, a mountain of data can harm visibility, reduce timeliness, and ultimately slow the business to a halt.

To solve the problem, you need to have the right tools and skilled data analysts to guide your data through the system in a way that makes decision making easier and decisions smarter. Distributors that turn to dashboards, analytics, and business intelligence (BI) software integrated with ERP and other key internal systems are able to unlock the secret value hidden in their data and make wise choices based on what they learn.

The many benefits of BI for the distribution industry

Business intelligence brings together a wide range of data from a wider variety of sources. Those in distribution know first-hand how difficult it can be to combine sales, finance and invoicing data from multiple warehouses, vendors and partners. BI software can help solve the problem by pulling the data together so that it is easily accessible and makes sense.

Link your BI software with your ERP software and you have a tool that can help you make instant and powerful changes that will put your business on the path to greater success.

Here are 3 key benefits to combining BI with ERP software.

1. Better planning and inventory management

A powerful inventory management solution is key to maintaining stock, planning for variability, and minimizing inventory costs. But if the people running your warehouse aren’t “data” people, you may never know how well your inventory is being managed.

Enter business intelligence. Rather than forcing these non-financial people to adapt and adjust to the complexities of an ERP solution, you can provide information at their fingertips with customized dashboards and readily available insights. Dashboards can be customized by role, by user, or by position and keep the people on the front lines informed in real time.

By making data more accessible, accurate, and understandable, you can improve planning, ordering, and much more. Get to know more about the benefits of integration and its role in managing complexity by reading our blog, “The Need to Know is Always Now in Warehousing and Distribution.”

2. Increased profit margins

Distribution operates as a low-margin, high-volume business. Any ding or dent in your profits will impact the bottom line much more quickly than another business. And there are so many ways those dings can happen – inventory storage costs, customer preference changes, reputation hits from lack of inventory. You need a clear picture not only of your inventory situation, but how inventory decisions will impact finances.

BI software can take a wide range of data out of your other systems such as Customer Relationship Management (CRM), Inventory Management, ERP, and more, and give you intuitive drill-down functionality that you can access from anywhere at any time. Want to know what your most profitable product is this month? Want to understand how each warehouse is performing? Want to know which warehouse is the best location for a specific product? Learn all this and more from your BI solution while at your desk, at a café with your laptop, or on your way to work with your mobile device.

Learn more about how ERP empowers you to keep up with changes in the supply chain here.

3. Reduced delivery time, fewer issues, happier customers

A distributors’ profits connect directly to well controlled inventory and warehouses. One of the most common places that profits can take a hit is through lost sales and returns. Customers are less tolerant of mistakes than ever before. So, when the wrong item is shipped, or the item is defective, the customer does not care if it was your shipping firm or 3PL that dropped the ball, they will blame you. Get it right always and your customers will love you for it.

By integrating your processes and systems with BI software, you can gain a clearer understanding of what went wrong, where it went wrong, how to rectify it and keep it that way —before your reputation takes a hit.

Pair your ERP with BI to make your distribution business a success

The right ERP solution for distribution is essential. Pair it with a BI solution and you can get that bird’s eye view you need to make your business really shine. NexTec Group consultants have been helping distribution companies select and implement ERP, BI and CRM for a quarter century. If you believe 2019 is the year that you truly take control of your supply chain, let’s talk. We’re here to help.

Benefits of a Mobile ERP Solution

The benefits of a mobile ERP solution

By | Acumatica Cloud ERP, ERP | No Comments
Mobile ERP Benefits

Having accessibility to real-time information helps workers in the field make better decisions in a shorter amount of time, while keeping those at headquarters better connected to staff working outside the tradition office environment.

The way people do business is changing. No longer are workers logging hours on a fixed schedule in a designated office space-they’re on the go and taking work with them. Companies need a way to empower workforces with the necessary tools and information to get the job done, whether in a boardroom or at a remote location.

The solution businesses are turning to is mobile ERP. Being able to access and operate with company data whenever and wherever via smartphone, tablet, or a laptop also increases productivity. Having accessibility to real-time information helps workers in the field make better decisions in a shorter amount of time, while keeping those at headquarters better connected to staff working outside the tradition office environment.

Let’s look at what a mobile ERP can do for companies that are ready and willing to innovate.

Empowering the workforce

It’s clear that mobile access to company resources and information benefits employees. They’re able to log in in real-time while on the road for business travel or from their home offices. Now, employees are able to refine work outside of traditional business hours.

Aside from increasing employee efficiency, mobile ERP applications also have the ability to improve business processes. Mobile ERP reduces risk by connecting workers and providing employers with ways to communicate out into the field in real-time. The possibilities for utilizing this handy feature are endless, but could, for example, include notifications about delivery troubles or environmental hazards. Having a solution that can be accessed from any device quickly and easily can dramatically circumvent such risks.

Providing this type of flexibility benefits not only individual staff, but also the company as a whole. Employees will be better informed to make critical decisions–often with access to predictive analytics–which can save organizations both time and money.

Innovation brings growth

Having access to company information and data helps employees to better communicate with customers at any time and place, mitigating issues before damage occurs. Keeping customers in the loop as issues arise improves trust and satisfaction–both of which can improve the company’s overall customer satisfaction, and ultimately, brand loyalty.

With communication and real-time updates, all departments and funnels will be in the know, relating consistent messaging to clients. Happy customers typically mean happier workers, as well. When the workforce isn’t running around needlessly attempting to put out fires, they can better achieve their goals with greater efficiency.

Project management becomes easier thanks to mobile ERP apps that encourage positive workflow, notifying teams when tasks are moving through the pipeline. Employees can be alerted when an item is awaiting their approval or attention. This cuts down on traditional processes that can waste a lot of time. Emails are reduced and staff are able to avoid scheduling timely meetings to stay informed. The software simply sends an alert to a worker’s smartphone, improving the worker’s and company’s competitive advantage.

Acumatica Cloud ERP mobile app

A mobile ERP is a business strategy that fosters growth, profitability, and employee satisfaction. It’s important that a company finds a system that works for them. Acumatica gives businesses flexibility and accessibility with its award-winning cloud ERP mobile app.

Named to PCMag Best Business Mobile Apps, this solution offers abundant benefits, including a unique pricing model, and fully integrated and secure applications. Access all the benefits of Acumatica’s cloud ERP through this streamlined solution regardless of location or device.

Businesses are transforming into mobile workplaces by leveraging the power of the internet–don’t get left behind. Selecting the perfect mobile ERP platform for your organization is vital for growth and remaining competitive in every industry.

NexTec is a leading Acumatica implementation partner. We can demonstrate how Mobile ERP can help your business. To request a demo, or a complimentary assessment, contact us.

Female construction worker with orange hard hat and vest.

Acumatica: Ideal for Field, Professional and Oilfield Services

By | Acumatica Cloud ERP, ERP, Field Services, Oilfield Services, Professional Services | No Comments
Female construction worker with orange hard hat and vest.

Oilfield services companies need solutions that allow for precise project accounting, data collection and analytics.

If your business offers services – as a professional firm or a resources exploration company – you need software solutions that keep everyone connected.

With the right enterprise resource planning software solution, you’ll have the proper tools that connect core components of your business, helping your teams be more productive and coordinated. You’ll have better outcomes for your business and your customers.

Your ERP solution helps your business, whether field services, professional services like law and accounting firms, and oilfield services, with the unique, industry-specific functionality that is necessary for success.

An ERP solution also solves common challenges among services companies, including:

  • Meeting customer expectations for reliability and on-time delivery
  • Regulatory compliance with local, state, federal, international and industry mandates
  • Loss of institutional and client knowledge due to employee turnover
  • Complex taxation requirements

Below is a closer look at the core benefits of ERP software and why Acumatica is ideal for field, professional and oilfield services.

Unique challenges for industry

Your company’s business requires specialized solutions that address core challenges that are often difficult to resolve. That’s where Acumatica comes in. Acumatica’s ERP solution has been designed to deliver on the greatest needs for field services, professional services and oilfield services businesses.

Here is a closer look at some of the challenges each of those industries regularly faces:

Field Services

Field service companies have to address a wide range of customer demands and complexities in scheduling, operational efficiency and logistics. Among the common challenges are:

  • More product complexity as the variety of and technology used in products grow. Items such as refrigerators, washing machines and HVAC systems are increasingly “smart.” These connected devices require technicians that can address mechanical and digital issues.
  • Increased competition in both product sales and service providers
  • Ever-increasing customer demands and expectations
  • Staff turnover due to retention challenges and an aging workforce

Professional Services

Professional services firms are selling an intangible product – time and knowledge. This creates challenges related to workload management and balancing client services with sales and marketing. Law, accounting and other professional services businesses are looking for:

  • Commercialization of data and insights delivered via automation solutions
  • Technology that can automate complex processes by breaking them into simple components such as research, data analytics, document assembly, contract management and project management
  • Data agility that allows for better collection, storage, reporting and usage of large amounts of information that provides for faster, accurate insights and solutions for clients
  • Staff efficiency driven by technology that allows for employees to focus on more critical, strategic tasks instead of clerical and administrative responsibilities

Oilfield Services

Complex projects occurring in multiple geographies requires tools to collect and transmit large data sets in real time that can inform key decisions. Oilfield services companies often grapple with:

  • Managing potential risks
  • Maintaining financial control across projects in different areas and under different legal structures
  • Supporting upstream players via repair and maintenance of wells and drilling equipment, drilling rig leasing and seismic data processing
  • Real-time visibility into production costs, yields and outcomes
  • Data sharing across multiple systems
  • Compliance with multiple regulatory mandates
  • Optimizing field logistics and the supply chain
  • Tracking equipment and other assets

These challenges are among the core reasons to use an Acumatica ERP solution.

Work on site.

Field services companies are facing increasingly complex products and more demanding customers.

Advantages to ERP solutions for services companies

Why are more services businesses turning to enterprise resource planning solutions? Because these products address core needs and deliver operational excellence, allowing principals to focus on key business needs.

Here are some of the advantages of choosing a cloud-based Acumatica ERP:

  • Single source. Eliminate the need for costly third-party integration services, expensive add-ons and inefficiency with a completely integrated system that provides a single source of data that can be used across the company.
  • Accurate, efficient data. With one data source, there’s no need to re-enter information in different systems, resulting in fewer errors and information that is more precise.
  • Streamlined operations. Improve efficiency with integrated applications for financials, customer relations, distribution, project management, project accounting and service management.
  • Anywhere access. With cloud-based access and mobile applications, users can access information, files and reports from any internet-connected device at any time and from any location.
  • Security. Service companies have legal and regulatory mandates about how data, especially client data, is collected, stored and used. Other requirements specify security precautions that need to be in place. Acumatica data is secured with the most rigorous physical and software protection.
  • Cost predictability. One license allows you to extend access to new employees or other users without incurring incremental costs and additional licensing fees. Extend access to customers to review accounts and check on status.
  • Operational ease. The cloud-based solution means there is no on-premises equipment to install, configure, maintain and upgrade.
  • Scalability. As your business grows, your Acumatica ERP scales accordingly, allowing more data to be stored and accessed easily.
  • Relationship management. Improve your company’s relationships with partners, suppliers and customers. Gain a 360-degree view of your customers’ interactions with sales, marketing, finance, fulfillment and customer service.
  • Customer management. Manage leads, contacts, accounts and cases with a consolidated view of all prospects and customers.
  • Automated sales and marketing. Integrate your sales and marketing operations with automation tools that track, manage and assign leads to sales teams, resulting in shorter sales cycles and increased closed-business rates.
  • Contract and order management. Use company-defined sales workflows to expedite orders and contract creation and execution with tools to handle discounting, flexible pricing, variable service rates and long-term or warranty-specific support cycles.
  • Adaptability. Acumatica ERP is designed to respond to ever-evolving and changing customer demands for better service, incorporating cloud computing, business intelligence, analytics, automation, e-commerce and mobile technologies.
  • Better insights and productivity. Business intelligence tools and dashboards deliver insights into client trends and purchasing patterns that increase billable hours and staff productivity.
  • Integrated document management. Share invoices, customer interactions, inquiries and contracts across disciplines to provide consistent and coordinated service. Automated and rules-based workflows route documents, track activity, avoid delays and signal when a step in the process is behind schedule.
  • Logistical control. Dispatch calendar boards optimize travel routes, rearrange appointment orders, schedule and dispatch employees to the right job at the right time.
  • Time and expense management. Make timesheet and expense report entry easy for your employees, subcontractors and partners with capabilities on mobile devices. Accelerate the collection and reporting of project costs with tools that consolidate expenses and allocate shared expenses.
  • Project accounting. Manage project budgeting, billing and profitability across projects, employees, materials, resources and tasks. Project accounting integrates with general ledger, accounts payable, accounts receivable and inventory management.
  • Improved cash flow. Fulfill orders and requests faster with fewer mistakes, allowing for faster collection and reconciliation processes.
  • Collaboration. Portals allow for internal collaboration and partnership with freelancers, contractors, partners and customers.
  • Employee empowerment. With a single source of data and a complete view of client engagement, employees have a more complete understanding of relationships, can make better decisions, and can deliver better service.
  • Employee engagement. Better scheduling, allocation and assignment tools allow for better employee outcomes, improved engagement and reduced risk of burnout. These benefits lead to more satisfied, productive and effective employee outcomes.
  • User friendliness. Acumatica allows users to customize views, displays, reports and dashboards using fields and data that are most relevant to their work. Browser-based drop-down menus, point-and-click functionality and visualizations make the platform easy to use quickly.
  • Software integration. Acumatica integrates seamlessly with other work productivity applications such as the Microsoft Office suite of programs. It also integrates with credit-card processing, barcode, project management, e-commerce, print, promotion and supply chain solutions.
  • Reliability. Acumatica’s ERP solution is designed to remain operational, a promise made in guaranteed service level agreements.
  • Data recovery. In the case of a natural disaster or a cyberattack, Acumatica data backup and recovery services ensure that there is minimal disruption and fast restoration of your data.

Acumatica offerings

Acumatica’s enterprise resource planning solution is designed with service industries in mind. Its applications meet specific needs for field services, professional services and oilfield services providers, including:

  • Financial Management – General ledger, accounts receivable, accounts payable, cash management, currency management, tax management, deferred revenue accounting, intercompany accounting, recurring revenue management, fixed assets, human resources and payroll
  • Customer Management – Sales automation, integrated marketing, service and support automation, customer self-service
  • Project Accounting – Cost tracking, advanced billing, time and expense management
  • Inventory Management
  • Sales Order Management
  • Purchase Order Management
  • Materials Requirement Planning
  • Requisition Management
  • Time and Expense Management
  • Service and Support Automation

NexTec Group proudly works with services companies and other industries to identify the systems and tools that make a difference and deliver a competitive advantage. Our skilled and experienced consultants have extensive knowledge of the industries, vendors, products and features, helping our customers choose, implement and optimize their technology solutions.

NexTec works closely with Acumatica customers to deploy and configure the ERP solution and integrate legacy systems to create an integrated software product. We also provide training, insights and supports to ensure your business gets the most return from your investment. To learn more about how NexTec and Acumatica deliver exceptional products that solve your services company’s most critical business needs, give Acumatica a try.

Cannabis plant.

Sage Business Cloud Enterprise Management for the cannabis industry

By | Cannabis, Sage Enterprise Management | No Comments
Cannabis plant.

An enterprise resource planning solution helps cannabis companies meet demands for traceability and compliance.

The cannabis industry is experiencing extraordinary growth as more jurisdictions allow for personal and medical use of products.

In this time of growth, many cannabis companies are grappling with complexity, unique operational needs, regulatory mandates and efficiency concerns. Businesses realize they need the right suite of enterprise resource planning (ERP) tools to address those challenges.

A closer look at those needs reveals that Sage Business Cloud Enterprise Management for the cannabis industry is the right ERP solution.

New Challenges for a New Industry

If you’re the owner of a cannabis company, you’re likely facing an array of challenges while seeing extraordinary opportunity in the growing industry. Having an ERP solution that is designed for the cannabis industry helps address many of those issues, including:

  • Customer Analytics. Understanding your customer base is essential for any business. As cannabis companies grow and expand their market share, they need tools that provide them insights about product popularity, demand iand profit margins. Leveraging the data from yields, materials, sales, marketing and spending habits helps shape product selection, pricing and customer service.
  • Traceability. Cannabis companies have an obligation to track information about strains, growing conditions, product ingredients and customers. This responsibility requires transparency throughout the supply chain to meet customer expectations and the scrutiny of regulators and law enforcement. Distribution management software and analytical tools that are designed for the cannabis industry allows for seed-to-sale efficiencies, data collection and reporting.
  • Compliance. Most cannabis businesses are under the watchful eye of state and local regulations. There are also restrictions on banking, THC levels and pesticide use on plants. Complex tax guidelines also need to be followed. IN short, cannabis companies need systems that collect and report on data with precision, available in the moment of need and accurate. The right ERP solution gives your company the tools to meet myriad regulatory mandates and remain compliant.
  • Competition and Big Cannabis. As your business grows and demonstrates profitability, it becomes a target for other competitors eager to get a piece of the action. Large cannabis enterprises are purchasing and managing smaller operations. To be attractive to potential buyers and stave off the competition, your cannabis business needs a solution like Sage Business Cloud Enterprise Management that integrates financial, customer and product information to allow for better insights and decisions.
Cannabis oil.

The right cannabis ERP helps your company optimize growing conditions for better yields and to meet customer demand.

What to Look for in a Cannabis ERP

Sage Business Cloud Enterprise Management is a web-based ERP that offers the features necessary to run a successful cannabis business. The Sage solution includes modules that focus on financial management, supply chain management, production management and reporting and business analytics.

This powerful suite of applications delivers needed solutions for your business, including:

  • Crop management
  • Corrective Action / Preventable Action (CAPA) management
  • Seed-to-sale traceability
  • Inventory tracking
  • Integration with government regulatory systems

NexTec Group partners with Sage to offer customers the tools and functionality they need to succeed. NexTec has developed a powerful set of add-ons, called CannaBusiness ERP, that enhances you Sage Business Cloud solution

NexTec has developed powerful tools that work in tandem, with the Sage Business Cloud solution. Called CannaBusiness ERP, it’s a powerful set of add-ons that allow for more enhancements to the Sage Business Cloud product, including grow operations and optimization management, production scheduling, product forecasting and quality control.

Learn more about technology that runs your CannaBusiness.

Sage Business Cloud Enterprise Management Benefits

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Sage Business Cloud
Enterprise Management Benefits

Transform your business with a robust, flexible system
to manage all your operations in one place.

Financial management

Budgets & accounting

Control your finances, cost and budget accounting, commitments and fixed assets. Sage Enterprise Management easily handles transfers between your subsidiaries and your headquarters, as well as from one country to another.

Fixed assets

Efficiently and effectively manage your fixed assets throughout its entire lifecycle with traceability of capital expenditure. Sage Enterprise Management has numerous depreciation models to use for your fixed assets.

Financial reporting

Gain actionable insights that provides your entire team with real-time analytics, alerts and notifications. Respond quickly and strategically to changing business conditions.

Supply chain management


Manage your purchasing process from beginning to end, starting with Reqeusts For Quotes (RFQs), input and follow-up of replies, as well as pricing and discounts.

Inventory and sales management

Keep up with demand and ensure optimal efficiency with real-time monitoring of inventory. See your product data with multiple units of measure and location.

Customer service

Sage Enterprise Management integrates with sales, inventory, purchasing, finance and manufacturing for a completely understanding of your customers’ activities.

Production management

BOM planning

Sage Enterprise Management has robust single and multi-level Bill of Materials management to ensure the highest level of product consistency, quality and collaboration.

Shop floor control

Manage your shop floor with ease including actual and elapsed time, direct and indirect labor, and clock in and out.

Quality control

Maintain and retain the highest quality standards, including proactive monitoring through complete product traceability.

Manage your production

Manage successful and profitable projects through their entire lifecycle with robust, integrated project management capabilities.

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in action

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Sage Enterprise Management industries

Food and beverage

Ensure compliance, track ingredients, manage product recalls and more.

Learn more


Streamline your operations. Improve customer service, inventory control and product recalls.

Learn more


Track plants and products from seed to sale, maintain compliance, control inventory and manage product recalls.

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Track products from start to finish, control inventory, manage product recalls and more.

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Track products from start to finish, manage formulas, control inventory and handle product recalls.

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Medical devices

Track products from start to finish, control inventory, manage product recalls and more.

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Track plants and products from start to finish, control inventory and manage product recalls.

Learn more

Ready to get started with Sage Enterprise Management?

NexTec Group works with companies to select, implement, and leverage leading ERP solutions to deliver on the benefits and efficiencies this powerful technology promises. Schedule a demo of Sage Enterprise Management and see why it’s the best thing you’ve ever done for your company. We have the largest and most experienced team of Sage Enterprise Management consultants in the industry to help you.

Contact us to learn more.

Sage Authorized Partner
Acumatica Alexa Integration

Acumatica announces first-ever business skill for Alexa

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Acumatica Alexa Integration

Now, customers can do a variety of things via voice command, including checking inventory, looking up and approving expenses and updating opportunities in customer relationship management tools.

As the world’s fastest growing cloud ERP, Acumatica is committed to continuous refinement and improvement of its offerings. In January at the Acumatica Summit, leadership announced the beta release of its newest product: Acumatica 2019 R1.

What exactly does this mean to Acumatica users? Let’s take a look at what this innovation can do to improve your business experience.

What is Alexa for Business and what does Acumatica have to do with it?

Many of us have heard of Alexa as a home assistant. It’s proved to be an excellent tool on the homefront, letting users know when their laundry is ready, dim lights in a room without even being on premises, among an array of other handy tasks. With Acumatica’s deployment, Alexa has grown up and is ready to shine in the most professional of environments. The goal of Alexa for Business is to enable organizations and employees to get more work done. This intelligent aid helps users to be more productive while in meeting rooms, at their desks, or even at home with the Alexa devices they already have in place.

Now, customers can do a variety of things via voice command, including checking inventory, looking up and approving expenses and updating opportunities in customer relationship management tools. That’s right, all this information is readily available in the cloud ERP–just give Alexa the word. The new Acumatica Alexa skill brings to life what Amazon imagined when it announced Alexa for Business in November 2017. It enables users to bring the digital brain from the factory floor to the boardroom… and just about anywhere in between!

Why this integration matters

Customer and partner feedback are the driving force behind this rollout. Acumatica takes heed of the information and insights it collects, working to improve its product offering through continuous refinement and improvements in the cloud ERP platform. Development for this offering was no small task–in fact, Acumatica has been working with Amazon on this skill for years.

At the Summit, which drew a record number of attendees–more than 1,500 customer, partner, media, and analyst participants–Acumatica demonstrated the new technology through a series of demos, highlighting advances in usability, order management and inventory, financials, project accounting, and CRM. There are also industry-specific features and improvements for Construction Edition, Manufacturing Edition, and Field Service Edition. This software version also brings improvements with natural language search, machine learning, and workflow automation.

Using Amazon Web Services for its public cloud offering, Acumatica offers customers the choice of running its software on-site are through their own data centers.

Software tie-ins with Microsoft and Google

The alliance between Acumatica and Alexa is just the beginning. The company also announced tie-ins with offerings from other big tech companies.

Acumatica Cloud ERP Connector for Microsoft Flow provides employees with the technology to streamline tasks across apps, sync files, get notifications, collect data, and more with Microsoft’s automation tool–and all without any help from developers.
Google’s Cloud Vision Product Search offers a new beta program integration that allows users to more easily look up items.
Acumatica has added another layer of reporting and dashboard offerings thanks to the integration of a suite of data analytics tools from Tableau.

At NexTec Group, we can help companies identify and deploy the right ERP solutions that drive better operations and new revenue opportunities. With NexTec, your company can get more out of its ERP investment and take your data to the next level. Contact us to learn more about how NexTec can drive transformation in your organization.