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1 Newsletter Winter Sage 50 Payroll RTI Edition What will the new Sage Payroll RTI Edition deliver? Page 5 Focus on...crm What is CRM? Page 3

2 Welcome Contents News and Welcome 1 Sage 50 Accounts Pulse 2 Focus on...crm 3-4 Sage 50 Payroll RTI 5 Meet the Sales and MarketingTeam 6-7 Welcome to the Solutions Winter newsletter, with Christmas now a distant memory, we are into the year 201 3, so I would like to wish you a very happy and prosperous new year! This edition we focus on Customer Relationship Management (CRM), detailing what CRM is and how it can help your business. We also have information on Payroll RTI, Credit Hound, Sage 50 Accounts Pulse and also this time meet the sales and marketing team! On the events front keep an eye on the website as we will have a series of dates for various seminars available shortly, if you missed the Payroll RTI seminars last year then we are running an additional one on 26th February, to register visit the website or me at co. uk If you require any further information on any of the articles in this newsletter then please do not hesitate to contact us on or fill in the attached fax back form. Sarah Newman Marketing Coordinator Credit Hound V4 Automate your Credit Control with Credit Hound V4 Credit Hound can automate your credit control processes, it links to your accounting system to find out which invoices are due, with no need to look at an Aged Debt Report! Depending on your client base Credit Hound can write batches of letters and/or schedule calls in your diary. Be pro-active, Credit Hound can even send a reminder a few days before the invoice is due, increasing the chances of it getting paid on time, and when payment isn't made it will continue to send reminders on your behalf. This leaves you free to concentrate on making the calls to chase payments, whilst Credit Hound takes care of the admin. Even better, it can save your business loads of money. Improve your cash flow by getting paid sooner Save time and improve efficiency Save money on postage and stationery Resolve disputes quicker, with built in dispute management Available for Sage 50 and Sage Solutions for Accounting Newsletter NEWS - Coming soon...sage 200 v201 3 including Cloud Edition due for release April/May

3 Sage 50 Accounts Pulse Effortless, Actionable, Business Insight on Demand for Windows 8 Get Instant business insight Transform data into knowledge with easy to understand views of your business finances, customers and suppliers Simple, stylish interactive charts show your business cash position on demand and in real time Instant and clear highlights show you what you need to know in the office and on the go Keep on top of business finances Review profit and loss, income and expenditure, without having to rely on time-consuming preprepared reports. Compare performance month on month, year on year, with easy to understand graphs Instantly view money owed and overdue to help improve your business cash flow Improve your business performance Make informed decisions with up-to-date, accurate and instantly accessible information Have the confidence and knowledge to steer your business performance React quickly to opportunities or spot cash flow issues before they become problems Understand the detail behind key facts and figures by drilling into the background data Strengthen relationships with customers and suppliers See who owes you money, who is on good credit terms and who you owe money to Review recent customer communications and transactions so you re up to date before you start a conversation Highlight customers and suppliers who merit special attention by adding them to your watch list For more information Call or 2 - Solutions for Accounting Newsletter

4 Focus on... CRM What is CRM? Customer Relationship Management (CRM) is a business solution that gives you the ability to connect with and understand your customers. It is a combination of people, processes and technology and covers every interaction with your customers across the entire business. Solutions for Accounting are one of the leading Sage CRM specialists in the UK, providing our customers with exceptional implementation and support. Sage CRM Interactive Dashboard Manage your business, your key accounts and your working day from a single screen with the Sage CRM Interactive Dashboard 3 - Solutions for Accounting Newsletter

5 Sales - Make the most of every sales opportunity Sage CRM directs your sales efforts towards the most profitable, most winnable deals and helps you make the most of cross-selling and up selling opportunities. With instant access to pipelines, calendars, sales, reports, contacts and much more, your sales people are freed up to focus all their efforts on selling. Automated workflow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared and accessed by anyone that needs it. Maximise the values of each and every sales opportunity in your pipeline Create accurate quotes and orders in a couple of clicks Manage collaboration and team selling across your department with ease Eliminate guesswork; make decisions based on accurate, real time information Empower your team and boost productivity with a single view of leads, opportunities, tasks and activities Enables quarterly sales performance monitoring, improving consistency across the sales organisation Maximises cross and up-sell opportunities Reduce time spent in the office on sales administration (more time on sales calls) Enable sales teams to work effectively regardless of their location with Sage CRM mobile 4 - Solutions for Accounting Newsletter Marketing - Make your marketing budgets work harder Gaining a deeper understanding of your customers and their buying behaviour is critical in today s competitive marketplace. Sage CRM provides powerful tools for marketing teams to plan, execute and audit highly targeted marketing campaigns. Create and manage impactful campaigns, from lists to leads Plan, execute, and track marketing campaigns with ease Drive your marketing from an intuitive dashboard Execute and manage highly targeted campaigns Keep on top of your marketing spend Have total campaign management Make the most of every lead Create highly targeted lists Create effective drip marketing to maximise your message Customer Service - Make the most of every interaction Sage CRM helps you to manage customer relationships based on best practice, enabling you to define processes, track cases, and share effective solutions to customer issues. Exceed your customers expectations with outstanding service A dashboard that shows you everything you need, exactly when you need it Keep track of every case Ensure issues are escalated Find out more Call or

6 NEW! Sage 50 Payroll RTI Edition What will the new Sage Payroll RTI Edition deliver? In product prompts and guidance on how to complete key RTI tasks A dedicated RTI support area, which will act as a first reference point for handling RTI An updated demo data function where users can practice RTI prior to starting for real Check data will highlight at the touch of a button any discrepancies in data which might lead to complications with EAS and FPS submissions to HMRC. This edition of Sage 50 Payroll has been specifically developed to make your transition to RTI as simple as possible with a number of features to help get you prepared for this important legislation change. Other features included to help you prepare for this important legislation change include: NEW RTI Centre onestop-shop for help and support to prepare for RTI NEW RTI Centre Health Check checks your data, spots errors and provides solutions NEW RTI Submissions Log enables you to keep track of internet submissions to HMRC NEW Report Browser clear signposting, with easy to understand report descriptions RTI is happening...not ready? Don t worry, Solutions for Accounting are running an RTI Seminar in Nottingham on Tuesday 26th February to help you prepare for this significant legislation change. For more details and to register for this seminar visit 5 - Solutions for Accounting Newsletter

7 Meet the Sales and Marketing Team... Sean Graham Sales Director After leaving University I joined an accountancy practice and took my ACCA exams. In 2002 I left professional accountancy to set up my own company and start training in accounting related products. After working closely with Solutions for Accounting for 6 months I then joined the team in 2002 and my role has since involved implementing and training in Sage 50, Sage 50 Manufacturing and ACT! range. As Sales Director of Solutions for Accounting, I now concentrates on managing clients who have more complex requirements and am a specialist in the larger Sage 200 Suite of products including Sage 200 Manufacturing. 6 - Solutions for Accounting Newsletter Anita Nayar Jonathan Clarke Pre-Sales Consultant I originally began working for Solutions for Accounting in 2007 as a Support Technician, providing quality support and customer service to our Sage 50, ACT!, Sage 200 and CRM client base. I made the move to Sales in the Spring of 2011 and never looked back! My main role as Pre-Sales Consultant is to grow the CRM side of the business, whether that be Sage CRM or Sage ACT! When not at work, I can be found either at the Gym, the 5 a side pitch, travelling or out walking my Labrador. I am also currently enjoying the early stages of being married after a Las Vegas wedding in June, which thankfully didn t involve Elvis! Sage Consultant My name is Anita and I head up the North West branch of Solutions for Accounting in Stockport. I am involved with sales, demonstrations, installations, training, support etc. I used to work for Sage in technical support many years ago! I have 2 children aged 7 and 4 so don t really get much spare time, but when I do I like going to aerobics classes. I am also a tutor at an Open Study College for which I was recently shortlisted as a nominee for tutor of the year.

8 Meet the Sales and Marketing Team... Continued Leeann Wilkinson Sage Consultant Hi my name is Leeann and I began my career in an accountancy practice preparing statutory accounts for clients. In I joined Solutions for Accounting. My role is that of an accounts manager for all the Sage 200 clients helping them to get the best out of their processes. In my spare time I enjoy holidays abroad. Sarah Newman Marketing Coordinator I m responsible for Solutions for Accounting s marketing, keeping you up to date with the latest product updates, new features as well as any upcoming events. I also look after the Solutions website and branding which are both about to undergo a big change! When not working at Solutions I love to travel and see new places, I m also a shopaholic, make up junkie, fashion addict, food lover, occasional tennis player and very amateur chef! Contact us Tel: Website: Kathy Warner Partner Programme Coordinator I work with our partners, mostly accountants, consultants and IT companies, who recommend us to their clients when they are looking for Sage related products or services. As a seasoned networker I have a few early starts attending breakfast meetings or setting up our exhibition stand at business events where I promote our products & services. In my spare time I practice Tai Chi and am a fan of athletics (Go Notts AC!) and sometimes volunteer to help out with the scoring at events. I have two grown up children and at weekends can be found driving up and down the country watching my son run in competitions at national level or enjoying a weekend shopping break with my daughter. /company/solutions-for-accounting 7 - Solutions for Accounting Newsletter

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