Professional Services ERP Software - X3 Consulting

SAGE X3

PROFESSIONAL SERVICES ERP SOFTWARE

PROFESSIONAL SERVICES SOFTWARE FROM SAGE X3 BUSINESS CLOUD

Sage Business Cloud X3 for services businesses allows you to automate processes easily including creating customer invoices, revenue recognition entries, and budget adjustments. Input data on the go with your mobile and get real-time insights on completed tasks.

Sage Business Cloud X3 helps you successfully manage your entire project lifecycle so you can focus on delivering an extraordinary customer experience.

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Sage Business Cloud X3 integrates all your information and business processes within a single database system to simplify the way you manage your business. UK or International, on premise or in the cloud, on desktop or mobile; Sage X3 is flexible enough to meet all of your requirements. All solutions enable you to work from anywhere and include everyone keeping all operations within one central powerful global ERP system

Process customer enquiries with accurate information about project costing, pricing and more

Sage software is customisable to meet company-specific processes, user roles, and preferences. Visual processes, automated workflows and alerts, document management, and communication tools are features available in the system. It is designed to support global organisations with multiple companies, sites, languages, currencies, and legislations. Customisable add-on tools extend software capabilities, and it interfaces with third-party software including e-commerce, tax management and more.

BE MORE RESPONSIVE, RETAIN CUSTOMERS AND CONTROL COSTS

Sage Business Cloud X3 for professional services organisations allows you to streamline all of your service operations and keep the operational, sales and financial elements of your customers’ projects under control. With streamlined workflows and improved real-time collaboration of your team, you’ll be able to focus on the needs of your customers.

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SATISFY AND RETAIN YOUR CUSTOMERS

Looking for ways to overcome business challenges and satisfy customers?

 

Process customer enquiries with accurate information about project costing, pricing and more.

Key capabilities include: 

Multiple project templates 

Full project management lifecycle

Automatic calculation of a suggested price

Budget forecast per task and project

Record of all project reviews and adjustments

 

AUTOMATE ADMIN TASKS SO YOU CAN FOCUS ON YOUR CLIENTS

Time is precious in the highly competitive services sector. You need to focus your attention on client satisfaction, project delivery and managing your resources. Make the move to Sage for powerful finance and enterprise management solutions designed to let you focus on what you do best – delivering an extraordinary customer experience.

FUTURE-PROOF YOUR SERVICES BUSINESS

Embrace cloud and mobile technologies to deliver a world-class service to your clients and adapt to an ever-changing environment. With flexible business processes and real-time analytics, Sage X3 can help professional services enterprises to quickly adapt to changing client demands and market pressures. With people and projects often spread across multiple sites, it’s crucial to keep everyone working from the same information source – and with helpful tools to enable real-time collaboration and communication.

Judi Babbage

Financial Processes Consultant, Woven

Being able to see real-time data and put reports together without too much fiddling has been amazing. And it’s not just the speed that’s remarkable, it’s that the data can now be trusted too so we don’t have to spend hours rechecking everything. The beauty with Sage X3 is that if there ever is a problem with data being entered incorrectly, then we can see it and fix it immediately.

Resources

Read, watch, and share best practices.

E-book

CFO 3.0 – Digital Transformation beyond Financial Management

PRODUCT Guide

Read more about how Sage X3 can transform your business

E-BOOK

Why businesses must build a strong digital core

E-BOOK

Align and prioritise your company strategy with your tactical needs

Expand your solution capabilities with integrated solutions from Sage and certified partners.

Sage Enterprise Intelligence

An intuitive business intelligence solution for all areas of the business, which helps you reduce time spent on analysis and reporting

Electronic Document Management

V1 Electronic Document Management is a comprehensive document management solution not only for storing documents electronically but also for generating and delivering documents electronically and for capturing email and paper documents.

Sage Data & Analytics 

Sage Data & Analytics provides users with a hub for managing information from all sources, and built-in data models for reporting.

CFO 3.0 Digital Transformation

Sage X3 Product Guide

Heart of Innovation E-Book

Business Intelligence