BTerrell Group Blog

Meredith Gooch

Recent Posts

ACCU-DART - Inventory Control Solution for Sage ERP Accpac

Posted by Meredith Gooch on Tue, Apr 17, 2012

ACCU-DART is a real-time inventory control solution designed specifically for your accounting or inventory system. Utilizing radio frequency hand-held devices with built-in bar code scanners your warehouse employees can process transactions with real-time validation and posting. ACCU-DART integrates seamlessly with Sage ERP Accpac (soon to be called Sage 300 ERP), and if feels more like your ERP solution you are already comfortable with instead of a separate system. This means you will not have redundant data to reconcile.

Take a look at this video from Irwin Ash, the creator of ACCU-DART, to learn more about the ACCU-DART's functionality.

Over the years we've implemented ACCU-DART for many of our clients, and they have reaped the benefits over and over again!

  • Improve inventory accuracy!
  • Reduce shipping errors!
  • Get accurate inventory counts!
  • Reduce receiving errors!
  • Have accurate transfers!
  • And more!

Contact us to learn more about ACCU-DART's features and the benefits of utilizing it with Sage ERP Accpac.

Tags: ACCU-DART, Sage 300 ERP, inventory control Sage, inventory control ERP, Sage ERP Accapc

Sage CRM - Interactive Dashboard

Posted by Meredith Gooch on Mon, Apr 09, 2012

The Sage CRM interactive dashboard revolutionizes the way you manage your business and how your employees manage their day. The interactive dashboard delivers a rich and personalized user experience that boosts productivity and helps drive user adoption across the business.

With the Sage CRM interactive dashboard, users can manage all their activity from one place. This includes their calendar, their tasks, their lists and web and RSS feeds, driving productivity throughout your organization and enabling your staff to accomplish more from a tailored workspace that combines the information they use every day.

Users can define their own personalized and intuitive workspace from a series of gadgets and web feeds ensuring that all content is relevant to their needs, enhancing the user experience and maximizing the productivity of your staff.

Using innovative drag and drop functionality, users can re-size and re-position gadgets, enabling them to personalize the data they see and how it is presented to them. This delivers an intuitive and convenient way to view and action items reducing the need to switch between screens. Users can manage their sales pipeline, check stock control from integrated Sage ERP systems, monitor industry news content, manage their calendar and appointments and control and process leads all from the same screen in real-time.

The Sage CRM Interactive Dashboard enables users to dynamically link multiple gadgets on a single screen, maximizing user productivity. A number of pre-installed role based dashboards are available out-of-the-box for sales, marketing, customer service and management. Users can also create bespoke company dashboards for key accounts ensuring that relevant content is available for maximum efficiency.


Tags: Sage CRM, dashboard crm, crm dashboard, sage dashboard

Manage User Authorizations in Multiple Companies in Sage ERP Accpac

Posted by Meredith Gooch on Wed, Apr 04, 2012

CodePartners recently developed an application for Sage ERP Accpac that allows you to manage user authorizations in multiple Accpac companies from one centralized location. The applicaiton shows all the companies defined in Sage ERP Accpac, along with activated modules, and allows selecting the Accpac Security Group to be assigned to the user for each module in each company. When the changes are saved, the application updates all Accpac companies respectively.

Check out the demo video below. This is a fantastic tool that can definitely save time and money!

Contact us today for more information about this add-on for Sage ERP Accpac.

Tags: CodePartners, Sage Accpac, sage erp accpac, multi-company security Accpac, multi-company security settings

Benefits of Sage ERP for Service, Financial, and Insurance Industries

Posted by Meredith Gooch on Mon, Apr 02, 2012

Whether your business is in the service, financial, or insurance industry, you'll find the right solution with Sage ERP Accpac (soon to be called Sage 300 ERP). How are we so certain? Take a look at some of the benefits:

  • Rock-solid financials, reporting, and business intelligence. The transactional analysis capability of all modules gives you more in-depth costing information in the general ledger.
  • A holistic view of all customer interactions from call logs to dispute resolution.
  • Full job tracking and planning of resources and subcontractors.
  • Integrated call center with escalations and alert management.
  • Web and wireless access to information, anywhere, anytime.
  • Full capability for mobile sales force and mobile technicians, allowing them to receive and process jobs in the field.
  • Award-winning integrated e-marketing solution for effective marketing communications.


Discover the Sage ERP Accpac technology difference! Get one unified solution on which to build your business—enabling more efficient processing, more productive people, and the ability to gain real insight into your business. Sage ERP Accpac ensures your business is built on a solid foundation, providing superior architecture that gives you the power you need today with the flexibility to adapt tomorrow. Reap the rewards of a global reach solution with the breadth of functionality to support multi-entity and multi-national organizations, with the local touch needed for your business. Your newfound freedom of choice is supported by a collaborative ecosystem ensuring success for the life of your business. And of course, with over 30 years of supporting businesses just like yours, Sage technology is proven, reliable, and experienced.

That being said it is obvious why Sage is the way to go, but why BTerrell Group? We are the right choice for your ERP partner because of our 20+ years of history in the business, our team of dedicated consultants and software developers who work tirelessly to ensure they deliver sustainable winning results, and our dedication to help businesses like yours discover and elimnate internal business challenges through software and services. Contact us to begin the conversation that could yield strategic, profitable results for your company!

Tags: sage erp accpac, Sage 300 ERP, Sage ERP for service, Sage ERP for financial, Sage ERP for insurance

Features of Sage CRM For Everyone in Your Organization

Posted by Meredith Gooch on Mon, Mar 26, 2012

In our last post, we talked about what CRM is and why (generally) it is an important tool in the toolbox for businesses. Today we'll talk through some of the features as they relate to specific functions within your organization.


• Easy to use with fresh look and feel

• Fully customizable interactive dashboard

• End-user personalization of interface design and content

• In-built user tutorials, user guide and quick tips

• Relationship management graphs

• Impactful visual charts and highly graphical reports

• Real-time synchronization between Sage CRM and MS Exchange for seamless calendar management

• Dynamic linking of multiple information sources on a single dashboard screen

• Centralized meeting management

• Full calendar response management

• Fully customizable graphical workflow


• Pre-installed marketing dashboard available out-of-the-box

• Multi-channel campaign management

• Fully integrated e-marketing functionality

• Open, click and bounce rate tracking for e-marketing campaigns • Automated drip marketing campaigns

• Attention grabbing templates out-of-the-box • Easy campaign cloning

• Lead qualification and management

• Mail merge functionality

• Full marketing workflow

• Outbound calling

• List management

• Customer segmentation capabilities


• Pre-installed sales dashboard available out-of-the-box

• Ability to customize dashboard to create a bespoke workspace

• Account, contact and opportunity management

• Ability to create key accounts dashboard

• Sales forecasting and territory alignment

• Calendar and activity management

• Process and workflow automation

• Provides iPhone and Blackberry users with critical access to real-time information

• Escalation and auto notifications

• Quote and order entry


• Pre-installed customer service dashboard available out-of-the-box

• Ability to customize dashboard to create a bespoke workspace

• Customer self-service portal

• Case tracking and management

• Workflow automation

• Knowledge base recording customer service solutions

• Address maintenance and linking tools

• Escalation and auto notifications 


• Out-of-the-box customization

• Easy to install and fast to deploy

• Easy to integrate

• Flexible deployment options

• Advanced customization capabilities

• Single point of entry for Sage CRM and MS Exchange integration for ease of administration and rapid new user set up


• Sage ERP integration

• MS Exchange integration

• MS Outlook integration

• Social media integration

• Web-self service

Tags: crm for marketing, crm for sales, crm customer service, Sage CRM, easy to install crm, outlook crm