Managing your biggest operating expense: Resource time
Sage is your system of record for financials and helps you with your quote-to-cash process, ensuring cash flow stability, and managing growth for your multi-location services business. But to manage your services business, you need control over your resources time and how that is leveraged for services delivery as it directly ties into your billing. Most services companies either use manual processes or unwieldy, disparate systems to manage time causing errors, leakages and affecting your KPIs.
Replicon + Sage:
Replicon Connector for Sage is a cloud-based, turnkey integration that enables you to find that synergy between Sage and Replicon’s Time Intelligence Platform. Replicon Time Intelligence enables services businesses to manage their KPIs around project delivery, resource time management, project accounting, revenue management and growth.
- Best of both worlds: Manage your financials in Sage and get control over your services business in Replicon. Combine the information easily to derive deep insights into your professional services business.
- Enhanced services team productivity: Replicon’s detailed projects, client, time and work data enables you to manage your services team overall availability and optimize utilization
- Seamless sync data between Replicon and Sage: Sage serves as the master system for services business financials with opportunity and account information getting mapped to projects and clients in Replicon. Replicon serves as your professional services automation solution.
- Cloud-based and convenient: Because Replicon Connector for Sage is 100-percent cloud-based and seamlessly integrated, it stays current when new versions of Replicon and Sage are released.
Key integration capabilities:
Replicon Connector for Sage seamlessly integrates these solutions create a unified view of resource time and helps you manage your services business. The connector enables professional services organizations with:
- Seamless sync of ‘Opportunity’ data with ‘Projects’: Automatically sync a new ‘Opportunity’ and ‘Opportunity Owner’ in Sage Financials to Replicon ‘Projects’ and ‘Project Manager’. Utilize the ‘Opportunity Stage’ to set the right status in Replicon
- Map ‘Account’ information from Sage to Replicon ‘Clients’: An Account created in Sage Financials is synced as a ‘Client’ in Replicon and the Account Owner mapped to the ‘Client Manager’
- Push ‘User’ information from Sage Financials to Replicon: Create a new user in Replicon when a new user is added to Sage Financials
- Advanced Client Project management: Replicon’s Resource Management Platform streamlines the end-to-end workflow for your services business. Get a deep understanding into resource productivity, service delivery, project margins and business profitability