@Dana Young Another option you may want to explore is SageCRM with Dan Cousins of myCRMmanager (https://mycrmmanager.com/). We are currently working with Dan to quote a prospect who needs field service, and there is a field service add-on for SageCRM. However, this is not an out-of-the-box plug-and-play solution. SageCRM is a development platform and fully customizable/configurable. The field service add-on can be built-out to the customer's specifications. It is mobile friendly (there is a mobile app for technicians in the field), and field techs can do all sorts of things like check-in/out, scan bar-coded items (parts used), process payments, and collect signatures. The benefits for our prospect is that it will be designed to do exactly what they need, mobile friendly for techs, CRM meets their need for sales tracking, Google Maps integration, and it will be fully integrated with Sage 100 using the GUMU integration from Greytrix. Most of their users will live in CRM (browser based access), and they will not need as many user licenses for Sage 100.
From an investment perspective, I believe the initial implementation is where the majority of the investment will occur to design exactly what they need, but the ongoing licensing for Sage 100, SageCRM, GUMU and any add-ons will be similar to what they are probably paying now especially if they reduce the number of users in Sage 100 and limit field techs to using the mobile app for field service (no user license required for SageCRM for mobile app users).
We haven't sold it yet, and we don't know all the numbers, but it is definitely something to consider going forward especially for Sage 100 users who are not ready to move to another solution.
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Brian Kelly
Accounting Systems, Inc. (ASI)
Columbia SC
803-454-6262
http://www.asifocus.com/------------------------------
Original Message:
Sent: 12-31-2021 11:03
From: Dana Young
Subject: Field service options (integrated with Sage 100)
@Kevin Moyes did you ever get to try any of these solutions? We have a current Ascent customer asking for other options.
We have a few clients using Ascent but it doesn't work for Premium, it isn't in the business framework, everything is a custom mod & expensive, which then makes every upgrade ridiculously expensive, & its just aging. It does a lot but its painful to navigate & work with.
Just wondering if there is any update on options. Thx!
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Dana Young
Lehman Wesley & Associates
Lansing MI
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