ERP Solutions

Professional, personal & qualified

We combine expertise in accounting, business processes, ERP development and systems integrations with systems expertise to provide companies with ERP solutions to meet their various requirements.

Our Services
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  • Trusted
  • Experienced
  • Professional
Services

What We do

The first step and the foundations in solution implementation is understanding your requirement 

Understanding your Business’ requirements
  • Pinnacle ERP Solutions has personnel with 10-25 years experience in various Business’ and process implementation.
  • Our understanding of numerous business processes and our wealth of experience is utilized in understanding your specific requirements.
Expert Knowledge in Available ERP Systems
  • Pinnacle ERP Solutions is Certified and experienced in the vast functionality of Sage Products and various other software solutions available to meet your requirements.
Expertise in Available Hardware and Networking technologies
  • This is an integral part in finding a solution that meets your requirements. Our Expertise and experience in various optional Technologies are considered in meeting your Business’ requirements
Your Budget
  • We ensure that we understand your Budget and provide and Cost/Benefit analysis of any solution we consider recommending to meet your requirements.
Pinnacle ERP Solutions
  • Our specialty in recommending a solution is in combining our ability to understand your Business with our technical expertise.
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Systems we support

Trusted Partners

Services, support and software that lets you focus & grow your business.

Business management software to improve productivity, meet customer demand, & drive growth. 

Manufacturing software designed specifically for small to medium-sized manufacturing firms.

A full array of Sage ERP Solutions to meet varying levels of requirements and budgets.

Certifications

Our Team's Qualifications

Professional

  • CA
  • CPA
  • CA-IT (Information Technology Certification)
  • CGA
  • Authorized Trainer for Emploi Quebec’s “Loi favorisant développement de la formation de la main-d’oeuvre”
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ERP Systems and Technologies

  • Our team is certified in the various Sage Systems we support

    • Sage 300 Certified Consultant
    • Sage CRM Certified Consultant
    • Sage Business Vision Certified Consultant
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Hardware and Networking Environment

  • Hewlett Packard
  • VMWare
  • Citrix
  • Comp TIA
  • Microsoft
  • Novell
  • Cisco
  • CIW Certification
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Trusted, Experienced & Professional

Where expertise in accounting, business processes, ERP development and system integrations meet.

Contact Info

  • 1188 Union Av., Suite 138 Montreal, QC  H3B 0E5
  • 1 (514) 485-4536
  • philg@pinnacle-erp.ca

Services

Get In Touch

Pinnacle ERP Solutions has more than 25 years of  experience in various Business’ and process implementation.

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Sage cRM

Sales Automation

  • Sage CRM can provide tools for your sales people to work more effectively, through access of diaries, accounts, reports, pipelines, contacts and call lists.

  • Sales forecasting & Reporting – Accurate, timely forecasting to help sales teams make decisions quicker and with all the relevant information available at a touch of a button.

  • Management of Vital Opportunities & Leads – Easy tracking of leads within Sage CRM can help your sales people analyse all current and historical accounts details to help identify new clients and resell to existing ones.

  • Build & Maintain Profitable Customer Relationships – Sage CRM will allow you to have the up-to-date information about customers and also identify opportunities to cross-sell and up-sell.

  • Account & Activity Management – Escalation and reassignment of leads ensure that the right people can deal with situations to meet customer needs.  Security level assignment makes sure only the right people see information relevant to them.

  • Territory Management – Sage CRM Assignment rules can be set up so that leads can be automatically routed to the right sales rep based on territories.  You can also analyse Sales effectiveness and performance by territory.

  • Access Anywhere Anytime – Work offline or online over a network or the Web – and seamlessly synchronise between the two.

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Sales Automation

Sage CRM can also provide powerful tools for managing tracking and analysing target marketing campaigns.

  • Campaign Management– With Sage CRM you can track marketing activities and view every detail of each campaign at a glance.  Details such as communications, opportunities, responses, budget actual cost and lists of prospects can be viewed at the click of a button.
  • Segmentation & Groups– Segment customer and prospect lists, export marketing lists to Microsoft Excel for external agencies.
  • Outbound call Management– Within the Sage CRM “Outbound Call Management” Module you can schedule “target lists” and allocate them to particular person to follow up the calls at a convenient time for the prospects and customers.  All this information can then be saved and shared throughout the company. It can also easily be integrated into any marketing campaign.
  • E-mail Management– You can send out mass emails and store the exact communication so that others within the organisation can see the message.  Mass e-mails can be sent in their thousands and Sage CRM will use it’s own e-mail client to safely send these in double-quick time!
  • Campaign Reporting– This is the ability to track campaigns from initial lead generation right through to close.  Sage CRM will generate Cost vs. Sales analysis data looking at sales revenues from a specific campaign.
  • Lead Management– The ability to track a lead enables you to view it at every stage and also priorities leads ensuring that a lead never gets lost or goes cold.
  • List Management – You can create “target lists” from selected criteria to merge documents for mass mailouts and record marketing pieces sent for future reference.

Customer Service

The heart of all organisations is the customer care. Providing excellent customer service can transform a cost to the business into a potential profit centre.

  • Case Management– Cases can be set up to allow you to capture and track every interaction with every customer which can be logged and saved in Sage CRM, providing complete case history with access to all previous issues.
  • Activities & Communications– Sage CRM will let you assign schedule and track phone calls, meetings and view records of previous meetings.  You can also attach all emails and letters for future reference, and also attach documents from the global library.
  • Reporting– With Sage CRM you can view and measure call turn around time, view issues by category, outstanding and unresolved issues and pull graphical reports for weekly, monthly and quarterly management meetings.
  • Knowledge Management – Build a library of solutions for common issues to help your customer service team resolve them faster.
  • Customer Self Service Portal– Sage CRM allows Web access for customers to their own ‘customer portals’, which can access at anytime to log queries, service request and monitor the status of their queries.  The service portal can be branded to have the same look-and-feel as your corporate identity.Escalation & notification– You can set up rules within Sage CRM so that if a case is not resolved it can either be escalated or an email notification can be sent to you warning that it still hasn’t been resolved.
  • “Ticket” tracking – All issues will have a number and date-stamped to indicate when the case has been resolved or escalated further.

Sage ACCPAC ERP

  • IT flexibility with choice of databases, operating systems and deployment (on-premise or on-demand)
  • Complete global solution supporting multiple languages (5 out of the box and fully translatable), currencies, companies, sites, and legislation’s
  • End-to-end solutions that simplify compliance for finance, business intelligence, CRM, HR, payroll, and operations with comprehensive reporting and business analytics
  • Advanced collaboration tools with Business Intelligence and SageCRM integration standard (1 free user out of the box)
  • Highly customizable with full Software Development Kit (SDK)
  • Recommended for companies specializing in distribution, finance, hospitality, entertainment, high-tech, and other service-based industries
  • Best performance for 5 to 125+ Users
  • The typical customer for Sage ERP Accpac is a company of 50 to 1,500 employees with $10 million to $500 million in revenue
  • Extensive functionality with a wide range of Module Choices
  • Seemless integration to a wide range of 3rd party solutions to meet more specific requirements without having to create a custom solutionhttp://www.sagepss.com/

Please click on the links below for PDF Brochures;

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Core Modules:

Information Technology

  • Consulting Services in any Network design or selection options.
  • Integration and implementation of solutions. Installation and project management
  • Technical support (On-site, Telephone and remote support)
  • Hardware maintenance and repair
  • Business Continuity through Network Backup & High Availability
  • Network architecture Analysis and evaluation
  • Network security Audits, Virus Vulnerability assessments, Network Anti-Virus & Firewall Protection
  • Corporate messaging (E-mail) solution, Web mail , and Virtual Private Networking.
  • Development of solutions including some or all sections of the network infrastructure via network elements, topology, communication protocols, operating systems (Windows Servers, Novell Netware, and Linux).
  • Thin client solutions developing and implementing this model using Citrix, and Microsoft Terminal Server.
  • VMware Solutions Industry-leading infrastructure virtualization and server consolidation software. Pinnacle ERP Solutions has a team of certified VMware engineers and can assess your current environment before designing, testing, piloting and implementing a VMware solution.
  • Storage Solutions we can provide you fully integrated storage solutions that supports high performance, redundant storage configurations, comprehensive mirroring and business continuity.

Support

  • General Support and training (ie. ACCPAC, QuickBooks, Simply, Tenant Pro,most Custom Crystal Reports, Excel Macros and Queries) are billed at our Standard Hourly Rate with a 2hr Min. for on-site service. No travel time is charged.
  • Specialized services (ie EDI, CRM, ACCESS Programming, certain Crystal Report Programming, ACCPAC Customizations, certain ACCPAC Add-ons) are biilled at premium houlrly rated with a 2hr min. for on-site service.
  • Priority On-Site Support $200 surcharge.  A pre-paid Support Contract has never been required to receive timely priority on-site, unscheduled urgent support.  However, If an on-site response time is required within 4 business hours, a $200 Priority Response Charge will added to actual time. However, there will not be a 2 Hr Minimum charge for on-site support in these cases.
  • After Hours Support  After hour availability (weeknights and week-ends) will be provided at normal rates, circumstances permitting.
  • Phone Support –There is no charge for incidental phone support. However, if the issue cannot be resolved effectively and efficiently over the phone, an on-site service call (or Live Internet Support) may be scheduled.
  • Live/Remote  Support Based on actual time spent, billed in increments of 15 minutes. Effective rate based on whether Service is “General” or “Specialized” defined above.