Services

What We do

Requirement Analysis

The first step and the foundations in solution implementation is understanding your requirement . Our approach is as follows;
  • Detailed analysis of specific requirements requested and obtaining a strong understanding of them.
  • Interviewing Staff Members to learn about various requirements, and procedures (Especially tasks performed manually to ascertain if they can be automated).
  • Pooling experience with similar Companies to yours (Industry and Size) in giving examples of other potential requirements not previously formally considered.
  • Providing you a analysis which details your requirements, Optional Solutions with Costs.
  • Demonstrating Optional Solutions
  • Cost/Benefit analysis in implementing optional solutions
  • Assisting you in choosing the solutions(s) which best meet your requirements.

Implementation

Proper implementation is a key factor in a successful solution.
  • Planning and scheduling
  • Project management of solution implementation from “cradle to grave”.
  • Creating a test OR parallel environment
  • Training staff
  • Live implementation
  • Assessment of solution and adjustments to original plan if required.

Training

Our training methods are catered to your requirements and preferences.
  • One on One OR Groups
  • Live data OR Test Data
  • Flexible timing (After hours and week-ends available)
  • Optionally develop Customized
  • Procedure Documentation
We provide training in the following areas;
  • Sage ERP Systems (Sage 300, Business Vision Accounting, Sage 50). ALL Modules, ALL Functions
  • 3rd Party add-on modules
  • Microsoft Office Products (Excel, Word, outlooks) all levels including expert.
  • Crystal Reports
  • Accounting and bookkeeping procedures.
  • Network administration

Support

Pinnacle ERP Solutions provides on going ON-DEMAND support after system implementation without the requirement of entering into a service contract. After hour service can be scheduled without any additional charge.
  • General Support and training
  • Specialized services
  • Priority On-Site
  • Support $200 surcharge.
  • After Hours Support
  • Phone Support
  • Live/Remote Support
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Information Technology

Team members of Pinnacle ERP Solutions can provide Hardware and Network support if you require. Even if your company has an IT Staff and requires assistance in specific issues, we are available for you.
  • 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.
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Free Estimation

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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

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

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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.

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.

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: