Sage > Case Studies > Posera Cashes in on the Benefits of Sage 300

Posera Cashes in on the Benefits of Sage 300

Customer Company Size

Large Corporate

Region

America
Europe

Country

Canada
United States
United Kingdom

Product

Sage 300
Sage CRM

Tech Stack

Implementation Scale

Enterprise-wide Deployment

Impact Metrics

Productivity Improvements
Customer Satisfaction

Technology Category

Application Infrastructure & Middleware - API Integration & Management

Applicable Functions

Sales & Marketing
Business Operation

Use Cases

Supply Chain Visibility

Services

System Integration

About The Customer

Posera, Inc. is a leading provider of point-of-sale software and hardware to the hospitality and restaurant industries. The company is headquartered in Toronto, with offices in Europe, the UK, the United States, and Canada. Posera has systems installed in tens of thousands of businesses across 25 countries. The company has grown rapidly over its nine-year history, both organically and through acquisition. Posera’s unswerving commitment to customer service and continual investment in research and development earn the company an exceptionally high customer retention rate.

The Challenge

Posera, Inc., a leading provider of point-of-sale software and hardware to the hospitality and restaurant industries, was struggling to manage several different software packages across various office locations and departments as it grew rapidly. The company needed an integrated business technology solution that would serve the entire organization, providing a 360-degree view of its customers for sales, service, support, and accounting-related interactions. The front office was the primary concern, yet a powerful back-office business management system was also needed. Posera considered three integrated Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solutions before deciding on Sage 300 and Sage CRM.

The Solution

Posera decided on Sage 300 and Sage CRM as the integrated ERP and CRM solutions for their business. Sage met with the Posera management team, both in person and through web conferences, to work through the company’s requirements and the details of how the software could be structured to meet them. Sage 300 and Sage CRM proved to be the ideal solution for Posera—flexible enough to handle the company’s unique business processes, with broad functionality to address all of its requirements. As an opportunity is converted to an order in the CRM module, the order is automatically created in Sales Order module. To help customer support staff deliver better overall service, the CRM module provides easy access to accounting-related data such as credit terms and recent payments.

Operational Impact

Sage 300 and Sage CRM are saving Posera time and money— data exchanged between Sage 300, Sage CRM, and other applications at Posera eliminates duplicate data entry and provides real-time information to the staff.
A salesperson working in Seattle can generate a service request for a customer, and the software will notify the appropriate support personnel in Montreal. That same salesperson can then monitor the support case to provide a continuity of service Posera’s customers appreciate.
Using Sage 300 and Sage CRM, Posera tracks the source of every opportunity in its pipeline. This information helps the company make the best use of its marketing dollars.

Quantitative Benefit