James Mallory Bio

James Mallory Google+

James Mallory is Director of Marketing for e2b teknologies, an enterprise business application provider. Career experience includes journalism, public relations, product marketing, product management, and channel management with success using traditional marketing and new inbound marketing strategies such as search engine optimization (SEO), social media, calls to action. James has authored and published hundreds of articles, white papers, videos, and webinars published in major consumer and business trade media. James specializes in premise and cloud SaaS business applications for supply chain management, accounts receivable credit and collections, business to business ecommerce, enterprise resource planning (ERP), and customer relationship management (CRM).

He is a former board member for the APICS Cleveland Chapter and volunteers with Little League Baseball and the Boy Scouts of America. James enjoys hiking, camping, bicycling, and spending time with his family. A right-leaning Libertarian Quaker, he is passionate in life and love, and believes in doing the right thing to make the world a better place for everyone he touches in life. You can find him on Google+ and LinkedIn.

Automotive ERP: Why Epicor ERP is the Clear Choice for Automotive Supply Chains

epicor erp automotiveThe pool of automotive suppliers continues to shrink, only those with the most flexible IT infrastructure can adapt to the increasing demands of automotive customers. Epicor ERP for automotive is the answer. Access the 30 minute recorded webinar from January 2, 2013  and learn how Epicor ERP can help you: Continue reading

Changing Default Web Page by Module in Sage 500 ERP Business Desktop

Many Sage 500 ERP customers (fka Sage MAS 500 ERP) don’t realize that they can change the webpage that displays in the Business Desktop for each module within the system. This is very useful if you have specific content that you want displayed for specific users.

This works for Sage 500 ERP versions 7.3 and 7.4. You do this by right clicking on the Module Group (such as “Home”) in the Tasks pane and selecting Properties from the list.  In the Task Group Properties you can set a URL for the content path to be displayed.  Again, you can do this for each module so that you have different information displayed based on the module selected by the user.


Changing default webpage Sage 500 ERP

Fusion Retail Management System (RMS) for Sage 500 ERP

Fusion Retail Management System (RMS), a product of Point Solutions, is a point of sale solution that integrates directly with Sage 500 ERP. Fusion RMS is ideal for distributed environments and allows for remote store operations without consuming a Sage license or requiring continuous contact with your ERP application. The imbedded Retail Customer Management (RCM) allows a multi-layered approach to customer relationship management by allowing the Sage client the ability to keep detailed customer transaction data in the ERP or in Fusion. The Fusion RMS is a complete POS solution that allows you to manage sales with aspects such as the Fusion Cash Register, Fusion Customer Service Register, Fusion Mobile Register, Fusion Store Manager, and the Fusion System Manager.



Fusion Retail Management Sage 500

Precise POS by Epicor

Precise POS, a product of Epicor, is a Point of Sale system that manages your retail operations at the frontlines of your sales, so you can ensure that your customers are kept happy and your employees empowered with the proper tools and information they need. Precise POS extends your existing Epicor Finance and SCM solution to a customer-facing sales environment. Robust features include the management of POS transactions, lay-by and order management, stock counting and adjustments, loyalty and payment programs, store performance analysis, and mobile productivity suites. Specifically designed for companies with a retail focus or element, Epicor’s Precise POS maximizes sales, anticipates customer needs, and builds customer loyalty. Today’s customers expect high quality and service; give them the consistent, positive experience they are looking for with Precise POS.

Sage HRMS (fka Sage Abra) by Sage Software

Sage HRMS (formally Sage Abra), a product of Sage Software, is a human resource management system that helps companies optimize their HR business process as well as maximize the value of their employees. The Sage HRMS centralized database contains all the present and historic information about active and nonactive employees of your organization. Users of Sage HRMS can manage their employee assets with confidence in every area including payroll processing, employee administration, registration, analysis, employee life-cycle management, and all other crucial employee-related information. Sage HRMS helps companies elevate the level of service done by their HR department, while dramatically increasing the management of payroll, benefits, employee self-service, attendance, recruiting, training and workforce analytics, and more.

Sage Fixed Assets (fka Sage FAS) by Sage Software

Sage Fixed Assets (formally FAS), a product of Sage Software, manages your assets effectively from acquisition to disposal, account for their value, and reap the tax benefits for a fixed asset inventory of any size. Developed specifically for Sage 90 ERP and Sage 200 ERP, Fixed Assets is designed to meet companies’ needs of the SMB size. Fixed Assets has over 300,000 IRS and GAAP rules built in, allowing users to create IRS-ready depreciation tax forms, as well as run projection depreciation calculations and move fixed assets between business units effortlessly.

Microsoft Retail Management System (RMS) for Sage 500 ERP

Microsoft Dynamics Retail Management System (RMS) is a complete point of sale solution that can be adapted to meet unique requirements. Microsoft RMS integrates with Sage 500 ERP, giving even multi-store retailers full control over their business processes. Features include customizable data fields, automation of inventory and purchasing management, access customer histories at the POS, and analyze data with flexible reporting options. You can easily set up discounts, promotions, and sales; work with flexible pricing structures; send targeted mailings; display up-sells; and collaborate with suppliers to advertise products. As a connected solution, Microsoft RMS drives retail growth and is perfect for small and maid-market retailers.



Microsoft RMS

If You Can’t Beat ‘Em – Join ‘Em

As we mentioned in a previous post, the 1990s were an interesting time for ERP software. Microsoft Windows was catching on fast and we started to see DOS and Unix-based software publishers rewriting their systems or porting them to support Windows.

Like most resellers at the time, we were very happy with Unix-based applications – they were stable and the character-based user interfaces were easy to use without a mouse and supported rapid data entry via keyboards and function keys. There seemed to be no reason to change technology platforms. Continue reading

ServiceXtreme Preventative Maintenance by Single Source Systems

ServiceXtreme, a product of Single Source Systems, manages every aspect of preventative maintenance operations with core application modules such as incident tracking, resource scheduling, service management, unit configuration, warranty tracking, and expense tracking & reconciliation. ServiceXtreme acts as a delivery mechanism for the activities of a maintenance department by planning maintenance activities, allocating maintenance resources, and managing repair part inventories. ServiceXtreme is designed to be integrated with Sage 500 ERP, facilitating the information flow between your enterprise business system and your maintenance department. Integration benefits of ServiceXtreme include seamless real-time integration, consistent user interface and operational navigation, utilizes existing MS-SQL server, and leverages built-in MAS 500 functionality that allows for System Alerts and the ability to attach documents to ServiceXtreme screens.



SM-Plus Sage 500

RSS Route for Sage 500 ERP

RSS Route is a distributer-centric solution from Route Sell Solutions. It’s a comprehensive application that helps distributers pick, load and deliver products directly to customers from company vehicles. RSS Route is designed exclusively for Sage 500 ERP, and can be used to provide route scheduling and delivery information to drivers on a mobile tablet. The application also provides invoice modification at the point of delivery, collections tracking, signature capture, and a driver check in routine for merging inventory returns and cash receipts in the host system. Shipment, invoice, customer, and product information are made available at the point of delivery via a durable tablet PC. RSS Route minimizes errors, monitors trends that effect the efficiency of the delivery process, decreases invoice turnaround time, improves customer service levels, improves the speed and accuracy of the check-in process, and eliminates duplicated efforts in the reconciliation process.



RSS Route for Sage 500

ServiceXtreme – Service Management by Single Source Systems

ServiceXtreme, a product of Single Source Systems, is a service management system that streamlines operations – providing information, automation and analysis tools – increasing employee productivity. ServiceXtreme allows the service-centric organization to manage their entire service cycle, including such opportunities as contact center & customer support; service parts & inventory; scheduling, dispatch & field service; depot repair; asset management; and analysis & performance management. ServiceXtreme enables service organizations to perform at maximum efficiency and expand into high margin services, such as extended warranties and service contracts. Service organizations have specific and unique needs. ServiceXtreme is the integrated software solution developed around those needs.

Referrals = No More Cold Calling

After years beating our heads against the wall trying to figure out how to generate more leads, we finally took the time to look at the data on where our best leads were coming from. And lo and behold – it wasn’t from our direct mail, telemarketing, or even our email marketing campaigns. Nor was it trade shows or advertising. Nope. When we took the time to analyze the opportunities we immediately noticed that they all had one thing in common – they were referrals – referrals from employees, referrals from business partners, and referrals from customers. Even though we didn’t track referrals as a lead source, we can safely ascertain that over 60% of our new business over the past three years was a direct result of a referral.

A few months ago we hired Joanne Black of No More Cold Calling to help us define a lead referral marketing strategy. We are just about done with the training and are starting to put her concepts into action. It’s difficult since asking for a referral is difficult and is a complete change in the way we normally do business. But we are practicing the technique and anticipate increasing our referral leads to at least 70% of new opportunities going forward.

Joanne’s methodology makes complete sense and it cuts out all of the dead leads that we generate allowing us to focus our time and attention on high quality leads from people who trust and recommend us. I highly recommend No More Cold Calling to anyone looking for a great source of leads for their business. You can learn more by visiting her website at www.nomorecoldcalling.com or by reading her amazing book.

Zip2Cloud for Intacct ERP

Zip2Cloud is a secure, web-based automatic sales entry service created for use with Intacct. It offers the cloud computing advantages of restaurant and retail POS integration and hotel PMS integration into your Intacct food services, retail or hospitality business accounting system. Several benefits of using Zip2Cloud includes saving time, eliminating errors and speeding the flow of information. Zip2Cloud allows you to see and use current daily sales data to stay on top of your business. Available for virtually all POS and property management systems used by restaurants, retail stores and hospitality businesses, Zip2Cloud automatically gathers, codes, balances and enters sales information from these systems into your General Ledger daily.

The Transformation of Acuity Financials into Sage 500 ERP

e2b teknologies (www.e2btek.com) started out in the early 1990s as Henslee & Associates, Inc. We started reselling accounting software around the same time that Gartner coined the term ERP to identify manufacturing-based business systems that extended beyond the supply chain to include the rest of the enterprise. As the company grew, founder Bill Henslee rebranded the company as Haitek Solutions to better reflect the purpose of the company – to provide high technology solutions to businesses. The “HAI” part of our name stood for Henslee & Associates, Inc. Continue reading