Xperience

Business Reporting Transformed to Drive a Growing Business

Caffe Society's Result:

“We get better, faster, more extensive reporting from Sage 200. Before, any kind of reporting and searching was painfully slow, it’s pretty much instant now. People are working faster and we’re able to process orders quicker.”

Products used:

Strategic Direction Guided by Data Insights

Caffe Society made a decision to move to Sage 200 and Sage CRM, replacing Sage 50 and Act CRM, to support the growing business and overcome performance issues. As a result reporting has been transformed, providing Caffe Society with valuable data insights for faster, more informed management decisions and strategic direction.

Dennis Ferguson is Caffe Society’s Marketing Manager, he explains before the migration to Sage 200 and Sage CRM, “Sage 50 was becoming far too slow for us and we’d out-grown Act too. It became obvious it wasn’t the right software for the way we were developing as a business. We needed to start again from the ground up rather than compromise with an ageing systems. We were already with Xperience and were very happy with them. So we spoke to them about possible upgrades. Sage 200 and Sage CRM were recommended and fitted our requirements.”


Dennis explains, “Sticking with Sage meant there was an easy upgrade path. One of the problems we were having with Act was that we had to set up a separate record for each machine we sold. So, for example, when a customer ordered several machines of different sizes it became very difficult to manage with Act. Xperience figured out we could add an extra entity into Sage CRM called an ‘asset’ which would represent each machine and allow us to manage this kind of order seamlessly.

“We went live with Sage 200 first and then we phased in Sage CRM. To be truthful, the benefits weren’t immediately obvious – far from it!” laughs Dennis. “Our staff didn’t like it because it was different and people don’t like change. Despite the obvious limitations, they felt more comfortable with the old familiar software. But, of course, more than 12 months down the line and following some excellent training from Xperience, they’d never go back to the old system; they love Sage 200 and CRM!”

Better, Faster Reporting

“We get much better, faster, more extensive reporting out of Sage 200. Before, any kind of reporting was painfully slow, as was searching. Both are pretty much instant now. Also, we can have as many users as we want, which we couldn’t before, so it’s definitely sped things up. People are working faster and we’re able to process orders quicker. We do a lot of back-to-back ordering and have seen a marked improvement there.”

Dennis speak about the relationship with Xperience, “They’ve been great, especially the training and support which is very good. I call them regularly and they’ll remote in to my computer and show me there and then, or they’ll come back to me quickly. We are definitely very happy with things; the Sage software has been a massive help, enabling us to move forward and expand. It’s been more about being able to scale up.”

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