Specialty Services

---

Over the years, the Sage team has developed some very special skills and product partnerships. We list a few of them here so you can get a feel for the variety of specialty services we can offer, and the flexibility of our team. If you have an idea for something that would make your business better, you should bring it to Sage. If we see something that we think would enhance your operations, we will definitely bring it to you!

Invoice approvals workflows are part of so many businesses' daily lives. Accounting and Enterprise Resource Planning systems implementations are among the most potentially challenging, risky and expensive undertakings for a business. Sage employees have a track record of over 20 years of successful implementations of this type and are ready to hear what you'd like to achieve. Some products and programs we know: Yardi, MRI, Salesforce, FIS, SharePoint, EAS, and more.

Helping your company design its information systems so that they work together well is part of Sage's core competency. As an SMB, you should know there are ways to make these connections that are within reach in terms of cost and upkeep. Sage has an impressive track record of understanding and documenting process and connecting systems appropriately in a way that can be managed.

Implementing a CRM system like DealCloud, Zoho, or Salesforce can transform the way your business manages relationships, tracks sales pipelines, and interacts with clients. At Sage, we specialize in customizing CRM solutions to fit your unique workflows, ensuring that your team has the tools to work smarter, not harder. Whether you're integrating with existing systems or starting from scratch, our experience with a wide range of CRMs means we can guide you through a seamless transition. We focus on improving efficiency, streamlining processes, and helping your business make data-driven decisions with ease. 

If you have information in multiple systems, it's already lost its inherent value. In order to understand your information you have to be able to see it in relation to all of your other data. Bringing information together into one place allows you to compare, correlate and predict based on the whole picture. A data lake or data warehouse gives you the chance to make important data-driven decisions, because you can house information from disparate systems in one place. Sage can help you build this repository.

Showing your clients and employees critical information - telling the story of your business - is one of the most important things you can do. Sage can help you create compelling reports that PDF or print or insert into your marketing material or website. We are also big proponents of Power BI, Tableau, Zoho and other dashboarding technologies that let your users interact with your data live, exploring it and understanding it real-time. 

No matter how you envision your stakeholders receiving information from you, Sage can help you curate the experience.

Sage and its partners can help you implement digital signage inside your suite, your building or in your assets. Some examples are calendar systems, display boards and kiosk directories.

In conjunction with specialist partners, Sage can help you implement digital branding like your email signature, your website, fonts and other key components of your digital identity. We can help you manage your social media profile using software designed to make this easy, and if you need a whole new web presence or SEO review we can help with that, too.

Your team probably works with technology in ways that other teams do not. We think that's great. Sage trainers love putting together bespoke training solutions.

With more than 20 office moves on its collective resume, Sage is an office relocation expert. We can get you from your current location to your new home with the fewest possible issues. In fact, Sage is proud to have executed a zero downtime international move and would strive to execute the same level of uninterrupted service for your team!

From a technology perspective, bringing two firms together is an exercise in good planning and reasoned execution. Sage takes a project management, business led strategy and employs risk management techniques to measure the inherent and residual risk at each stage of the planned merge. Systems, data, teams and training can all be part of a modern merger and Sage would be happy to help.

Working inside a complex and ever-evolving set of regulations can feel like a full time job. Sage has professionals certified in data privacy, auditing and management of technology, and experienced in regulatory technology and risk management.