Case Study: Posera Inc. achieves a 360-degree customer view and boosts service levels with Sage ERP (Sage 300 & Sage CRM)

Posera Cashes In On The Benefits Of Sage 300

Posera, Inc., a leading point-of-sale software and hardware provider for the hospitality and restaurant industries, faced challenges from rapid growth and multiple disparate software packages across locations and departments. Seeking a unified, 360-degree view of customers for sales, service, support, and accounting, Posera chose Sage—implementing Sage 300 and Sage CRM—for its stronger integration and comprehensive feature set.

Sage implemented an integrated Sage 300 and Sage CRM solution that automates order creation, tracks serial numbers and warranties, routes and monitors support cases, and links sales, accounting, and marketing data. The Sage deployment eliminated duplicate data entry, provided real-time information across teams, improved service continuity and marketing ROI tracking, and saved measurable time—about four hours per day in one position—while delivering a complete customer-focused view.

Posera Inc.

Alan Shulman

CFO