Case Study: Bankserv achieves streamlined procurement and business growth with Sage CRM

Sage ERP Africa customises for Bankserv

Bankserv, the South African Bankers’ Services Company in the finance sector, needed a customised BEE solution that integrated with its financials to report BEE spend, while coping with a remote server environment and multiple acquisitions. The company also required a system to support everyday business management and future growth.

Sage ERP Africa implemented Sage 300 ERP, Sage CRM and Pacific Purchasing Workflow, providing tight ERP–CRM integration, an easy-to-use requisitioning tool and a configurable workflow engine, plus advanced inventory, purchasing and order management with support for unlimited users and companies. The solution streamlined procurement, met Bankserv’s expectations, supported growth plans, and—backed by product knowledge and customer support—left the client satisfied with performance and value.

BankServ

Faheema Maiter

Financial Accountant