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Pratham Filters boosts efficiency in financial operations and lead generation

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Pratham Filters, a filtration company, has deployed Sage Extended Enterprise Solution Suite (EES) for streamlining its accounting processes and improving the management of financial accountability and compliance. The company recently embarked on an initiative aimed at improving both its operations and efficiencies. Aside from making the move towards full automation, it detailed the demand for a strategic software solution that could help tighten both the accounting aspect of its operations while at the same time creating a better and improved lead management system. The company chose Sage EES, which integrates Sage ACCPAC ERP and Sage CRM. The Sage ACCPAC ERP solution would be able to address Pratham Filters’ business processes and financial aspects of its operations while Sage CRM could help improve the move towards Sales Force Automation while enhancing marketing and customer service.

“Looking to strengthen our operations, we were looking for a robust inquiry tracking mechanism that would ensure that every inquiry was being entered into the system and prevent any leak of opportunities,” said Ajay Shroff, Director, Pratham Filters. “The installation of Sage EES has given us the freedom of choice, ease of integration, high performance and the reliability to increase profitability and seize the competitive advantage. The integration of both Sage ERP and CRM now allows our sales force to respond promptly and knowledgeably to customers by placing information about prior activity in a database that covers key data like orders, shipments, payment history, returns and pricing.”

The adoption of the new system was implemented by Greytrix, Sage’s implementation partner. Aside from the Sage EES solution suite, Greytrix also deployed Greytrix TDS, which caters to the taxation needs based on set Indian standards and policies. Greytrix was able to execute the implementation, which covered the customization, import of data and training for personnel.

“Keeping in mind the requirements of Pratham Filters, we felt that Sage Accpac’s many features would definitely help improve their business processes,” said Kumar Siddhartha, CEO, Greytrix.

Pratham Filters now has 360 degree customer visibility. The implementation has also led to a quicker quote-to-order or order-to-cash process.

“The successful implementation of Sage EES across Pratham Filters operations demonstrates our continued commitment towards providing our customers with strategic out-of-the-box solutions to help drive in an increase in productivity and improvement in efficiencies,” said Vikram Suri, Managing Director – Middle East and India, Sage Software.

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