May
15

IRIS Exchequer v6.10 now is avaliable now!

As the second release of 2012, IRIS Exchequer v6.10 offers more improvements and enhancements to your system. Modifications have been made to the UI allowing for improved access to important information.

Following in the footsteps of v6.9, the MS SQL edition of v6.10 includes performance improvements to the General Ledger History Report, Sales / Purchase daybook reports and the ‘Check All Accounts’ process. For a full breakdown of all the modifications and enhancements included please follow the link below to download your copy of the IRIS Exchequer v6.10 release notes.

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May
09

Predictions on the money! 2012 the year of Enterprise Tablet

Late last year the team at Palladium had a go at trying to predict technology trends for 2012. Rupert predicted that “in 2012 business software companies will embrace the mobile tablets and smartphones that have been sneaking their way into the office”. This infograpgh from Vertic is very much in line with Rupert’s prediction. It explores how businesses are adapting to mobile devices in the workplace and offers future trends that will be seen in the enterprise tablet industry.


In today’s rapid paced business environment, ease of access to accounting software and CRM information anywhere and anytime outside the office is not only vital, but it is also expected. Companies that are able to react the quickest and embrace new productivity enhancing tools will gain the edge in their competitive market. Having become accustom to using smartphones and tablets in our personal lives, it’s no wonder that these devices are increasingly finding their way into businesses. No longer are personal and business pursuits handled separately – we want to have access to both worlds from one device. Here at Palladium half of us are taking our personal iPads into sales and support meetings to more easily convert our notes into GoldMine CRM or put customer data into to IRIS Exchequer.

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Apr
26

Tablets Bring Sales Force Automation Back to the Future

Just a few years ago, the market was abuzz with the announcement of new sales force automation tools on your mobile device. Now you could have access to all information, anytime, anywhere. For those of us not in the office very much this seemed like a “dream come true.” Then reality set in. It was great for managing your calendar and email, which allowed you to always be in contact and know exactly what and where you needed to be. But regarding SFA, the network speed was limited; the applications were not optimized for the smaller screens, and it was cumbersome to find and update data on these small devices.

Even as the apps got better and the network speed vastly improved, it was still difficult to type on these small devices. Many folks got good at scheduling follow ups, taking some very basic notes, sending an email back to the home office for someone to follow up on, and other basic activities, but most did not use it to update their opportunities or forecast management. Instead, they waited until they got back to their office to do those activities. So while it was a significant improvement the dream was never completely realised.

 

Now with the iPad, Android, Blackberry and other tablet devices it has become so much easier to manage all aspects of your customers and prospects, right there in front of them. These devices are so much better than a laptop as they instantly start; have multi-touch screens for easy navigation and a high-quality screen resolution. A recent IDC report states that across the globe, tablet sales are projected to spike from 16.1 million in 2010, to 147.2 million by 2015. Approximately 45 million of which will be purchased by companies for their employees. Furthermore, another recently conducted study by Dimensional Research and commissioned by Dell KACE found that among 750 survey respondents, 87 percent mentioned their employees use personal devices for work purposes, from email and calendaring, to CRM and ERP. At Palladium the same applies, with staff using personal iPads and iPhones both in the office and on the road.

In the past, sales force automation vendors have focused on behind-the-scenes activities such as contact, calendar, and opportunity and forecast management, and with tablet devices these activities will be so much easier to do. With quick and easy access to the information, it will be much easier to update this information while sitting in front of the customer. The typical sales person will no longer be embarrassed to try and access and update the information on these new devices.

But the real gain for SFA will be the ability to do customer-facing selling. You remember that fad, don’t you? Where the salesperson sits in front of a customer and shows them graphs, charts and other cool data. Now with the advantages of the tablet devices customer-facing selling may be on its way back again. Think about sitting in front of a prospect and showing illustrations of your products, or a side-by-side comparison why he should stock “product A versus product B,” or easily checking inventory in your warehouse and immediately being able to show to the prospect. The possibilities are endless, putting more power in the hands of the sales person to make them not only more efficient, but more effective. Maybe it is time to go “Back to the Future.”

Find out more about GoldMine Mobile CRM.

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Most of this article was originally published on the FrontRange blog.

Apr
18

IRIS Exchequer LIVE v1.1 Launched

Latest leading edge technology provides real time access to critical data for both office-based and remote workers

IRIS Enterprise Software Australia and New Zealand has announced that the latest instalment of IRIS Exchequer LIVE is now on general release.

IRIS Exchequer LIVE, the latest technological advancement of Exchequer’s award-winning accounting and finance product gives both remote and office-based workers the power to access, manage and tailor transactions to their individual working requirements.

Key features include IRIS Exchequer LIVE Timesheets, IRIS Exchequer LIVE Expenses, IRIS Exchequer LIVE eProcurement, all with full integration into IRIS Exchequer v6.9 and IRIS Hosted Solutions.

The latest instalment includes key benefits and features to make procurement , timesheets and expenses even easier from any location via the web.

Read more on IRIS Exchequer LIVE.

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Mar
29

IRIS Exchequer – The award winning continues!

The multi-award winning IRIS Exchequer accounting software solution has once again received 100 per cent recommendation in Charity Finance magazine’s annual ‘Accounting Software Survey’. This year marks the third year running that Exchequer has won the coveted recommendation. Exchequer’s Charity finance software was one of only two suppliers to receive the 100 per cent recommendation

Paul Sparkes, Product Director, IRIS Accounting & Business Solutions, said: “We are absolutely delighted to have received this recognition for a third time in a row, especially as it is voted for by our customers. We have striven to provide a software solution that is both functional and flexible and this survey highlights how our charity customers are really seeing the benefits that Exchequer brings.”

Click here to read more.

IRIS Exchequer has also recently been shortlisted for ‘Financial Software Supplier: SMEs’ at this year’s prestigious FD’s Excellence Awards 2012. Last year, IRIS Exchequer won the coveted title for ‘Financial Software Supplier’ of the year, making it the fourth time in seven years, thanks to its innovative accounting and business management software.

Click here to read more.

Still not on version 6? – get your site upgraded ASAP

If you have yet to upgrade to version 6, you will be missing out on the latest rapid innovations. We are keen to get all users using the latest release; so please contact us to discuss your upgrade.

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Mar
21

GoldMine CRM Quick Tip – Setting a Price Automatically in a Forecasted Sale

This week’s GoldMine CRM quick tip looks at how to set a price automatically for a forecasted sale within GoldMine. One of the key features of GoldMine is its ability to automate many everyday tasks such as following up on customer service issues, scheduling calls for clients who you have not spoken to in a while, sending out newsletters, managing unsubscribes and of course reporting on all these details. With GoldMine you can expect a robust, user-friendly system with the flexibility to cater to your unique requirements.

Keep an eye on our blog and YouTube channel over the next few months as we add more great GoldMine CRM quicktips.

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Mar
12

IRIS Exchequer v6.9 is now on general release!

v6.9 delivers an expansion to the number of user defined fields across the core areas of the system. The increase from 4 to 10 fields opens up more reporting opportunities and allows customers to record and interact with additional information on transactions, trader records, job and stock records that’s essential to their business operation.

IRIS Exchequer v6.9 also introduces a data entry audit that adds a date, time and user stamp to transactions, traders, job and stock records and whether the record was created or edited..

Find full details on IRIS Exchequer 6.9 here.

Still not on version 6? – get your site upgraded ASAP

If you have yet to upgrade to version 6, you will be missing out on the latest rapid innovations. We are keen to get all users using the latest release; so please contact us to discuss your upgrade.

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Mar
07

How Mobile Will Evolve in 2012

Following on from last year’s blog on the future of mobile technology, this week we will look at the top 10 mobile applications of 2012, as predicted by research firm Gartner.

“Consumer mobile applications and services are no longer the prerogative of mobile carriers,” said Sandy Shen, research director at Gartner. “The increasing consumer interest in smartphones, the participation of Internet players in the mobile space, and the emergence of application stores and cross-industry services are reducing the dominance of mobile carriers. Each player will influence how the application is delivered and experienced by consumers, who ultimately vote with their attention and spending power.” – source

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Feb
23

GoldMine Quick Tip – Using Document and Email Templates in GoldMine Premium Edition

Every so often we will post up GoldMine Tips and Tricks to help you get the most out of your GoldMine CRM. Learn how to become a pro with GoldMine Premium Edition (PE) by using tips and tricks to quickly complete tasks. In this video, Dery Day, GoldMine expert and FrontRange Senior System Engineer, shows you how to use document and email templates in GoldMine PE.

GoldMine Premium Edition supports robust interaction management features. Any type of GoldMine user can consistently communicate with their client base through email, physical mail, or voice. By using multiple customer interaction mechanisms in GoldMine Premium Edition, your sales, service and marketing teams will be better prepared with customer details, thus helping increase customer satisfaction and customer retention.

For more information on Goldmine Mobile CRM please visit http://www.palladiumtech.com.au/goldmine-crm/ or contact us on (02) 9380-6220 for Australia or (09) 307-5978 for New Zealand.

 

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Feb
07

Exchequer v6.9 is just around the corner!

The award winning accounting software will include several upgrade features including an expansion to the number of user defined fields across the core areas of the system, a data entry audit and more key library reports for the MS SQL edition of the product.

IRIS Exchequer v6.9 will give organisations the power to expand the number of user defined fields across the core areas of the system. The increase from 4 to 10 fields will open up more reporting opportunities and allow customers to record additional information on transactions, trader records, job and stock records that are essential to their business operation.

The new edition was first previewed at the IRIS Exchequer 2011 Roadshows and includes a number of key changes driven by Exchequer customers and designed by IRIS to provide the best possible experience with the IRIS Exchequer product.

IRIS Exchequer v6.9 will also introduce a data entry audit that adds a date, time and user stamp to transactions, traders, job and stock records and whether the record was created or edited. The audit details are displayed on a third layer of the ‘Notes’ functionality and they are also supported by a series of standard library reports for the record type.

 

Capitalising on the benefits that Microsoft SQL platform has available, Exchequer v6.9, as with v6.8, has re-factored more key library reports for the MS SQL edition of the product.Paul Sparkes, Product Director of IRIS Accounting & Business Solutions, comments:

2012 is an incredibly exciting time for IRIS Exchequer. We’re really pushing previous boundaries – with 4 releases in 2011 and now, 3 weeks into 2012 and we are already preparing for the launch of the IRIS Exchequer v6.9 – the future is looking very bright indeed.During 2011 we were focused on further improving the product by delivering more modifications and defects more rapidly than previously experienced and v6.9 continues with the same theme with another healthy round of changes details.

Paul concludes:

IRIS Exchequer v6.9 is right on target for delivery in February and this will soon be followed by v6.10.

For a chance to preview Exchequer v6.9 please visit the presentation on Slideshare.

Still not on version 6? – get your site upgraded ASAP

If you have yet to upgrade to version 6, you will be missing out on the latest rapid innovations. We are keen to get all users using the latest release; so please contact us to discuss your upgrade.

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