Wizard Systems

QuoteWerks announces integration with HaloPSA

As a dealer of QuoteWerks, we are excited to share some fantastic news that many of you have been eagerly anticipating: the early release of our HaloPSA integration!  This integration has been one of the most requested features from our community, and we are thrilled to deliver it ahead of schedule.

Why This Integration Matters

QuoteWerks is already known for its robust integration capabilities with leading CRMs and PSAs, such as Autotask and ConnectWise PSA. However, the demand for a seamless integration with HaloPSA has been particularly strong.  We understand that many of our clients rely on HaloPSA for their business operations, and this integration will significantly enhance their quoting and sales processes.

Early Release Announcement

In response to the overwhelming demand, we decided to release the HaloPSA integration earlier than planned, rather than waiting for the next major version, QuoteWerks v25.  We are still working on fine-tuning certain aspects and implementing the integration in QuoteWerks Web, but users of QuoteWerks Corporate Edition Desktop can start using this feature right away by updating to v24 Build 4.

Key Features of the HaloPSA Integration

• Contact Management: Easily search for and import HaloPSA contacts directly into QuoteWerks.
• Sales Opportunities: Create and update sales opportunities within QuoteWerks that sync with HaloPSA.
• Quote Management: Generate and manage quotes that automatically sync back to HaloPSA.
• Item Database Access: Interact with the HaloPSA items database seamlessly from within QuoteWerks.

This integration not only streamlines your quoting process but also ensures that all essential tools work together efficiently, minimizing data entry errors and improving overall productivity.

Getting Started with the Integration

For those who currently use QuoteWerks Corporate Edition Desktop, simply update to the latest build to access this new feature. Videos are available on the QuoteWerks website about the integration.

For more information about QuoteWerks upgrades, contact Wizard Systems.

GoldMine 2024.4 now released!

GoldMine Premium 2024.4.0 / GoldMine Connect 2024.4.0 - Fixes:

93807 When scrolling beyond the maximum shown records list in the History tab of Projects for emails, some context menu items will appear grayed out, and the records seem unavailable anymore. 94163 Navigation Arrows (First, Previous, Next, Last) are not functional when the User has a lot of customized rights and menus 99836 GoldMine Web -Scroll bar is released when picking the time on a touchscreen, e.g. cell, tablet, or device with a touchscreen 101539 Not showing correct time following the Teams meeting cancellation. 101952 Cannot import iCal/.ics file(s) into the Holiday Manager under the Calendar options in GoldMine

For more information about how to access GoldMine upgrades, please contact Wizard Systems!

Taking the Terror Out of Automation with Workbooks CRM - Event 30/10

As Halloween looms and things go bump in the night, many users find themselves spooked by the complexities of CRM automation. But fear not! Just as a torch light reveals there's nothing lurking under the bed, we're here to shine a light on the sometimes-scary world of Workbooks automation. Join us for our upcoming webinar where we'll turn these automation apparitions into faithful allies for your business processes.

The Building Blocks of Automation Magic

API Keys: Your Digital Skeleton Keys

Gone are the days when API keys were as mysterious as a witch's spell book. These authentication tokens are simply secure passwords that let different systems talk to each other. Whether you're connecting your CRM to your marketing tools or your customer service platform, we'll show you how to handle these powerful keys with confidence.

Plugins: Your Helpful Workshop Familiars

Think of plugins as your friendly automation assistants - pre-built tools that enhance your Workbooks experience. From document generation to email integration, these helpful spirits can transform your daily tasks from repetitive chores into automated efficiency. We'll explore the most valuable plugins and how to harness their power effectively.

Triggers: The Automation Alarm Clock

Just as a vampire rises at sunset, triggers are events that spark your automation into life. Whether it's a new lead appearing in your system or a customer status changing, triggers ensure your processes spring into action at exactly the right moment. We'll demystify the process of setting up triggers that work reliably every time.

Processes: Your Business Workflow Spellbook

Processes are where the real magic happens. These step-by-step workflows can transform your business operations from chaotic to choreographed. From lead nurturing to quote approval, we'll reveal how to craft processes that work like well-oiled machines - no dark magic required.

Scripts: Custom Enchantments

For those ready to wield more advanced powers, scripts allow you to create custom automation solutions. We'll demonstrate how even simple scripts can solve complex business challenges, without requiring a computer science degree.

API Data: Crystal Ball Integration

Connect your Workbooks CRM to the wider digital world through API integrations. We'll show you how to safely and efficiently share data between systems, ensuring your business information flows smoothly across your entire technology stack.

Join Us for an Enlightening Session!

Don't let automation fears haunt your business processes any longer. Join us on 30th October at 2pm UK time for our "Automation Without the Fright" webinar. We'll be:

• Demystifying common automation challenges
• Sharing real-world examples and solutions
• Providing practical tips for implementation
• Answering your spine-tingling questions

Register now to secure your spot. Early bird registration includes our "Automation Survival Guide" PDF.

Don't let these powerful features frighten you - let us help you transform them into trusted tools for business success. After all, the only thing scary about automation should be how much time you've spent working without it!

Want to learn more before the webinar? Contact our friendly team at Wizard Systems for a preliminary chat about your automation needs.

Workbooks CRM have been shortlisted in two categories at the UK Business Tech Awards!

We're thrilled to announce that Workbooks CRM have been shortlisted in two categories at the UK Business Tech Awards!

- Most Impressive Growth
- Tech Company of the Year

The growth is being driven by a strong all-round platform, rated as the #2 CRM Software for 2024 by TechRadarPro, second only to hashtag #Salesforce (who are they 😉).

While the no-BS approach to CRM is increasingly seen by customers as the way to save costs, mitigate risk and achieve the business outcomes they expect to get from CRM.

The final is in London in November, we'll keep you posted!

Workbooks CRM - Top 5 Marketing Features - Event 23/10

CRM is not just about using it as a sales tool.  An actively used CRM database can be a real goldmine as regards tracking new enquiries and data that can be used to promote the business.  Here's our top 5 marketing features of a Workbooks CRM solution that can help you get smarter with your marketing.  Please note that some of these features may require and add on option to the base subscription.  Contact Wizard Systems for details!

1. Campaign Management
- Create, track, and manage multi-channel marketing campaigns
- Monitor campaign performance with real-time metrics
- Segment audiences and create targeted lists
- A/B testing capabilities for campaign optimization

2. Marketing Automation
- Set up automated marketing workflows and sequences
- Create trigger-based email campaigns
- Automate lead nurturing processes
- Schedule and automate marketing activities

3. Lead Management & Scoring
- Track and qualify leads through customizable scoring models
- Automated lead assignment and routing
- Lead source tracking and attribution
- Convert qualified leads to opportunities

4. Email Marketing Integration
- Create and send personalized email campaigns
- Track email metrics (open rates, click-through rates)
- Email template management
- List management and segmentation

5. Marketing Analytics & Reporting
- Real-time marketing dashboards
- ROI tracking for campaigns
- Custom report generation
- Marketing performance metrics and KPIs

These features help you generate marketing activities in a breeze and furthermore, analyse after how successful they were!  Contact Wizard Systems for more information on Workbooks and it's marketing capabilities.

To help communicate the benefits of marketing with Workbooks CRM, Workbooks Partner Wizard Systems are running an online event on Wednesday 23rd October to present an overview of these 5 areas.  Webinar is at 2pm UK time and please register in advance by clicking here.

Transitioning Away from Legacy CRM and Embracing Modern Solutions

Many businesses rely on legacy Customer Relationship Management (CRM) applications, such as GoldMine, which are often hosted on-premise, so installed on your office server. As technology evolves, companies are looking for more efficient and cost-effective ways to deliver these applications to their users, especially of they are working from home or remote locations.  So they still want to stick with GoldMine and not go totally cloud.

Traditionally, solutions like RDS and Citrix have been popular for application delivery. However, GO-Global from Wizard Systems presents a compelling alternative for  businesses seeking to transition away from these platforms or want a low cost way of going remote.

Let's consider an example where a business uses GoldMine as its CRM, hosted on-premises. With GO-Global, this business can publish the GoldMine application, making it accessible to users from any location and device without complex VPN configurations or the need for local installations.  And it's very secure, affordable and quick to set up.

Here are some benefits of using GO-Global for delivering legacy CRM applications:

• Cost Savings: Compared to traditional solutions like RDS and Citrix, GO-Global can be more cost-effective.
• Simplified Management: GO-Global offers a centralized management console, simplifying application deployment, updates, and user access control.
• Enhanced Security: GO-Global provides robust security features, including encryption and multi-factor authentication, safeguarding your valuable CRM data.
• Improved User Experience: GO-Global delivers a smooth and responsive experience to end-users, regardless of their device or location.

By leveraging GO-Global from Wizard Systems, businesses can modernize their legacy CRM application delivery, improving efficiency, scalability, and security while reducing costs.

Streamlining Global Business with Workbooks CRM's Multi-Currency Extension - And Event 16/11

In today's interconnected global marketplace, businesses often find themselves working with clients, suppliers and partners from various countries. This international reach brings exciting opportunities, but it also presents unique challenges - one of the most significant being currency management. That's where Workbooks CRM's Multi-Currency extension comes into play, offering a robust solution for businesses operating across borders.

Why Multi-Currency Management Matters

1. Accurate Financial Reporting: When dealing with multiple currencies, it's crucial to have a clear and accurate picture of your financial situation. The Multi-Currency extension allows you to track transactions in their original currencies whilst also providing real-time conversions to your base currency.

2. Improved Customer Experience: By allowing your clients to view prices and receive invoices in their local currency, you're providing a more personalised and convenient experience. This can lead to increased customer satisfaction and loyalty.

3. Simplified Forecasting: With all currency data centralised and automatically converted, creating forecasts and financial projections becomes much more straightforward and accurate. And convert everything back to your base currency e.g. GBP

4. Compliance and Auditing: Many countries require financial records to be kept in the local currency. Multi-currency functionality helps ensure you're meeting these regulatory requirements across all your markets.

5. Efficient Operations: Manually converting currencies for each transaction is time-consuming and error-prone. Automating this process saves time and reduces the risk of costly mistakes.

 

To help you navigate the complexities of multi-currency management, we're excited to announce an upcoming webinar this week, showcasing the Multi-Currency extension for Workbooks CRM. In this session, you'll learn how to:

- Set up and manage multiple currencies within your CRM
- Configure exchange rates and automate currency conversions
- Create quotes, orders and invoices in different currencies

Webinar Details:
Date: 16 Oct
Time: 2pm
Duration: 20 minutes

Don't miss this opportunity to discover how the Multi-Currency extension can streamline your international operations and give you a competitive edge in the global market. Register now to secure your spot!

REGISTER HERE

By leveraging the power of Workbooks CRM's Multi-Currency extension from Wizard Systems,  you can confidently expand your business across borders, knowing that your financial data is accurate, compliant and easily manageable. Join us for the webinar and take the first step towards effortless multi-currency management in your CRM.

QuoteWerks: Taking the Scare Out of Sales Quotes This Halloween Season

As Halloween approaches and businesses prepare for year-end quotations, it's the perfect time to reflect on what makes creating quotes truly frightening – and how QuoteWerks helps eliminate those fears.

The Real Business Horrors: We've all experienced it. Burning the midnight oil whilst scrambling to find correct pricing. That awful moment when you spot an error in a quotation that's already been sent. The endless hours spent formatting documents manually. These are the real terrors of sales quote creation.

A Better Way to Manage Your Business: QuoteWerks acts like your professional ghost-hunter, banishing these common quote-creation fears:

• Automated pricing updates ensure accuracy
• Centralised product database keeps everything organised
• Professional templates maintain consistency
• Built-in approval processes prevent costly mistakes

A Not-So-Spooky Success Story: One of our clients recently shared how they reduced their quote creation time by 75% after implementing QuoteWerks. That's not magic – it's simply clever business automation.

Don't Let Quote Creation Haunt Your Organisation: Whilst Halloween comes just once a year, the need for efficient quote management is year-round. QuoteWerks provides the tools you need to:

• Generate quotes quickly and accurately
• Maintain professional consistency and your branding
• Track your proposals effectively
• Integrate with your existing CRM system (we integrate to 20 of them!)

The Bottom Line: This Halloween season, treat your business to a quoting solution that takes the terror out of sales proposals. After all, the only scary things in business should be your competitors' outdated methods.  Call Wizard Systems for a demo!

5 Outstanding Features That Make Workbooks CRM a Game-Changer for Business Growth - Event 11/10

In today's competitive business world, having the right CRM system can make all the difference. Workbooks CRM stands out with its powerful combination of user-friendly features and robust business capabilities. Let's explore our top five features that make Workbooks CRM an excellent choice for growing organisations.

And want to know more?  Register for Wizard System's webinar on 11th October at 2pm UK time.  Please register here.

1. It's really easy to use:

• Clean, modern dashboard design that presents vital information at a glance
• Logical navigation structure that reduces the learning curve
• Customisable views and layouts that adapt to each user's needs
• Mobile-friendly interface for seamless access on any device
• Built-in contextual help and guidance for new users

 

2. Probably one of the most customisable CRMs out there!

• Drag-and-drop layout editor for creating personalised workspace layouts
• Custom fields and forms that can be added without technical expertise
• Configurable workflows to match your specific business processes
• Custom reporting tools that let users create their own insights
• Role-based access controls for tailored user experiences

 

3. Comprehensive Commercial Features Workbooks goes beyond traditional CRM:

• Professional quote generation with customisable templates
• Streamlined order processing and management
• Automated invoicing and billing capabilities
• Real-time financial reporting and analysis
• Contract management and renewal tracking

 

4. Loads of integrations!

• Deep Microsoft 365 integration for email and calendar synchronisation
• Google Workspace compatibility for document management
• Popular accounting software connections (e.g., Xero, QuickBooks, Sage)
• API access for custom integrations
• Social media platform integration for enhanced customer insights

 

5. Powerful Integrated Marketing Tools:

• Email marketing campaigns with professional templates
• Website visitor tracking and behaviour analysis
• Lead scoring and qualification automation
• Landing page creation and management
• Marketing ROI tracking and reporting

 

Oh, and it's VERY affordable!  Want to know more?  Book a demo with Wizard Systems or attend our webinar (link above).

Sage CRM 2024 R2 Upgrade Briefing

Sage CRM 2024 R2 is about to be released in the UK.  Here is some key information.

UI & UX Improvements

• Over 30 customer cases resolved
• Introduction of Sage CRM Ally (beta), an embedded AI chatbot for user help
• New mail merge example templates
• Minor calendar enhancements
• Mobile interface improvements, including brand and customer enhancements

Administration and Integration Enhancements

• Mailchimp integration improvements:
  • Changed field syncing to allow no upper limit
  • Improved field matching for easier syncing of new fields Added support for workflow in Quotes and Orders
• Decluttered Documents and Reports configuration admin screen
• Removed deprecated features
• Improved field labeling and fields for website, email, and IP addresses
• Enhanced documentation for Exchange Integration

Development Improvements

• Extensive fixes for vulnerabilities
• New Database Field Reference Document (to be published)
• RESTful API enhancements, including support for new Query Parameters and Operators

Other Notable Changes

• Ability to view more folders in Exchange Online and change the number of listed folders
• Increased maximum field length
• Refreshed brand and corrected names for mobile themes
• Updated user assistance and eLearning materials

Supported Software Changes

• Web browsers: Google Chrome, Microsoft Edge, and Apple Safari (Mac only) are supported. Mozilla Firefox is no longer supported.
• Operating systems: Windows Server 2019 and 2022 are supported. Windows Server 2016 is no longer supported.
• Database servers: Microsoft SQL Server 2019 and 2022 are supported. Microsoft SQL Server 2017 is no longer supported.

These updates aim to improve user experience, enhance productivity, and boost security while providing better integration capabilities and development tools for Sage CRM users and administrators

Supported Upgrade Paths:

Direct upgrades to Sage CRM 2024 R2 are supported from the following versions:

• Sage CRM 2024 R1
• Sage CRM 2023 R2
• Sage CRM 2023 R1
• Sage CRM 2022 R2
• Sage CRM 2022 R1

Upgrading from Older Versions:

Users on older versions must follow a multi-step upgrade path. For example:

Example Upgrade Path for Version 7.1 Users:

1. Upgrade to version 7.2 (SP1 or SP2).
2. Upgrade to version 7.3 SP3.
3. Upgrade to Sage CRM 2018 R3.
4. Upgrade to Sage CRM 2021 R2.
5. Upgrade to Sage CRM 2024 R1.
6. Finally, upgrade to Sage CRM 2024 R2.

Important Considerations:

• Refer to the Sage CRM website for the version support lifecycle: https://help.sagecrm.com/support/support-lifecycle/
• For integrations with Sage accounting solutions or third-party applications, consult relevant documentation to ensure compatibility.

"Ensure you are upgrading from one of these listed versions, as other upgrade paths are neither tested nor supported."

Recommendation:

Begin planning your upgrade to Sage CRM 2024 R2 consult with Wizard Systems!