Professional
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Professional services

In the current economic climate, companies feel the need to refocus on their core business and know-how. Accordingly, they are outsourcing more and more tasks, which explains the boom in the market for B2B services in recent years. This sector covers a number of activities; the companies in question are generally experiencing high levels of growth and seeking to exert detailed control over their activities while maintaining close relations with their customers.

Your Benefits

Sage X3 serves to simplify the management of service activities and to closely monitor the operational, commercial and financial aspects of projects. More generally, Sage X3 can be used to manage the entire project life cycle (quotation, launch, allocation, monitoring, regular analysis, invoicing and accounting) and to react quickly to changes in the market, enabling you to focus on the quality of the customer experience.

  • Respond more quickly to customer enquiries with accurate project costing and pricing information.
  • Track time and expenses incurred via mobile devices to obtain a real-time overview of tasks performed.
  • Improve accounting processes through the automated creation of customer invoices, revenue recognition entries and budget adjustments.
  • Increase business agility and flexibility
  • Future-proof your services business
  • Improve cash flow in your services business

Sage X3 Features

Multiple project templates

Full project management life cycle

Automatic calculation of a recommended price

Budget forecast per task and per project

Record of all project reviews and adjustments

Multiple invoicing methods

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