Why you should be using your Sage Intacct Client Experience Plan

As Fall approaches, it’s a crucial time to start planning year-end processing and preparations for the next year. It’s the season of wrapping up projects, ensuring financials are in order, and setting the stage for a successful start to the upcoming year. Do you have specific tasks or goals in mind for this year-end? Now is the time to act, our support team is ready to help.

Our Client Experience Plan (CEP) entitles you to unlimited access to the product experts on our Consulting team. We are extremely proud of the fact that nearly 100% of our Sage Intacct clients trusts us by investing in a CEP. Unlimited support access is one important benefit all CEP clients share, but depending on your situation and plan level, there are more benefits and entitlements that you are underutilizing.

Clients who tap into their plan benefits regularly get more value from Sage Intacct, use more of its capabilities and have a better overall experience with the solution.

For those customers on our Premium plans, we augment unlimited ‘how do I’ support with our experts handling specific tasks for you. Entitlements include new reports, smart rules creation and comprehensive system review among many others. While our Core product provides a solid foundation and a knowledge safety net for your team our premium plans provide that additional Intacct expertise freeing you to focus on your core business functions.

Here are some reasons you should be taking advantage of your CEP regularly:

1. Improve overall productivity and efficiency – our consulting team’s goal is to help you to truly optimize your finance systems and processes.  Your regular questions and requests help us to recommend the best solutions in the context of your overall goals and objectives.   We leverage the collective experience of our team and the hundreds of implementations they have successfully completed in their careers to recommend the exact right solution.
2. New features – each quarter Sage rolls out a new major version release.  One of the main advantages of being on a cloud-native next generation ERP like Sage Intacct is that you don’t have to do anything – the new release is automatically rolled out to all customers, so you don’t have plan around a disruptive upgrade process.  Each release includes tons of new features that you will want to leverage.   In addition to our regular webinars providing overviews of these new features, our helpdesk staff is standing by to take your questions and help you find and utilize these new capabilities.
3. Don’t get stuck – not sure how to accomplish a particular task or solve a problem in Sage Intacct?  Don’t lose time trying to teach yourself the answer – let our experts point you in the right direction so you can stay productive. Your plan is unlimited – you can contact our helpdesk about issues big or small as often as you wish without incurring a per-case or hourly billing charge.  No issue is too superficial, and we want to help.

We don’t meet our goal of helping you meet your business and operational goals if we aren’t communicating.  The next time you are wondering about how to accomplish something in Sage Intacct or just wondering if something is even possible, please don’t hesitate to contact us.  We want you to challenge us.

If our premium plans sound interesting ask us about the details, connect with Dan, your Sage Intacct Account Manager.