Sage EES implementation boosts Pratham Filters efficiency in financial operations and lead generation
Successful installation by Greytrix helps company to streamline time-consuming accounting processes and improves management of financial accountability and compliance

Pratham Filters recently embarked on an initiative that aimed at improving both its operations and efficiencies. Aside from making the move towards full automation, the company detailed the demand for a strategic software solution that could help tighten both the accounting aspect of its operations while at the same time create a better and improved lead management system. India's top filtration company chose Sage EES, which is a seamless integration of Sage ACCPAC ERP and Sage CRM. The Sage ACCPAC ERP solution would be able to address Pratham Filters' business process and financial aspects of operations while Sage CRM could help improve the move towards sales force automation and also enhance marketing and customer service.
"Over the last seven years, Pratham Filters has been running at the forefront of India's liquid and air filtration segment. Looking to strengthen our operations, we were looking for a robust enquiry tracking mechanism that would ensure that every enquiry 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, the India-based implementation partner of Sage Software. Aside from the Sage EES solution suite, Greytrix also added the installation of a solution called 'Greytrix TDS,' which specifically caters to 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.
"Sage Accpac is a highly scalable and modular ERP application that provides robust financial & accounting support and real time inventory control and visibility. It also supports multiple currencies, variable taxes, features a strong reporting tool and comprises of modules that are very tightly integrated with each other so that a small change in one module results in a corresponding change in the related fields of the other modules as well. Keeping in mind the requirements of Pratham Filters, we felt that Sage Accpac's many functionalities would definitely help improve their business processes," said Kumar Siddhartha, CEO, Greytrix.
Since the project went live, Pratham Filters has now keyed in positive results from using the solution. One key feature is the presence and easy access to shared and consistent data between CRM and ERP applications, which gives the company 360 degree customer visibility. The implementation has also led to a quicker quote-to-order / 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. Sage EES is the perfect solutions package for Pratham Filters; ensuring them with a tighter way of handing their financial operations while at the same time give them an even better advantage of following up on their leads. Rest assured, Sage will continue to act as strategic partners for companies like Pratham Filters and give them the extra push in staying ahead of their competition," said Vikram Suri, Managing Director - Middle East and India, Sage Software.
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Categories: Software
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PO Box 66861, Dubai, UAE
Tel: +971 4 3988134
Fax: +971 4 3988137
Email: info@communigateme.com
Website: www.communigateme.com