BAASS Insights Technology Blog

Your CRM system can be a valuable part of a strong customer retention strategy. Marketing experts speak of the marketing cycle as acquisition, retention, and loyalty. Acquisition is the first step; it means to attract new customers to your business. Retention and loyalty are closely linked, with retention meaning customers returning to your company and loyalty meaning they return and wouldn’t dream of going anywhere else.  

Where do you see your company in five years? Do you imagine it on the same track, selling the same products and services to the same customers competing against the same competitors? Or do you see a company that has progressed into that of a leader in your industry, whose inventory is full of new products and services to provide for new customers in new markets?

Tony Robbins once said, “success leaves clues”. Essentially, successful people learn from previously prosperous people for hints to work smarter and do better. In order to improve, one must learn from past mistakes and triumphs and incorporate these lessons into their current action plan.

How many of you have had to payout a customer for a credit? For example, they gave you a deposit and you are refunding it or you gave them a credit and they want the cash? How many of you are still doing this through Accounts Payable in Sage 300 ERP (Formerly Accpac)? Set the customer up as a vendor, enter the invoice and do an AP Payment batch? Reverse the Credit in AR?

This budgeting cycle, as you once again pour over endless spreadsheets, consider how much easier life would be if the process used better technology and automation. According to some experts, 8 out of 10 businesses are still cranking out spreadsheets during summer’s budgeting season. 

Have you heard the term public cloud? Cloud computing can be described as public clouds, private clouds, or a mix of both. Here's what each means - and why you shouldn't worry if your business uses a public cloud.

Want to save time...so you can spend time? With the right human resources solution at your fingertips, you can save time on routine tasks so that you can spend more time finding, recruiting and training terrific employees. The resulting personnel improvements can make your company more competitive.

In preparation for this year’s BAASS Connect Vancouver, we have created a mini-guide to make your attendance to the event easier. We have compiled some nearby accommodations, restaurants, and recreational activities. Regardless of whether you are a local or coming from out of town, we hope you enjoy our suggestions and have a positive experience from BAASS Connect 2025.