July 21, 2020 * Maxime Buchholz at 11:32 am
Customise your Accounting Software to Include Vouchers and Customer Loyalty Programs
As a result of taking advantage of our customisation offer, Timbecon’s staff do not have to spend valuable time on manually tracking the accumulation of loyalty points and the distribution of vouchers anymore.
There are numerous business software on the market but most of them only offer off-the-shelf solutions for their clients. SapphireOne prides itself in providing the option of custom programming any of its functionalities. This enables any business to optimise its workflow by being able to have the software take over most of time-consuming manual data entry. With the opportunity to tailor your accounting software to your company’s needs, you will be able to benefit from substantial efficiency gains.
Timbecon, who has been a client of SapphireOne since 2018 has made wide-ranging use of our offer to customise the software. As Australia’s leading supplier of tools and machinery for the cabinetmaking and joinery trade, the ability to adjust a standardised CRM and accounting software to their company’s needs was one of primary reasons for choosing SapphireOne.
The outcome of all the feature requests that have been implemented has been outstanding and Hague (owner of Timbecon) highly praised the work performed:
“The programmers grasp our business problems, turning them into software solutions. I was amazed when talking to them that they not only understood my issues but could create a solution within SapphireOne. The support really has been amazing.”
We have collated a list of the most relevant features that were custom programmed for Timbecon’s use of the software:
Implementation of Customer Loyalty Program
Timbecon uses a points-based loyalty system. To reduce the manual data entry needed and to be able to include this program in SapphireOne, we created a code which allows points to be accumulated and used by any individual client. Below is a list of the specific features that were implemented by custom programming to set up the customer loyalty program:
- Qualification of specified groups of customers for the loyalty program
- Ability to change dollar-to-point conversion ratio (1 point per $1, $5 or $100 etc.)
- Automatic allocation of points to client once invoice is processed
- Multi-tier system for generating differently valued vouchers (1000 points for a $10, $20 or $50 voucher etc.)
- Option for customers to receive lifetime discount at set threshold (10000 or 50000 points automatically upgrades client to receive 20% discount for an unlimited time)
Timbecon can easily track the loyalty points accrued by any of its customers in the software. Equally, the customers can see the points they received for any purchase on their invoice.
Further, the custom programming also enhances Timbecon’s customer service performance as its staff will be notified by the system if a particular client still has unused vouchers.
Daily Batch Emails Distributing Loyalty Vouchers
Timbecon requested an additional functionality for the automatic distribution of batch emails to its customers that have qualified for vouchers on a particular day. With this new feature, the company’s staff do not have to manually verify the accumulated points per customer, as well as email each voucher separately anymore.
Creation and Redemption of Gift Vouchers
Timbecon required the ability to produce new gift vouchers with SapphireOne at any given time in order to be able to sell them off the shelf. To accommodate for this feature request, we programmed the ability for our customers to produce batches of gift vouchers directly in the store. Below is a list of the specific features introduced via custom programming in order to set up the software for the creation and use of gift vouchers:
- Activation of gift voucher only upon payment to reduce risk of misuse
- Option to choose unlimited different values of gift vouchers ($1, $100 or $1000)
- Upon redemption of last balance left on voucher, it automatically becomes inactive
- Ability of customers to use multiple gift vouchers in a single transaction
Lastly, we also included the ability to keep track of the creation and redemption of any vouchers, whether they were directly purchased by clients or generated via the customer loyalty program.
As a result of taking advantage of our customisation offer, Timbecon’s staff do not have to spend valuable time on manually tracking the accumulation of loyalty points and the distribution of vouchers anymore. It has also increased the level of customer satisfaction and retention of existing customers with the implementation of a loyalty program.
You can read the full testimonial by Timbecon outlining all the different ways in which their business has experienced substantial efficiency gains since implementing SapphireOne, and making use of the custom programming offer, on our website.
Hague also said he never hesitates touching base with SapphireOne’s helpful team if any questions regarding the software ever arise: “I really appreciated how they didn’t just implement the software but took the time to understand the business first. Every business is a little bit different and they were very good about how they adapted SapphireOne to our situation.”
SapphireOne is an integrated software solution that covers ERP, CRM, DMS and Business Accounting. With the offer of custom programming any of its functionalities, it provides for a cost-effective solution to grow your single or multi-site company. For more information regarding all of the capabilities, sign up for a live demo with us.
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