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FOR IMMEDIATE RELEASE · Carmel, Indiana
A formalized AI practice built on 39 years of designing and building production software.
Carmel, IN -- June 22, 2026 — Leaf Software Solutions introduces Leaf AI Studio, the AI practice that formalizes what the company has been doing for nearly four decades: designing and building software that runs inside real businesses. Leaf AI Studio is not a launch. It is a name - given to a practice that has already delivered production AI systems to organizations across multiple industries.
Since 1987, Leaf has built custom technology for organizations that need software to actually work. As AI has matured into a production-grade discipline, the same engineering posture, accountability for outcomes, and continuity of senior people that defined Leaf’s earlier work has been applied to a growing portfolio of AI systems. Today, that work has a name.
DESIGNING THE INTELLIGENCE LAYER
Leaf AI Studio designs and builds the intelligence layer of an organization. Through analysis and discovery, the studio delivers a purpose-built intelligence layer — a cohesive, end-to-end capability that connects multiple AI systems and amplifies how the business operates, generates revenue, and innovates.
The intelligence layer is built in phases, not all at once. Engagements begin where intelligence will most immediately move the business — typically one or two high-impact domains — and within four to six months deliver a production-grade capability that is real, deployed, and moving the needle. Every phase is architected as a component of the larger layer, designed to expand rather than restart.
Leaf AI Studio designs and builds the intelligence layer of an organization. Through analysis and discovery, the studio delivers a purpose-built intelligence layer — a cohesive, end-to-end capability that connects multiple AI systems and amplifies how the business operates, generates revenue, and innovates.
The intelligence layer is built in phases, not all at once. Engagements begin where intelligence will most immediately move the business — typically one or two high-impact domains — and within four to six months deliver a production-grade capability that is real, deployed, and moving the needle. Every phase is architected as a component of the larger layer, designed to expand rather than restart.
For 39 years, Leaf has built software that operates inside real businesses. Leaf AI Studio brings that same discipline to AI — designing and building the intelligence layer that lets an organization run, grow, and evolve faster than its competitors. We don’t deliver pilots. We deliver systems that move the business.
— Ozan Selcuk, CEO, Leaf Software Solutions
— Ozan Selcuk, CEO, Leaf Software Solutions
A STUDIO, NOT A CONSULTANCY
Leaf AI Studio operates as a studio, not as staff augmentation or fixed-scope consulting. Engagements are led by senior product, engineering, and architecture talent — the same people who lead discovery also design and deliver. There is no analyst tier between strategy and build, and no hand-off between the people who think and the people who ship. Engagements are structured as subscriptions, keeping the work continuous and the focus on outcomes rather than deliverables.
Leaf AI Studio operates as a studio, not as staff augmentation or fixed-scope consulting. Engagements are led by senior product, engineering, and architecture talent — the same people who lead discovery also design and deliver. There is no analyst tier between strategy and build, and no hand-off between the people who think and the people who ship. Engagements are structured as subscriptions, keeping the work continuous and the focus on outcomes rather than deliverables.
WHERE IT APPLIES
The intelligence layer is built across the three domains that shape how every business performs:
These are not separate initiatives. They are connected through the same intelligence layer — sharing context, reinforcing each other, and continuously improving.
The intelligence layer is built across the three domains that shape how every business performs:
- Operations — how the business runs.
- Revenue — how the business grows.
- Innovation (R&D) — how the business evolves.
These are not separate initiatives. They are connected through the same intelligence layer — sharing context, reinforcing each other, and continuously improving.
WHO IT SERVES
Leaf AI Studio works with organizations of varying scale — from mid-market to global enterprise — applying the same framework and senior team composition across the range. It engages CEOs and founders, CIOs and CTOs, and the operations, data, and revenue leaders who are under real pressure to apply AI — without compromising on rigor.
If an organization has valuable data that is not yet driving intelligent decisions, or if AI pilots have stalled before reaching production, Leaf AI Studio was built for exactly that moment.
To learn more, visit https://www.leafaistudio.ai.
Leaf AI Studio works with organizations of varying scale — from mid-market to global enterprise — applying the same framework and senior team composition across the range. It engages CEOs and founders, CIOs and CTOs, and the operations, data, and revenue leaders who are under real pressure to apply AI — without compromising on rigor.
If an organization has valuable data that is not yet driving intelligent decisions, or if AI pilots have stalled before reaching production, Leaf AI Studio was built for exactly that moment.
To learn more, visit https://www.leafaistudio.ai.
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PRESS CONTACT
Leaf Software Solutions
14300 Clay Terrace Blvd, Suite 200
Carmel, IN 46032
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Streamline your manufacturing business with smart accounting!
Lean manufacturing is all about minimizing waste while maximizing productivity.
It is a practice first initiated by Toyota but has influenced manufacturing for decades, particularly the automobile industry.
Since then, many other industries have come to regard removing waste from their processes as beneficial to the bottom line.
As you streamline manufacturing processes to eliminate waste and shorten the time between receiving and orders, you can also streamline your accounting processes and use them to gather relevant operating information.
This provides valuable feedback on your manufacturing and inventory processes. Without adapting accounting for manufacturing processes, especially as it increases in complexity as your business grows, it may be difficult to understand how changes in your operations are making a difference to your manufacturing bottom line.
To reduce the costs of doing business, you must understand first where your production costs lie. It helps if you break down product costs from all the contributing factors that play a part in the cost of the manufacturing product – not only for each item but for all the activities that add cost to the end product.
If you want to refine your production process and automate aspects of your business, accurate costing information helps you identify wasteful costs passed on to the customer or absorbed within the company.
This is all in aid of increasing your revenue and your profit margins.
It is a practice first initiated by Toyota but has influenced manufacturing for decades, particularly the automobile industry.
Since then, many other industries have come to regard removing waste from their processes as beneficial to the bottom line.
As you streamline manufacturing processes to eliminate waste and shorten the time between receiving and orders, you can also streamline your accounting processes and use them to gather relevant operating information.
This provides valuable feedback on your manufacturing and inventory processes. Without adapting accounting for manufacturing processes, especially as it increases in complexity as your business grows, it may be difficult to understand how changes in your operations are making a difference to your manufacturing bottom line.
To reduce the costs of doing business, you must understand first where your production costs lie. It helps if you break down product costs from all the contributing factors that play a part in the cost of the manufacturing product – not only for each item but for all the activities that add cost to the end product.
If you want to refine your production process and automate aspects of your business, accurate costing information helps you identify wasteful costs passed on to the customer or absorbed within the company.
This is all in aid of increasing your revenue and your profit margins.
HERE'S WHAT WE WILL COVER
• Manufacturing cost terms to understand
• Manufacturing overheads
• Production costing methods
• Inventory valuation
• What you should look for in your manufacturing accounting software
• Unlock the secrets to financial success in manufacturing
• Manufacturing cost terms to understand
• Manufacturing overheads
• Production costing methods
• Inventory valuation
• What you should look for in your manufacturing accounting software
• Unlock the secrets to financial success in manufacturing
Manufacturing cost terms to understand
You need to think beyond profit and loss to manufacturing costs such as the costs of materials, plus the cost to convert these materials into products. This is necessary, for example, to understand how you should be pricing your product and how to achieve or exceed your set profit margins. In a manufacturing business, there are some important terms you need to understand when it comes to calculating the costs of manufacturing your product, as well as the amount of inventory you hold.
Direct materials
Direct material (or raw material) inventory is a calculation of all the materials your manufacturing business is using to make your product – all the materials consumed or identified with your product. Very often, this is listed in a bill of materials, which itemizes quantities and costs the materials used in your product. In process manufacturing, such as food and beverage or chemicals, the bill of materials is known as a production recipe.
Direct material (or raw material) inventory is a calculation of all the materials your manufacturing business is using to make your product – all the materials consumed or identified with your product. Very often, this is listed in a bill of materials, which itemizes quantities and costs the materials used in your product. In process manufacturing, such as food and beverage or chemicals, the bill of materials is known as a production recipe.
Direct labor costs
Direct labor is the value given to the labor that produces your goods, such as machine or assembly line operators. Generally, this includes the cost of the regular hours, overtime, and relevant payroll taxes.
Direct labor is the value given to the labor that produces your goods, such as machine or assembly line operators. Generally, this includes the cost of the regular hours, overtime, and relevant payroll taxes.
Manufacturing overheads
Along with direct materials and direct labor, you must include the cost of manufacturing overhead to ensure you get the right valuation when it comes to inventory and selling price. Manufacturing overheads might include the costs for powering a factory’s equipment and personnel not directly involved in producing the product.
Work-in-process goods
As part of the manufacturing process, your business is likely to have items in production that have not yet been completed. This will be an accumulation of the money you have spent on direct materials, direct labor costs, and manufacturing overheads on each work-in-process item in your inventory.
As part of the manufacturing process, your business is likely to have items in production that have not yet been completed. This will be an accumulation of the money you have spent on direct materials, direct labor costs, and manufacturing overheads on each work-in-process item in your inventory.
Finished goods
This is the cost associated with the goods you have completely ready to sell to your customers. You would also add the cost of storing these finished goods and other associated expenses. On your typical manufacturing balance sheet, you should have raw materials, work
in process, and finished goods as part of your inventory calculation. You will also want a periodic or perpetual inventory system to track how many products you have in your production line at any one time.
This is the cost associated with the goods you have completely ready to sell to your customers. You would also add the cost of storing these finished goods and other associated expenses. On your typical manufacturing balance sheet, you should have raw materials, work
in process, and finished goods as part of your inventory calculation. You will also want a periodic or perpetual inventory system to track how many products you have in your production line at any one time.
Production costing methods
When it comes to accounting, you need the right costing method to help you achieve higher profitability. Accounting software for manufacturers may offer different costing methods. Here are the ones that you should be aware of:
Standard costing
Standard costing is an accounting system where you establish standard rates for materials or labor used in production or inventory costing. By doing this, you can work out the labor and material costs to produce a single unit of your product. Having these standards allows you to detect variances that can be analyzed, allowing trends to be spotted, and enabling you to make the right adjustments to pricing. If you are spending more on manufacturing the product than necessary, you will not meet your income targets. Look at where the inefficiencies are in the production process and where the waste is coming from, adjusting the pricing if required. Standard costing is useful if you are making similar products or large quantities of a specific product.
Standard costing is an accounting system where you establish standard rates for materials or labor used in production or inventory costing. By doing this, you can work out the labor and material costs to produce a single unit of your product. Having these standards allows you to detect variances that can be analyzed, allowing trends to be spotted, and enabling you to make the right adjustments to pricing. If you are spending more on manufacturing the product than necessary, you will not meet your income targets. Look at where the inefficiencies are in the production process and where the waste is coming from, adjusting the pricing if required. Standard costing is useful if you are making similar products or large quantities of a specific product.
Job costing
Job costing, also known as variable costing, is better if you manufacture to order or focus on a small amount of units. For example, this could include a custom-built machine or a small batch of products. This accounting system allows you to work out the individual cost of manufacturing for a product and apply the right mark-up to get the project margin you desire. You might look at each project in detail – down to costs, materials, and overhead. It is particularly popular in construction.
Job costing, also known as variable costing, is better if you manufacture to order or focus on a small amount of units. For example, this could include a custom-built machine or a small batch of products. This accounting system allows you to work out the individual cost of manufacturing for a product and apply the right mark-up to get the project margin you desire. You might look at each project in detail – down to costs, materials, and overhead. It is particularly popular in construction.
Activity-based costing
This is a costing method that differs from job costing in that it incorporates more indirect costs, such as resource consumption. It can help you hone which products are profitable and spot opportunities to drive better results for your existing products. This might be good if you have a complex product mix.
This is a costing method that differs from job costing in that it incorporates more indirect costs, such as resource consumption. It can help you hone which products are profitable and spot opportunities to drive better results for your existing products. This might be good if you have a complex product mix.
Inventory valuation
Inventory management is crucial for a manufacturer. At the end of an accounting period, at the end of the financial year, you will want to have a value associated with the number of goods in your inventory. Valuing your inventory will help establish the costs of goods sold and how much profit you are making. Having a shortage or excess inventory directly affects the production and profitability of your manufacturing business. Inventory is continually being sold and restocked, so you may need to make a cost flow assumption. There are four accepted ways to value inventory.
First-in, first-out (FIFO)
Many manufacturers use the ‘first-in, first-out (FIFO)’ method, where products are sold in the order they are added to inventory. A popular way of costing inventory; this could work for businesses that have products with a shelf life.
Many manufacturers use the ‘first-in, first-out (FIFO)’ method, where products are sold in the order they are added to inventory. A popular way of costing inventory; this could work for businesses that have products with a shelf life.
Last-in, first-out (LIFO)
This inventory valuation method operates under the assumption that the final product added to a company’s inventory is the first one sold. Fewer manufacturers use this method.
This inventory valuation method operates under the assumption that the final product added to a company’s inventory is the first one sold. Fewer manufacturers use this method.
Average cost
This is a common accounting method that uses a weighted average of all products to determine and track inventory. Average costing is useful in situations where it is difficult to assign costs to specific or individual products.
This is a common accounting method that uses a weighted average of all products to determine and track inventory. Average costing is useful in situations where it is difficult to assign costs to specific or individual products.
Specific identification
This accounting method tracks individual items of inventory, which is useful if you can identify each item with, for example, a serial number or RFID tag. This can produce a higher degree of accuracy, but many manufacturers are unlikely to have items that have a unique identification. This is better for high-value items that need differentiation, rather than interchangeable items.
This accounting method tracks individual items of inventory, which is useful if you can identify each item with, for example, a serial number or RFID tag. This can produce a higher degree of accuracy, but many manufacturers are unlikely to have items that have a unique identification. This is better for high-value items that need differentiation, rather than interchangeable items.
What you should look for in your manufacturing accounting software
Without accurate, timely, and quality information, it won’t be easy to understand what is happening in your business. As a manufacturer, you must always be on top of materials and other associated costs to correctly price your finished items.
At the same time, you need to consider external market factors affecting your business and industry. It would help if you had a manufacturing software solution that allows you to deal with the extra complexity of calculating inventory and the cost of your manufacturing goods.
This software can be used to extract data and analyze trends, improve efficiency, and make the best business decisions. Your manufacturing accounting software should also help you keep compliant with regulations and the tax laws of the countries you have a business in.
Often, manufacturers invest in an all-in-one solution, which handles other tasks away from finances, such as planning and production. This is known as Enterprise Resource Planning (ERP). Ideally, data should move freely between production lines and the back office, meaning you have accurate real-time data.
Features found in accounting software such as inventory management can help you optimize the way you use inventory, such as providing alerts when your stock needs replenishing. It is crucial when understanding raw materials, work-in-process, and finished goods.
It will avoid a situation where you have too much inventory (which costs money) or, even worse, not enough inventory, where you cannot fulfill the requirements of your customers.
At the same time, you need to consider external market factors affecting your business and industry. It would help if you had a manufacturing software solution that allows you to deal with the extra complexity of calculating inventory and the cost of your manufacturing goods.
This software can be used to extract data and analyze trends, improve efficiency, and make the best business decisions. Your manufacturing accounting software should also help you keep compliant with regulations and the tax laws of the countries you have a business in.
Often, manufacturers invest in an all-in-one solution, which handles other tasks away from finances, such as planning and production. This is known as Enterprise Resource Planning (ERP). Ideally, data should move freely between production lines and the back office, meaning you have accurate real-time data.
Features found in accounting software such as inventory management can help you optimize the way you use inventory, such as providing alerts when your stock needs replenishing. It is crucial when understanding raw materials, work-in-process, and finished goods.
It will avoid a situation where you have too much inventory (which costs money) or, even worse, not enough inventory, where you cannot fulfill the requirements of your customers.
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Supply chain management definition, objectives, and components involved. Also, the benefits of using technology and tips for choosing a vendor. (by Ashley Hindsman)
Making a product to sell in large quantities takes orchestration, collaboration, foresight, and preparation. Getting organized and understanding the basics of how a successful supply chain works are the first steps to scaling up production. This article will guide you through what the supply chain management definition is, and the tasks, objectives, and components you’ll need to do it well.
Supply chain management definition
Supply chain management (SCM) encompasses a wide range of activities, including demand forecasting, procurement, supplier relationships, production, inventory control, warehousing, and logistics. It involves the movement of materials and products from suppliers through
manufacturing to end customers, as well as handling returns. Additionally, it requires monitoring industry trends to anticipate future needs and challenges. It’s a critical function within manufacturing and retail because its efficiency impacts the success of other integral parts of the business:
manufacturing to end customers, as well as handling returns. Additionally, it requires monitoring industry trends to anticipate future needs and challenges. It’s a critical function within manufacturing and retail because its efficiency impacts the success of other integral parts of the business:
- Customer service: A well-orchestrated supply chain means your customer gets the order exactly as they expected on-time, every time. They also expect accessible support should they need it after the purchase, which your supply chain management can influence.
- Operating costs: The supply chain must be timed in a way that supports the demand level for the product to avoid overstocking and inventory costs. It’s also where you manage supply costs like raw materials and transportation.
- Financial management: As you speed up the product flow to your customers, you speed up your cash flow into the business. If you can get your product to the customer in 10 days instead of 30, you can invoice them 20 days sooner. Visibility into your supply chain can highlight where you can reduce costs and wait times, and increase profit margins.
Components of supply chain management
One common and effective model is the Supply Chain Operations Reference (SCOR) model, developed by the Supply Chain Council to establish best practices for addressing, improving, and communicating requirements effectively. The SCOR is broken into six components. Each includes a set of processes that contribute to production.
PLANNING
Planning starts with nailing down the details of your operation strategy. First is deciding where you’ll set up shop to make your product – either domestically or internationally – and whether you make the entire product yourself or purchase some components elsewhere. There are benefits and challenges with either so this should be done strategically.
Next, decide how you will produce and store your product. Will you make them in advance and store them to await order? Or, will you make them once the customer orders? You could also have a portion of the final product made in advance and complete production upon order, or offer order customization. You can use any combination of these strategies and the method for performance measurement is established before planning begins.
Planning starts with nailing down the details of your operation strategy. First is deciding where you’ll set up shop to make your product – either domestically or internationally – and whether you make the entire product yourself or purchase some components elsewhere. There are benefits and challenges with either so this should be done strategically.
Next, decide how you will produce and store your product. Will you make them in advance and store them to await order? Or, will you make them once the customer orders? You could also have a portion of the final product made in advance and complete production upon order, or offer order customization. You can use any combination of these strategies and the method for performance measurement is established before planning begins.
SOURCING
The next phase is procuring your raw materials and any components you intend to outsource. This needs to happen at the best possible price, at the right time, in the right quantity. It’s important that all suppliers are thoroughly vetted and all contracts are negotiated to get the best value without sacrificing quality. Delivery scheduling is critical, too.
Assessing supplier performance is a continuous requirement for optimal supply chain management, as well as scheduling payments and ensuring import/export requirements are met.
The next phase is procuring your raw materials and any components you intend to outsource. This needs to happen at the best possible price, at the right time, in the right quantity. It’s important that all suppliers are thoroughly vetted and all contracts are negotiated to get the best value without sacrificing quality. Delivery scheduling is critical, too.
Assessing supplier performance is a continuous requirement for optimal supply chain management, as well as scheduling payments and ensuring import/export requirements are met.
LOCATION
Location is critical for successful supply chain management. A suitable location that is convenient to your resources and materials is ideal.
For example, a carbonated drink company that is set up in a location where water is scarce could hamper the vitality of the business.
Location is critical for successful supply chain management. A suitable location that is convenient to your resources and materials is ideal.
For example, a carbonated drink company that is set up in a location where water is scarce could hamper the vitality of the business.
MAKING
This is where assembling, testing, and packing activities happen. This stage also includes establishing rules for performance measurement, how you’ll store data, your production facilities, and regulatory compliance.
This is where assembling, testing, and packing activities happen. This stage also includes establishing rules for performance measurement, how you’ll store data, your production facilities, and regulatory compliance.
DELIVERY
Also called logistics, this component encompasses all the steps for processing customer orders, distributing them, and transporting them.
Warehousing and inventory, or paying a service provider to manage both, are also included in this stage. This is also where you factor in trial and warranty periods and invoicing once the final product is delivered.
Also called logistics, this component encompasses all the steps for processing customer orders, distributing them, and transporting them.
Warehousing and inventory, or paying a service provider to manage both, are also included in this stage. This is also where you factor in trial and warranty periods and invoicing once the final product is delivered.
RETURNS
You’ll need a smooth and easy process for customers to return defective products. This will also include how to handle “end of life” products when the time comes for you to discontinue making, selling, and supporting certain products. For defective products, this stage includes your company’s established rules for monitoring performance, costs, and inventory for the returned product.
This means:
You’ll need a smooth and easy process for customers to return defective products. This will also include how to handle “end of life” products when the time comes for you to discontinue making, selling, and supporting certain products. For defective products, this stage includes your company’s established rules for monitoring performance, costs, and inventory for the returned product.
This means:
- Identifying the product condition
- Authorizing returns
- Scheduling replacement product shipments
- Providing refunds
Technology for better supply chain management
New technology is changing the way businesses manage their supply chains. Business management solutions allow managers to identify and act on time and cost saving opportunities throughout each stage.
Additionally, robust enterprise resource planning (ERP) solutions often include embedded SCM capabilities. This technology makes it easier to plan, forecast, and manage inventory alongside financial information related to the supply chain.
Industry 4.0 refers to major innovations in technology that are coming into maturity at the same time, embedded by companies around the world, integrating the virtual and physical worlds to bring forth powerful new ways of working.
Examples of this technology include:
Additionally, robust enterprise resource planning (ERP) solutions often include embedded SCM capabilities. This technology makes it easier to plan, forecast, and manage inventory alongside financial information related to the supply chain.
Industry 4.0 refers to major innovations in technology that are coming into maturity at the same time, embedded by companies around the world, integrating the virtual and physical worlds to bring forth powerful new ways of working.
Examples of this technology include:
INTERNET OF THINGS (IoT)
IoT is the fusion of physical objects such as software, sensors, and electronic items with Internet and machine-enabled data collection and transfer. It allows for real-time communication, making it possible to initiate physical systems without human intervention and giving rise to smart cities.
IoT offers you the opportunity to build digitized and connected supply chains — completely integrated ecosystems that are fully transparent to the contributing marketing, product development, manufacturing, and distribution departments.
IoT is the fusion of physical objects such as software, sensors, and electronic items with Internet and machine-enabled data collection and transfer. It allows for real-time communication, making it possible to initiate physical systems without human intervention and giving rise to smart cities.
IoT offers you the opportunity to build digitized and connected supply chains — completely integrated ecosystems that are fully transparent to the contributing marketing, product development, manufacturing, and distribution departments.
BIG DATA AND ADVANCED ANALYTICS
With the Internet of Things comes a huge amount of data, and the way your business reads and analyzes that information is important. In manufacturing, the availability of data from product development, production and testing can add new dimensions to the way you manufacture goods, offering better innovation, marketing, and decision-making.
With the Internet of Things comes a huge amount of data, and the way your business reads and analyzes that information is important. In manufacturing, the availability of data from product development, production and testing can add new dimensions to the way you manufacture goods, offering better innovation, marketing, and decision-making.
ROBOTICS AND AUTOMATION
Robots are already used extensively in the manufacturing world — mechanical arms on assembly lines for example. Industry 4.0 could see the contribution of robots massively increasing. Considering the possibility of building “smart factories” where robots take ownership of manufacturing and bring goods to customers with limited human input, due to computing and communication systems linked with physical systems.
Robots are already used extensively in the manufacturing world — mechanical arms on assembly lines for example. Industry 4.0 could see the contribution of robots massively increasing. Considering the possibility of building “smart factories” where robots take ownership of manufacturing and bring goods to customers with limited human input, due to computing and communication systems linked with physical systems.
SIMULATIONS, 3D PRINTING, AND AUGMENTED REALITY
Already commonplace today, goods can be virtually modeled and tested, saving time and reducing the materials, efforts, and money spent.
Through 3D printing, we can see the creation of customized, complex, and lightweight designs at remarkable speeds, while augmented reality offers a future where employees can be trained on the job far more effectively than with paper or monitors.
When combined with cloud-based services and mobile apps, augmented reality and wearable technology can give workers critical information while leaving their hands free to perform their jobs.
Already commonplace today, goods can be virtually modeled and tested, saving time and reducing the materials, efforts, and money spent.
Through 3D printing, we can see the creation of customized, complex, and lightweight designs at remarkable speeds, while augmented reality offers a future where employees can be trained on the job far more effectively than with paper or monitors.
When combined with cloud-based services and mobile apps, augmented reality and wearable technology can give workers critical information while leaving their hands free to perform their jobs.
Unlock the secrets to financial success in manufacturing
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Sage Time-slips is a time-tracking and billing software designed for professionals such as lawyers, accountants, and consultants. It helps track time and expenses, manage client billing, and generate detailed reports. Sage Time-slips works to grow alongside you and your business, and work at your desired pace. It aims to take non-billable tasks off your hands and allow you to focus more on increasing profits and your customers.
Enhance Client Relationships
Sage Time-slips is designed to improve client management through several key features. It allows you to customize billing plans to match specific client agreements and rates, ensuring personalized service. Targeted messaging keeps clients informed, while centralized contact information storage helps streamline and enhance communication. These tools collectively help maintain strong client relationships and improve overall satisfaction.
Sage Time-slips is designed to improve client management through several key features. It allows you to customize billing plans to match specific client agreements and rates, ensuring personalized service. Targeted messaging keeps clients informed, while centralized contact information storage helps streamline and enhance communication. These tools collectively help maintain strong client relationships and improve overall satisfaction.
Optimize Billing with Branded Invoices
Sage Time-slips helps you get paid on time and in full by allowing you to create professional, branded invoices. Customize your invoices with your logo and business watermarks to enhance your brand’s credibility. Easily email invoices with attachments to streamline payment collection. Plus, with unlimited historic bill reprints, you have complete control over how you invoice your clients, ensuring clarity and professionalism in every transaction.
Sage Time-slips helps you get paid on time and in full by allowing you to create professional, branded invoices. Customize your invoices with your logo and business watermarks to enhance your brand’s credibility. Easily email invoices with attachments to streamline payment collection. Plus, with unlimited historic bill reprints, you have complete control over how you invoice your clients, ensuring clarity and professionalism in every transaction.
Streamline Accounts Receivable
Sage Time-slips automates accounts receivable to help you efficiently track every dollar flowing through your firm. The software facilitates timely collections by sending automatic payment reminders, and applying credits, discounts, and write-offs as needed. With custom payment distribution and automatic payments from client funds, you can stay on top of all accounting aspects, ensuring better cash flow and reducing administrative effort.
Sage Time-slips automates accounts receivable to help you efficiently track every dollar flowing through your firm. The software facilitates timely collections by sending automatic payment reminders, and applying credits, discounts, and write-offs as needed. With custom payment distribution and automatic payments from client funds, you can stay on top of all accounting aspects, ensuring better cash flow and reducing administrative effort.
Generate Detailed Reports
Sage Timeslips provides powerful reporting capabilities to enhance your firm’s performance. With over 100 pre-installed report templates, you can quickly generate comprehensive and adaptive reports on various aspects of your business, including profitability, productivity, and client interactions. The software allows you to search, sort, and customize reports, offering complete visibility and flexibility to make informed decisions and drive your firm’s success.
Sage Timeslips provides powerful reporting capabilities to enhance your firm’s performance. With over 100 pre-installed report templates, you can quickly generate comprehensive and adaptive reports on various aspects of your business, including profitability, productivity, and client interactions. The software allows you to search, sort, and customize reports, offering complete visibility and flexibility to make informed decisions and drive your firm’s success.
Unlock Your Practice’s Potential with Sage Timeslips
With Sage Timeslips, managing your practice becomes a breeze—streamline client relationships, enhance your billing processes, and keep your accounts receivable in check with ease. It’s like having a dedicated assistant who never sleeps, always ready to help you stay organized and efficient. So why not give it a try and see how Sage Time-slips can transform your practice? After all, when it comes to making your work life simpler and more successful, every little bit of help counts!
With Sage Timeslips, managing your practice becomes a breeze—streamline client relationships, enhance your billing processes, and keep your accounts receivable in check with ease. It’s like having a dedicated assistant who never sleeps, always ready to help you stay organized and efficient. So why not give it a try and see how Sage Time-slips can transform your practice? After all, when it comes to making your work life simpler and more successful, every little bit of help counts!
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AI-Driven Scalability: How Sage AI is Shaping the Future of Financial Management
As businesses evolve, managing finances becomes increasingly complex. Sage AI offers a cutting-edge solution, leveraging artificial intelligence to streamline financial operations and drive business growth. By automating routine tasks, Sage AI reduces human error and frees up valuable time, enabling businesses to focus on strategic decision-making.
Automated Financial Processes
Sage AI’s automation capabilities extend across various financial functions, from invoicing to expense management. AI algorithms handle these tasks with precision, significantly reducing the manual workload. This enhances efficiency and improves accuracy, ensuring that financial data is reliable and up-to-date.
Sage AI’s automation capabilities extend across various financial functions, from invoicing to expense management. AI algorithms handle these tasks with precision, significantly reducing the manual workload. This enhances efficiency and improves accuracy, ensuring that financial data is reliable and up-to-date.
Real-Time Insight
Integrating AI within Sage’s financial tools offers real-time insights crucial for making informed decisions. Powered by AI, predictive analytics allow businesses to anticipate cash flow trends, assess risks, and optimize resource allocation. This level of insight empowers businesses to make proactive decisions, ultimately supporting long-term growth and stability.
Integrating AI within Sage’s financial tools offers real-time insights crucial for making informed decisions. Powered by AI, predictive analytics allow businesses to anticipate cash flow trends, assess risks, and optimize resource allocation. This level of insight empowers businesses to make proactive decisions, ultimately supporting long-term growth and stability.
Strategies to Implement AI at Work
Implementing AI in the workplace can be transformative, but it requires a strategic approach. Here are five key strategies to successfully integrate AI into your financial operations:
Implementing AI in the workplace can be transformative, but it requires a strategic approach. Here are five key strategies to successfully integrate AI into your financial operations:
1. Talk About AI with Colleagues
Initiate open and ongoing discussions with your team about AI's role and potential in your work environment. Address any concerns and explore how AI can streamline processes and enhance productivity. Make sure everyone understands both the benefits and limitations of AI, and encourage collaborative brainstorming on how it can be effectively integrated into daily operations.
Initiate open and ongoing discussions with your team about AI's role and potential in your work environment. Address any concerns and explore how AI can streamline processes and enhance productivity. Make sure everyone understands both the benefits and limitations of AI, and encourage collaborative brainstorming on how it can be effectively integrated into daily operations.
2. Identify the "Boring" Tasks
Look for repetitive and mundane tasks in your workflow that could be automated by AI. This includes activities like data entry, routine customer inquiries, or repetitive reporting. By automating these tasks, you can free up time for more strategic and meaningful work, ultimately increasing job satisfaction and operational efficiency.
Look for repetitive and mundane tasks in your workflow that could be automated by AI. This includes activities like data entry, routine customer inquiries, or repetitive reporting. By automating these tasks, you can free up time for more strategic and meaningful work, ultimately increasing job satisfaction and operational efficiency.
3. Conceptualize Something Visually
Use AI tools to create visual references for your projects.
These AI image generators can help you visualize and relay concepts quickly. These tools can help envision something you were struggling to find a reference to.
Use AI tools to create visual references for your projects.
These AI image generators can help you visualize and relay concepts quickly. These tools can help envision something you were struggling to find a reference to.
4. Transcribe Meetings and Conversations
Utilize AI transcription services to convert live or recorded audio from meetings into text. This helps in accurately capturing discussions and provides a summary of key topics, making it easier to review and act on meeting content.
Utilize AI transcription services to convert live or recorded audio from meetings into text. This helps in accurately capturing discussions and provides a summary of key topics, making it easier to review and act on meeting content.
5. Talk to Others in the Industry
Engage with peers and industry experts to discuss the impact of AI and advocate for necessary regulations and best practices. By participating in these conversations, you can help shape how AI is implemented and regulated in your field, ensuring it aligns with industry standards and ethical considerations.
Engage with peers and industry experts to discuss the impact of AI and advocate for necessary regulations and best practices. By participating in these conversations, you can help shape how AI is implemented and regulated in your field, ensuring it aligns with industry standards and ethical considerations.
It is crucial to approach AI with a growth mindset. Rather than avoiding these technological advancements, leverage them to your advantage and integrate them where feasible. AI is not merely a future solution; it is a present reality. Embrace AI as a tool for growth and innovation.
Implementing Sage AI’s capabilities can significantly enhance your financial management processes. As your company scales, Sage AI’s flexible architecture ensures that your financial management processes can adapt to new challenges. Whether you’re expanding into new markets or managing increased transaction volumes, Sage AI provides the tools needed to maintain financial control.
Let's embrace the future we created.
Implementing Sage AI’s capabilities can significantly enhance your financial management processes. As your company scales, Sage AI’s flexible architecture ensures that your financial management processes can adapt to new challenges. Whether you’re expanding into new markets or managing increased transaction volumes, Sage AI provides the tools needed to maintain financial control.
Let's embrace the future we created.
- Published on
Safeguarding Your Company: The Critical Need for Robust Cybersecurity
In today’s digital age, regardless of size, cybersecurity is a critical concern for businesses. Small and medium-sized enterprises (SMEs) often mistakenly believe they are less likely to be targeted by cybercriminals. However, this assumption is far from accurate. SMEs are often seen as prime targets because they may lack the security infrastructure of larger corporations, making them more vulnerable to attacks.
The consequences of a cyber breach can be devastating, particularly for smaller businesses. Data breaches can result in significant financial losses, damage to reputation, and the potential closure of the business.
The consequences of a cyber breach can be devastating, particularly for smaller businesses. Data breaches can result in significant financial losses, damage to reputation, and the potential closure of the business.
“According to a recent report, 60% of small businesses close within six months following a cyber attack.”
What is a Cybersecurity Breach?
A cybersecurity breach occurs when unauthorized individuals gain access to a company's sensitive data or systems, typically through malicious activities. Such breaches can have severe consequences, including financial loss, reputational damage, and legal ramifications. Cybersecurity attacks are designed to exploit vulnerabilities in systems, networks, or software, often with the intent to steal, disrupt, or damage critical information.
Here are some common types of malware and cyber-attacks that businesses often fall victim to:
Here are some common types of malware and cyber-attacks that businesses often fall victim to:
1. Man-in-the-Middle (MITM)
In a MITM attack, the attacker intercepts and potentially alters the communication between two parties without their knowledge. This can occur in various scenarios, such as intercepting data sent over a public Wi-Fi network. The attacker can capture sensitive information like login credentials or financial details, leading to identity theft or financial fraud.
In a MITM attack, the attacker intercepts and potentially alters the communication between two parties without their knowledge. This can occur in various scenarios, such as intercepting data sent over a public Wi-Fi network. The attacker can capture sensitive information like login credentials or financial details, leading to identity theft or financial fraud.
2. Phishing Attack
Phishing attacks involve sending fraudulent messages, often via email, that appear to come from a trusted source. These messages typically contain malicious links or attachments designed to trick recipients into revealing personal information or credentials. Successful phishing attacks can result in unauthorized access to accounts or systems, and sometimes even financial loss.
Phishing attacks involve sending fraudulent messages, often via email, that appear to come from a trusted source. These messages typically contain malicious links or attachments designed to trick recipients into revealing personal information or credentials. Successful phishing attacks can result in unauthorized access to accounts or systems, and sometimes even financial loss.
3. Ransomeware
Ransomware is a type of malicious software that encrypts a victim's data, rendering it inaccessible until a ransom is paid to the attacker. This type of attack can cripple an organization's operations, as critical data becomes locked and unusable. Ransomware attacks often target businesses, healthcare institutions, and government agencies.
Ransomware is a type of malicious software that encrypts a victim's data, rendering it inaccessible until a ransom is paid to the attacker. This type of attack can cripple an organization's operations, as critical data becomes locked and unusable. Ransomware attacks often target businesses, healthcare institutions, and government agencies.
4. Brute Force Attack
In a brute force attack, the attacker systematically tries all possible password combinations until the correct one is found. This method relies on the assumption that the password is weak or easily guessable. Brute force attacks can be automated, making them particularly dangerous if strong password policies are not in place.
In a brute force attack, the attacker systematically tries all possible password combinations until the correct one is found. This method relies on the assumption that the password is weak or easily guessable. Brute force attacks can be automated, making them particularly dangerous if strong password policies are not in place.
5. Password Attack
Password attacks involve various techniques to gain unauthorized access to accounts or systems. Common methods include credential stuffing, where attackers use stolen usernames and passwords from one breach to attempt access on other platforms, and dictionary attacks, where a list of commonly used passwords is tested. Effective password management and multi-factor authentication can help mitigate these threats.
Password attacks involve various techniques to gain unauthorized access to accounts or systems. Common methods include credential stuffing, where attackers use stolen usernames and passwords from one breach to attempt access on other platforms, and dictionary attacks, where a list of commonly used passwords is tested. Effective password management and multi-factor authentication can help mitigate these threats.
How Sage SaaS Can Enhance Cybersecurity
Many IT cyber security leaders feel as though their security is being compromised when partnering with other companies.
When it comes to protecting financial data and ensuring compliance, however, partnering with a trusted provider like Sage SaaS can make a significant difference. Sage SaaS offers comprehensive cybersecurity solutions designed specifically to meet the needs of non-profits and other organizations.
When it comes to protecting financial data and ensuring compliance, however, partnering with a trusted provider like Sage SaaS can make a significant difference. Sage SaaS offers comprehensive cybersecurity solutions designed specifically to meet the needs of non-profits and other organizations.
Sage’s cloud-based financial management software provides several key advantages:
- Advanced Data Protection: Sage SaaS employs state-of-the-art encryption and security protocols to protect sensitive financial information from unauthorized access. Sage also caters their security program to adapt to each company’s requirements.
- Privacy and Data Protection: Sage is committed to safeguarding client data through rigorous privacy policies and practices. These measures ensure that sensitive information is handled with the utmost care and in compliance with global regulations.
- Ethical AI Practices: Sage is dedicated to the responsible use of artificial intelligence, as outlined in their AI Ethics guidelines. This commitment ensures that AI-driven decisions within their software are transparent, fair, and aligned with ethical standards, further enhancing the security and integrity of the system.
By partnering with Sage, your organization can leverage these advanced cybersecurity features to enhance their overall security posture. Moreover, Sage’s commitment to trust and security, as highlighted in their Trust & Security initiative, demonstrates their dedication to providing secure and reliable solutions to their clients.
For companies looking to strengthen their cybersecurity measures, Sage SaaS offers a robust and trusted platform that not only protects their financial data but also provides peace of mind in an increasingly complex cyber landscape.
For companies looking to strengthen their cybersecurity measures, Sage SaaS offers a robust and trusted platform that not only protects their financial data but also provides peace of mind in an increasingly complex cyber landscape.
- Published on
01
02
03
04
Understanding the value of
AI sales enhancements
AI sales enhancements
Introducing Power Platform,
an AI-powered CRM
an AI-powered CRM
Realizing the full value of AI-enabled CRM through partners
How customers benefit from
Power Platform
Power Platform
Enterprise companies face several challenges that impact seller productivity and their ability to close deals efficiently. Therefore, they need a customer relationship management (CRM) solution that offers automation and built-in artificial intelligence (AI) capabilities. These solutions will help sellers:
Understand
their customers
their customers
Personalize
interactions
interactions
Increase
pipeline
pipeline
Improve
productivity
productivity
We will take a closer look at how AI is impacting sales operations and how your organization can start unlocking the benefits of an AI-powered CRM with Leaf Software Solutions and Power Platform.
Seller Challenges
In an evolving business landscape, sales leaders have several challenges they want to solve, including:
- Seller efficiency - Sellers spend less than 30% of their day focused on sales activities 1
- Data-backed decision making - Companies that use customer analytics see an 8% increase in revenues 2
- Personalizing customer engagements - Sales reps spend 440 hours each year trying to find the right content to share with prospects 3
01 - Understanding the value of AI sales enhancements
In today's media landscape saturated with discussions about AI, it is important to explore how generative AI can bring substantial advantages to sales professionals. AI can help streamline the sales process, improve customer relationships, and enable data-driven decisions, all on a secure, proven platform. These benefits include:
Improved lead quality:
Identify the most promising leads based on prospects’ behavior, demographics, and previous interactions.
Identify the most promising leads based on prospects’ behavior, demographics, and previous interactions.
Reduced costs:
Save money by eliminating the need to hire more sales staff or train existing staff on new technologies.
Save money by eliminating the need to hire more sales staff or train existing staff on new technologies.
Improved sales data analysis:
Gain insights into customer behavior and preferences using predictive analytics to enable sales teams to make informed decisions for each interaction.
Gain insights into customer behavior and preferences using predictive analytics to enable sales teams to make informed decisions for each interaction.
Better customer insights:
AI provides insights into customer behavior, assisting sales teams to increase sales.
AI provides insights into customer behavior, assisting sales teams to increase sales.
Automated administrative tasks:
Automate tasks such as lead generation and customer data management, giving salespeople more time to focus on selling.
Automate tasks such as lead generation and customer data management, giving salespeople more time to focus on selling.
Better sales training:
AI improves sales training by analyzing data on sales performance and providing customized training based on individual needs enabling sales leadership to focus on mentoring and value-added coaching.
AI improves sales training by analyzing data on sales performance and providing customized training based on individual needs enabling sales leadership to focus on mentoring and value-added coaching.
02 - Introducing Power Platform, an AI-powered CRM
Power Platform is a cloud-based Customer Relationship Management (CRM) and Sales Management (SM) solution assists businesses in improving their sales processes and customer intimacy. With built-in AI and Copilot capabilities, you get the full benefit of AI, on a proven, reliable platform.
- Enterprise-ready as the only CRM built on a fully connected data platform with built-in AI capabilities.
- Scale capabilities to solve sales, marketing, and service challenges with one solution.
- Built on Microsoft Azure cloud platform for low maintenance.
- Microsoft Teams integration allows collaboration at no additional cost.
- Microsoft Teams helps put collaboration in context and provides actionable next steps using AI-driven insights, allowing sellers to be more productive and build stronger customer relationships.
- 14 data security and compliance certifications
The merging of AI capabilities with your CRM empowers you to streamline the sales process, improve customer relationships, and enable data-driven decisions.
AI driven CRM/Sales automation enables
Streamlined sales processes.
Automation provides $13.3M in improved seller productivity and $4.7M in sales manager productivity. 4
Sales automation and CRM systems provide businesses with a scalable and flexible platform that automates routine tasks such as lead management, sales forecasting, and reporting, streamlining sales processes, reducing administrative overhead, and allowing sales teams to focus on revenue-generating activities.
Automation provides $13.3M in improved seller productivity and $4.7M in sales manager productivity. 4
Sales automation and CRM systems provide businesses with a scalable and flexible platform that automates routine tasks such as lead management, sales forecasting, and reporting, streamlining sales processes, reducing administrative overhead, and allowing sales teams to focus on revenue-generating activities.
Improved customer relationship.
64% of businesses believe that AI will have a positive impact on customer relationships. 5
By centralizing customer information, sales automation, and CRM systems enable organizations to personalize interactions with customers, respond to their needs more effectively, and build stronger relationships with them, accelerating innovation built on prior experiences with customers to stand out from the competition.
64% of businesses believe that AI will have a positive impact on customer relationships. 5
By centralizing customer information, sales automation, and CRM systems enable organizations to personalize interactions with customers, respond to their needs more effectively, and build stronger relationships with them, accelerating innovation built on prior experiences with customers to stand out from the competition.
Enabled data-driven decisions.
87% of AI adopters said that they were using or considering using AI to improve sales forecasts and email marketing.6
Sales automation and CRM systems empower companies to accelerate sales by utilizing customer, marketing, and sales data to identify ideal customer targets, provide sales guidance, and collaborate with peers, enabling data-driven decision-making, optimized sales strategies, andimproved overall business performance.
87% of AI adopters said that they were using or considering using AI to improve sales forecasts and email marketing.6
Sales automation and CRM systems empower companies to accelerate sales by utilizing customer, marketing, and sales data to identify ideal customer targets, provide sales guidance, and collaborate with peers, enabling data-driven decision-making, optimized sales strategies, andimproved overall business performance.
Personalize interactions
Call insights:
View real-time tips, related information, and suggested answers to customer questions during Microsoft Teams calls
View real-time tips, related information, and suggested answers to customer questions during Microsoft Teams calls
Meeting preparation:
Get AI assistance to prepare for meetings with summaries of relevant customer and opportunity details and past activities
Get AI assistance to prepare for meetings with summaries of relevant customer and opportunity details and past activities
Conversation intelligence:
View customer sentiment analysis and KPIs like talk-to-listen ratio, talking speed, and conversation switches during calls in Microsoft Teams
View customer sentiment analysis and KPIs like talk-to-listen ratio, talking speed, and conversation switches during calls in Microsoft Teams
Stay in the flow of work
Customer record syncing:
Get AI assistance to add and edit customer details directly in Microsoft Teams and Outlook and sync to Power Platform
Get AI assistance to add and edit customer details directly in Microsoft Teams and Outlook and sync to Power Platform
Customer cards:
Easily surface and share contact, opportunity, and account information from Power Platform in Microsoft Teams and Outlook
Easily surface and share contact, opportunity, and account information from Power Platform in Microsoft Teams and Outlook
Collaboration spaces:
Create collaboration spaces in Microsoft Teams with pre-built templates like deal room and integrated access to Power Platform data
Create collaboration spaces in Microsoft Teams with pre-built templates like deal room and integrated access to Power Platform data
Copilot in Power Platform automates sales tasks
Copilot uses AI to reduce the time your sales team spends on mundane tasks, allowing them to focus on connecting with customers. In fact, it is estimated that 30% of sales tasks can be easily automated. 7
- Email assistance: Get AI assistance to write emails and propose meetings utilizing data from Power Platform
- Automated summaries: Get AI-generated email and meeting updates with follow-up tasks
- Intelligent transcriptions: Eliminate manual note-taking with meeting transcriptions, recordings, and action items
03 - The full value of AI-enabled CRM through partners
To realize the full benefits of AI, you need a system that can be configured to run the reports you need based on up-to-date data. By working with Microsoft partner, you can realize the full potential faster with service offerings such as:
Data Configuration and Migration:
- Configuring and migrating data from legacy systems or other CRM platforms to Power Platform.
- Ensuring data integrity, mapping data fields, and performing data validation.
Digital Transformation:
- Adapting existing sales processes and workflows to align with Power Platform and AI capabilities.
- Identifying areas where AI and Copilot can enhance sales efficiency and effectiveness.
User Adoption and Training:
- Teaching employees how to effectively use Power Platform and leverage AI and Copilot features.
- Encouraging user adoption and addressing any resistance to change.
Customization and Configuration:
- Tailoring Power Platform to meet the specific needs of your business, including creating custom entities, fields, workflows, and reports.
Integration with Other Systems:
- Integrating Power Platform with other business systems, such as third-party ERP systems, marketing automation platforms, or customer support tools, to ensure seamless data flow and process automation.
Ongoing Support and Maintenance:
- Providing ongoing support and maintenance services to address any issues, updates, or enhancements required for Power Platform and AI features.
Leaf Software Solutions, is committed to your success
As Power Platform experts, we must meet and maintain certain requirements while undergoing specific training related to AI and Copilot capabilities.
- Microsoft measures and recognizes Microsoft Solution Partners who have proven high broad technical capabilities and demonstrated success delivering technology solution.
- Partners need to demonstrate expertise in selling and implementing Microsoft Power Platform solutions, including Copilot.
- Partners need to stay up-to-date with the latest product releases and enhancements to maintain their designations.
Microsoft continuously measure and recognize experts at delivering solutions with Power Platform.
Unlock the possibilities of an AI-powered CRM
We have seen that organizations that implement AI for sales have seen positive impacts, including:
of marketers using generative AI have witnessed positive ROI, with many seeing a 3x ROI with cost efficiencies improving over time. 8
This is all time that your sellers can now spend on selling!
Leverage our expertise to realize the full value and potential of Power Platform. *
Leverage our expertise to realize the full value and potential of Power Platform. *
While employees estimate AI to save them: 9
21%
of their time listening to voicemails
of their time listening to voicemails
23%
of time in meetings to recap customer interactions
of time in meetings to recap customer interactions
25%
of time transcribing
and writing notes
of time transcribing
and writing notes
23%
of their time coaching or training other team members
of their time coaching or training other team members
27%
of time building reports analyzing customer data
of time building reports analyzing customer data
28%
of time manually transferring
or inputting data
of time manually transferring
or inputting data
* It is important to note that the effectiveness and time-saving benefits of Copilot may vary depending on the specific implementation and usage within an organization. Proper training and adoption of the feature by sales representatives will also play a role in maximizing the time redirected to direct customers’ and sales activities
04 - How customers benefit from Power Platform
Companies have seen improvements in their sales operations across:
- Sales & lead generation:
- 59% reported improved sales quota achievement 10
- 75% of respondents said their cost per conversion decreased when they implemented CRMs 10
- Enhanced customer relationships:
- Centralized customer data allows from improved customer experiences across marketing, sales, and service departments
- Data-backed decision making:
- Increased revenue opportunities with centralized sales and marketing data
- Accurate measuring of the ROI of sales and marketing campaigns
- Optimized marketing, sales, and service processes
Supercharge your sales team!
Power Platform Sales helps businesses manage and track leads, opportunities, and sales pipelines. With reduced manual work and automated tasks, sellers save time and can focus on closing deals. AI assisted sales technology enables your organization to optimize sales efforts through intelligent reporting, data-driven decision-making and a guided sales approach.
1.“How Much Time Do Your Salespeople Spend Selling?,” The Center for Sales Strategy, 2021
2.“Benefits of Big Data Analytics: Increased Revenues and Reduced Costs,” BARC
3.“35 Sales Enablement Statistics That Will Blow Your Mind,” G2, 2021
4.The Total Economic Impact™ Of Microsoft Dynamics 365 Sales, a commissioned study conducted by Forrester Consulting, 2022
5.“24 Top AI Statistics And Trends In 2023,” Forbes, 2023
6.“101 Artificial Intelligence Statistics [Updated for 2023],” TechJury, 2023
7.“Sales automation: The key to boosting revenue and reducing costs,” McKinsey & Company
8."66% of Marketers Using Generative AI Have Witnessed Positive ROI," Spiceworks, 2023
9."Understanding Small and medium-Sized Business Sentiment Toward AI," Aircall, 2023
10.“CRM Adoption, Market Size, and Usage in 2023,” Business.com, 2023
2.“Benefits of Big Data Analytics: Increased Revenues and Reduced Costs,” BARC
3.“35 Sales Enablement Statistics That Will Blow Your Mind,” G2, 2021
4.The Total Economic Impact™ Of Microsoft Dynamics 365 Sales, a commissioned study conducted by Forrester Consulting, 2022
5.“24 Top AI Statistics And Trends In 2023,” Forbes, 2023
6.“101 Artificial Intelligence Statistics [Updated for 2023],” TechJury, 2023
7.“Sales automation: The key to boosting revenue and reducing costs,” McKinsey & Company
8."66% of Marketers Using Generative AI Have Witnessed Positive ROI," Spiceworks, 2023
9."Understanding Small and medium-Sized Business Sentiment Toward AI," Aircall, 2023
10.“CRM Adoption, Market Size, and Usage in 2023,” Business.com, 2023
- Published on
Today’s buyers expect a consistently personalized sales experience when considering vendors, and small and medium-sized businesses must invest in tools to help them stand out. One way to build a stronger relationship with your customers and transform how you engage with them is by leveraging an AI-powered CRM solution. Here are the four main improvements when implementing a CRM with extensive AI capabilities.
1. Target and Attract the best leads
Access summaries and real-time notifications directly in the CRM with overviews of each opportunity so sellers know where to spend their time. Leverage AI-drafted email replies, meeting summaries, and call invites to give sellers back time to focus on closing more deals.
2. Equip sellers with tools to provide an efficient sales experience
Access summaries and real-time notifications directly in the CRM with overviews of each opportunity so sellers know where to spend their time. Leverage AI-drafted email replies, meeting summaries, and call invites to give sellers back time to focus on closing more deals.
3. Maintain engagement with personalized content
AI features analyze call recordings and transcriptions to identify prospect priorities and competitor mentions to draft or suggest relevant, engaging content. Customer profiles automatically update as data is compiled to refine the sales strategy continuously.
4. Provide a high-quality transition post-sale
Seamlessly transition data when deals close with connected communication and collaboration applications across departments. Preserve customer trust with all data compliantly stored in one connected system that automatically updates with customer privacy preferences.
Revolutionize your business
Leaf Software Solutions can help your business transform how you build customer relationships today with Microsoft Power Platform. As a Microsoft partner, Leaf can help you quickly identify where you can improve the customer journey, implement Power Platform Sales features to strengthen your position with your clients, and train your team to ensure you get the most out of AI Capabilities faster.
- Published on
Small and medium-sized businesses must identify ways to stay ahead of their competition by empowering their sellers to provide clients with a high-quality customer experience. Artificial intelligence (AI) allows these organizations to optimize their sales processes to revolutionize employee productivity, seller efficacy, and customer experiences. Leaf takes on the heavy lifting of implementing and managing IT solutions so that our customers can start reaping the benefits of the AI capabilities available in Microsoft Power Platform. Let’s take a look at how Leaf and Power Platform enhance seller and customer experiences.
Empower sellers with next-generation AI
Automate email replies, meeting summaries, and call invites to reduce time spent on administrative tasks
Qualify leads with
AI-based scoring models and opportunity summaries to quickly advance opportunities
AI-based scoring models and opportunity summaries to quickly advance opportunities
Gain real-time insights with suggested next steps and notifications for stalled or
at-risk deals
at-risk deals
Deliver more relevant
content to leads with AI-recommended content
based on customer data
content to leads with AI-recommended content
based on customer data
Revolutionize how work gets done
Automate the manual work of updating CRMs, spreadsheets,
and reports so sellers
can focus on closing deals
and reports so sellers
can focus on closing deals
Improve reporting and decision-making with accurate forecasting through real-time visibility
of all active deals
of all active deals
Simplify collaboration across departments with the native Microsoft Teams
integration to remove barriers
that impact productivity
integration to remove barriers
that impact productivity
Maintain customer trust by honoring
their data consent choices with
automatic updates to ensure compliance
with privacy regulations
their data consent choices with
automatic updates to ensure compliance
with privacy regulations
Build personalized and connected customer journeys
Automate audience segmentation creation with AI to ensure that email campaigns target the most relevant leads
Unify all transactional, demographic, and behavior data in one platform with integrations with third-party apps for an always up-to-date customer profile
Use the visual journey builder to create a seamless customer experience across marketing, sales, and service touchpoints
Maintain customer trust by honoring their data consent choices with automatic updates to ensure compliance with privacy regulations
“With real-time information in Dynamics 365, we immediately see trends with our revenue and customers, and we can act quickly if there’s any kind of service disruption.”
- Linda Gabor, Executive Vice President of External Relations at Call2Recycle
Leaf Software Solutions is a Microsoft partner for small and medium-sized businesses like yours. We can help you solve the selling and business challenges that you face with Microsoft Power Platform.
- Published on
Small and medium-sized businesses are the lifeblood of a thriving economy, so they cannot afford to miss out on any opportunities that help them grow their company.
Power Platform Sales, implemented by Leaf Software Solutions, offers everything you need to deepen customer relationships and empower employees with a full-funnel sales solution powered by next-generation artificial intelligence (AI). Here’s how we can solve the five most common challenges small and mid-sized businesses face with a modern customer relationship management (CRM) solution.
Low CRM adoption by marketers and sellers
Familiar Microsoft
interface makes it easy
for users to learn
interface makes it easy
for users to learn
Fully connected solutions
across departments
increases user engagement
across departments
increases user engagement
Ongoing training and
support from a
Microsoft partner
support from a
Microsoft partner
Inability to segment customers
for tailored marketing
Develop audience
lists based on
customer profiles
lists based on
customer profiles
Leverage AI-generated
custom content for emails,
meetings, and calls
custom content for emails,
meetings, and calls
Integrate third-party apps
for insights on customer
priorities and challenges
for insights on customer
priorities and challenges
Siloed communication and collaboration
impacts customer experience
Connect Microsoft Teams
& Outlook to collaborate
in one platform
& Outlook to collaborate
in one platform
Seamlessly and securely
handoff customer data from
sales to service teams
handoff customer data from
sales to service teams
Provide feedback during
marketing and event
campaign planning sessions
marketing and event
campaign planning sessions
Missed revenue opportunities
due to lack of data and insights
Prioritize deals with
AI-based scoring models and automated opportunity summaries
AI-based scoring models and automated opportunity summaries
Take immediate action on
at risk or stalled deals
with real-time notifications
at risk or stalled deals
with real-time notifications
Utilize real-time client data updates to prepare for meetings and address new concerns or interests
Manual processes hinder employee productivity
Streamline email replies,
meeting recaps, meeting invites,
and CRM updates with AI
meeting recaps, meeting invites,
and CRM updates with AI
Automate reporting with
real-time accurate forecasts
and tracking
real-time accurate forecasts
and tracking
Create engaging content for
specific audiences in a few clicks
with simple language prompts
specific audiences in a few clicks
with simple language prompts
Prepare for the future with Leaf & Microsoft
Now is the time to prepare for the future and get ahead of the competition with next-generation technology. Leaf Software Solutions can work with your team to see how these challenges and others impact your bottom line and how Power Platform sales can empower your teams to build deeper relationships, close more deals, and become more efficient.