18 Mar 2019

Sage Pay Integrations by Synergy Technology

For customers who use the popular secure payment gateway Sage Pay, here at Synergy Technology we have developed a solution that can now be fully integrated with your NAV or Business Central system.

Whether this is through telephone sales, walk-in customers, sending documents from your system via email or website transactions our solution offers an unprecedented level of control over any payments made to your organisation.

Synergy Technology’s team is experienced in completing Sage Pay integrations for small and medium enterprises UK-wide.

There are many advantages in choosing Sage Pay to handle your business’ monetary transactions. Many big brands trust the platform for its security and ease of use – the platform now handles millions of payments per month for over 50,000 businesses around the world.

Our solutions key features include:

* Sending Quotes, Orders or Invoices via email – send documents with an embedded ‘pay now’ button, meaning it is easier to get customers to progress quotes and orders as well as making it easier than ever to obtain the money you are owed.

* Telephone payments – using an embedded page within the system, meaning your staff do not need to switch systems, staff can take payments over the phone.

* Website Orders – do you take payment online via Sage Pay? Well, when importing the order into you NAV / Business Central system, the system will call the Sage Pay API to call up the details from the transaction, allowing staff in your team to take over the transaction.

* The system fully integrates with the Sage Pay framework, so you will receive all the results from Sage Pay, such as CV2, 3D Secure and Address checks – allow payment controllers more power at their fingertips to assess transactions. This applies to all forms of transactions, be it walk in, telephone, eDocuments or Website Orders.

* Improved transaction reconciliation – Is your Finance team frustrated with Sage Pay reconciliations where you are dealing with a large number of transactions, having to tie back the money you receive from Sage Pay, less the transaction fees including Red fees? With a direct link to your Sage Pay settlement file, download each batch every day to reconcile individual payments to Customers whilst understanding what charges apply and then reconciling the card type used by your customer to understand the card charges you will receive from the bank.

Sage Pay places extreme importance on data security – a vital factor in today’s modern world – and is, therefore, a more and more attractive solution for our customers.

By opting for an integration, your business can take full advantage of Sage Pay’s features within your existing accounting management system.

Contact Synergy Technology today on 0345 456 0050 to learn more about how we can integrate Sage Pay with your NAV or Business Central setup.

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15 Feb 2019

Benefits & Drawbacks of Live Chat

Did you know that SuperOffice now offers an online live chat facility?

Included in a recent software upgrade, this free-of-charge service enables can customers to interact with your support staff in real time, helping you to solve queries and issues using your SuperOffice system.

When used correctly, a live chat facility can help to increase customer loyalty and retention rates as well as lower costs. Live chat can be a useful way to connect customers with your service department. However, this technology can also prove problematic.

To celebrate its release, we wanted to examine the benefits and possible drawbacks of using SuperOffice Chat.

4 Pros of Live Chat

Here are four reasons why live chat is useful to both companies and customers:

  1. Convenient for Customers – If your customers need assistance with an issue, there is no more convenient way for them to get in touch than by using online chat. This technology facilitates support on any browser, on any device, at any time and without interrupting what each client is working on. In today’s world, this level of convenience – as well as reacting efficiently to issues – is paramount when it comes to earning customer loyalty and improving satisfaction rates. However, this expectation can cause problems, as we will discover later.
  1. Enables Faster Solutions – Live chat lets you direct attention to online resources to help solve queries, from instructional videos to articles and more. Use it to link your customers to relevant online information quickly and easily.
  2. Lower Costs – Recent research has found that using live chat is 17-30% cheaper than a phone call. That figure speaks volumes in itself but can improve even further if agents are responding to multiple queries at the same time.
  1. CRM (Customer Relationship Management) Integration – Live chat makes it easier than ever to track conversations, keeping an accurate record of any topics discussed. The ability to access this data is essential in the effective management and analysis of customer interactions.

Unlike traditional channels of communication, live chat also helps to build a database of common queries and issues. If similar problems are being encountered frequently, patterns can emerge in the data and help to identify any recurring errors or shortcomings in customer care and support.

4 Cons of Live Chat

As with everything in business, there are also potential downsides to utilising live chat:

  1. Long Wait Times Annoy Customers – With an instant messaging service comes the expectancy of immediate response. If you don’t respond to queries fast enough, customer satisfaction can fall substantially. Broadly speaking, it is essential that responses are delivered within 5 minutes.
  1. Poor User Experience – Despite evidence that live chat increases customer loyalty and conversion rates, many feel that this service is unsatisfactory. In fact, research has shown that 38% of consumers believe it is simply not a good enough method of accessing customer service.
  1. Customers Dislike Scripted Responses – Scripted responses can cause frustration among customers who may find them impersonal and/or patronising. Unless you have a large team of operatives at your disposal, using such auto-responses can prove unavoidable.
  1. Staffing Issues – The expectation of immediate response means it is difficult to understaff your live chat response team. Any customers left waiting will not be forgiving which means you must preserve a full quota of operatives during all working hours.

Although live chat offers a quick and convenient method of enabling customers to access support, its use does necessitate a considerable commitment for businesses in terms of both time and energy.

Are you unsure if live chat is a viable option for your organisation? The Synergy Technology team will be more than happy to assist with any queries you may have.

If you’d like to learn more about this service or any other aspect of your SuperOffice system, please contact us on 0345 456 0050 today.

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10 Sep 2018

Why is business continuity so important to SMEs

BusinessTALK spoke to John Robinson, Managing Director of Inoni about the importance of Business Continuity Planning.

Inoni offers business continuity planning for organisations of every shape and size. Since 2005, Inoni has helped clients develop their capability across a wide range of sectors and industries and are therefore well-placed to confidently share and apply their experience with small and medium-sized businesses (SMEs).

“You need to appoint the most suitable members for each task – the movers, the doers and the thinkers all have a different role to play”

Down Load the White Paper today

John Robinson from Inoni answers your questions on Business Continuity Planning

Discover where to start, what to include and why you need a Business Continuity Plan for your business.

In this interview John covers some of the popular questions and answers based on why an SME should prepare a Business Continuity Plan including;

  • What makes a Business Continuity Plan (BCP) so important for an SME?
  • What are the five main reasons an SME needs BCP?
  • What areas of the business should the planning process involve?
  • So where does an SME start with a plan?
  • What risks need a continuity plan?
  • Why should the rest of the business be interested?
  • Why do you think SMEs are complacent and do not address this?
  • Where do most SMEs fail with their plans?


To discuss your business planning and management of your business applications, contact Synergy Technology on 0345 456 0050.

With thanks to John Robinson, FBCI, Managing Director, Inoni.

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10 Aug 2018

The rise of the virtual payslip

Gone are the days when payroll was concerned only with pay, tax and National Insurance contributions. Now payroll departments are expected to manage pension contributions, Save as You Earn share option schemes, Give As You Earn charitable giving schemes; salary sacrifice and flexible benefits plans. Not to mention the complex compliance and HMRC demands placed upon them.

Did you know? 1 in 20 employees in the UK is paid using a Pegasus payroll system

Payslips in particular have always been a necessary evil. Not only do they take a significant amount of time to produce and issue to employees, they amass considerable print and postage costs. Not to mention the added worry of employee queries when payslips are not received, mislaid or a include discrepancies.

In an effort to address this administrative burden, e-payslips – whereby the printing, sorting and posting processes are all removed literally at the click of a button – have been the source of much discussion in the industry for the last few years. However, the concept of online payslips has remained a point of discussion rather than a reality. A number of organisations are reluctant to take on this new method due to security concerns, cultural barriers and a lack of robust solutions on the market.

A considerable number of Payroll Administrators have significantly changed the way payslips are managed within their business. Many have adopted a Payroll self-service, whereby employees can access personal information, including payslips, via a dedicated online portal.

Employees can have the peace of mind that they no longer need to worry about losing their payslip under a pile of work, accidently throwing it in the recycling bin or spending a whole afternoon routing through the loft and copious amounts of paperwork to dig out last years P60 to assist with a tax return. The process becomes quite simple. They can simply log on and download. While security concerns around e-payslips were once voiced, when evaluating the scenario of a payslip being left on a desk versus one being held in a file behind a password, it is easy to see why organisations are now embracing this new way of working.

As payroll professionals realise the cost and time advantages to converting, payroll administrators will see the continued rise of payroll self-service, e-payslips and e-P60s, highlighting that the ‘virtual’ payslip model is very much here to stay. Employees get convenience, choice and predictability and payroll departments get to cut their costs, reduce hassle and save time.

If you are currently running Opera 3 and would like more information on Pegasus e-mail payslips and P60s, or simply have a few questions, please contact us on 0345 456 0050.

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04 Aug 2018

All systems go for the summer with mobile solutions for your business applications

Are you taking time off this summer? But do you still need to make sure to have access to vital business information?

All the business applications and solutions that Synergy Technology delivers can be adapted to ensure you have functionality out of the office, using web-based systems, WiFi and familiar BYO devices.

So this summer, take some time off, relax, but knowing that you can tap into your business information if necessary.

Universal APP for Microsoft Dynamics NAV

Designed to help your business and your employees that work on the go, you can experience the power and simplicity of Microsoft Dynamics NAV using the Universal App on your preferred iOS, Android or Windows device – be it phone, tablet, laptop, or desktop – it’s all up to you.

Using the Universal App is a great solution as it puts business in the hands of remote workers (and people on leave or working from home) – Your field teams including salespeople and account managers, service engineers, executives, consultants and bookkeepers can access Dynamics NAV offsite and stay up-to-date. It also helps to improve the accuracy and timeliness of your data – with access to Dynamics NAV from all locations, the user can capture information as it arises keeping the business system and communications up-to-date.

READ OUR BLOG | Empower your workers with the Microsoft Universal App

Pocket CRM for SuperOffice

Mobile CRM or mobile customer relationship management is a CRM tool for SuperOffice designed for mobile devices including smartphones and tablets.

By connecting through mobile CRM, you, your sales team and employees on the move, have access to customer data through the CRM mobile app or through a web-based browser with cloud CRM. If your Account Manager visits a prospect and the visit subsequently requires changes regarding an in-progress deal or quote, or needs to update information whilst away from the office, this can be updated on the mobile CRM without the need to wait until the Account Manager arrives back at work, keeping your entire CRM always up to date – for everyone.

READ OUR BLOG | Work on your business and your suntan with pocket CRM!

Pegasus Mobile Sales

Now you can provide your field sales team with a great tool to use on the road or away from the office.

Mobile Sales via Pegasus Web Xchange is a dedicated sales app that will change the way your orders are taken and processed. If you have a sales team on the road, Pegasus Mobile Sales will be an invaluable tool for them to take sales orders on their mobile devices. The sales person can showcase products to the customer, take the order and send it securely back to the office to be authorised and uploaded into Opera 3 Sales Order Processing

READ OUR BLOG | Improve the way your sales team interact : Pegasus Mobile Sales

The Virtual workforce

If some of your workforce need to work from home during the summer whilst their children are off school, then the ability to work virtually presents significant benefits for your business – from reduced staff turnover to higher productivity and less stress.  Read our blog to explore why in more detail as well as looking at some of the practicalities of creating your own virtual workforce – it’s easier than you might think.

READ OUR BLOG | Engage, inspire and empower your employees

For further information on mobile solutions contact Synergy Technology on 0345 456 0050.

And enjoy your summer holidays!





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25 Apr 2018

GDPR and Cybersecurity – Protecting contact data

We spoke to Mike Zammit from Digital Change Agents about how the General Data Protection Regulation – GDPR and cybersecurity go hand in hand.

What is the GDPR? Give us a brief introduction.

GDPR is a replacement for the current Data Protection Act (DPA), which is over 20 years old. It dates from a time when we didn’t have social media, and didn’t use the internet the way we do today, i.e. living every moment of our lives online − at work and at home.

The idea of the new legislation is to make the law fit for purpose in the digital age, and to help protect against data breaches and the misuse of personal data. Any company that fails to meet its requirements could face fines up to €20 million or 4% of annual global turnover.

What has driven the EU’s decision?

There are two reasons. In 1995, the EU wanted all member states to put a data protection law in place that would also make it simpler to share information across borders, so that it was easier to do business online. However, because the European Commission issued a directive and not a regulation it meant that each member nation had to create and implement their own laws. This led to each member state having its own interpretation of the directive, which created the opposite effect. Instead of making it simpler, they made it more difficult for businesses to share data across borders.

More than ever before, businesses are responsible for protecting their customers’ data.
Mike Zammit, Digital Change Agents

Secondly, something needed to be done to strengthen citizens’ rights after several high-profile breaches, such as those suffered by Sony and Talk Talk. Vast amounts of information were stolen by cybercriminals who hacked into the systems of these companies. In the case of Talk Talk, 21,000 customers’ records were compromised. To protect citizens from these attacks, it was decided to give them more control over their own personal data, what companies can do with it, how long they hold onto it and what they do with it when they no longer need it.

More than ever before, businesses are responsible for protecting their customers’ data and keeping it out of the hands of cybercriminals. With the possibility of huge fines to punish those that don’t do enough, all businesses must have robust technical and procedural security measures.

What is the reaction of businesses that now need to strengthen their cybersecurity due to the GDPR?

In general, businesses of all sizes − large, medium and small − are still somewhat complacent. Some organisations are not taking it seriously. The latest reports suggest that approximately 60% of businesses are not ready for the GDPR. Most seem to hope that a cyberattack won’t happen to them, or if it already has that it won’t happen again.

What do you think the solution is?

To become GDPR-compliant, and to be serious about cybersecurity, requires buy-in from the highest level of organisations. Technology is only part of the solution.

Technology provides the tools to help people become compliant. There are human problems. What we need is a change of mindset, where chief executives and their boards of directors take GDPR and cybersecurity seriously.

Breaches are often preventable, because most are caused by human error − employees being careless or not knowing the right procedures. I have seen instances of people leaving laptops on the train, phones falling out of pockets, and even people moving offices and leaving cabinets full of sensitive information. If these devices or cabinets fall into the wrong hands, i.e.
someone with malicious intent and the ability to hack into them, then the consequences can be dire.

Is the situation getting better?

We are seeing a gradual increase in people taking notice. However, crucially, it’s not getting to the very top − it’s not reaching decisions makers.

I present at a lot of GDPR awareness days, where we outline the requirements of GDPR, the threat of cybersecurity and why businesses need to get on top of both before it’s too late. I have noticed that there are more directors turning up these days, but I have never seen a chief executive at an event and I’ve never been asked to discuss GDPR by a chief executive. The chief executive of an organisation can really make a difference, as the best transformation is always lead from the top; if the boss says ‘do it’, ‘it’ usually gets done.

If you had a chief executive in front of you now, what advice would you give them?

First, it’s important to understand that this isn’t something that will go away. GDPR is happening, so you may as well get on top of it today. Likewise, cybercriminals are targeting businesses of all sizes; now is the time to improve security. When a cyberattack occurs, if you have not done enough to protect your customers’ data, you could be subject to a large fine, from which your business may not be able to bounce back.

Second, the GDPR and cybersecurity should be seen as a business opportunity not a cost. It’s an opportunity for companies to stand up and build trust, to show that they are good corporate citizens and have a social conscience.

For further information on the GDPR take a look at the Information Commissioners Office website.

Mike Zammit is a professional consultant and focuses on helping organisations improve performance and derive significant business benefit by implementing appropriate technology solutions. Mike Zammit can help direct your business through GDPR compliance.

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