How to run them?

Audits are a regular activity undertaken by businesses to measure the difference if at all between projections and actuals.

Here is how you can get on with this audit.

  1. Expand System Tools
  2. Select Audit
  3. Select Audit Detail
  4. Status should be C – Created, A – Acknowledged, I – Investigation
  5. Table Name should be – Payroll Analysis Layout
  6. Select the Date Range you want the selection for the Audit

    Need more help? Feel free to contact us.

Why Your Sales Emails Aren’t Working and How to Fix Them

Despite the popularity of social media and the growing number of instant messaging apps, email has maintained a steady presence in our online communication. According to Statista, in 2020, the number of email users eclipsed 4 billion people worldwide and this number is expected to grow to more than 4.5 billion by 2025. Email is also a very important component of successful content marketing strategies. In fact, data from Hubspot shows that 53% of marketers say email has been the most effective channel for early-stage lead generation. However, in order to increase open rates and better engage your target audience, your emails need to be well-crafted with specific criteria in mind to make them more appealing to the recipients.

In this article, we will share with you some possible reasons why your sales emails may not be working as effectively as you hoped and what you can do to fix them.

Your Subject Line is Not Both Clear and Appealing

If you have been wondering exactly how big of a role the subject of your email plays in the open rates of your emails, the answer is that it is one of the most important aspects of a sales email. A study done by Convince and Convert showed that 35% of email recipients open an email on the basis of the subject line alone. However, a great subject line needs to maintain a delicate balance of being simply informative and overly flashy. By being overly flashy you run the risk of the email not living up to the hype of the subject line. Therefore, instead of trying to come up with a clickbait subject line, try letting the readers know how they could benefit from opening your email.

From this standpoint, the simpler the better may be the right way to go. If you have been able to achieve outstanding results for past clients, let prospective customers know in the subject line that you are able to lower their costs, increase their efficiency, and any other benefits. Remember, only 9% of sales emails are opened. Therefore, you need to be able to grab the person’s attention right away.

Too Many Empty Words

When a prospect opens your email, they need to understand exactly why they have received this message and what they need to do if they want to act on this email. Remember, the vast majority of emails, 84%, are being skimmed. Therefore, you need to structure the email so that the most important information is easy to find. Consider the following structure for your email: a quick introduction about why the email was sent and then offer some clear value. Finish off with a call to action which could be something like signing up for a demo, a Zoom meeting, or even a phone conversation. Even though your email may not contain something revolutionary, be sure to be straightforward and provide real value.

Emphasizing One-Way Communication

A lot of sales emails are written in a way that merely provides the prospect with information instead of trying to engage them in a dialogue. A good way to fix this would be to offer the recipient an easy way of reaching out to you. If you have sent some emails to your prospects and have not heard back from them, consider sending them a follow-up email containing some potential options for continuing the dialogue. These options could include things like setting up a call, receiving another follow-up email next week, and also whether or not the reader is interested, which will let you know whether or not this particular lead is viable. This way all the recipient needs to do is select the option that best fits them.

Overthinking the Wording

When you are sending out emails to prospective customers, especially if it’s very big ones you are trying to get, it can be easy to get bogged down deliberating every single word. The result is an email that sounds stodgy and awkward. You need to remember that writing an email is not an exercise in creative writing, but rather a friendly chat between two colleagues or acquaintances. Therefore, the next time you write an email, reread it and ask yourself whether or not it would sound strange if you said it to someone in face-to-face interaction. If you wouldn’t say something to someone during a physical meeting, then you should not include it in the email.

Remember, the goal of the email is to make a genuine connection with the recipient. So don’t try to be overly professional, or use sales jargon or catchphrases that you would never say in real life.

Lack of Personalisation

One of the biggest mistakes a lot of sales professionals make is that they do not spend enough time researching the person they are corresponding with. Even small details about a person’s personal or professional life could make a big impact on their interaction with your email. A lot of the information you need can be found through a simple Google search. Think about questions like where are the prospects from? What sort of companies do they work for? What do they post about on public social

This post was originally posted by u/colin_stevens in /r/salestechniques on reddit. You can see the original thread here.

Employee Management – How to adjust Leave Balances for Employees

This guide will help you to adjust an employee’s leave balances within the Sage 300 People system.

Employee’s Leave Balances for the current period can be adjusted manually on the employee’s Leave Detail screen or by means of a batch.

From the Main Navigation pane:

Expand Employee Management, Double click on Employees, Select applicable Employee and Click on Leave Detail. When you need to adjust the leave balances, click in the Adjustment column and enter the applicable value. A positive value will increase the leave balance carried forward and a negative value will decrease the leave balance carried forward.

Balance Brought Forward + Adjustment + Accrued this Period – Taken this Period = Balance Carried Forward

If you refer to the print screen above MD Annual leave balance this period is 5.25 + 2.00 + 1.75 – 0.00 = 9.00

Click on Save.

You can run a User Defined Batch should you need to update leave balances in bulk. This is a time-saving utility that allows you to do leave adjustment input for a number of employees without going to each employee’s screen individually.

From the Main Navigation pane:

Expand Employee Leave
Expand the applicable Leave Definition
Double click on Adjustment

If you have doubts or need help, get in touch with us today.

Scheduled Downtime | 11 December 2021-12 December 2021

Sage Business Cloud Accounting and all integrated Independent Software Vendor solutions will not be available for use on Saturday, 11 December 2021, at 17.00. This migration will take a maximum of 24 hours, and we will be moving on to Amazon Web Services during this planned downtime. The software will be accessible again after 08.00 on Sunday, 12 December 2021.

Please plan your workload accordingly. For more information, contact us on

Sage 300 People; how to take SQL database backup?

Here is a step by step checklist to help you take the DB backup of your Sage 300 People installation. Please note, you will need access to SQL login credentials for this. Also, if this is your first time, keep our contact details handy, just in case.

Step 1: Open SQL Server Management Studio.

Step 2: Complete SQL Login credentials.

Step 3: Expand Databases and select the database that you want to backup.

Step 4: Right-click on the Database you wish to backup

Step 5: Select Tasks, make sure the backup type is set to full, set to disk and then Back Up

Step 6: Click Remove and then Add.

Step 7: Click the Browse button to select a required backup location and add a Backup name.

Step 8: Complete the backup by pressing the Ok button

If the backup is successful, you will see the notification.

How to properly stop the Batch server and Accounting Tasks?

This post lays down the steps needed for a proper batch server restart process. Follow these steps for an easy, incident less server start.

This post assumes that you have a recent and viable and recent backup in place. If not, you should first prep your back up.

To stop the Sage X3 server, we first stop the Accounting tasks and then deactivate the Batch Server. Starting the Sage X3 server is the same process but in reverse. First, we start the batch server and then start the Accounting tasks.

Stopping Server Steps

To stop the Accounting Tasks:

  • Go to Usage, BATCH SERVER, Accounting Tasks (VALPCE) and select Stop, then Yes and Close page

To deactivate the Batch Server:

  • Go to Usage, BATCH SERVER, Server Deactivation (BATCHSTOP), click Yes and then Ok
  • If you are on V11 or higher, go to Administration, Administration, Endpoints, Batch Server.
    • Select the three dots and select Stop All.

Starting Server Steps

To reactivate the batch server:

  • Go to Usage, BATCH SERVER, Server activation (BATCHSTART), click Yes and then Ok
  • If you are on V11 or higher, go to Administration, Administration, Endpoints, Batch Server.
    • Select the three dots and select Start.

To restart Accounting Task:

  • Go to Usage, BATCH SERVER, Accounting Tasks (VALPCE) and select Run now, then Yes and Close page

If this helps, please like us and follow us on Instagram

We are a business management IT advisory based in Dubai. Our specialization is matching efficiency-oriented business processes with intelligent implementations of ERPs, Business Intelligence Suites and CRMs.


Preventive maintenance is the best form of maintenance.

Efficiency is vital for critical processes handled by Sage X3. Using the AIOBENCH tool, you can measure and keep track of Sage X3’s performance on your infrastructure.

Scheduled checks like this are crucial to maintaining a high quality of service to all departments of your organisation.

AIOBENCH simulates increased load on the deployment environment by running an increased volume of test databases and tables queries. At the end of the load simulation, the tool will generate a rating score representing the current performance state.

Running the AIOBENCH

A quick word of caution, please make sure you have necessary backups in place before you follow this post any further. The rule of thumb is; if you aren’t confident running a process then don’t run it. If you need any assistance in this, consider contacting us. Now let’s continue.

This benchmark tool needs to be executed against the “X3” folder.

  • It’s better to run this tool on a quiet system (e.g. no interactive users or batch jobs running) in order to get a meaningful result
  • This tool tests X3 core between runtime and DB only, there is no interaction with Syracuse, MongoDB nor Elastic Search or any other SAGE X3 Component

Version 6, 7, 8, 9 and 11

  • Note: ZX3IOBENCH_V2 is for V6 or older. ZX3IOBENCH_V2.6 Is for V7 and later
  • You can comment out the adxftl = line if you are in a V6 environment prior to P29 where adxftl is forced.
  1. Attached is the performance measurement tool for Sage X3.
  2. Copy the attached file to your X3\TRT directory.
  3. Switch to X3 folder.
  4. Open (ADOTRT) Development, Scripts dictionary, Scripts, Script editor.
  5. Open the script.
  6. Click Compile.
  7. Open (EXETRT) Development, Utilities, Miscellaneous, Run processes.
  8. Enter the script name.
  9. Click OK.
  10. The script would run and you can compare the legacy timing at the end of the produced log.

Version 12 up to and including patch 24

  1. Login as an ADMIN user and connect to X3 folder
  2. Navigate to Development, Miscellaneous, Run Processes
  3. Script: enter “AIOBENCH” and “OK” to continue
  4. A report will be presented once the process has completed

Version 12 patch 25 and above

  1. Login as an ADMIN user
  2. Navigate to Development, Utilities, Verifications, Performance Index (AIOBENCH)
  3. Click “Execution” and “Yes” to continue
  4. A report will be presented once the process has completed

Version 12 patch 26 (2021R2)

See the Related Resources for Hotfixes to install on v12 patch 26 (2021R2)

  • Download Hotfix for Sage X3 v12.0.26 Performance Measurement Tool (AIOBENCH)
  • Download Hotfix for Sage X3 Warehousing v12.0.26 Performance Measurement Tool (AIOBENCH)

Sage 300 Cloud; error 40960

Is the user not able to ‘connect to database’ in Sage 300 Cloud?

Error 40960 occurs when the data source name is pointing to an incorrect server. 

 Here is how you can resolve this. As always, we recommend that have a functional backup in place.

To set the correct data source name, you’ll need to:

  1. Open data sources (ODBC), you must use 32-bit ODBC even on a 64-bit system.
  2. Update settings with the appropriate data source name.
  3. And we are done.

If this helps, please like us and follow us on Instagram

We are a business management IT advisory based in Dubai. Our specialization is matching efficiency-oriented business processes with intelligent implementations of ERPs, Business Intelligence Suites and CRMs.