How to get the most out of your software – Why training, support and guidance is important to help you increase your skills and knowledge.

Technology is becoming so advanced that we don’t always use our software to its full potential. It can be difficult to comprehend exactly what your software is capable of. It can become so time consuming investigating the ins and outs of your software and if you’re not careful it can potentially hinder your experience and create even more work for you!

So here are some top tips to get the best out of your software without it becoming too time consuming:


Ensure that all staff who will be using the software have been trained to do so. Without adequate training new software can be really time consuming to find your way around. Hire an expert to show you the ropes, this will save a lot of time and effort in the long run. Getting inside knowledge and expert advice will mean that there is less time spent on trying to work out where things are and what they do and more time concentrating on the job in hand. You need your staff to be as productive as possible and with the right training and support they will be. It’s also a fact that if an employee is confident in their job they are happier, more motivated and have greater job satisfaction. 

Allocate a ‘Super User’ in your team

Select one or two people to dedicate their time to the software and learn all the processes and procedures, this will be really beneficial to your business. That way you have people on hand for advice and issues can be dealt with in a timely and efficient manner.

Don’t be afraid to ask for help

You will find that there are many groups on Facebook to offer help and advice for your particular software. For example here at Sage Accounts Solutions we have dedicated Sage support groups, where you can ask questions and get advice and guidance from people who use it on a daily basis. This means that you can get an answer in a timely manner and you know you have a support network to turn to. Members are like minded people just like you, so you have no reason to be afraid to ask questions.

Set goals

Make a list of what you want to achieve from your software. That way you can ensure you are getting the most out of your software. Setting goals before you commit to purchasing software is a must in order to use your software to its full potential.

Prioritise what you want to achieve and plan for the future. Certain things may not be important to your business right now, but does your software have the potential to grow with you? The last thing you want to do is learn everything you need to know about the software and invest your time and money into it, then realise that eventually you need to find new software as it’s already reached its potential. Plenty of research is essential before making your purchase.

Update and Upgrade regularly

In order to get the most out of your software ensure that you are updating your software on a regular basis. If you leave updates it will slow your software down. Updates often introduce new features which can help speed up your processes, so performing updates when new releases are available is a must. 

Software can easily become out-dated, when this happens it may run slower and this could be frustrating. Ensure that you upgrade your software as required to avoid unnecessary setbacks.

Make the most of ‘free training’

You can often find free training online to assist you with your software and updates. For example last year we ran free masterclasses to support our subscribers. We covered a different topic each week as chosen by the audience. The sessions were really successful and we received lots of great feedback. You can have a sneak peek of some of the classes here.

Even if you’re an expert, you may learn something new!

If you need advice, support or training for your Sage Software, please get in touch. We have a team of friendly expert advisors on hand to assist you.


Any advice relating to accounts or tax should be sought from your tax accountant. Sage Accounts Solutions Limited will not be held responsible for any loss or damage caused as a result of the information contained herein

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