5
Sage CRM - What's in it
for
you?
So you've heard a lot of talk about CRM
recently. You might be asking yourself "How would CRM
benefit my organization". In an effort to answer this
question we've put together a list of the top 11 reasons why
you might want to consider a CRM solution for your business:
- Get your
entire organization on the same page. No
more pockets of data in various places in the
organization. As a business executive you can know at
a glance if there are any pending sales opportunities, open
case issues or past due invoices.
·
Manage Sales and
accounts - With Sage
CRMyou can easily manage multiple accounts and opportunities,
and automatically distribute leads to sales professionals
around the world. Sophisticated workflow provides automated
sales processes to guide sales people through proven selling
methods. Automate your business processes to automatically
trigger literature fulfillment, follow-up appointments,
callbacks, daily tasks and more. By analyzing the information
available, you can recruit new clients and resell to existing
ones.
·
Perfect for
sales people in the field. Today
keeping mobile sales professionals connected and in the
know represents your greatest challenge. With ACCPAC CRM,
your team has on-the-spot access to the resources they need to
close every sale. When they’re online, the Web client provides
a real-time link to their Sage CRMdata. Even without access to
a cable or phone connection the team has access to pertinent
real-time information via a personal digital assistant (PDA),
WAP device or wireless phone. If your sales staff requires
offline access to Sage CRMdata our SOLO synchronization
utility consolidates the information quickly and easily,
providing your sales people multiple options to access the
same data.
·
Eliminate the
guessing games. With a
Sage CRMyou can create an automated workflow with projection
percentages attached to each step. Track how many
prospects are at a demo stage, how many prospects have a
written proposal and how many prospects are scheduled to
close. This automated workflow capability will ensure
that you have the most accurate sales forecasts!
·
Automated
Workflow allows
businesses to automate pre-determined business rules across
all channels, departments and employees. To help assess and
design workflow Sage CRMprovides graphical views of the
process and its development patterns. In combination with
e-mail integration, workflow ensures that actions requiring
attention or escalation are automatically being routed to the
correct employees or partners.
·
Track the
success of a marketing campaign. Sage
CRMwill allow you to assign, schedule and track marketing
activities within a campaign—and view every detail of each
campaign at a glance. Sage CRMalso provides the tools
for marketing teams to easily create new target lists from
selected criteria, re-use successful campaign lists or import
mail-house lists. The integrated mail-merge function allows
you to merge documents with target-customer lists. Once these
lists are created, Sage CRMMarketing automatically creates a
record in the customer account, attaching the marketing piece
to the account and document library for telemarketers and
support representatives to access.
·
Document
Library provides a
central repository for files from thank you letters to e-mail
direct-marketing campaigns. Documents are contained in a
central location giving an enterprise-wide reference site to
materials sent to, and received from customers. Sage CRMallows
you to store white-papers, FAQs’, marketing materials,
technical documents, quotes, pricing—whatever it is the team
needs—in the Document Library for immediate access to support
resources.
·
Manage your time
better with an
interactive calendar, which integrates with
Microsoft® Outlook®, synchronizing
tasks, appointments, cases and calls for all users.
Users can pre-set onscreen reminder notifications, which alert
them of pending tasks. Filter and sort options allow users to
manipulate onscreen data to the individual’s preferences.
·
Sales Management
reports to help you
make better decisions about your sales force. Sage
CRMprovides point-and-click reporting and graphs that allow
sales teams access to data for on-the-spot analysis and
evaluation. With Sage CRMyou’ll always have the real time
information you need. Start by assessing new leads, quoted
clients, demographics and potential deals in the pipeline,
then analyze your sales efforts and use that knowledge to
refine your strategy.
·
Self service
capability - Sage CRMWeb
Self Service allows customers to access or request services
and support over the web. Customers can receive
information based on their preferences, requests and
histories, providing them a single point of contact for
information about your products and company through designed
customer and partner portals. Allow your channel
partners access to shared workflow, lead-tracking, inquiries,
invoicing and customer information. Sage CRMallows your
customers 24/7 access to information they want.
Plus Sage CRM provides seamless
integration with your ACCPAC
Solution!
Learn more
about Sage
CRM
5
Sage Fixed
Assets
Gain total command and control over your
entire fixed asset lifecycle—from acquisition to disposal with
a fixed asset management solution that links to your Sage
Accpac accounting system: Sage FAS Fixed
Assets.
Sage FAS
delivers powerful, easy-to-use fixed asset management
solutions to businesses of all sizes. Sage FAS provides
construction in progress management, fixed asset depreciation
calculations for financial and tax reporting, asset inventory
reconciliation, and customized reporting—all at a price you
can afford.
Sage FAS is
the definitive Fixed Asset Solution, providing you
with:
- A complete fixed asset management suite with
an intuitive interface that's easy to implement, learn, and
use
- Seamless integration among accounting,
inventory, and reporting applications
- Direct links to your General Ledger system
- Comprehensive, easy-to-use reporting features
Why should
you choose Sage
FAS?
- Sage FAS is used by the "Big Four" accounting
firms
- Companies choose Sage FAS 3-to-1 over all
other competing solutions combined
- Sage FAS integrates easily with your General
Ledger solution
- Sage Software has more than 20 years of
service and support
- Sage FAS has over 100,000 users nationwide
Learn
more about Sage
FAS
5
Affordable, Secure and Easy to use EDI Solution for Sage
Accpac
More and more large
enterprises are demanding that companies use EDI capabilities
with their trading partners. Electronic Data Interchange
(EDI) solutions allow you to electronically exchange order,
invoicing, and payment data with your customers and
suppliers. EDI practices can increase the speed and
accuracy of all of your purchasing and receiving processes. To
add EDI capabilities to your Sage Accpac system, simply plug
in a solution that’s remarkably secure, affordable, and easy
to use: Sage Accpac Exchange.
Sage Accpac
Exchange
Sage Accpac Exchange is an affordable EDI solution that
uses the Internet, open standards, and EDI software to enable
you to conduct business transactions with your trading
partners. With Exchange, you can send and receive data to and
from users on all major value-added networks (VANs) and other
Internet-based services.
Completely Internet-based, and
fully integrated with your Sage Accpac accounting system, Sage
Accpac Exchange provides immediate transmissions and better
two-way communication than traditional EDI.
With Sage
Accpac Exchange, you
can:
- Reduce business transaction costs by
eliminating duplicate data entry.
- Improve shipping and receiving accuracy.
- Speed your response time and increase customer
satisfaction.
- Execute timely order response time and
reconciliation.
- Rapidly comply with customer and vendor EDI
mandates.
- Leverage legacy EDI relationships with VANs
while migrating to new Internet standards.
- Offer enhanced data security and privacy
through the use of accepted Internet security protocols.
Learn more
about Sage ACCPAC
Exchange
5
Schedule
of
Events
These Live Webinars are conducted by ACCPAC experts
using intranet "WebEx" technology and a voice-line for
conferencing. ACCPAC understands addressing all customer
questions is critical, therefore demonstrations are generally
followed by an open question and answer
session.
|
Sage ACCPAC 5.3b
Overview |
| January 25,
2:00 PM ET |
| February 8,
1:00 PM ET |
| February
15, 3:30 PM ET |
| |
|
Sage ACCPAC Project & Job
Costing |
| January 31, 1:00 PM ET
|
| February 8, 1:00 PM ET
|
| February 22, 12:00 PM ET
|
|
|
Sage CRM- Customer
Relationship Management |
| January 21, 1:00 PM ET
|
| February 9, 12:00 PM ET
|
| February 22, 3:00 PM ET
|
|
|
Sage ACCPAC HR
Series |
| February 1, 12:00 PM ET
|
|
|
Sage ACCPAC ePOS |
| February 7, 1:00 PM ET
|
| February 21, 12:00 PM ET
|
|
|
Sage ACCPAC
Warehouse Management |
|
February 16, 1:00 PM ET
|
Contact us at the number below
or visit our website to register.
|