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Effective Solutions

Solutions that Grow your Business

SageCRM Integrated with Sage 100 - Key Features

Sage CRM web based and runs on your server

SageCRM is available anywhere you can get an Internet Connection. No need to install and maintain client software on each machine, or deal with synchronization issues. SageCRM runs through your local Internet Browser session (IE, Chrome, Firefox, Safari).

Includes "out-of-the-box" integration with Sage100

Customer account updates are synchronized automatically between systems, CRM users can create Sage100 quotes and orders from within CRM, and we can create custom scripting and integration to pull key data like YTD Sales and Last Activity Date and also Quote and Order data from Sage 100 into CRM for use by marketing, and inside and outside sales groups.

With CRM you get a Central Sales and Marketing Database

Pull up any lead, prospect, customer, or business contact in SageCRM and know who communicated with them last and what was said. Track key activities and run activity reports to monitor and measure sales activities for CRM users.

Sales Opportunity Tracking System with workflows

SageCRM includes a Sales Opportunities module built into it. Sage 100 Quotes and Orders are integrated with the SageCRM Opportunities module.  You can track open opportunities, forecast sales, and monitor your sales wins and losses. SageCRM even takes it a step further and allows you to create workflow processes for your sales opportunities. These workflows guide your CRM users through the process, and can include fields automatically updated, as well as email alerts and notifications. SageCRM also includes a robust Dashboard module that gives uses quick access to their key information.

Case Management/Service Tracking system with workflows

Do you have a support or technical services component to your business?  You can create, track and manage your customer issues using Cases in SageCRM. Cases are associated with Company and person records in CRM, so your CRM users will also be able to quickly review recent issues for a particular customer. You also have the ability to attach emails and files/pictures to cases. Custom workflows can be created for your case process.

Advanced Workflow Functionality

SageCRM gives you the ability to take processes that may now be manual and paper based in your organization, and create an electronic workflow to control and manage that proces. The workflow guides the users through the appropriate steps and can send notifications and reminders at the appropriate time.

Exchange Sync and Accelerator Outlook Integration

You have the option of setting up a server or client based synchronization of your Outlook Calendar, Contacts and Tasklists with SageCRM. We also recommend the Accelerator 3rd party tool to integrate your Outlook with SageCRM for attaching emails and lots of other powerful integration features.

Remotely Access SageCRM

SageCRM is a web based program, and is best accessed from a laptop or tablet from out of the office because of screen size requirements.  Most of our remote customers will use a Remote Desktop session to access their SageCRM system integrated with Sage 100 for full functionality.

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