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:
·
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
Call us today to 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.
Call us today for more information on 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. |