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Sage Accpac CRM

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Real-time visibility. Information management. Account profiling. Notes. Communications. Opportunities by account / contact. Support cases by account / contact ... – PowerPoint PPT presentation

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Title: Sage Accpac CRM


1
Sage Accpac CRM
  • Advanced Customer Relationship Management

2
  • Customer Relationship Management, is a business
    tool designed to reduce operating costs and
    increase profitability.
  • True CRM centralizes information from all sources
    within an organization to give one, 360 view of
    each customer in real time.

3
  • CRM as Software
  • Navigate the ocean of information
  • Standardize
  • Centralize

4
  • Sage Accpac CRM
  • An easy to use Web Wireless CRM Solution
  • Integrated out of the box to Sage Accpac
    Accounting
  • Marketing Automation
  • Sales Force Automation
  • Customer Care
  • MS Outlook Integration
  • Highly customizable
  • Advanced workflow and process management
  • Offline Synchronization

5
  • Sage Accpac ERP Integration
  • Promote prospects to AR Customers
  • Order / Quote entry
  • Accounts Receivable
  • Account Payable
  • Inventory Control
  • Project Job Costing
  • Active aging Credit History
  • and more.

6

7
Priced / Packaged for Varying Levels of the SMB
Market
Accounting Requirements / Price
Sage Accpac CRM 200
Sage Accpac CRM 100
Feature Set / Number of Users
8
  • Account / Contact Management
  • Real-time visibility
  • Information management
  • Account profiling
  • Notes
  • Communications
  • Opportunities by account / contact
  • Support cases by account / contact
  • Multiple addresses / phone / email
  • Account relationships
  • Sale Force Automation
  • Opportunity / lead management
  • Advanced Routing
  • Sales cycle analysis
  • Forecasting
  • Customer portal
  • Workflow
  • Marketing Automation
  • Create marketing campaigns
  • Establish and evaluate marketing budgets
  • List management
  • Workflow
  • Customer Care
  • Case management tracking
  • service level agreements
  • Knowledge base solution center
  • Customer portal
  • Workflow

The Total CRM Solution!
9
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