360 Customer Visibility
Front to Back Office Integration with Sage Accpac ERP
Sage Accpac enables front- and back-office employees to create and share meaningful business information.
Sage CRM’s “trading” account entity facilitates the linking of multiple accounts contained within Sage Accpac ERP to their appropriate company record within Sage CRM. This provides an ERP-empowered CRM user customer transaction information delivered through the native CRM user interface. It also allows ERP-based customer data to be displayed in conveniently accessible dashboards, reports, and tabs, to be used within groups, lists, and workflow automation.
True 360-degree customer visibility enables:
- Sales teams to maximise their revenue potential through the identification of latent cross-sell and up-sell opportunities within their customer bases.
- Sales representatives to book orders correctly the first time and every time by providing them with access to the account, pricing and stock information they need to do their jobs effectively.
- Customer service representatives to address customer queries with confidence by providing them with the shipping, invoicing, and returns information they need to do their jobs effectively.
- Customer service managers to ensure that their customers are current on maintenance and service contracts, and that their service level agreements are delivered on a profitable basis.
- Marketing executives to carry out detailed financial segmentation on their customer bases to support highly targeted and effective go-to-market programs.
- Marketing managers to calculate ‘real-world’ return-on-investment based on actual revenue yield from their marketing programmes.
View Sample Front to Back Office Customer Data in Accpac ERP
The following provides a sample of the customer data that can be presented to front-office staff courtesy of the front-to-back-office integration in Sage Accpac ERP v5.5.
Customer purchase history items purchased and invoiced:
Item Code
Item Name
Quantity
Unit Price
Last Purchase Date
Description
Discount
Customer invoice history invoices issues and payments received:
Date
Payment Due Date
Reference Number
Value, and Payment Status
Shipping history items shipped:
Shipping Number
Date of Shipment
Shipping Party
Quantity
Sage Business Solutions is a leading provider of end-to-end accounting software and business management software solutions. Sage provides CRM software and web based CRM solutions that is highly functional and scalable through to complete business software solutions including ERP software. Our Sage business partners offer expert CRM software solutions and are available to assist with CRM implementation and complete integration of accounting software for large, mid-size and small businesses. No matter which Sage solution is right for your business, you’ll find it to be easy to implement, easy to use and easy on your budget. Contact Sage Business Solutions today.