Integrated ERP and CRM
Sage Accpac ERP and Sage CRM = 360º Business Vision
Sage Accpac ERP v5.6 represents a dynamic shift in business application management and thinking: as SMEs are rapidly expanding their global reach, the need for quick, comprehensive, organisation-wide information is increasing. Not surprisingly, compatibility between front- and back-office applications is now not only a convenience; it is a critical requirement for successful business. That’s why Sage Accpac opens the gates of communication between departments, customers, and managers, to ensure that the business functions as one cohesive unit, not a fragmented collection of isolated silos.
Click to see the integration capabilities between Sage Accpac and Sage CRM.
Sales Force Automation
Sales Force Automation from Sage CRM enables easy access to and management of all current and historical account details, activities, and opportunities, and automatically distributes leads to sales professionals around the world. Point-and-click reporting and graphs give sales teams access to real-time data for on-the-spot pipeline analysis and evaluation.
Sage Accpac ERP v5.6 gives you access to ERP-powered functionality – such as accurate pricing for quotes and orders, fulfilment data, and complex pricing rules and discounts normally held in the back office system only for your entire staff. Financial and non-financial information is centralised for a 360º view of the business. This integration allows sales teams to effectively manage, forecast, and report on all phases of the sales cycle. When your sales staff has true 360º visibility of the customer across front and back office systems, you can ultimately serve your customers and your business better.
Marketing Automation
Marketing Automation from Sage CRM helps you to schedule and track marketing activities within a campaign, showing you every detail of the campaign while providing a single source of customer information. This eliminates guesswork and ensures that marketing resources are optimised.
Sage Accpac ERP v5.6 gives your marketing staff the ability to create campaigns based on financial profiles, order information, and purchase history, while marketing managers can generate accurate ROI calculations on marketing efforts. This integration improves marketing campaign management and decision making, and to be able to accurately measure your marketing ROI.
Customer Service Automation
Customer Service Automation from Sage CRM provides real-time access to relevant customer data, including purchases, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, and sales opportunities, and can be used to automate processes in the Sage CRM workflow.
Sage Accpac ERP v5.6 gives your customer service staff access to back- and front-office customer data for a complete 360º view of every customer, making every customer interaction more informative and effective. Greater linkages between revenues and SLAs ensure that your customers get the appropriate level of service. This integration equips your organisation with the critical information required to build and support long-term customer satisfaction and loyalty, and to maximise every customer interaction and experience.
Web-Self Service
Web Self-Service from Sage CRM allows your customers and partners to access information, log cases, and request services and support over the Web whenever they want. Customers receive information based on their preferences, requests, and history through customised customer and partner portals.
Sage Accpac ERP v5.6 enables your organisation to give your customers controlled access to information normally held in the back office, such as customer account look-up, order delivery status, and the ability to generate orders and quotes directly. This integration allows your customers to track their order’s progress and access front- and back-office data at their convenience, increasing their satisfaction while reducing business overhead.
Deep-Dive into ERP and CRM Integration
If you are a Business Owner, Manager or Director, click here.
If you are in Sales, click here.
If you are in Marketing, click here.
If you are in Customer Service, click here.
If you work in the Back Office, click here.
If you are an IT Administrator, click here.
How does Sage Accpac support your Customer Lifecycle?
Click to see how Sage Accpac v5.6 supports the complete customer lifecycle, from lead generation to order fulfilment through to cash collection.
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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.