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Accsoft - Sage CRM

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Overview

Sage Accpac CRM is a comprehensive, award-winning CRM system that provides enterprise-wide access to vital customer, partner, and prospect information—anytime, anywhere. Sage Accpac CRM helps you better manage your business by integrating field sales, internal sales, customer care, and marketing information and is available in-house or as a hosted application

 

A good customer relationship management (CRM) solution will give you quick, easy access to centralized customer and prospect information. Not just contact information, not just call history information, but the in-depth, up-to-date communications history you need to nurture your prospect relationships, close sales, inspire customer loyalty, and streamline all your customer-facing activities. The best CRM solution for you is the one that adds integration with Sage Accpac accounts receivable data to its list of award-winning features: Sage Accpac CRM.

 

Disconnected

A comprehensive CRM solution enables organizations to guarantee their sales, marketing and customer care professionals have fast, up-to-date access to critical data - regardless of where these employees are located. Even when not connected to a network, mobile users can work offline and later synchronize with the central server, using the optional Offline Synchronization feature.

As a result, Offline Synchronization simply makes your field sales, marketing and service personnel more productive and efficient because they can work anytime, anywhere irrespective of connectivity. Offline Synchronization is also cost effective since end users can install the offline client by downloading it directly from Sage Accpac CRM and does not require additional software such as Microsoft Internet Information Services (IIS) or Microsoft SQL Server Desktop Engine (MSDE).

 

Benefits of offline synchronization include:

  • Access to important account contact and history information
  • Maximize time while traveling
  • Cultivate stronger sales relationships
  • Improve customer service
  • Update account information
  • Add key account data
  • Schedule activities and appointments

Outlook Integration

 

Sage Accpac CRM has complete, two-way synchronization with Microsoft Outlook contacts, calendar (appointments) and tasks, in addition to enhanced e-mail integration. You also have the option to use your entire Sage Accpac CRM system from within the standard Microsoft Outlook interface. Lastly, this comprehensive integration also enables you to synchronize your CRM data to pocket devices such as mobile phones and PDAs that synchronize with Outlook.

With the powerful integration, you can:

  • Use all the features of Sage Accpac CRM entirely from within the Outlook interface; no more switching from one application to the other.
  • Bi-directionally synchronize contacts, appointments and tasks between Outlook and Sage Accpac CRM.
  • Perform one-way export from Sage Accpac CRM to Microsoft Outlook.
  • Send e-mail within Sage Accpac CRM using Outlook and automatically have the e-mail stored in the relevant customer contact history, including attachments.
  • Easily import e-mail from Outlook into the appropriate customer contact within Sage Accpac CRM.
  • Choose which contacts and calendar items flow between applications, allowing you to work the way you want.

Benefits of Microsoft Outlook Integration include:

  • Improved customer service; all customer communication can be tracked in the CRM system even as employees work from Outlook.
  • Enhanced efficiency and increased productivity; employees can have faster access to vital customer information from within Outlook.
  • CRM implementation success; internal staff adoption rates are higher as staff can use the CRM system from within the familiar Outlook interface.

WAP

The benefits of real-time access to your CRM solution and database are numerous and can have a positive impact on your business performance and profits. Wireless connectivity with enhanced support for Personal Digital Assistant (PDA) devices using the Microsoft Windows CE operating systems brings real-time data to your fingertips - anywhere, anytime.

PDA users such as field sales representatives can be connected online for real-time access or can operate offline when Internet access is not available. A full range of functions are accessible, enabling staff to view reports, update contacts and sales opportunities, qualify leads, track customer issues and manage tasks and calendars. Online PDA users get real-time interaction with the system, while offline personnel can easily synchronize the PDA and the central CRM system at a later time.

Wireless PDA access to your CRM solution simply makes you more productive, increasing productivity while reducing costs.

Benefits of remote access include:

  • Access to important account contact and history information
  • Maximize time while traveling
  • Cultivate stronger sales relationships
  • Improve customer service
  • Update account information
  • Add key account data
  • Schedule activities and appointments
  • Synchronize information at a later point in time
  • And much more!

 

 

 

 

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