Customer Relationship Management
Sage Accpac CRM is an easy to use, fast to deploy, feature-rich CRM solution providing enterprise-wide access to vital customer information—anytime, anywhere. With Sage Accpac CRM, you can better manage your business by integrating field sales, internal sales, customer care, and marketing information. Sage Accpac 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.
Sage Accpac CRM puts you in complete control of your sales pipeline, allowing sales teams to effectively manage, forecast and report on all phases of the sales cycle. With Sage Accpac CRM, you can easily manage and analyze all current and historical account details and activities, manage multiple accounts and opportunities and automatically distribute leads to sales professionals around the world.
With Sage Accpac CRM, sales cycles can be dramatically shortened and more deals can close faster. Your sales team gets instant access to vital customer data including reports and graphs, quotes, forecasts and historical account details. You can quickly do on-the-spot analysis, make informed decisions you can trust, and eliminate bottlenecks that typically stretch sales cycle.
MAXIMIZE YOUR SALES TODAY!
Pipeline Management
Manage and analyze your pipeline, and maximize the ROI on every lead.
Territory Management
Administer and change sales territories in the system.
Sales Forecasting
Profit from a new level of control and predictability, and plan your operations with confidence.
Account Management
Identify and recruit new clients, and resell to existing ones.
Reporting
Create point-and-click reports and graphs for on-the-spot analysis and decision-making.
Opportunity Management
Manage all key opportunity data for maximum sales productivity and effectiveness.
Take control of your marketing dollars by automating and tracking every marketing campaign, from one-time e-mail communications to multi-faceted marketing programs.
Sage Accpac CRM provides accurate metrics on all of your marketing activities, enabling you to identify and leverage potentially lucrative cross- and up-sell opportunities.
With Sage Accpac CRM, you can target the right customer at the right time, eliminate guesswork and put your company's marketing resources to their best use. Execute better campaigns, track responses faster and easier than ever before, and make sound decisions based on what your customers want and how they respond.
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Campaign Management
Assign, schedule and track marketing activities within a campaign.
Lead Management
Give your sales team real-time access to the latest prospects and campaigns, keeping them in the loop each step of the way.
E-mail Management
Send HTML e-mails, create e-mail templates and send attachments to bulk e-mail messages.
List Management
Create new target lists from selected criteria, re-use successful campaign lists and import mail-house lists.
Outbound Call Management
Integrate outbound calls into any marketing campaign, and set up target lists and follow-up calls.
Reporting
Create point-and-click reports and graphs for on-the-spot analysis and decision-making.
With Sage Accpac CRM, you can make the most of every customer interaction, maximizing business opportunities and customer satisfaction, It empowers your organization with critical information to build and support long-term customer satisfaction and loyalty.
With fast online access to service requests, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, you'll have complete and accurate data at your fingertips—enabling you to quickly resolve client issues and easily create cross-sell or up-sell opportunities.
CHECK OUT THESE POWERFUL FEATURES...
Contact Management
Deliver superior customer service with real-time access to relevant customer data.
Knowledge Base
Store support incidents and case solutions in a central Knowledge Base.
Call Center Support
Access a central repository for all customer data, resolving issues quickly.
Service Agreement Management
Easily track and meet your service level agreements.
Tracking
Track your customers' needs and maintain a complete history of customer-related interaction.
Reporting
Create point-and-click reports and graphs for on-the-spot analysis and decision-making.
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.
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!
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
Synchronize information at a later point in time
Automated Process Workflow.
With Sage Accpac CRM Workflow businesses can automate pre-determined business rules across all channels, departments and employees. In combination with e-mail integration, workflow ensures that actions requiring attention or escalation are automatically being routed to the correct employees or partners.
Computer Telephony Integration
Sage Accpac CRM combines a fully integrated CRM solution with interactive inbound and outbound telephony automation. A central repository for all customer data Sage Accpac CRM provides easy-to-use, real-time access to information your support staff needs to resolve customer issues quickly and efficiently, reducing call times and increasing the efficiency of your call center.
Customizations
With easy-to-use, onscreen tools, managers and administrators can create and modify fields, screens, tabs, tables, views, scripts, and security settings on the fly. Sage Accpac CRM customization functionality allows quick-and-easy user-specific modifications to interfaces and data and ensures Sage Accpac CRM can be easily adapted to your business requirements.
Global Deployment
Sage Accpac CRM provides multicurrency, multi-lingual support from a single code base. Sage Accpac CRM's single server installation and web browser access, allow employees, partners and customers alike to view the information they need to get the job done, anytime, from anywhere in the world.
Web Self Service
Sage Accpac CRM Web 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.
