Customer Relationship Management

CRM

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.

There are many distinct parts that make up the Sage Accpac CRM solution

Sage CRM offers flexibility and choice that no other product in its class can.

  • Case management

    Manage your client issues from initial alert to final conclusion. Create appointments and tasks for team members, making the process of resolving cases quick and easy. Report back to management and clients on specific key data relating to the issue tracking process.

  • Workflow

    A powerful workflow engine allows the configuration of rules to deal with every situation. Create custom workflows to guide the user through the CRM processes including Case management, Lead and Opportunity Management .

  • Pipelines

    Manage your pipelines for Leads, Opportunities, Cases and more. Graphical filters and drill down to each stage in the process gives you complete control of your information.

  • Marketing

    Create and manage campaigns and target lists from data in your system, or from tradeshows and similar events. Put together communications waves, callout scripts and targeted emails to drive your sales process.

  • CRM Extensions

    DebtorManagement Pipeline workflow the management of your debtors with this snappy addin to CRM showing Pipeline, add notes and call backs
    LinkedIn connection lookup a company and see the connections associated in LinkedIN directly in CRM
    Skype Interface Record communications that you have in the ever more popular Skype. Filter and sort quickly and easily.

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