CRM software has become synonymous with managing sales and customers. But service and equipment records may not be the first thing that jumps to mind when you think of what Sage CRM typically tracks. However, it's surprisingly easy and we'll show you how in this article.
Sage 300 Construction and Real Estate (CRE) Version 17.1 is now available. This is one of the most significant new releases in a long time and it represents the first major milestone in the re-architecture of the software which will take place over the next several years. Here’s a closer look at why this release of Sage 300 CRE is so important.
While the role of a credit manager is variable in its scope, he or she is usually charged with managing the credit department and make decisions concerning credit limits, acceptable levels of risk, and terms of payment to their customers – in other words, reducing bad debt and collecting on customer invoices due. In this article, we’ll examine 3 metrics that are critical in helping credit mangers do just that.
Valuable lessons for accounts receivable and collections management can come from some unusual places. Any parent who has raised kids may recognize the defiant behavior that some customers display when called on by your collections department. So let’s take a look at 5 important lessons about A/R collections that some of you may have already learned as a parent – and how they can be applied in your business.
Sage CRM is different than other leading CRM applications as it is extremely configurable and open ended. Every company I have ever worked with uses it differently. However, the possibilities and differences that Sage provides are not always obvious or apparent. In this article, we'll focus on 3 difference-making features that will help you understand why Sage CRM is so powerful.
Inventory experts share what they’ve learned over decades of working on the problems of optimal replenishment. After working with thousands of companies over decades, the team behind Sage Inventory Advisor has learned these three fundamental truths about inventory planning which we share in this article.
If you run a business, these three things probably apply to your customers:
If you’re not offering them an option for customer self-service, you are missing out on a golden opportunity to make your business more efficient and provide a better customer experience.
And the best way to do that is providing a customer portal that’s integrated with your Sage ERP system.
Even if you don’t sell physical products online (you know, like Amazon), you’ll still see amazing efficiency gains and cost-savings from a Sage-integrated customer portal.
Here are 3 reasons why.
When it comes to successful business, there are a lot of decisions to be made. For example, hiring the right people for your team or investing in the right equipment; but making those initial decisions is not where it ends.
Once you have made the initial choice, there are future choices about investing in the training of those employees or the maintenance equipment to maximize their value, sometimes those investments make sense, and sometimes they don’t. Your Sage ERP solution is no different.
CRM software solutions help companies manage their customer and business relationships better by providing one central location for all data related to sales and marketing information.
By centralizing marketing and sales communications, CRM solutions like Sage CRM bring data efficiency to your company that can help you work more effectively and measure success (or identify missed opportunities).
CRM also provides a platform on which your company can automate sales, marketing and customer support tasks across the enterprise – resulting in a truly powerful, real-time sales pipeline and performance analytics.
Here are 4 ways that CRM powers your sales pipeline:
Our friends over at Oasis Solutions Group - a Sage 100 Partner in Louisville, KY - recently posted a blog entry that detailed the steps it takes to generate a "On the Fly" check, also known as a "Quick Print," in Sage 100 Accounts Payable. Here's how it works.