Overview of Sage ERP X3 CRM
Here are some of the major components of the Sage X3 CRM module:
CRM for Sales - The sales portion of the CRM module allows you to schedule appointments, log inbound and outbound calls, schedule follow up sales tasks, track customer and prospect communication, enter quotes, track hot sales opportunities, and more. Both pre- and post-sales steps can be set up in Sage X3 CRM so your entire process can be tracked from start to finish.
CRM for Marketing - not only can you create and launch mailing or phone campaigns and record activity at trade show events, your marketing department can easily track all activities in progress and compare projected costs to campaign budget to measure the ROI of your marketing spend.
CRM for Customer Support - after the sale is made and a prospect becomes your customer, you can use Sage X3 CRM to track service contracts, maintenance agreements, and warranties. A service “workbench” allows you to view all requests in the queue, the status (in process or late), responses pending, and service employee work statistics.
An Integrated Component of Sage X3
That means sales features in the CRM module, like quotation management or sales entry, are linked directly to Sage ERP X3 sales functions which saves you the time, hassle, and potential errors of manually retyping that data in both systems. Even after the sale, finished goods shipped on customer orders in Sage ERP X3 are automatically available in the customer support area of the CRM module.
NOTE: It was recently announced that Sage ERP X3 is now integrated with Sage CRM which offers more advanced sales and marketing features than the built-in CRM module. Both options have different strengths - Contact a Sage ERP X3 partner if you’d like more info or to see a demo.
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