Better Cash Flow and Collections
Plus, the integrated Calendar and Task Manager takes you beyond a static printed aging report and arms you with tools to prioritize collection calls, escalate accounts, and schedule automatic email reminders. And since everyone in your organization is working from the same database, your sales people will have access to customer history and can help keep the collections process moving during their interaction with customers.
No More Hand Holding
When you run Sage CRM integrated with your Sage ERP system, all of your transaction data – from sales to operations and accounting - is centralized in a single database.
That means sales and customer service personnel get fast answers using Sage CRM to perform their own operational inquiries while Accounting benefits from fewer daily interruptions. In fact with appropriate security settings, sales can enter orders directly into Sage ERP system without ever leaving the familiar Sage CRM interface.
Improve Vendor Management
Using the Communication Management function of Sage CRM, you can keep track of key members of your Vendor’s team and collect all agreements and documents in one place which will ensure fantastic vendor relationships.
CRM and ERP Working Together
Contact your Sage partner for more information.
Need Sage CRM Support or Training?
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