Accpac CRM for Sage Accpac ERP

SageCRM for Sage Accpac ERP is an easy to use, fast to deploy, feature-rich CRM solution providing enterprise-wide access to vital customer information—anytime, anywhere. With SageCRM for Sage Accpac ERP, you can better manage your business by integrating field sales, internal sales, customer care, and marketing information.

Sales Automation

Take complete control of your sales pipeline by empowering sales teams to effectively manage, forecast and report on all phases of the sales cycle.

Accpac CRM for Accpac ERP 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 Accpac CRM for Accpac ERP, 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 Accpac CRM for Accpac ERP, 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.

Marketing Automation

Track the ROI of your marketing programs by automating, tracking and analyzing every marketing campaign, from one-time e-mail communications to multi-faceted marketing programs.

Take control of your marketing dollars by automating and tracking every marketing campaign, from one-time e-mail communications to multi-faceted marketing programs. Accpac CRM for Accpac ERP provides accurate metrics on all of your marketing activities, enabling you to identify and leverage potentially lucrative cross- and up-sell opportunities.

With Accpac CRM for Sage Accpac ERP, 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.

Customer Care

Make the most of every customer interaction by ensuring customer satisfaction and even allowing your customers to help themselves.

With SageCRM for Sage Accpac ERP, 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.

Access and Synchronization Options

Microsoft Outlook Integration

Why ever leave Outlook? SageCRM for Sage Accpac ERP runs within the framework of your Microsoft Outlook and has complete, two-way synchronization with Outlook contacts, calendar (appointments) and tasks, in addition to enhanced e-mail integration.

Accpac CRM for Accpac ERP 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 Accpac CRM for Accpac ERP 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:

Benefits of Microsoft Outlook Integration include:

Wireless PDA Access

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 with their laptop 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:

Offline Synchronization

A comprehensive CRM solution enables organizations to guarantee their sales and customer care professionals have access to critical data - regardless of whether or not they have an internet connection.

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:

Advanced Features

SageCRM for Sage Accpac ERP has sophisticated Automated Process Workflow and Customization capabilities as well as Computer Telephony Integration, Web Self Service and more.

Automated Process Workflow

With Accpac CRM for Accpac ERP Workflow businesses can automate pre-determined business rules across all channels, departments and employees. To help assess and design workflow Accpac CRM for Accpac ERP provides graphical views of the process and its development patterns. In combination with e-mail integration, workflow ensures that actions requiring attention or escalation are automatically being routed to the correct employees or partners. Accpac CRM for Accpac ERP creates a confidence among employees that issues are not going to fall through the cracks and frees their time to perform more important tasks.

Computer Telephony Integration

Accpac CRM for Sage Accpac ERP combines a fully integrated CRM solution with interactive inbound and outbound telephony automation. Contact centers are provided access to the same single point of communication the rest of the enterprise shares. A customers complete CRM history including, fax, personal visits, phone and email is viewed through automated screen “pop-up” functionality and gives the support employees an enterprise view of the customer experience. Full on-screen auto-dial and phone functionality allows your support staff to perform necessary tasks through the system interface rather than the phone system. Accpac CRM for Sage Accpac ERP provides full integration to all standard third party telephony software leveraging existing automation such as call escalation, routing, call queuing and reporting functionality. A central repository for all customer data Accpac CRM for Accpac ERP 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.

Customisations

Accpac CRM for Accpac ERP provides customization tools that allow businesses to rapidly modify all aspects of the system. Accpac CRM for Accpac ERP’s open architecture greatly reduces development and maintenance costs and allows seamless integration with other mission-critical applications across your enterprise. 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. Accpac CRM for Accpac ERP customization functionality allows quick-and-easy user-specific modifications to interfaces and data and ensures Accpac CRM for Accpac ERP can be easily adapted to your business requirements.

Global Deployment

Accpac CRM for Accpac ERP provides multicurrency, multi-lingual support from a single code base—English, U.K. English, French, German, Spanish, Dutch and Japanese—making this solution the logical choice for businesses around the world. Accpac CRM for Accpac ERP'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

Accpac CRM for Accpac ERP 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. Allow your channel partners access to shared workflow, lead-tracking, inquiries, invoicing and customer information. Accpac CRM for Accpac ERP allows your customers 24/7 access to information they want.