Sage Accpac CRM Customer Care
Sage Accpac CRM Customer Care provides complete workflow, tracking and service status and helps you create a reliable knowledge base for better customer service. It can do this internally and externally if desired, letting customers solve or track their own requests. With CRM, you can access complete case histories at the touch of a button, speed resolution, and keep your customers loyal and happy.
Contact Management
- Provides real-time access to relevant customer data including purchases, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, and sales opportunities.
- Helps your support team to effectively resolve service issues, and create sales, cross-sell or up-sell products.
- Provides real-time access to relevant customer data including purchases, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, and sales opportunities.
Document Library
- Provides a central repository for files like white papers, FAQs, marketing materials, technical documents, quotes, pricing. Documents are contained in a central location giving an enterprise-wide reference site to materials sent to, and received from customers.
- The Drag-and-Drop feature allows you to drop documents from anywhere in your Windows® system directly into a client’s record, automatically logging a communication with a customer and placing the document in the library were it is accessible across your enterprise.
- Allows you to send addressed invitations, thank you notes and letters to one or multiple contacts through the mail-merge feature.
Time Management
- Provides an interactive calendar, which integrates with Microsoft® Outlook®, synchronizing tasks, appointments, cases and calls for all users. Users can pre-set onscreen reminder notifications, which alert them of pending tasks.
- Gives your staff the ability to resolve customers’ calls immediately, escalate and prioritize issues and reduce the amount of time to resolve each call, all of this increasing customer loyalty and confidence.
- Filter and sort options allow users to manipulate onscreen data to the individual’s preferences.
- Through the user-friendly interface, recent history buttons, call and e-mail interaction logs, and hypertext search capabilities, Sage Accpac CRM keeps critical information at your fingertips, helping customer-support professionals find what they need, when they need it.
