Sage Accpac CRM Sales Force Automation
From initial contact to order fulfillment to upgrade or resell, Sage Accpac CRM Sales maintains single source information that can be shared across the enterprise. Fully customizable with Workflow, Sales Management, Reporting and Analysis features—CRM Sales enables you to truly understand and respond to all customers—all the time.
Account and Activity Management
- Provides the tools to manage and analyze all current and historical account details and activities.
- Sophisticated workflow provides automated sales processes to guide sales people through proven selling methods.
- Automates your business processes to automatically trigger literature fulfillment, follow-up appointments, callbacks, daily tasks and more.
Sales Cycle Management
- Provides a snapshot of the sales cycle from first prospect to final sale and every step in between, allowing sales teams to analyze and manage the sales pipeline.
- Allows you to automate the escalation and reassignment of communications and tasks at any stage of the process, assuring your clients’ needs are being addressed by the appropriate employee.
WAP Solution – Mobilize to Make Every Sale
- Wireless Application Protocol (WAP)-enabled. Provides the ability to access all aspects of the system from a WAP enabled cellular phone or other WAP-enabled devices.
- When they’re online, the Web client provides a real-time link to their Sage Accpac CRM data. Even without access to a cable or phone connection the team has access to pertinent real-time information via a personal digital assistant (PDA), WAP device or wireless phone.
- If your sales staff requires offline access to CRM data our SOLO synchronization utility consolidates the information quickly and easily, providing your sales people multiple options to access the same data.
Graphical Analysis and Reporting
- Provides point-and-click reporting and graphs that allow sales teams access to data for on-the-spot analysis and evaluation of new leads, quoted clients, demographics and potential deals in the pipeline.
- Allows you to create new reports with a reporting wizard that walks you through the process prompting you to select the data you would like to see and where you would like to see it.
