Additional Features

Thin Client Architecture

As a browser based application ACCPAC CRM is built on thin technology, providing rapid deployment, efficiency, speed and cost effectiveness. ACCPAC CRM is installed on a single server, eliminating the need for unpredictable and costly client installations, configurations, upgrades, customisations and the costs associated with them. Thin network-designed ACCPAC CRM Web pages and graphics are considerably smaller in size than standard Web pages, allowing faster downloads even over slow connections. With ACCPAC CRM, a Web browser and Internet access is all that you need to access the entire solution, anywhere, anytime.

Automated Process Workflow

With ACCPAC CRM Workflow businesses can automate pre-determined business rules across all channels, departments and employees. To help assess and design workflow ACCPAC CRM 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 creates a confidence among employees that issues are not going to fall through the cracks and frees their time to perform more important tasks.

Customisability

ACCPAC CRM provides customisation tools that allow businesses to rapidly modify all aspects of the system. ACCPAC CRM’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 customization functionality allows quick-and-easy user-specific modifications to interfaces and data and ensures ACCPAC CRM can be easily adapted to your business requirements.

Computer Telephony Integration

ACCPAC CRM 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 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 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.

Integrated with ACCPAC Advantage Series Accounting Software

ACCPAC CRM seamlessly integrates with ACCPAC Advantage Series providing access to vital back-office data and customer information. ACCPAC CRM provides bi-directional data transfer—updating both systems and avoiding redundant data entry. Transactional and statistical data in your back office system is viewed in real-time through the ACCPAC CRM solution so you know the information is up to date. ACCPAC CRM offers point and click promotion of prospects to customers, creating the account in the Accounts Receivable module, allowing your collection staff to access the necessary transactional information through a single, complete ACCPAC CRM solution.

Self Service

ACCPAC CRM 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 allows your customers 24/7 access to information they want.

Global Deployment

ACCPAC CRM provides multi-currency, 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's single server installation, web browser and wireless application protocol (WAP) access, allow employees, partners and customers alike to view the information they need to get the job done, anytime, from anywhere in the world.