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sage crm software
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A strong financial and commercial system
is crucial to delivering profit and ensuring financial success.
However, in today's competitive business environment the do not
necessarily ensure customer satisfaction or retention, nor do they
ensure that you track and recognise sales opportunities across the
organisation. The introduction of a CRM software
system, tied closely with the back office system can provide
efficiency and consistency across the business in areas such as
Customer Services, Marketing and sales.
On top of the existing CRM
functionality, the integrated Sage 200 CRM module provides a number
of new features and benefits - for example;
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Create quotations for prospective
customers.
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View back office information;
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Customer transaction inquiry.
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Invoices and payments connected
to Sales Orders.
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Back to back Purchase Orders
raised for a sales order.
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The linking of quotations and orders
directly to Sage 200 CRM software opportunities.
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The ability to print quotations
using Sage 200 Financial form launching.
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The ability to delete quotations
using Sage 200 Financial form launching.
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The ability to view the quotation
document directly from the Sage 200 CRM software opportunity.
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Sage 200 CRM
software users utilising Sage 200 Financials form launching no
longer require a Sage 200 Financials user licence.
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