Sage 200 CRM

As well as being available as a standalone product, Sage CRM also integrates with the Sage 200 Suite, as Sage 200 CRM.  The Sage 200 CRM module is part of the Sage 200 platform and comes with a single user as standard.  It gives you all the features of standalone Sage CRM, with added integration to the Sage 200 Financials and Sage 200 Commercials modules of the Sage 200 Suite.

The primary objective of any new CRM implementation is to bring together customer data from across the company and translate it into meaningful intelligence which can then be acted upon to develop and maintain profitable customer relationships.

Sage 200 CRM closes the loop between front and back-office providing a complete 360 degree view of the customer.

As well as all the benefits found in the standalone Sage CRM product, Sage 200 CRM gives the following additional benefits:

Sage 200 CRM – Integration Benefits

• Eliminates data re-entry
  Integration between the front and back-office means that data is entered only once, eliminating duplication of entry.  Data entry time is subsequently cut in half.
• Data Consistency
  By only entering data once, Sage 200 CRM ensures that data is consistent throughout the business from front to back-office
• Improves customer service & staff efficiency
  With data being available front to back-office, customer facing staff can have the information they need at their fingertips.  For example, by having back-office data available the account manager would be able to verify that their customer had not exceeded their credit limit prior to placing a new order.  If an issue exists, it is flagged with the customer immediately rather than at a later when the order reaches credit control, improving customer service and efficiency of staff.
• Accurate pricing and inventory levels
  Front-office staff will have access to accurate pricing and inventory levels in real-time, allowing customer enquiries and orders to be dealt with more promptly and efficiently while eliminating errors.
• Automatically create orders from quotes
  Using the workflow management in Sage CRM, an order can be automatically generated in the Sage 200 Sales Order Processing module, from a customer quote.  This means that the order gets processed without delay, improving speed of service and efficiency of staff, while ensuring that nothing gets ‘lost in the cracks’.

Download the Sage Whitepaper: Front-to-Back-Office Integration: The final piece in the customer-centricity jigsaw

To find our more about Sage 200 CRM and integration with the Sage 200 Suite, please contact us to speak to a consultant.