Here we provide some compelling examples of how CRM can provide workflow improvement across the organization to help you improve your bottom line.
Reduce Time Spent Providing Information To The Front-Office
Speed Up Credit Approvals
* Send the credit application to the customer automatically.
* Create, send, and receive calendar tasks and reminders to responsible parties for each stage of the application.
* Allow access to centralized information about the application process so that sales respresentatives can check status on
behalf of the customer.
Save Time On Data Entry and Troubleshooting
When sales orders have to be entered in two different systems by two sets of people, you waste time and introduce more possibilities for error. You can give sales and customer service representatives permission to convert quotes to orders at the source and pass it into the accounting system, reducing the risk for data error and eliminating the need for duplicate data entry. And the accounting team can troubleshoot descrepancies faster by researching all communications-- not just the ones that are normally visible to accounting.
Improve Cash Flow
New Capabilities Added With Sage 100 ERP 2013
If you are not yet using Sage CRM, which is included with your Sage 100 ERP system, or you would like to more tightly integrate the front and back office, give us a call for more information and assistance.