Multi-Company Sage CRM
This provides decision maker with a consolidated view of all customer-facing activities while sales and customer service staff can move efficiently between all their customers and prospects acreoss ERP companies and divisions.
Sage CRM Quick Order Entry
This new quick order entry feature will enable ERP quotes and orders to be processed from within the Sage CRM interface without installing Sage 100 ERP on the sales person's workstation, nor require an additional ERP user license to access accounting-related screens. A time and money saver!
Safe Upgrades for Sage CRM
Cross Browser Compatibility
In addition to making Sage CRM compatible with any of the 4 popular web browsers, Sage removed dependency on Internet Explorer plug-ins (like Active X) in order to use features like Document Drop or Mail Merge.
Since Mail Merge no longer relies on Microsoft Word or the Active X plug-in, you can create HTML templates and merge data from within the Sage CRM user interface. What's more, enhancements to Document Drop will allow you to drag and drop multiple files (i.e. customer correspondence or price lists) in a single task.
Don't Forget Your Sage CRM License
All Sage 100 ERP customers on a current maintenance plan get a free Sage CRM license. so if your company hasn't yet taken advantage of all that CRM can offer, maybe now is the time to give it a test drive. And be sure to contact us if you need help activating your free module and license or would like some training to get started.