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Sage 200 CRM delivers customer relationship management tools that integrate with Sage 200 financial management software, to deliver a complete business management solution. Ideal if:
In 2016, Sage introduced The Sage 200 CRM Connector to replace the old CRM module, and it is now referred to as Sage 200 Sales, Marketing and Service. The connector integrates more closely with Sage CRM providing real time synchronisation to deliver improved CRM capabilities, while offering independence.
Synchronisation with Sage CRM is now in real time, which means everyone has access to up-to-the-minute information as it is entered.
Contact information need only be entered into one system, removing the opportunity for error associated with re-keying data in separate systems.
With all customer data accessible in one place everyone has the same version of the truth, breaking down departmental silos.
Sales professionals can view financial information within CRM including credit limits, stock and outstanding invoices enabling better informed decisions.
Because it is web-based, your CRM data can be accessed via any web browser making it possible to access your CRM data at anytime and from any location.
Labour intensive administration processes can be automated to increase productivity. For example, create quotes in Financials from within CRM.
Sage Emarketing gives you the tools to manage and measure high quality, targeted email marketing campaigns from within CRM.
Enhance user productivity with role-based dashboards. All the information you need in one place to manage day-to-day activities.