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SAGE 100 CRM

Home » Products » Sage 100 » Sage 100 CRM

Customer Relationship Management

Build customer loyalty, improve satisfaction and achieve a better ROI.

Set new standards for customer service, improve loyalty and retention, and boost sales.  Add Customer Relationship Management (CRM) to your Sage 100 system to profile, track and target customers for a better bottom line.  Get immediate visibility to critical customer data and increase productivity throughout your business with real-time access.  Improve data integrity and eliminate the potential for costly order processing errors.  Gain remarkable efficiencies by allowing your salespeople to issue sales orders, perform customer inquiries, or view detailed orders and invoices from Sage 100.  Connect your sales force with all the data in your ERP system, and watch your productivity and profitability rise.

SAGE CRM

Get the tools you need to find new customers, close sales faster, and access transaction history, to build lasting, more profitable relationships. A customer relationship management (CRM) solution like SageCRM helps you provide a positive, consistent experience when customers interact with your company. Linking Sage 100 with SageCRM systems creates new ways to increase customer satisfaction, improve cash flow, save time, and earn a better return on your investments in sales, marketing, and customer service activities.

An award-winning wireless and browser-based system, SageCRM provides enterprise-wide access to your vital customer, partner, and prospect information. This feature-rich Customer Relationship Management solution comes complete with comprehensive sales force automation and marketing campaign features.

  • View Complete customer information-orders, payments, account history, marketing campaigns, customer care, communications and attachments
  • Streamline visibility of relevant customer information for critical areas of your business
  • Effectively convert prospects to customers
  • Quickly analyze, forecast, and report on key sales data
  • Synchronize your sales, marketing, and customer care activities
  • Deploy quickly using training and coaching quick tips, video, and wizards
  • Build long-lasting customer loyalty and generate repeat sales
  • Assign, schedule, track, and measure performance of marketing campaigns
SAGE SALESLOGIX SALES

Acquire, retain, and develop profitable relationships with Sage SalesLogix, the leader in customer relationship management for small to midsized businesses that require flexible, easy-to-use solutions. View the specific SalesLogix modules below to learn more about sales force automation, marketing campaigns, customer relationship management, and customer service management.

SAGE SALESLOGIX MARKETING

Execute effective, timely marketing initiatives across all of your sales channels and build lasting, profitable customer relationships. Sage SalesLogix Marketing for distributors provides full-scale marketing campaign management and sophisticated analytical tools designed to identify your most profitable customers and shorten your sales cycle. Capture rich, timely data from customer interactions across your distribution business to develop and execute meaningful marketing programs that drive results.

Access critical marketing intelligence, such as return on investment (ROI) for your marketing campaigns, and determine how to best focus your distribution strategy and resources for the greatest payoff.

  • Manage distribution marketing communications and campaigns
  • Automate marketing workflow
  • Track and report campaign responses, budget and revenue, and ROI
  • Access the marketing resource library for planning and ideas
SAGE SALESLOGIX SUPPORT

Retain valuable customers, build loyalty and maximize the effectiveness of every customer interaction with advanced issue-tracking and resolution tools. Sage SalesLogix Support provides immediate access to relevant distribution sales support data such as products purchased, ticket and defect history, and maintenance contract status to resolve issues quickly and meet (or exceed) customer expectations.

Sage SalesLogix Support for distributors also provides powerful self-service support solutions online, reducing transaction costs and allowing your customers around the world to get the support they need, how and when they need it.

  • Manage tickets, defects and contracts
  • Issue return material authorizations (RMAs)
  • Quickly resolve standard problems
  • Effectively access Knowledge Base and utilize SpeedSearch
  • Generate meaningful metrics and reports
SAGE SALESLOGIX CUSTOMER SERVICE

Deliver extraordinary customer experiences that build loyal, profitable customer relationships using Sage SalesLogix Customer Service. Provide your customer service and support teams with a complete view of all customer interactions so they can better service, support, and sell to prospects and customers. Capture customer information from across your organization in a single repository so that your teams can quickly and knowledgeably resolve customer issues and requests and deliver a high-quality customer experience with access to ticket, return, defect, and contract management tools.

You can even provide your customers with convenient self-service options—empowering customers to find the answers they need or submit tickets and requests 24/7. Plus, Sage SalesLogix is highly flexible and can be tailored to work in conjunction with your existing business processes to streamline departmental efficiencies.

Facilitate service transactions and improve the customer experience with additional Web-based tools.

  • Resolve customer issues quickly with fast access to the tools and information you need
  • Gain insight into team performance using business analytic tools
  • Receive alerts automatically so you’re always aware of urgent issues
  • Create and monitor defects and returns to ensure high levels of service
  • Empower your customers to get the support they need 24/7 with convenient self-service options

More About Sage 100

  • Sage 100 Contractor
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  • Checks & Forms
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  • Inventory Requirements Planning
  • More Resources
  • Videos
  • Sage 100

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Contact SWK today to get in touch with one of our experts. We’ll go over your business challenges and unique needs, and see where you can unlock new value from your technology and make your operations run easier.

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