be_ixf;ym_201911 d_21; ct_50

Deliver Great Customer Service by Integrating Sage 100 ERP with Sage CRM

By January 29, 2014Blog

Sage-100-ERP-CRM-SWK-300x216Has your business recently grown into multiple offices? Do you now have enough employees that you don’t know the names of everyone you employ? How about your customers? Do you have too many to count or memorize? Congratulations, this means your business is successful! You’ve done a great job. But, as you know, your business can always perform better. Here’s how adding Sage CRM to your existing Sage 100 ERP system will drive your business forward.

Your company’s growth is exciting. However, like everything else in life, there can be some drawbacks to getting to this stage of your company. Your business might now be facing challenges such as:

  • Inconsistent customer service experience
  • Slow customer call resolution time
  • Inefficient marketing campaigns

Do any of these sound familiar? If so, Sage CRM is a powerful, yet easy-to-use Customer Relationship Management (CRM) solution that leverages the transactional information in your enterprise resource planning (ERP) software to provide a comprehensive and detailed view of your customers’ needs. Here are three ways that adding Sage CRM to your Sage 100 ERP system can help your business continue to grow.

1. Provide the same great customer service and sales experiences to everyone, all the time

With Sage CRM added to your Sage 100 ERP system, you can be assured that your customer service team knows the correct strategies to address all your customer concerns. Sage CRM allows you to build a knowledge base filled with common issues and known solutions so that your team can easily find appropriate solutions that have been previously reviewed and approved. Even better, by integrating the two systems, your sales and customer service representatives will have access to complete, up-to-the-minute information to answer every customer question. Whether your customers want to know about unit availability in inventory, item or quantity pricing details (or specific individualized customer pricing), order status, billing status, or other questions, your team will be able to provide the great customer service that keeps your customers coming back to do business with you again and again.

2. Find solutions to customer concerns quickly and efficiently

Sage CRM integration with Sage 100 ERP also provides your customer service team with the tools to address and resolve customer concerns with the speed and accuracy that keeps your customers happy. When your company integrates these two systems, your team will be able to view real-time order status, past service notes, invoices, payment history, credit status, account history, marketing campaigns, customer care, previous concerns and communications, customer data, and more, meaning you can be assured that your company can always deliver the consistent and accurate customer service your customers rely on. On the rare occasion that your team encounters customer concerns that can’t be addressed immediately, they’ll be able to set automatic triggers to ensure customers are taken care of within an appropriate deadline.

3. Get better returns for your marketing dollar with targeted marketing ability

When you choose to integrate Sage CRM with Sage 100 ERP, your marketing department can reach new heights. When your sales team has access to customer patterns, history, and accurate, up-to-date customer purchasing decisions, they’ll be able to target the right people at the right time to pitch new products and upgrades—saving you from wasting time and money pitching to the wrong people.

Contact our Sage 100 ERP Team

If you would like to learn more about how the many solutions Sage 100 ERP can provide for your business, please contact us online.

Photo by jannoon028 / FreeDigitalPhotos.net

SWK Technologies, Inc.