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Mid-Market


Sage 500

Home » Products » Sage 500 » Sage 500 CRM

Customer Relationship Management

Build customer satisfaction and loyalty and a better ROI.

Set new standards for customer service, improve loyalty and retention, and boost sales. Sage Customer Relationship Management (CRM) solution integrates with your Sage 500 system to profile, track and target customers for a better bottom line. Get immediate access to critical customer data and increase productivity throughout your business with real-time data sharing. 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 500 without leaving CRM. Connect your sales force with the data in your accounting system, and watch your productivity and profitability rise.

SAGE SALESLOGIX SALES

Integrate Sage SalesLogix Sales with Sage 500  and streamline the workflow between your front office and back office and give your employees greater customer insight. Sage SalesLogix helps drive opportunities throughout the sales cycle by automating activities such as follow-up calls, letters, and fulfillment based on sales and marketing processes that you define.

Send personalized communications to individual customers or groups of prospects using customized HTML email templates. Track competitors and access the Sales Library for product specifications, FAQs, or marketing materials. Integrate with Microsoft Outlook to share contacts, send emails, and manage calendars using Advanced Outlook Integration, and record the activity to the Sage SalesLogix account history.

  • Manage accounts, contacts and calendars
  • Identify and drive sales and marketing opportunities
  • Automate the sales process
  • Enhance forecasting and reporting
  • Simplify customer communications and mail merge
  • Track competitors

SAGE SALESLOGIX MARKETING

Execute effective, timely marketing initiatives across all of your sales channels and build lasting, profitable customer relationships. Sage SalesLogix Marketing 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 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 business 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 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 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 authoirzations (RMAs)
  • Quickly resolve standard problems
  • Effectively access Knowledge Base and utilize SpeedSearch
  • Generate meaningful metrics and reports

More About Sage 500

  • Sage 500 Core & Advanced Financials
  • Sage 500 Distribution
  • Sage 500 Manufacturing
  • Sage 500 Project Management
  • Sage 500 CRM
  • Sage 500 HR Management
  • Sage 500 Business Intelligence
  • Sage 500 HR Management
  • Ebusiness
  • Customization
  • Implementation Tools

Ready to take the next step?

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.

Get in touch!

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