Five Ways SageCRM Delivers Value to the Accounting
Five Ways SageCRM Delivers Value to the AccountingRe:Five Ways SageCRM Delivers Value to the Accoun
Your accounting department has big-picture goals—and everyday tasks. It’s a balancing act that doesn’t always balance<BR>out. SageCRM can help. It’s a powerful customer relationship management system that is available with your Sage Accpac<BR>ERP software in the Sage Accpac Extended Enterprise Suite.<BR>Together, SageCRM and Sage Accpac make your team members’ jobs easier and goals more attainable—like no other<BR>solution out there. Take a look at five of the many ways SageCRM can bring value to your accounting team.Re:Five Ways SageCRM Delivers Value to the Accoun
1. Shorten AR time and have more cash<BR>available for your business.<BR>In business, cash is oxygen. With the SageCRM<BR>AR cash collection system, you can prioritize and<BR>manage collections more proactively, efficiently—<BR>and successfully. Now you can get your cash off<BR>the AR books and into the business, faster.Re:Five Ways SageCRM Delivers Value to the Accoun
<P>• Easily access all relevant information regarding each outstanding account in one location.<BR>• Stay on top of the AR collections process.<BR>• Eliminate steps in the collections process.<BR>• Prioritize follow-up collections calls.<BR>• Flag potential risks or trends early enough to be able to take corrective action.</P><P>• Be proactive and send e-mails to both the customer and sales rep before the invoice is due.<BR>• Set automatic follow-up reminders as needed with customers and internal sales people to keep the<BR>collection process moving.</P>Re:Five Ways SageCRM Delivers Value to the Accoun
<P>• Allow front-line staff to enter invoices directly into the accounting system (if permitted).<BR>• Get the invoices out days earlier by removing the need to double-enter invoices.<BR>• Get the invoices out correctly the first time to avoid troubleshooting later.</P><P>Go beyond the printed aging report and use more sophisticated calendar tools to prioritize collection<BR>calls, make sure follow-up occurs, escalate accounts, send automatic e-mails, and more.</P>Re:Five Ways SageCRM Delivers Value to the Accoun
<P>Be fully informed when talking to the customer, with all transaction and contact history ready and<BR>accessible. Avoid duplicating efforts already made by colleagues and sales people—and ensure<BR>customers aren’t bothered twice.</P><P>Document collection communications (e-mail, phone calls, notes, letters) efficiently in one<BR>central location to maximize effectiveness and allow colleagues to easily pick up where the<BR>last person left off.</P>Re:Five Ways SageCRM Delivers Value to the Accoun
Speed up customer credit approvals.<BR>Processing the paperwork involved in getting new<BR>customers approved for credit can be a time drain for<BR>both your sales people and your accounting team.<BR>SageCRM automates credit approval workflow so the<BR>accounting team doesn’t have to chase paperwork,<BR>the sale can close faster and, again, you can shorten<BR>order-to-cash time.Re:Five Ways SageCRM Delivers Value to the Accoun
• Give the sales team a button to push in SageCRM that will trigger the credit approval process<BR>for the customer.<BR>• Send out the application automatically.<BR>• Send and receive calendar tasks and reminders to responsible parties at each stage of the application.<BR>• Centralize information about the application so that Sales can check in on behalf of the customer.Re:Five Ways SageCRM Delivers Value to the Accoun
Save hours on the phone with front-office staff.<BR>Sales and customer service representatives need to know<BR>things like what the status of a customer refund is, how<BR>much credit a customer has left, whether a payment was<BR>received, and when an order was shipped. SageCRM<BR>provides a window into your Sage Accpac ERP system.<BR>You maintain control of who gets to see what information.<BR>The front-office staff get faster answers so they can<BR>serve customers better. And your accounting team saves<BR>valuable work hours.Re:Five Ways SageCRM Delivers Value to the Accoun
Save hours on data entry and troubleshooting.<BR>When sales orders have to be entered in two different systems by two sets of people, you waste time and introduce more<BR>possibilities for error. The Sage Accpac Extended Enterprise Suite can help you reduce redundant data entry so that you can<BR>get invoices out faster, get them right the first time, and shorten order-to-cash time.Re:Five Ways SageCRM Delivers Value to the Accoun
Streamline vendor management and save on purchasing.<BR>It pays to take good care of the people you pay. SageCRM can help you track and access all vendor-related information in one<BR>system. Now it’s easier than ever to stay on top of vendor discounts, keep track of special contract arrangements, and process<BR>purchasing requests and quotes.Re:Five Ways SageCRM Delivers Value to the Accoun
<P>Give Sales and customer service representatives permission-based access to the transactional<BR>and contact information they need including payment history, credit status, order status, discounts</P><P>Give Sales and customer service representatives permission to input orders and RMAs at the source<BR>and pass it to the accounting system, reducing the risk for data error and eliminating the need for<BR>duplicate data entry.</P><P>Have customer address and phone number changes entered by the front-line staff, to ensure the<BR>information is accurate and up-to-date and that invoices are sent to the correct place.<BR>• Troubleshoot discrepancies easily by researching all transactions and communications—not just the<BR>ones that are normally visible to accounting.</P>Re:Five Ways SageCRM Delivers Value to the Accoun
Streamline vendor management and save on purchasing.<BR>It pays to take good care of the people you pay. SageCRM can help you track and access all vendor-related information in one<BR>system. Now it’s easier than ever to stay on top of vendor discounts, keep track of special contract arrangements, and process<BR>purchasing requests and quotes.Re:Five Ways SageCRM Delivers Value to the Accoun
<P>Keep track of each step in the purchasing process and set tasks in the calendar to make sure<BR>they get done.<BR>• Set tasks and reminders to ensure timely payment by AP and take advantage of any early<BR>payment discounts</P><P>Document and access all communications—phone calls, letters, e-mails, RFQs, and service level<BR>agreements—in one place, so issues can be resolved quickly.<BR>• Keep an airtight history of communications so that requests don’t fall through the cracks and quotes<BR>don’t get inadvertently revised by vendors.</P><P>Nurture relationships with vendors by scheduling “relationship building” calls.<BR>• Facilitate communication by keeping track of the key members of your vendor’s team, such as<BR>the AR clerk, the account manager, accounts manager’s boss, technical support, fulfillment.</P>页:
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