Analyst Insight: CM or CRM 2

Rex

CM
Would like to integrate with QuickBooks or other “off-the-shelf” accounting software.
ACT! by Sage can be integrated with popular small business accounting solutions* including QuickBooks.

Rex

CRM
We need advanced Dashboard capabilities, or robust business intelligence analytics.

Sage CRM includes an extensive, interactive Dashboard that is customized for each user role and provides quick access to pipeline, financial data, news feeds, support cases, and much more.
Sage SalesLogix Visual Analyzer* is a comprehensive, interactive business analytics tool that delivers prebuilt
and customizable dashboard views of key Sage SalesLogix data.

 

 

Rex

CM
We need to see our schedule or pipeline at a glance and run activity or pipeline reports.

ACT! by Sage provides interactive Dashboards and reports on contacts, activities, and opportunities, which can be customized to meet your exact needs.

 

 

Rex

CRM
Would like to deploy via Web and need an on-demand, hosted option, with mobility.
Would like to deploy via LAN or Web, and need a robust, customizable mobile CRM client.

Sage CRM provides a capable feature set for Web deployments, both connected and disconnected, and has the flexibility of choosing on-demand deployment, and provides mobile access to data.
Sage SalesLogix provides a robust, advanced feature set in both a LAN and Web deployment model. Sage SalesLogix Mobile* also provides a robust, customizable mobile CRM client.

Rex

CM
Would like to deploy via Windows or Web, and would like live mobile access to data.
ACT! by Sage Premium provides the flexibility of both a Windows and Web client, and ACT! or ACT! Premium provides live mobile access to data*.

 

Rex

CRM
Need to automate workflow for cross-departmental processes and functions.
Sage CRM provides a powerful workflow engine that drives business-wide, straight-through business process automation.
Sage SalesLogix provides powerful process automation capabilities
enabling you to create or modify processes for any entity in the system such as an account, contact, opportunity, or ticket.

Rex

CM
Would like to be able to track sales stages and automate activity scheduling.
ACT! by Sage provides the ability to track opportunity sales stages using sales processes and create activity series to automate activity scheduling.

Rex

CRM
We must be able to integrate with our ERP solution.
Sage SalesLogix or Sage CRM can be integrated with leading ERP solutions*. Sage CRM integrates with Sage accounting systems out-of-the-box.