Five Ways SageCRM Delivers Value to&a

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Five Ways SageCRM Delivers Value to the Accounting

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Keep track of each step in the purchasing process and set tasks in the calendar to make sure
they get done.
• Set tasks and reminders to ensure timely payment by AP and take advantage of any early
payment discounts

Document and access all communications—phone calls, letters, e-mails, RFQs, and service level
agreements—in one place, so issues can be resolved quickly.
• Keep an airtight history of communications so that requests don’t fall through the cracks and quotes
don’t get inadvertently revised by vendors.

Nurture relationships with vendors by scheduling “relationship building” calls.
• Facilitate communication by keeping track of the key members of your vendor’s team, such as
the AR clerk, the account manager, accounts manager’s boss, technical support, fulfillment.

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Streamline vendor management and save on purchasing.
It pays to take good care of the people you pay. SageCRM can help you track and access all vendor-related information in one
system. Now it’s easier than ever to stay on top of vendor discounts, keep track of special contract arrangements, and process
purchasing requests and quotes.

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Give Sales and customer service representatives permission-based access to the transactional
and contact information they need including payment history, credit status, order status, discounts

Give Sales and customer service representatives permission to input orders and RMAs at the source
and pass it to the accounting system, reducing the risk for data error and eliminating the need for
duplicate data entry.

Have customer address and phone number changes entered by the front-line staff, to ensure the
information is accurate and up-to-date and that invoices are sent to the correct place.
• Troubleshoot discrepancies easily by researching all transactions and communications—not just the
ones that are normally visible to accounting.

Rex

Streamline vendor management and save on purchasing.
It pays to take good care of the people you pay. SageCRM can help you track and access all vendor-related information in one
system. Now it’s easier than ever to stay on top of vendor discounts, keep track of special contract arrangements, and process
purchasing requests and quotes.

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Save hours on data entry and troubleshooting.
When sales orders have to be entered in two different systems by two sets of people, you waste time and introduce more
possibilities for error. The Sage Accpac Extended Enterprise Suite can help you reduce redundant data entry so that you can
get invoices out faster, get them right the first time, and shorten order-to-cash time.

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Save hours on the phone with front-office staff.
Sales and customer service representatives need to know
things like what the status of a customer refund is, how
much credit a customer has left, whether a payment was
received, and when an order was shipped. SageCRM
provides a window into your Sage Accpac ERP system.
You maintain control of who gets to see what information.
The front-office staff get faster answers so they can
serve customers better. And your accounting team saves
valuable work hours.

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• Give the sales team a button to push in SageCRM that will trigger the credit approval process
for the customer.
• Send out the application automatically.
• Send and receive calendar tasks and reminders to responsible parties at each stage of the application.
• Centralize information about the application so that Sales can check in on behalf of the customer.

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Speed up customer credit approvals.
Processing the paperwork involved in getting new
customers approved for credit can be a time drain for
both your sales people and your accounting team.
SageCRM automates credit approval workflow so the
accounting team doesn’t have to chase paperwork,
the sale can close faster and, again, you can shorten
order-to-cash time.

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Be fully informed when talking to the customer, with all transaction and contact history ready and
accessible. Avoid duplicating efforts already made by colleagues and sales people—and ensure
customers aren’t bothered twice.

Document collection communications (e-mail, phone calls, notes, letters) efficiently in one
central location to maximize effectiveness and allow colleagues to easily pick up where the
last person left off.