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Customer Self Service: Giving Your Customers What They Need
Customer self-service is a cost effective solution that gives consumers quick answers without them having to contact a customer service representative. Not only does this method empower the...Read More
Social, Mobile CRM Boost Sales Productivity
There is little question that companies are beginning to see social and mobile features as increasingly integral additions to CRM applications. Instead of being luxury tools that are nice to have,...Read More

Newsletters and Articles

What is Customer Service and Support Feature?

Customer Service and Support features of a CRM system help customer service teams manage customer support tasks such as issue (case) tracking, service activities, call-volume and time-per-call for customer-service representatives. This allows them to enhance their methodology to develop better customer relationships and increase repeat sales. (more...)

What is Sales Force Automation?

Sales Force Automation (SFA) contains multiple aspects of sales functionality, including sales activities, opportunity & pipeline management and forecast capabilities. Sales Force Automation is frequently combined with Marketing tools to help facilitate the lead to opportunity (sales) flow. SFA enables you to analyze the entire sales cycle and successfully manage your sales pipeline—from first contact to final sale. (more...)

What is a Customer Service and Support Feature?

Customer Service and Support features of a CRM system help customer service teams manage customer support tasks such as issue (case) tracking, service activities, call-volume and time-per-call for customer-service representatives. This allows them to enhance their methodology to develop better customer relationships and increase repeat sales.(more...)
Mobile Sage CRM Solutions
Mobile Sage CRM Solutions

Integrate Your Back Office With Your CRM Software to Complete the 360 degree view

Sage SalesLogix, Sage CRM Office Operations - Florida, Tampa & Orlando

Sage CRM Software for Back Office Operations A 360 view of how you manage your customers is essential to success.

Back Office Integration - keep track of key financial information relating to your customers. You wouldn't want to deploy your operations team to a customer who hasn't paid.
Sales - with a view of what is happening in your accounting system, sales can more effectively work on the opportunities that will turn into payable business.
Order Entry - Place orders directly into your ERP, saving timely steps.
Marketing - marketing can focus on those good accounts that make the most sense. With a view of accounting, they can determine the real ROI for a marketing campaign.
Service - bill directly from the activities recorded in your Customer Service solution. Giving your Customer Service department access to receivable information will help them to identify which clients to help and which to refer to accounting for collections.

Learn more about our CRM applications or view an online CRM software demo.

Marketing | Sales | Customer Service | Support | Mobile | Back Office