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Eliminate manual entry and increase visibility to accounting data by exchanging information dynamically with Sage BusinessVision!
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About Sage CRM
Sage CRM is an easy to use, fast to deploy, feature rich on-site Customer Relationship Management solution providing enterprise-wide access to vital customer information – anytime, anywhere. With Sage CRM, you can better manage your business by integrating field sales, internal sales, customer care and marketing information.
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Sales Automation:
Take complete control of your sales pipeline by empowering sales teams to effectively manage, forecast and report on all phases of the sales cycle.
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Marketing Automation:
Track the ROI of your marketing programs by automating, tracking and analyzing every marketing campaign, from one-time email communications to multi-faceted marketing programs.
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Customer Care:
Customer Care: Make the most of every customer interaction by ensuring customer satisfaction and even allowing your customers to help themselves.
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About the Link Between Sage CRM and Sage BusinessVision
The link between Sage CRM and Sage BusinessVision allows companies to implement a powerful sales and marketing engine while maintaining a cost-effective and comprehensive accounting and business management software system.
Customers are seamlessly linked from Sage CRM into Sage BusinessVision eliminating double-entry of information. Notes, orders, sales and accounts receivable data from Sage BusinessVision will be visible from Sage CRM empowering the sales and marketing staff with real-time accounting data.
Quotes may be maintained from Sage CRM directly in BusinessVision or in a custom database provided (outside of BusinessVision). Once the quotes have been approved, they may be promoted to BusinessVision orders from Sage CRM.
Quotes and orders are visible from the My CRM interface and all may be filtered for analysis and review from Sage CRM.
BusinessVision inventory is accessible from Sage CRM including information on availability and pricing based on the customer’s established profile – including customer-specific pricing, discounts and quantity breaks.
NOTE: The BVLink for Sage CRM is available on a custom-basis depending on the features required. Given the advanced customization potential of Sage CRM, the link is also highly customizable and the functionality described above may be considered as a base for further development.
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Contact us for pricing, demonstrations, trial software and more information.
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