Extend Sage 300 to your Sales Team with Integrated Sage CRM.
The lifeline of any sales organization is to have to have visibility from Lead and Opportunity, through to Invoice and ultimately Payment.
In this recorded web event we will show you how this is effectively done within Sage 300, providing you with a Sales Forecast and Reporting on Sales Stages including both win & lost close rates.
See firsthand how the new Sage CRM integration gives you the visibility and access to more information from Sage 300 than ever before.
Key Topics Covered:
- Lead / Opportunity Creation
- Opportunity Workflow
- Quote Creation
- Quote Conversion to Sales Order
- Sales Order to Invoice – Processing Credit Cards
- Email Quotes and Orders
- Sales Reports
Learn your options to streamline your sales processes and ultimately have better visibility into your sales pipeline.