Set new standards for customer service, improve loyalty and retention, and boost sales.

Sage CRM leverages the transactional information in your Sage 300 ERP to present a comprehensive and detailed view of your customers’ business and their needs.

This powerful combination of ERP and CRM functionality enables employees to work anytime, anywhere, from any device, delivering instant access to real-time customer information for greater organizational efficiency, higher sales, and better overall customer experience.

In this webinar we will demonstrate how with Sage CRM integrated with your ERP you can:

  • Capture rich, timely data from customer interactions using Sage 300 ERP to develop and execute meaningful marketing programs
  • Streamline visibility of relevant customer information for critical areas of your business
  • Quickly analyze, forecast, and report on key sales data.
  • Find new customers, close sales faster, and access transaction history
  • Empower your service staff with easy to use and customized dashboards, self-service features, and performance monitoring
  • Providing your sales team a streamlined sales and planning process
  • Create effective campaigns with built-in e-marketing tools, a detailed knowledge base, and multiple social media channels