Sage CRM – Additional Features

Thin Client Architecture

As a browser based application SageCRM (formerly Accpac CRM) is built on thin technology, providing rapid deployment, efficiency, speed and cost effectiveness. SageCRM is installed on a single server, eliminating the need for unpredictable and costly client installations, configurations, upgrades, customizations and the costs associated with them. Thin network-designed SageCRM Web pages and graphics are considerably smaller in size than standard Web pages, allowing faster downloads even over slow connections. With Sage CRM, a Web browser and Internet access is all that you need to access the entire solution, anywhere, anytime.

Automated Process Workflow

With SageCRM Workflow businesses can automate pre-determined business rules across all channels, departments and employees. To help assess and design workflow SageCRM provides graphical views of the process and its development patterns. In combination with e-mail integration, workflow ensures that actions requiring attention or escalation are automatically being routed to the correct employees or partners. SageCRM creates a confidence among employees that issues are not going to fall through the cracks and frees their time to perform more important tasks.


SageCRM provides customization tools that allow businesses to rapidly modify all aspects of the system. SageCRM’s open architecture greatly reduces development and maintenance costs and allows seamless integration with other mission-critical applications across your enterprise. With easy-to-use, onscreen tools, managers and administrators can create and modify fields, screens, tabs, tables, views, scripts, and security settings on the fly. SageCRM customization functionality allows quick-and-easy user-specific modifications to interfaces and data and ensures Accpac CRM can be easily adapted to your business requirements.

Computer Telephony Integration

SageCRM combines a fully integrated CRM solution with interactive inbound and outbound telephony automation. Contact centers are provided access to the same single point of communication the rest of the enterprise shares. A customers complete CRM history including, fax, personal visits, phone and email is viewed through automated screen “pop-up” functionality and gives the support employees an enterprise view of the customer experience. Full on-screen auto-dial and phone functionality allows your support staff to perform necessary tasks through the system interface rather than the phone system. SageCRM provides full integration to all standard third party telephony software leveraging existing automation such as call escalation, routing, call queuing and reporting functionality. A central repository for all customer data SageCRM provides easy-to-use, real-time access to information your support staff needs to resolve customer issues quickly and efficiently, reducing call times and increasing the efficiency of your call center.

Integrated with Accpac Advantage Series Accounting Software

SageCRM seamlessly integrates with Accpac Advantage Series providing access to vital back-office data and customer information. SageCRM provides bi-directional data transfer—updating both systems and avoiding redundant data entry. Transactional and statistical data in your back office system is viewed in real-time through the SageCRM solution so you know the information is up to date. SageCRM offers point and click promotion of prospects to customers, creating the account in the Accounts Receivable module, allowing your collection staff to access the necessary transactional information through a single, complete SageCRM solution.

Self Service

SageCRM Web Self Service allows customers to access or request services and support over the web. Customers can receive information based on their preferences, requests and histories, providing them a single point of contact for information about your products and company through designed customer and partner portals. Allow your channel partners access to shared workflow, lead-tracking, inquiries, invoicing and customer information. SageCRM allows your customers 24/7 access to information they want.

Global Deployment

SageCRM provides multicurrency, multi-lingual support from a single code base—English, U.K. English, French, German, Spanish, Dutch and Japanese—making this solution the logical choice for businesses around the world. SageCRM’s single server installation, web browser and wireless application protocol (WAP) access, allow employees, partners and customers alike to view the information they need to get the job done, anytime, from anywhere in the world.

SageCRM is a single integrated solution which includes Sales Force, Marketing, and Customer Care automation.

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