Accpac SAGECRM BROCHURE

SageCRM: Part of the Sage Accpac Extended Enterprise Suite

Get a 360 view of your business

Two award winning products – SageCRM and Sage Accpac ERP – come together to form the

foundation of the Sage Accpac Extended Enterprise Suite. By dynamically linking processes,

information, workflows, and communication channels, the Sage Accpac Extended Enterprise

Suite helps organizations bridge the information gap between departments and improve customer

interactions.

A complete view of your organization’s customer interactions

SageCRM is a powerful, easy-to-use customer relationship
management solution that integrates directly with Sage Accpac
ERP right out of the box. With SageCRM, you can synchronize
your sales, marketing, and customer care activities across your
organization.

Designed to improve business relationships with every
interaction, SageCRM uses industry-leading technology
to facilitate efficient information exchange throughout your
organization and with your customers. And since it integrates
with other business applications through an intuitive Web
services interface, your business is no longer limited by
incompatible applications.

With a comprehensive list of integrated applications—including
sales, marketing, customer service, and mobile solutions—
sales and service teams get the tools they need to manage
current customers, find new customers, close sales faster, and
build lasting, more profitable relationships across all channels.

The powerful workflow engine in SageCRM automates your
business processes, making your organization more effective

and efficient. No matter how, when, or where your customers,
partners, and prospects choose to interact with your
organization, SageCRM offers you a comprehensive solution to
successfully manage these relationships.

SageCRM eliminates business silos and strengthens your ability to make
sound decisions by helping you share information across your company.

Complete access to your data in real time

SageCRM gives you real-time access to all your sales and

customer data, including purchases, payments, correspondence,

contact history, and possible opportunities, allowing you to

generate new sales and build long lasting, loyal customers.

Analyze, synchronize, and update

Accessing Sage Accpac financial and operational information

is simple with SageCRM tools and reports. Create customer

account documents, synchronize billing and shipping information,

as well as sales, marketing and customer service activities across

all points of contact.

Schedule, track, and measure

With SageCRM, organizations can assign and schedule marketing

and sales activities. Then you can link and track the sales results

from these various marketing campaigns, measuring performance

so you can replicate your most effective marketing initiatives.

Highlights of SageCRM

Feature Description Benefit

SageCRM Integration

Customer Relationship Management

Microsoft Outlook Integration

Sales Force Automation

Marketing Automation

Mobile Device Synchronization

Bidirectional data flow between SageCRM and
Sage Accpac.

SageCRM provides real-time access to
relevant customer data, including purchases,
contact history, correspondence, and sales
opportunities.

SageCRM integrates quickly and easily with
today’s most popular e-mail and calendar
management system, Microsoft® Outlook.

The sales force automation features in Sage­CRM enable easy access to and management
of all account details, activities, and opportuni­ties to automatically distribute leads to sales
professionals wherever they are. Point-and-click
reporting and graphs provide real-time data to
sales teams.

The marketing automation features in Sage­CRM provide a single source of information to
facilitate the scheduling and tracking of market­ing activities within a campaign.

SageCRM enables mobile users to access the
system using a wireless PDA device.

Bidirectional flow of data between Sage
Accpac and SageCRM to manage
customer interactions more efficiently.

Empower your organization with the critical
information required to create loyal, long­term customers.

Familiar programs means your staff will be
up-and-running quickly and will be able to
maximize the power of both applications

Allows sales teams to effectively manage,
forecast, and report on all sales-related
activity.

Streamline marketing and decision-making
to easily identify and leverage potentially
lucrative untapped sales opportunities.

Access critical customer data anytime,
anywhere.

Web-based Self Service Portal

Integration Through Web Services

Automated Workflow

Highly Configurable

Computer Telephony Integration (CTI)

Allow customers and partners to access
information, log cases, and request services
and support over the Web whenever they want.
Customize information according to preferences
and prior requests through a secure portal.

Exchange information between your
SageCRM application and other corporate
applications securely via the Web.

Integrate business processes and rules
across your organization with SageCRM
automated and customizable workflows.

SageCRM provides configuration tools to
allow you to customize the system. Users can
add or modify fields and tabs as required.

SageCRM CTI links SageCRM to your phone
system, enables click-to-dial functionality,
and offers inbound caller recognition.

Offer up-to-date information to your
customers and partners via the Web.

Enables integration with third-party
applications.

Standardizes and automates your
business processes to ensure you don’t
miss an opportunity.

Deploy SageCRM in the way that best
fits your organization, increasing user
adoption and ensuring efficiency.

Optimize call center efficiency and
increase customer service by providing
instant caller account information
on-screen.

About Sage Software

Sage Software supports the needs, challenges and dreams of nearly 2.8 million small and mid-sized business customers in North America through

easy-to-use, scalable and customizable software and services. Our products support accounting, operations, customer relationship management,

human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit

and real estate industries. Sage Software is a subsidiary of The Sage Group plc, a leading global supplier of accounting and business management

software solutions and related products and services for small and mid-sized businesses.

For more information or to find out how our Extended Enterprise Suite of applications
can help your business, visit us at www.sageaccpac.com or call 1-800-945-8007 today.

End-to-end solutions. Expert advice. Premium support. That’s Sage 360º.

ACCPAC International, Inc.
A Sage Software Company
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Third Floor
Pleasanton, CA 94566

925-461-2625
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www.sagesoftware.com

Sage Software, Inc.

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Richmond BC V6V 0A3

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