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How Your CRM System Can Improve Your Company’s Cash Flow

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Informational webinar presentation slides centered on connecting your CRM system to your A/R Collections Manager using a Sage solution.

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How Your CRM System Can Improve Your Company’s Cash Flow

  1. 1. How Your CRM System CanImprove Your Company’sCash FlowSageCRM: AR Collections Manger
  2. 2. Agenda• Introductions• Objectives• Definitions• Thriving not just surviving – Productivity Management – Financial Processes – Operational Process• Why would I need CRM?• Next Steps• Questions and Answers 2 2
  3. 3. Core SageCRMFunctionalityTools that are available with SageCRM
  4. 4. Tools that are available withinSageCRM • No Selling to accounts on hold – When placing an order Sage ERP Accpac O/E Entry screen within SageCRM notifies the SageCRM user when a customer is on hold and also places the order on hold automatically. – When promoting a quote to an order Sage ERP Accpac O/E Entry screen within SageCRM notifies the SageCRM user when a customer is on hold and also places the order on hold automatically. – With the use of a small customization, a SageCRM user can be notified when a customer is on hold when they navigate • Request Credit Increase Automation 4
  5. 5. OE Entry Quote to Order ScreenCustomer on Hold Notification 5
  6. 6. Customer is on hold inAccounts Receivable – SageCRM Company 6 6
  7. 7. Pro-active access to vital information 7
  8. 8. Pro-active access to vital information 8
  9. 9. Request Credit increase Automation 9
  10. 10. Request Credit increase Automation 10
  11. 11. Time WastedCredit Approval Process• Think about your process when someone wants to apply for credit?• How much time is wasted – Chasing down paperwork and documents – Chasing down the account manager – Chasing down the customer We spend so much time educating the Sales/Account team on what they need to provide it just seems to go in one ear and out the other. You would think they would want to get their customers credit and make it easier to close business. 11 11
  12. 12. DemonstrationCredit Approval Process
  13. 13. Collections Manager
  14. 14. What is you’reA/R Collectionsprocess like now?
  15. 15. 15 15
  16. 16. AR Collections Manager 16
  17. 17. Get People to pay sooner• Approximately how much cash do you collect every month?• What if you could collect the cash sooner? We collect $500,000 per month. By collecting 25% of that ($125,000) 3 days earlier we have that cash available to run our business and even see ROI by increasing the interest earned on that money ($865.00 in a year). 17 17
  18. 18. DemonstrationAR Collections Manager
  19. 19. Why would I need CRM?
  20. 20. Why would I need CRM?• Is everyone working through a central portal to access data?• Do you track as many interactions with people as possible?• Does your sales, marketing, finance, support and consulting teams interact with the same customers, prospects?• Are leads potentially falling through the cracks?• Can anyone in your team pickup when someone is sick? 20 20
  21. 21. Why would I need CRM?• Do you have a calendaring and task system for improved cash collections?• Do you have to track information on spreadsheets?• Do you have to have someone write reports for you?• Do you know what your team has been doing all day?• Do you know if where you lose most of your sales? 21 21
  22. 22. What else doesSageCRM Do?
  23. 23. Other SageCRM Features nottouched on today CRM (Customer Relationship Management) Sales Opportunity Management Forecasting Marketing Campaign Management Advanced Marketing with Sage eMarketing (Drip Marketing) Customer Service Knowledgebase Productivity and Task Management Calendaring Alerts and Escalation Email Management Customer Self Service 23
  24. 24. Other Touch points not mentioned todayTouch points: Road Map: Quote to Order process to Sage ERP Accpac 6.0 Shipping to Invoicing shipping with SageCRM process 7.1 Project and Job Costing Available NOW! New web based Quotes & RMA Orders for Optional Fields Sage ERP Accpac Accounts Payable (Vendor Relationship Management) 24
  25. 25. Thank you for attending todays Webinar For additional questions after the Webinar please reach out to your Axis Global Partners team. 25 25END

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