CRM for Finance,
SFA, Customer
Care, and Process
Management
CRM is now included with the extended
enterprise suite
2 2
Agenda
• Introduction
• Abstract
• Solution Presentation
• Questions and Answers
3
Introduction - Presenter
Rob Lawson
Field Sales Engineer III
Sage
Sage Business Solutions, Pre-Sales
4
Abstract
• Everyone wants to know the secrets of using
SageCRM more effectively and efficiently. Join this
session to le...
5 5
Time Wasted
Credit Approval Process
• Think about your process when someone wants to
apply for credit?
• How much time...
6 6
No Selling to accounts on hold
7 7
Pro-Active access to vital information
8 8
Request Credit Increase Automation
9 9
Request Credit Increase Automation
Demonstration
Credit Approval Process
11 11
Get People to pay on time
• How many of your customers pay late?
• How much interest are you loosing on that money?
...
What is you’re A/R
Collections process like
now?
13 13
14 14
Get People to pay sooner
• Approximately how much cash do you collect every
month?
• What if you could collect the c...
Demonstration
AR Collections Manager
16 16
Purchasing
• Manager Requests 10 computers
• Purchasing gets 3 quotes
• Purchasing Negotiates deals
• Manager approv...
What is your Internal IT
request process now?
Help Desk Requests
18 18
19
Internal IT Help Desk Requests
• Support Help Desk Tracking
• Process and priority
• Warranty and Vendor Details
• Inte...
Demonstration
Internal IT Help Desk Request
21
SageCRM Integration - Touch Points
• Promote to Customer process (Custom WF)
• Show existing Customer touch points
– Da...
Demonstration of
SageCRM Integration
Touch points with Sage ERP Accpac
23
Other Touch points not mentioned today
Touch points:
• Project and Job Costing
• RMA
• Optional Fields
• Accounts Payab...
24
Other SageCRM Features not
touched on today
• CRM (Customer Relationship Management)
– Sales
• Opportunity Management
•...
25 25
Questions
26 26
Thank you for attending today's session
For additional questions after the
Webinar please reach out to your
Baass te...
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CRM for Finance, SFA, Customer Care, and Process Management

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Everyone wants to know the secrets of using SageCRM more effectively and efficiently. Join this session to learn about how CRM can impact your Finance activities, enable you to have greater visibility within your Sales Force, revolutionize your approach to Customer Care, and lastly enable you to leverage CRM's more powerful feature – Workflow. We will take an in-depth look at version 7 and review the product features and integration to your ERP essentials.

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CRM for Finance, SFA, Customer Care, and Process Management

  1. 1. CRM for Finance, SFA, Customer Care, and Process Management CRM is now included with the extended enterprise suite
  2. 2. 2 2 Agenda • Introduction • Abstract • Solution Presentation • Questions and Answers
  3. 3. 3 Introduction - Presenter Rob Lawson Field Sales Engineer III Sage Sage Business Solutions, Pre-Sales
  4. 4. 4 Abstract • Everyone wants to know the secrets of using SageCRM more effectively and efficiently. Join this session to learn about how CRM can impact your Finance activities, enable you to have greater visibility within your Sales Force, revolutionize your approach to Customer Care, and lastly enable you to leverage CRM’s more powerful feature – Workflow. We will take an in-depth look at version 7 and review the product features and integration to your ERP essentials.
  5. 5. 5 5 Time Wasted Credit 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.
  6. 6. 6 6 No Selling to accounts on hold
  7. 7. 7 7 Pro-Active access to vital information
  8. 8. 8 8 Request Credit Increase Automation
  9. 9. 9 9 Request Credit Increase Automation
  10. 10. Demonstration Credit Approval Process
  11. 11. 11 11 Get People to pay on time • How many of your customers pay late? • How much interest are you loosing on that money? • What if you could collect the cash sooner? We collect $500,000 per month. 10% of our customers pay an average of 12 days late. That is 12 days of interest we lose not to mention if they paid on time or early up to 35 days of interest.
  12. 12. What is you’re A/R Collections process like now?
  13. 13. 13 13
  14. 14. 14 14 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).
  15. 15. Demonstration AR Collections Manager
  16. 16. 16 16 Purchasing • Manager Requests 10 computers • Purchasing gets 3 quotes • Purchasing Negotiates deals • Manager approves one • Purchasing places order • Manager Signs off on Invoice • Sent to AP for payment So many things are handled on spreadsheets, post it notes and in our heads. It is no wonder things fall through the cracks sometimes. EES and Baass can reduce those slips and actually allow people to prioritize and manage their time better.
  17. 17. What is your Internal IT request process now? Help Desk Requests
  18. 18. 18 18
  19. 19. 19 Internal IT Help Desk Requests • Support Help Desk Tracking • Process and priority • Warranty and Vendor Details • Internal Knowledgebase • Escalation • Evaluation and review for training “Even though we outsource our IT I can still see exactly who our time and money is spent on issues I never even though affected our business because I had no way to evaluate them. I can only imagine when my new IT person starts next week how much it will benefit her.” 19
  20. 20. Demonstration Internal IT Help Desk Request
  21. 21. 21 SageCRM Integration - Touch Points • Promote to Customer process (Custom WF) • Show existing Customer touch points – Dashboards • Drilldown Dashboard – Receivables – Orders – Item History – Opportunity Management • Quote to Orders Process • Shipment • Invoice • Customer Service Automation – Case Management & Knowledgebase
  22. 22. Demonstration of SageCRM Integration Touch points with Sage ERP Accpac
  23. 23. 23 Other Touch points not mentioned today Touch points: • Project and Job Costing • RMA • Optional Fields • Accounts Payable (Vendor Relationships) Road Map: • Sage ERP Accpac EES 5.6 shipping with SageCRM 7.0 – Generally available • Sage ERP Accpac EES 6.0 shipping with SageCRM 7.0 – 4th Quarter 2010 – New web based Quotes & Orders for Sage ERP Accpac
  24. 24. 24 Other SageCRM Features not touched 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
  25. 25. 25 25 Questions
  26. 26. 26 26 Thank you for attending today's session For additional questions after the Webinar please reach out to your Baass team. END

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