Are you tired of copying and pasting emails to CRM? Is your sales team not updating CRM with contact details? Is your CRM User adoption poor and killing your return on investment? Convert emails to Companies, Contacts, Sales and Cases. File emails and attachments and log call information. CRM Together takes out the guesswork by offering a 1-hour in-depth training session. Build future value into your business by populating your system with Companies, Contacts and Leads to fuel your marketing. Create opportunities to keep your sales pipeline pumping. Create cases to ensure you are delivering excellent customer service. Use Sage CRM Email Templates to standardize the voice of your business and provide a consistent experience for your customers.
Your Story. Every startup begins as a story about how you, the entrepreneur, will change the world for the better with your idea. How well you craft and present your story is a major part your early success. As your company's story becomes reality, your continued success depends on how fast you grow and how well you respond to what your customers and the market tell you. New Tools, New Challenges. Entrepreneurs today face a unique set of advantages and challenges. A slew of easy to use business and software tools combined with inexpensive product development options have enable resourceful entrepreneurs to get a new product or service to market faster than ever. This has resulted in a flood of new opportunities for investors and has set their expectations higher than before. Now they expect real customer traction and an established growth curve before they'll invest. Accessing early stage funding has never been more challenging.
Tired of copy and pasting emails to CRM? Sales team not updating CRM with contact details? CRM User adoption is poor and stalling the project? Custom Entities. Convert emails to Companies, Contacts, Sales and Cases. File emails, attachments and log call information. Right from the start you see future value being built into your Sage CRM. Select and email and view the customer data automatically. The system will show you the customer information including sales and issues. From Outlook you can click on a person and see all their data in full CRM and start working through workflow.
Accelerator is a third-party application that radically changes the Sage CRM user experience. Sage does contain a native Outlook Plugin which allows for the ability to file emails. So, if you have 2 monitors, you can essentially have 2 instances of Sage CRM open at the same time.
You can see in the video that Accelerator pulls up the correct contact information as you sort through your mail. So while you are looking at the email, you can see the corresponding CRM contact, and also communication, case or opportunity history. You can also make updates or enter new information into CRM without leaving the Outlook screen. As you can image, this is a huge time saver. Accelerator also allows you to file emails from Outlook into Sage. It also makes it easier to file your outbound emails. Accelerator is very intuitive and makes getting information in and out of Sage CRM a lot easier.
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