Accpac CRM: Part of the Accpac ERP Extended Enterprise Suite Get a 360’ view of your business
Two award winning products – Accpac CRM and Accpac ERP – come together to form the foundation of the Accpac ERP Extended Enterprise Suite. By dramatically linking processes, information, workflows, and communication channels, the Accpac ERP Extended Enterprise Suite helps Organizations bridge the information gap between departments and improve customer interactions.
A complete view of your organization’s customer interactions
Accpac CRM is a powerful, easy-to-use customer relationship management solution that integrates directly with Accpac ERP right out of the box. With Accpac CRM, you can synchronize your sales, marketing, and customer care activities across your organization. Designed to improve business relationships with every interaction, Accpac CRM 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 Accpac CRM 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, Accpac CRM offers you a comprehensive solution to successfully manage these relationships.
Complete access to your data in real time
Accpac CRM 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 Accpac ERP financial and operational information is simple with Accpac CRM 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 Accpac CRM, 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 Accpac CRM
FEATURE DESCRIPTION BENEFIT Accpac CRM IntegrationBidirectional data flow between Accpac CRM and Accpac ERPBiderectional flow of data between Accpac ERP and Accpac CRM to manage customer interactions more efficientlyCustomer Relationship ManagementAccpac CRM provides real-time access to relevant customer data, including purchases, contact history, correspondence, and sales opportunitiesEmpower your organization with the critical information required to create loyal, long-term customersMicrosoft Outlook IntegrationAccpac CRM integrates quickly and easily with today’s most popular e-mail and calendar management systems, Microsoft OutlookFamiliar programs means your staff will be up and running quickly and will be able to maximize the power of both applicationsSales Force AutomationThe sales force automation features in Accpac CRM enable easy access to and management of all account details, activities, and opportunities to automatically distribute leads to sales professional wherever they are. Point-and –click reporting and graphs provide real-time data to sales teamsAllows sales teams to effectively manage, forecast, and report on all sales–related activityMarketing AutomationThe marketing automation features in Accpac CRM provide a single source of information to facilitate the scheduling and tracking of marketing activities within a campaignStreamline marketing and decision-making to easily identify and leverage potentially lucrative untapped sales opportunitiesMobile Device SynchronizationAccpac CRM enables mobile users to access the system using a wireless PDA deviceAccess critical customer data anytime, anywhereWeb-based Self Service PortalAllow 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 throughout a secure portalOffer up-to-date information to your customers and partners via the Web.Integration Through Web ServicesExchange information between your Accpac CRM application and other corporate applications securely via the WebEnables integration with third-party applicationsAutomated WorkflowIntegrate business processes and rules across your organization with Accpac CRM automated and customizable workflowsStandardizes and automates your business processes to ensure you don’t miss an opportunityHighly ConfigurableAccpac CRM provides configuration tools to allow you to customize the system. Users can add or modify fields and tabs as requiredDeploy Accpac CRM in the way that best fits your organization, increasing user adoption and ensuring efficiencyComputer Telephony Integration (CTI);Accpac CRM CTI links Accpac CRM to your phone system, enables click-to-dial functionality, and offers inbound caller recognitionOptimize call center efficiency and increase customer service by providing instant caller account information on-screen
