Accpac ERP Extended Enterprise Suite For service, financial, and insurance industries
Whether your business is in the service, financial, or insurance industry, you’ll find the right solution in the Accpac ERP Extended Enterprise Suite.
Accpac ERP Extended Enterprise Suite for Service-based Businesses
Accpac provides a completely integrated suite of applications to streamline your service and support processes at virtually any touchpoint. As the owner or manager of a service-based business, you know that they key to success is a streamlined and efficient call center that presents all the information quickly to your staff when they need it. And, this information must flow throughout the business, from the call center to the technicians on the road and ultimately to the customer through a Web login or SMS technology.
Accpac ERP Extended Enterprise Suite provides service-based businesses:
A holistic view of all customer interactions from call logging to dispute resolution
Complete integration with many Accpac solutions or third-party products
Full tracking of jobs and planning of resources and subcontractors
Integrated Call Center with escalations and alert management
Web and wireless access to information anywhere, anytime
Full PDA capability for mobile sales force and mobile technicians, allowing them to receive and process jobs on the move.
Award-winning integrated e-marketing solution for effective marketing communications.Accpac ERP Extended Enterprise Suite for Financial Institutions
Accpac CRM part of the Accpac ERP Extended Enterprise Suite, provides a complete solution for sales, marketing, and customer service for banking, institutional finance, wealth management, capital, and brokerage firms. In a world of decreasing commission revenues and no-fee self-serve transactions, financial institutions must understand and manage their customers’ portfolios better in order to deliver a service that warrants solid return.
Accpac ERP extended Enterprise Suite allows financial institutions to:
Deliver proactive targeted marketing
Focus on improving customer care through workflow and tasks managed by Service Level Agreement
Eliminate information silos caused by disparate systems
Get a holistic view of the company
Integrate with legacy operational systems to get a consolidated history of your customer
Analyze data for cross-selling and up-selling opportunities
Deliver better service and improved productivity through coordination of products and resources
Attract and retain customers as well as extend services into existing customer relationshipsAccpac ERP Extended Enterprise Suite for the Insurance Industry
Accpac CRM allows the insurance industry to consolidate data from back-office systems that may include claims management, policy management, and application management with Optical Character Recognition (OCR) and document management capabilities. This is turn gives your employees, agents, and customer service representatives (CSR’s) a holistic view of your customers’ portfolios at their fingertips. This leads to better service, up-sell, and cross-sell opportunities as well as targeted marketing campaigns and activities through key attribute profiling.
Accpac ERP Extended Enterprise Suite offers these benefits to the insurance industry:
A complete suite of modules that enables insurance companies to manage and integrate all customer communications, embracing all channels of communication
Accpac CRM to streamline sale channels, including brokers, agents, call centers, and employees
Claims management with integration to external claims/billing systems
Quote management tracking and policy management with automated workflows
Claims management with integration to Web self –service
Complete document management and OCR capabilities for storing all documents, such as insurance and ID certificates
Improved risk assessment through better management, storage, and access of information by the business units
A self-service Web-based integration platform to manage relationships with insurance brokers, agents, and customers while lowering costs and reducing the number of calls to the call center
Integration with billing systems, so that’s billing and payment matching processes are automated.
