Accpac CRM is an award winning wireless and Internet-based CRM system that provides enterprise - wide access to vital customer, partner and prospect information - anytime, anywhere.
BUILT TO PERFORM
Accpac CRM uses industry-leading technology to foster better business practices and effortless information exchange throughout your enterprise. With Accpac CRM, you can quickly analyse, manage and synchronise sales, marketing and customer care activities across all points of contact. Regardless of how, when, or where your customers, partners and prospects choose to interact with your company. Accpac CRM gives you a decisive advantage by providing comprehensive, easy-to-use tools to successfully manage these relationships.
Unlike competitive CRM solutions, we've taken a no-compromise approach to ensure that Accpac CRM is a true Web and wireless-based application. As a result, all you need us a single installation at a central location to support your entire organisation. Everyone gets real-time access to the critical information they need via a personal computer, PDA, Tablet PC or smart phone - immediately increasing productivity and reducing administrative costs.
Accpac CRM offers a full range of hosted or on-premise deployment options, which means you get complete flexibility to run your business your way. As your business needs change, you can quickly and easily switch deployment environments (from hosted to on-premises deployment, or vice versa) and all your CRM customisations and data move with you.
FREEDOM TO CHOOSE
Accpac CRM provides your company with award-winning product that fits your needs today and in the future. It comes in multiple editions and is rapidly deployable at your place of business or as a hosted service at SageCRM.com As your company grows, Accpac CRM can grow right along with it, providing scalable upgrades designed to keep pace with your expanding business.
Accpac CRM is available in two editions for in-house deployment - Accpac CRM 100 and 200 - providing affordable, value-based pricing no matter the size of your organisation. It comes easy to install and use right out of the box, is rapidly deployable and easily integrates with your back-office accounting application - saving you time and implementation costs.
Companies who want to get up and running without having to establish or maintain their own infrastructure can take advantage of the benefits of a fully hosted CRM service at SageCRM.com When you choose sagecrm.com, you get secure, dependable access to the latest technology - for a fraction of what it would cost to purchase hardware and software and implement and maintain a network infrastructure.
ENTERPRISE-WIDE CRM
Accpac CRM offers the advanced functionality needed for effective sales force automation, marketing, customer care and call center support across industries, all accessible through a Web browser or wireless handheld device. With Accpac CRM, key personnel have easy access to common, client-focused information, enabling them to provide better, more personalised service to help foster customer loyalty.
SALES FORCE AUTOMATION
From first contact to order fulfillment and delivery, Accpac CRM Sales Force Automation maintains a single source of information that is shared across the enterprise. Fully customisable with Workflow, Opportunity Management, Sales Cycle Analysis, Forecasting and easy-to-use reporting features, Accpac CRM makes it easy to understand and respond to prospects and customers - all the time.
MARKETING AUTOMATION
Accpac CRM Marketing Automation helps you maximise revenue opportunities and return on investment (ROI) by enabling you to respond quickly to your customers through cost-effective, highly personalised and targeted marketing programmes. It's easy to develop, target, implement, manage and analyse campaigns. Accpac CRM automates the process, from concept to lead distribution and every step in between, cutting costs and improving the effectiveness of your marketing initiatives.
CUSTOMER CARE AUTOMATION
Accpac CRM Customer Care provides complete workflow, incident tracking, case management and service status to help you create a reliable Knowledge Base for consistent, efficient customer service. Your Knowledge Base is built through traditional channels, such as phone and e-mail, or via Web self-service, allowing customers to enter, resolve and track their own service requests. You can also access complete case histories at the touch of a button, increase speed resolution of queries and support issues and ideally serve your customers.
HOSTED CRM AT SAGE.CRM COM
Sagecrm.com is the only hosted CRM application with the combined advantages of seamless migration to an on-site CRM system plus out-of-the-box accounting integration.
SEAMLESS PLATFORM FLEXIBILITY
As your business expands and process integration becomes critical, you can simply migrate your SageCRM.com system to an in-house CRM system without extensive customisation or the high cost typically associated with transferring data from an online to on-site system.
OUT-OF-THE-BOX ACCOUNTING INTEGRATION
SageCRM.com integrates off-the-shelf with your hosted back office Accpac accounting system. You can view and share accurate, real-time data, increase collaboration and boost productivity.
EASY AND AFFORDABLE HOSTING
SageCRM.com is a hosted solution that significantly reduces your cost of ownership. One low price gets you everything you need - your CRM application, support, training, backups, updates and more - without large upfront software and hardware investments or a dedicated system administrator.
FAST DEPLOYMENT
SageCRM.com can be rapidly deployed - as quickly as the same day you sign up for service. The result is a fast return on investment, a minimal impact on business operations, zero slowdown in IT department productivity and immediate use of capabilities
SECURE DATA PROTECTION
SageCRM.com provides multiple security layers to protect your data from possible sources of loss. Together, these security levels maximise the safeguarding of your valuable data. To protect customers' data and to and to authenticate the validity of user logons, we use the same 128-bit SSL encryption technology that is used to protect sensitive financial data in an online environment.
FLEXIBLE, ADAPTABLE CRM
Accpac CRM has a proven, built-in ability to adapt to a wide range of business applications including financials, human resources, Enterprise Resource Planning (ERP) supply chain management and document management, among others. Furthermore, Accpac CRM offers seamless, out-of-the-box integration with industry-leading Accpac business management applications - and also integrates with applications from others manufacturers.
THIN-CLIENT ARCHITECTURE
Accpac CRM is Web-based and built on true thin-client technology, providing rapid deployment, efficiency, speed and cost effectiveness. Accpac CRM offers pure"server-side" deployment, eliminating the need for difficult-to-manage and costly client installations, configurations, upgrades and customisations. Accpac CRM Web pages and graphics files are considerably more compact than standard Web pages, allowing faster downloads (Even over slow connections). With Accpac CRM, a web browser and Internet access are all that you need to access your entire CRM system.
AUTOMATED WORKFLOW
With Accpac CRM automated workflow, you can integrate business rules across all channels, departments and employees. To help assess and design workflow, Accpac CRM provides graphical views of the process and its development patterns. In combination with e-mail integration, Accpac CRM ensures that actions requiring attention or escalation are automatically routed to the appropriate employees or partners.
INDUSTRY-STANDARD INTEGRATION
Offering a strong Web services interface and support for XML, SOAP and other integration technologies, Accpac CRM is open for easy integration into other applications you count on to run your business. This level of systems integration allows Accpac CRM to become more than just about customers, sales, marketing and support - it becomes a uniform platform upon which to process and deliver true company-wide intelligence.
INSTANT INTEGRATION
Accpac CRM is built to integrate with the technologies that you choose to run your business, without dictating your technology choices. Accpac CRM provides out-of-the-box, instant bi-directional integration with Accpac accounting solutions like nothing else available today, so that CRM users always have real-time access to the most up-to-date information. And, if you're using other accounting or legacy systems, Accpac CRM has the built-in ability to integrate with virtually any database or system.
TRUE CUSTOMISABILITY
Accpac CRM provides customisation tools that allow businesses to rapidly modify all aspects of the system. Its open architecture greatly reduces development and maintenance costs and allows seamless integration with other mission-critical applications across your enterprise. With easy-to-use onscreen tools, managers and administrators can create and modify fields, screens, tabs, tables, views, scripts, workflow and security settings on the fly. Accpac CRM's customisation functionality makes user-specific modifications to interfaces and data quick and easy, ensuring that Accpac CRM easily adapts to your business requirements.
GLOBAL BUSINESS
Accpac CRM provides multicurrency and multilingual support from a single code base for English (U.S. and U.K.), French, German, Spanish, Dutch and Japanese, making it a logical choice for businesses around the world. Additionally, you can easily modify these language sets to incorporate "company-specific" terminology. The single-server installation, Web browser and wireless handheld access provided by Accpac CRM allows employees, partners and customers to view the information they need any time, from anywhere in the world.
WEB AND WIRELESS ACCESS
Using a standard browser, you can access the full functionality of Accpac CRM anywhere - in your office or on the road. And for those times when a desktop browser isn't handy, you can access the system with your cell phone or wireless PDA. Accpac CRM also provides full support for mobile users when they are not connected to a network, allowing them to work offline and later synchronise with the central server.
DOCUMENT LIBRARY
The Accpac CRM document library provides a central repository for key files, allowing enterprise-wide access anytime. With Accpac CRM, you store proposals, white papers, FAQ's, marketing materials, letters, thank-you notes, quotes - whatever your team needs - in the Document Library for immediate access to support resources. Even off-line and remotely connected users benefit by having access to the most current versions of library content through remote synchronisation capabilities.
COMPUTER TELEPHONY INTEGRATION
Accpac CRM combines a fully integrated CRM system with interactive inbound and outbound telephony automation. When a customer calls in, automatic screen pop-up functionality provides key customer information, enabling you to quickly access a complete customer history integration with a tepephony-enabled network allows users to simply click phone numbers on the screen for fast auto-dialing.
You can also forward call to other CRM users and update client records.
WEB SELF SERVICE
Accpac CRM Web self-service allows customers to access information or request services and support of the Web whenever they want. Customers receive information based on their preferences, requests, and history, through customised partners and customer portals, which provide a single point of contact for information about your products and company. By deploying our integrated knowledge base and taking advantage of its fusion into these
Web self service capabilities, your clients even have the ability to search through your database of support issues and resolutions, achieving a level of self support previously unavailable.
MICROSOFT OUTLOOK AND LOTUS DOMINO INTEGRATION
Accpac CRM integrates with today's most popular e-mail and calendar management systems, such as Microsoft Outlook and IBM Lotus Domino. Using Outlook, e-mail can be sent directly from within Accpac CRM or Outlook and all communications can be captured by Accpac CRM and filed appropriately inside your CRM database. You can even access your entire CRM system from within Outlook and retrieve desired information instantly.
When integrated with Lotus Domino, Accpac CRM provides hands-free server-level calendar synchronisation to help keep you on track and up to date.
ACCPAC CRM PUTS YOU IN COMPLETE CONTROL OF YOUR SALES PIPELINE WITH THE RIGHT TOOLS TO EFFECTIVELY MANAGE, FORECAST AND REPORT THROUGH ALL PHASES OF THE SALES CYCLE
SALES FORCE AUTOMATION
What factors influence why customers purchase your goods and services? Who are your most profitable clients? Being able to answer these questions helps set companies apart and gives them the competitive edge. To succeed, you must have complete control over your sales processes and resources and access to critical realtime sales information whenever and wherever you need it. Accpac CRM delivers on all fronts.
SALES FORECASTING
Accpac CRM includes sales forecasting as a standard feature, allowing sales users to provide forecasts and historical reports to their managers on an as-needed basis. Forecasts roll up throughout the organisation and managers have the ability to add their own assessments to the forecasts of their direct reports.
ACCOUNT AND ACTIVITY MANAGEMENT
Accpac CRM provides the tools to manage and analyse all current and historical account details - enabling you to easily identify and recruit new clients and resell to existing ones. Easily manage multiple accounts and opportunities and automatically distribute leads to sales professionals around the world. Sophisticated workflow features provide automated sales processes to guide salespeople through proven selling methods. Additionally, Accpac CRM is easily configured to routinely trigger literature fulfillment, follow-up appointments, callbacks, daily tasks and much more!
SALES CYCLE MANAGMENET
Accpac CRM gives you a snapshot of your sales cycle from first contact to final sale, allowing you to effectively analyse and manage the sales pipeline. As a result, you're able to assign a probability of closing the sale at each stage of your business sales cycle; by defining each stage, sales staff and management are provided with real-time rolling forecasts and pipeline analysis. Detailed reporting ensure that time and energy are spent on the deals most likely to close. With Accpac CRM, you can automate the escalation and reassignment of communications and tasks at any stage of the process, so that the employee most qualified to handle the situation addresses your clients' needs. By providing detailed information at every stage of the sales cycle, Accpac CRM is designed to get the right information to the right people, right away.
TIME MANAGEMENT
Accpac CRM has a positive impact on time management and business performance. Onscreen reminder notifications alert you about pending tasks while filter and sort options allow you to manipulate onscreen data to individual preferences, thereby enabling efficient delivery of information.
SALES FORCE AUTOMATION
Keeping mobile sales professionals connected and "in the know" is one of the greatest challenges for companies. With Accpac CRM, you have on-the-spot access to the resources you need to close every sale. While traveling, you can access all aspects of the CRM system from PDA's, WAP-enabled cellular phones, laptops, or other mobile devices. And when you're online, the Web client provides a real-time link to Accpac CRM data for up-to-the-second information about your customers and business.
SOLO SERVER
Accpac CRM Solo Server lets you exploit the benefits of CRM even when you are offline. Easily set up and maintained from within Accpac CRM, the Solo utility provides full support for mobile users, including secure synchronisation of laptop computers with data from the central database at the office or via the Internet. Changes made to mobile copies of the database are immediately synchronised back to the main database the next time you're online.
GRAPHICAL ANALYSIS AND REPORTING
Accpac CRM provides point-and-click reporting and graphs for sales teams to access data when making on-the-spot analysis and decisions. With Accpac CRM, you'll always have the real-time information you need, in the format you want (for example, HTML, Adobe Acrobat,, Comma Separated Values or Microsoft Excel). Start by evaluating new leads, quoted clients, demographics and potential deals in the pipeline, then analyse your sales efforts and use that knowledge to refine your strategy. Graphical forecasting and reporting features filter data any way you choose. Use system default reports or easily create new reports with a reporting wizard that walks you through the process, prompting you to select where and how you would like to see the data. Now you can analyse trends and evaluate historical data to see what's working and adjust what's not.
ACCPAC CRM PROVIDES A SINGLE SOURCE OF CUSTOMER INFORMATION TO HELP YOU BETTER MANAGE YOUR MARKETING EFFORTS AND MAKE SOUND DECISIONS
MARKETING AUTOMATION
In an era where people have virtually unlimited choices regarding how, where and when they will do business, your challenge is not to find new customers - but also to understand and retain your current ones. With Accpac CRM Marketing, you can target the right customer at the right time, eliminate guesswork, and put your company's marketing resources to their best use.
CAMPAIGN MANAGEMENT
Building lasting and profitable customer relationships means identifying, executing and replicating effective marketing initiatives across all your sales channels. With Accpac CRM, marketing teams can analyse unlimited demographic information with customer-specific direct marketing campaigns. Assign, schedule and track marketing activities within a campaign and view every detail at a glance.
E-MAIL MANAGEMENT
Accpac CRM makes it easy to distribute mass e-mail, and provides the ability to send HTML e-mail, create e-mail templates and send attachments to bulk e-mails messages The actual communication is stored in each client's history, ensuring that you can easily look up the specific e-mail message when clients call or write about a particular campaign.
LIST MANAGEMENT
Accpac CRM provides the tools for marketing teams to easily create new target lists from selected criteria, re-use successful campaign lists, or import mail-house lists. An integrated mail-merge function merges documents with customer lists. Once these lists are created, Accpac CRM automatically creates a record in the customer account, attaching the marketing piece to the account for later viewing by sales, marketing and customer service staff.
KEY ATTRIBUTE PROFILING
Accpac CRM key attributes profiling enables you to build a detailed profile of your customers and prospects over the course of the relationship. These attributes are stored, reported on and used as a basis for future marketing activities. Key attributes are user-defined and easily track the date and call-to-action for a campaign, while providing real-time budget/costs analysis for every level of your marketing effort.
OUTBOUND CALL MANAGEMENT
With Accpac CRM, outbound calls are easily integrated into any marketing campaign. It's simple to set up target lists and calls are dynamically allocated so they can be scheduled as CRM users become available. The system even allows you to schedule follow-up calls at times convenient for prospects or customers.
MARKETING EVALUATION TOOLS
View your campaign status any time and evaluate ROI. Analyse marketing campaigns by lead source or evaluate other important campaign details by using sophisticated tools and reports. Accpac CRM not only tracks response rates, it also lets you match sales revenues to specific campaigns, providing immediate cost against sales analysis data.
Accpac CRM allows you to analyse and modify campaigns, ensuring improved return results, quality responses and increased sales opportunities. Drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost and target prospects. Determine what your customers and prospects want and retain that information to produce more effective marketing campaigns. Eliminate the guesswork in your marketing and put your company's marketing resources to their best use!
ACCPAC CRM EMPOWERS YOUR ORGANISATION WITH THE INFORMATION IT NEEDS TO BUILD AND SUPPORT LONG-TERM CUSTOMER SATISFACTION AND LOYALTY
CUSTOMER CARE AUTOMATION
Good sales and marketing efforts deliver customers to your business. But that's just the start. Your customer support department develops the relationships that create customer loyalty and generate repeat sales. With the cost of acquiring customers as much as seven times higher than retaining them, creating the ideal customer experience is the key to success. With Accpac CRM customer care, you'll build and manage lasting customer relationships, providing the service your customers need and expect.
CONTACT MANAGEMENT
To deliver superior customer service and exceed your customer support performance goals, your staff must have the most up-to-date and complete customer data at its fingertips. With an enterprise-wide view of your customers, you can manage for profitability by effectively resolving service issues and creating cross-sell or sell-up opportunities. After all, customers interact with your support team more frequently that with anyone else in your company. Accpac CRM provides real-time access to relevant customer data including purchases, call and escalation history, interactions, multiple contacts, support cases, e-mail, documents sent and received and sales opportunities. With Accpac CRM, you can make the most of every customer interaction, maximising business opportunities and customer satisfaction.
WORKLOW INTEGRATION
Accpac CRM makes building and retaining your customer base easier than ever by ensuring that customers receive flawless service at every step, whether they choose to interact with your company through e-mail, the telephone, or the Web. By implementing a structured workflow that automates predetermined business rules across all channels, departments and employees. Accpac CRM can effectively monitor every customer issue throughout its lifecycle. Actions requiring specialised attention are automatically routed to the appropriate employees or partners.
SERVICE LEVEL AGREEMENTS
The ability to track and meet service level agreements (SLAs) against your support cases is critical for maintaining loyal, dedicated customers. Accpac CRM cases have a "traffic light" monitoring system, which indicates how close the case is to exceeding an SLA, and allows triggering of escalation events at predefined times in the process.
CALL CENTRE ACCURACY
As a central repository for all customer data, Accpac CRM provides easy-to-use, real-time access to information, enabling you to resolve customer issues quickly and efficient;y. reducing call times and increasing the effectiveness of your call center. You can escalate and prioritise issues and reduce the amount of time required to resolve each call - for added customer loyalty and confidence. Through the user-friendly interface, recent history buttons, call and e-mail interaction logs, and hypertext search capabilities. Accpac CRM keeps critical information at your fingertips - helping customer support professionals find what they need, when they need it.
KNOWLEDGE BASE
With Accpac CRM, you store support incidents and case resolutions in a central knowledge base. Resolutions are linked to multiple cases and automatically e-mailed to users and customers. The knowledge base is accessible to all Accpac CRM users and to customers through the customer self-service area.
ENHANCED REPORTING
With Accpac CRM, you can generate presentation quality, device-independent reports in Adobe Acrobat format (PDF) on demand for every report within the system, making it easy to e-mail reports to staff who may not have access to your Accpac CRM system. When you want quick, one-page overviews of key facts, summary reports provides at-a-glance coverage of what matters most.
