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    EXTENDED CUSTOMER MANAGEMENT

    You can't get any closer to your customers!

    Get to know Sage 100 xRM now: The central system improves communication with customers and stakeholders. It promotes the ability to change and innovate. Processes are accelerated and the future viability of the company is ensured.

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    More success with customers through comprehensive relationship management

    The xRM solution is fully integrated into Sage 100 and complements your ERP processes in sales, marketing, purchasing, project business, service and support as well as controlling. It serves as the control center in your Sage 100 solution. This allows you to keep an optimal and successful overview of your work processes at all times.

    Features

    Contact management

    Overview of all contact details

    Project management

    Planning, calculating, recording and invoicing projects

    Lead & Opportunity

    Qualification of sales opportunities at all sales levels

    Service & Support

    Greater customer satisfaction through first-class service

    Controlling

    Up-to-date views of all important areas of the company

    Marketing

    Planning of target group-oriented campaigns

    All contacts and tasks at a glance at all times

    • Whether via the integrated dashboard or the to-do list: You have quick access to all important contact and address information as well as your tasks at all times.
    • Delegating tasks is child's play with the workflow.
    • Caller ID informs you of all the important details about the caller.
    • Thanks to the support of the Microsoft Office Suite, you can also access your familiar Office applications such as Word, Excel or Outlook within Sage 100.
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    Campaign planning and management made easy

    • Use information management to store structured characteristics for various classes such as addresses, contact persons, projects and objects.
    • Campaign planning is used to create a database for your campaign based on previously defined criteria.
    • Whether based on your master data, your stored info characteristics or on CRM controls - you can use the fully integrated campaign management to plan and create campaigns and monitor their progress.

    • You can generate serial letters, e-mails, contacts and Sage 100 documents directly on the basis of your hit list.

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    Keep an overview of your sales opportunities, including a realistic forecast

    • Plan your campaigns specifically and provide them with the required information in exclusive user-defined fields for each campaign.
    • You can easily generate leads through a campaign or a document.
    • You can create your own set of rules for when an opportunity reaches which status. The software adapts perfectly to your needs.
    • The visual sales pipeline shows you an overview of all sales opportunities in the respective sales phase.

    • The detailed display of leads also shows you the probability of a deal being closed and the amount of the deal.

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    Project steps and goals always in view

    • The integrated project management supports you in coordinating and creating projects. You can easily map similar projects using templates, which guarantees structured work.
    • Planning based on milestones allows you to present your projects simply and transparently.
    • Using the planning board, you can plan the individual steps for the individual resources and keep an eye on the current workload.
    • With your individual reports, you always have an overview of the project progress and can retrieve all relevant data at the touch of a button.
    • Thanks to the complete integration into Sage 100, you can also create documents directly from the project, such as an invoice.
    • Post-calculation is also easy and can be implemented in no time at all.
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    Processing service requests becomes child's play

    • With caller ID, you can see which customer is calling you before the call. You also receive detailed information on the objects that this customer is using.
    • Templates are used to easily create new service processes, which already contain the appropriate checklists and question catalogs.
    • Thanks to the complete integration into Sage 100, the service process is also invoiced directly from the same screen.

    • For individual documents, you can access Excel, Word, Outlook etc. directly from Sage 100 thanks to the support of the Microsoft Office Suite.

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    Meet customer-specific requirements

    • With the service level agreements, you can meet customer-specific requirements with the respective agreement for one or more objects.
    • A time-dependent escalation is sent directly to the defined employee if the status is not changed within the defined time interval.
    • E-mail templates complete the necessary communication.

    • Freely definable weekend, public holiday or special surcharges can be defined according to your requirements. Graduated prices and various exceptions are also taken into account.

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    Persönliche Beratung

    Reto Hofstetter ist mit seinem Team spezialisiert auf Anliegen rund um die Business Software Sage 100. Als zertifiziertes Sage Competence Center und zertifizierter Sage Developer Partner kümmert er sich um alle Anliegen rund um die Implementierung und Individualisierung Ihrer Business Software. Nehmen Sie jetzt Kontakt auf!

    Kontakt aufnehmen
    Reto Hofstetter

    Reto Hofstetter
    CEO & Partner

    Phone: 041 226 50 64
    E-Mail: reto.hofstetter@leuchterag.ch