Five Ways SageCRM Delivers Value to&a

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Five Ways SageCRM Delivers Value to the Accounting

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Your accounting department has big-picture goals—and everyday tasks. It’s a balancing act that doesn’t always balance
out. SageCRM can help. It’s a powerful customer relationship management system that is available with your Sage Accpac
ERP software in the Sage Accpac Extended Enterprise Suite.
Together, SageCRM and Sage Accpac make your team members’ jobs easier and goals more attainable—like no other
solution out there. Take a look at five of the many ways SageCRM can bring value to your accounting team.

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1. Shorten AR time and have more cash
available for your business.
In business, cash is oxygen. With the SageCRM
AR cash collection system, you can prioritize and
manage collections more proactively, efficiently—
and successfully. Now you can get your cash off
the AR books and into the business, faster.

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• Easily access all relevant information regarding each outstanding account in one location.
• Stay on top of the AR collections process.
• Eliminate steps in the collections process.
• Prioritize follow-up collections calls.
• Flag potential risks or trends early enough to be able to take corrective action.

• Be proactive and send e-mails to both the customer and sales rep before the invoice is due.
• Set automatic follow-up reminders as needed with customers and internal sales people to keep the
collection process moving.

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• Allow front-line staff to enter invoices directly into the accounting system (if permitted).
• Get the invoices out days earlier by removing the need to double-enter invoices.
• Get the invoices out correctly the first time to avoid troubleshooting later.

Go beyond the printed aging report and use more sophisticated calendar tools to prioritize collection
calls, make sure follow-up occurs, escalate accounts, send automatic e-mails, and more.

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Be fully informed when talking to the customer, with all transaction and contact history ready and
accessible. Avoid duplicating efforts already made by colleagues and sales people—and ensure
customers aren’t bothered twice.

Document collection communications (e-mail, phone calls, notes, letters) efficiently in one
central location to maximize effectiveness and allow colleagues to easily pick up where the
last person left off.

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Speed up customer credit approvals.
Processing the paperwork involved in getting new
customers approved for credit can be a time drain for
both your sales people and your accounting team.
SageCRM automates credit approval workflow so the
accounting team doesn’t have to chase paperwork,
the sale can close faster and, again, you can shorten
order-to-cash time.

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• Give the sales team a button to push in SageCRM that will trigger the credit approval process
for the customer.
• Send out the application automatically.
• Send and receive calendar tasks and reminders to responsible parties at each stage of the application.
• Centralize information about the application so that Sales can check in on behalf of the customer.

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Save hours on the phone with front-office staff.
Sales and customer service representatives need to know
things like what the status of a customer refund is, how
much credit a customer has left, whether a payment was
received, and when an order was shipped. SageCRM
provides a window into your Sage Accpac ERP system.
You maintain control of who gets to see what information.
The front-office staff get faster answers so they can
serve customers better. And your accounting team saves
valuable work hours.

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Save hours on data entry and troubleshooting.
When sales orders have to be entered in two different systems by two sets of people, you waste time and introduce more
possibilities for error. The Sage Accpac Extended Enterprise Suite can help you reduce redundant data entry so that you can
get invoices out faster, get them right the first time, and shorten order-to-cash time.