Rex

Streamline vendor management and save on purchasing.
It pays to take good care of the people you pay. SageCRM can help you track and access all vendor-related information in one
system. Now it’s easier than ever to stay on top of vendor discounts, keep track of special contract arrangements, and process
purchasing requests and quotes.

Rex

Give Sales and customer service representatives permission-based access to the transactional
and contact information they need including payment history, credit status, order status, discounts

Give Sales and customer service representatives permission to input orders and RMAs at the source
and pass it to the accounting system, reducing the risk for data error and eliminating the need for
duplicate data entry.

Have customer address and phone number changes entered by the front-line staff, to ensure the
information is accurate and up-to-date and that invoices are sent to the correct place.
• Troubleshoot discrepancies easily by researching all transactions and communications—not just the
ones that are normally visible to accounting.

Rex

Streamline vendor management and save on purchasing.
It pays to take good care of the people you pay. SageCRM can help you track and access all vendor-related information in one
system. Now it’s easier than ever to stay on top of vendor discounts, keep track of special contract arrangements, and process
purchasing requests and quotes.

Rex

Keep track of each step in the purchasing process and set tasks in the calendar to make sure
they get done.
• Set tasks and reminders to ensure timely payment by AP and take advantage of any early
payment discounts

Document and access all communications—phone calls, letters, e-mails, RFQs, and service level
agreements—in one place, so issues can be resolved quickly.
• Keep an airtight history of communications so that requests don’t fall through the cracks and quotes
don’t get inadvertently revised by vendors.

Nurture relationships with vendors by scheduling “relationship building” calls.
• Facilitate communication by keeping track of the key members of your vendor’s team, such as
the AR clerk, the account manager, accounts manager’s boss, technical support, fulfillment.