Friendly Systems Newsletter July 2011

Grand Canyon Sunset by Lee Graham

Give Sales and Customer Service a Boost With Integrated CRM

Do you have multiple salespeople with contact software (such as ACT or Outlook) that maintain their own contacts and leads separately?
Does your Contact Management Software synchronize with your ERP software so that contacts flow into your customer database?
Do you need to hand-off leads between people as they change their status or become sales?

A Customer Relationship Management (CRM) system that does all these things while integrating with your ERP system (no double data entry) and keeping all your prospect and customer activity in one place.

Not too long ago, using CRM software only made sense for large enterprises due to cost, but that’s no longer the case. Even if you have a sales force of one, a CRM tracking tool offers several benefits, typically at a very reasonable price.

In addition to managing sales, CRM software has applications to improve your customer service.

Friendly Systems is a provider of CRM software and can help you consider the possibilities for your specific company environment.

Consider using CRM software if you want to:

1. Organize and manage your sales process efficiently.

2. Get more out of your existing leads (no forgetting to make that follow-up call).

3. Better sale forecasts and planning as well as improved customer service tracking.

4. Create a sales process that’s repeatable.

Speeding Up Workflow With Customizer

Is there information in Sage MAS 90/200 you wish you could see at a glance instead of jumping between screens? Sage MAS 90 and MAS 200 Custom Office allows information from different screens to be added to a screen.  One recent request we had was handled by adding the Bin Location (from the ReOrder screen) and the Retail Price (from the Main Tab screen) to the Inventory Maintenance Quantity Tab so that relevant information for price and stock-checking is on one screen. 
See the results, and check up on our blog regularly as we post tips like this often.



"I cannot teach anybody anything. I can only make them think." - Socrates


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