Recent data from analyst firm Gartner suggests that CRM software has become a top priority for businesses in 2014. So in this article, we’re going to focus on the CRM functionality that’s available in Sage ERP X3. We’ve discovered that some customers have been using Sage X3 for a long time but never even knew these CRM features - or hidden gems - were right at their fingertips all along.
Overview of Sage ERP X3 CRM
Used in association with the sales management function, the CRM module for Sage X3 provides tools to manage all of your customer relationships and interaction before, during, and after the sale. Designed primarily for your sales, marketing, and customer service teams, the CRM module can be used to launch marketing campaigns, schedule sales calls or meetings, set follow up tasks, track service contracts and support calls, and so much more.
Here are some of the major components of the Sage X3 CRM module:
CRM for Sales - The sales portion of the CRM module allows you to schedule appointments, log inbound and outbound calls, schedule follow up sales tasks, track customer and prospect communication, enter quotes, track hot sales opportunities, and more. Both pre- and post-sales steps can be set up in Sage X3 CRM so your entire process can be tracked from start to finish.
CRM for Marketing - not only can you create and launch mailing or phone campaigns and record activity at trade show events, your marketing department can easily track all activities in progress and compare projected costs to campaign budget to measure the ROI of your marketing spend.
CRM for Customer Support - after the sale is made and a prospect becomes your customer, you can use Sage X3 CRM to track service contracts, maintenance agreements, and warranties. A service “workbench” allows you to view all requests in the queue, the status (in process or late), responses pending, and service employee work statistics.
An Integrated Component of Sage X3
While there are a wide variety of CRM applications available on the market that you can “bolt on” to your ERP system, this native CRM module was designed from the start as a fully integrated suite that works hand in hand with Sage ERP X3. That means sales features in the CRM module, like quotation management or sales entry, are linked directly to Sage ERP X3 sales functions which saves you the time, hassle, and potential errors of manually retyping that data in both systems. Even after the sale, finished goods shipped on customer orders in Sage ERP X3 are automatically available in the customer support area of the CRM module.
P.S. It was recently announced that Sage ERP X3 is now integrated with Sage CRM which offers more advanced sales and marketing features than the built-in CRM module. Both options have different strengths - contact us if you’d like more info or to see a demo.
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