ERP:  Sage 300, Sage CRM  |  MODULE:  AR, IC, OE |  INDUSTRY:  Service Providers
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What is CRM for Service Providers?

With CRM for Service Providers, users can track opportunities, jobs, tasks and resources to improve workflow and efficiency.

Increase Efficiency  Integrate  GoogleMaps

 

 

We have a single source of data since implementing this tool. Anything we schedule in the office flows out to our team on the road via their mobile devices. They receive live updates, which has improved our customer service and response times to issues.

CrmBeyond-serviceproviders
Software Requirements
  • Supported Sage ERP systems
  • Sage CRM

Features

  • Track leads from website, sales opportunities with custom workflow, case workflow and custom scheduler
  • Integrate with Accounts Receivable and Order Entry
  • Print daily schedules
  • Embed Google Map in Case and Opportunity

Benefits

  • Easily access data in real-time from a centralized source
  • Eliminate excel sheets and manual data entry
  • Reduce quotation fulfillment time

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If you are interested in CRM for Service Providers and or have any general questions or comments, please click the button below to request further information or to share your comments with us.

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Meet our CRM Development Specialist

Zainab 2

Zainab S.

With over 20 years of experience, Zainab has a wealth of knowledge in all areas of business technology. At BAASS, she is the CRM Practice Leader, working with clients and prospects to understand their unique business process. She is the architect and manages the implementation of small to large solutions in the CRM space. Zainab is a Sage CRM Certified Engineer and Microsoft Certified Technology Specialist (MCTS) with a Master's Degree in Statistics.