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SageCRM is an easy to use, fast to deploy, feature-rich CRM solution providing enterprise-wide access to vital customer information - anytime, anywhere. With SageCRM, you can better manage your business by integrating field sales, internal sales, customer care, and marketing information. Join us for the following new and exciting morning seminars!
All sessions are FREE for clients and guests and are structured to give you detailed product or business knowledge. We'll dig down deep into product features and underlying technology and you'll learn best practices on a variety of software skills, functionality, business strategies, processes, etc.
Agenda at a Glance:
CRM for Finance, Delivering Value to the Accounting System
Join Kevin Hollis, Vice President of New Business Development at BAASS as he brings his extensive knowledge of SageCRM and industry expertise to life in this interactive roundtable discussion. A focus on Sales Process Management, Quality, and Forecasting will be at the forefront of the discussion.
- 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.
- 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.
- 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.
- 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.
- 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.
All attendees will receive a 30-day FREE trial of CRM
Tips & Tricks
Watch SageCRM brought to life and see many of the hidden secrets revealed. Learn how to leverage your SageCRM system in a more efficient and effective manner. Learn short-cuts and perhaps tricks that you may have forgotten since training.
Dates & Locations
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Burlington (BAASS Office)
3390 South Service Road,
Executive Boardroom (905) 660-1285 x 4
Date: Tuesday July 7, 2009
Time: 8:00 a.m. - 10:00 a.m.
Thornhil (BAASS Office)
1200 Centre Street,
Executive Boardroom (905) 660-1285 x 4
Date: Wednesday July 8, 2009
Time: 8:00 a.m. - 10:00 a.m. |
You can also register by phone; 1.888.650.5544 x4
or by email to CRM Roundtable Seminars |
