Sage ERP X3 CRM - Sales Support	To discuss your requirements with a BAASS Business Analyst or Strategic Account Manager, contact us at (866) 260-5302
Sage ERP X3 CRM - Sales Support This portion of the Sage ERP X3 CRM module can result in significant benefits to a company's sales department by providing a range of tools for managing customer relations and activities. Using a set of presales actions, the sales staff can schedule appointments, log both inbound and outbound phone calls, assign critical tasks, check on late actions that need to be done by coworkers, and obtain an overall view of the activities on a particular prospect or customer. Sales opportunities can be registered and the key pre- and post-sales steps set up so that the entire sales process can be controlled up to the creation of a sales quote, which can be tied directly to the opportunity defined in Sage ERP X3 CRM. Sales objectives can be defined so that management can easily determine sales performance (actual revenue versus forecast) by sales rep and/or other important criteria. Prospects/Customers Automatic update of the steps in a sales cycle Secondary sales reps (possible by product groups) Inquiry on the entire pre-and post-sale history Automatic control over converting a prospect into a customer Contacts Managed independently from business partners Multiple relationships with companies, sites, and business partners Inquiry on the entire pre- and post-sale history Sales Objectives Forecast entry Definitions of objectives Calculation of the variances of actual results to forecasts: Accumulated per month Expressed as an amount and percentage Breakdown of the objectives according to multiple criteria: Month by month for a fiscal year Appointments, Calls, and Tasks May be managed using approximate dates Control over employees' scheduling conflicts with direct rescheduling when necessary Resource reservations Appointment address search Automated call reporting Call attempts Phone number search Late warnings to the requester of the task Interfaces to Microsoft Outlook Opportunities/Projects Competitive information Pre- and post-sale steps Associated projects Flow control to create sales quotes Quotes by opportunity and project Double expected value weightings on revenues Sales Workbench Global view of pending and late sales activities Quick search on the contact who is calling Sage ERP X3 CRM Details	Quick Links Applications & Features Business Enhancers Benefits Technology Resource Library Industry Solution Case Studies Video Demo