The Value of Sage CRM for Accounting

 

If you’ve done some homework, you probably discovered that Sage CRM is a fantastic tool for sales and marketing professionals. But if you look a little deeper, you’ll realize that CRM also offers tremendous benefit to your accounting operations as well. 

Here’s why.  

Better Cash Flow and AR Collections  

Sage CRM provides an “AR Collections Manager” that allows your accounting personnel to prioritize and manage customer collections and rapidly convert outstanding invoices into cash in the bank. The AR Collections Manager consolidates outstanding account information into a single view that combines graphs and data in tables that allow you to quickly identify potential problems and schedule follow up action.  

Plus, the integrated Calendar and Task Manager takes you beyond a static printed aging report and arms you with tools to prioritize collection calls, escalate accounts, and schedule automatic email reminders. And since everyone in your organization is working from the same database, your sales people will have access to customer history and can help keep the collections process moving during their interaction with customers.  

No More Hand Holding  

No doubt your accounting department receives multiple requests each week from sales and customer service regarding status of orders, shipments, refunds, credit lines, payments received, and endless other accounting and operational inquiries.   

When you run Sage CRM integrated with your Sage 100 ERP (MAS 90/200), all of your transaction data – from sales to operations and accounting - is centralized in a single database. That means sales and customer service personnel get fast answers using Sage CRM to perform their own operational inquiries while Accounting benefits from fewer daily interruptions. In fact with appropriate security settings, sales can enter orders directly into Sage 100 ERP (MAS 90/200) without ever leaving the familiar Sage CRM interface.        

Improve Vendor Management  

Sage CRM makes it easy to stay on top of vendor discounts, track special contract arrangements, and process purchasing requests and quotes in a timely fashion. With the Calendar and Task Management functions, you can set up task reminders to take advantage of timely payment discounts. Using the Communication Management function of Sage CRM, you can keep track of key members of your Vendor’s team and collect all agreements and documents in one place which will ensure fantastic vendor relationships.  

Those are just a few examples of how Sage CRM and Sage 100 ERP (MAS 90/200) work hand-in-hand to remove departmental bottlenecks and communication gaps, transforming your business into an integrated and free-flowing enterprise. 

By DWD Technology Group, a Sage 100 ERP (MAS 90/200) Partner serving clients throughout Indiana, Michigan, Ohio, Illinois, Kentucky and Pennsylvania.