Tuesday, May 11, 2010

ACT By Sage linked to Sage Accpac ERP!

Extended Enterprise solutions or integrated business solutions are the need of the hour in this globalised and competitive market especially for small business units. Small business entrepreneurs should understand the benefits bought in by implementing integrated business solutions. Integrated business solutions help reduce the needless costs and increases profitability and in turn solidify customer relationship. Hence nowadays firms in the SME segment like finance firms, trading and distribution firms, retailers, etc, who have to maintain their contacts and inventory both equally, require an end to end integrated solution to get an overall view of their business.

ACT! By Sage, a world renowned contact management solution catered for business owners, sale professionals and company representatives, is the #1 selling Contact and Customer Manager in the world with 2.8 million users. When combined with a robust accounting package like Sage Accpac ERP which not only handles your financial worries but also takes care of your entire stock distribution together helps you attain optimum efficiency in your business.

Greytrix has developed an ACT link to Sage Accpac ERP that brings a complete 3600 views of your organization connecting your front end to your back office in real time. When your front office like your sales persons, customer support has a clear view of the customer transactional history with real time information on inventory status they are more efficient in serving the clients thus gaining customer loyalty.

ACT offers Sales opportunity management, data sharing and security, calendar and activity management along with an intuitive Dashboard features. With ACT! you always know exactly which opportunities are open, what stage they’re in, and what is the probability of closing them. Not only does this help your sales team, but also helps in accurate forecasting for your production and manufacturing units since it is combined with Sage Accpac ERP.

Sage Accpac ERP combined with ACT by Sage clears out the quote-to cash cycle. If a member of the sales team, for example, generates a quote based on out-of-date pricing information or stock availability, and subsequently converts this quote into a customer order, it is likely that this error will only be identified later at the order approval or shipping stage. The order will need to be passed back to the salesperson for correction and then re-processed by the finance department. As a result, order completion is delayed for the customer, administrative cost increased for the company and workload is unnecessarily duplicated for sales and finance staff. Clearly, where this scenario arises on a regular basis, it will impact negatively, and significantly, on overall customer satisfaction, as well as increasing transactional cost on an exponential basis.

Enabling users to view combined financial and non-financial customer information within a single application, regardless of where the information is generated or stored is another key requirement for front-to-back-office integration. 360 degree customer visibility is particularly useful for account managers, that may require access to a customer's purchase history or for customer service representatives that may need to update a customer on the status of an order. Providing these users with access to both financial and non-financial information eliminates the customer data 'blind spots'.

Many business organizations back out of enterprise solution evaluation due to the misconception that such solutions would be very expensive and time consuming.
With an affordable combo of ACT! and Sage Accpac ERP you can now have two world class solutions working in synch to better your business. Mail us at sales@greytrix.com to enquire how you can achieve this deadly duo at an affordable pricing.

Thursday, May 6, 2010

Sage CRM- Marketing made Easy.

“Good marketing is no accident, but a result of careful planning and execution.” - CKP

Need for an end to end system in sales & marketing is always felt by the business owners who aim for consistent growth in their business. CRM helps you to target right customer at right time. SME can be benefited with CRM system in many ways such as:

• 360-degree view of your market & customer.
• Improve the output of marketing campaigns ,by wise distribution of marketing development fund.
• Timely identification of potential opportunities and plan accordingly.
• Cross departmental coordination between marketing, sales, and support departments for better results.
• Proper customer segmentation and prioritization.
• Improve customer service when handling customer queries.
• Reduced customer handling cost.
• Ability to measure, analyze and improve marketing activities.

Today, many SMEs plan, execute and analyze their marketing activities through CRM system. Once the marketing strategy is finalized next step is to plan the marketing campaigns and budget the campaigns. CRM helps the marketing department with historic data while planning the dates and budgeting the campaigns. While running a marketing campaign multiple departments get involved thus complicating the responsibility during execution phase, CRM helps the planners to set list the marketing activities involved in campaign with deadlines and facilities to allocate resource for each activity.

Since planning is centralized and execution is decentralized, communication of marketing plan on time is still an issue. CRM facilitate real time access to marketing action plan which gives clear idea to marketing personnel’s regarding their responsibilities & tasks, individually and as a team. Once the execution is completed successfully, collating the result is another cumbersome task, feedback from marketing campaign does not come directly to marketing department.

CRM helps to capture the feedback in form of enquires or leads and relate the same with the marketing campaign, this results in getting a clear picture on the ROI on marketing campaigns. The marketing module in Sage CRM completes the full circle in marketing starting from planning, execution, analysis, reviewing and reworking marketing activities.