Using Sage CRM – For The Accountant In Us All

Yes, even for accounting.

You probably already know that Sage CRM is a strong tool for sales and customer service professionals.

But Sage CRM also offers tremendous benefits for the accountant in us all. Here’s how.

Better Cash Flow and Collections

Sage CRM provides tools that allow your accounting team to manage customer collections. You can run reports that consolidate outstanding accounts into a single view and then reference the data as a call list or as a starting point for letters.

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 have access to customer history and can help keep the collections process moving during their interaction with customers.

CRM and ERP Just Work Together

Collections is just one example of how Sage CRM and Sage 300 ERP work hand-in-hand to remove departmental bottlenecks, transforming your business into an integrated and free-flowing enterprise.