Building strong customer relationships is key for any business, no matter what industry you are in. Managing sales enquiries and delivering excellent after-sales customer service requires having the right systems in place so that nothing is missed.
Lots of businesses are already using Sage 200 Professional to manage finances, stock and general business operations. By integrating Sage CRM using Qnect200, this gives you a single, connected platform which can give your business greater visibility, improved efficiency and will therefore help improve the customer experience. In this blog, we are going to look at how Sage 200 Professional and Sage CRM work together, and how integrating the two can transform customer management for your business.
What is Sage CRM?
Sage CRM is a customer relationship management software that helps businesses manage interactions with potential and existing customers. Rather than having customer information stored within spreadsheets and different departments, Sage CRM provides a centralised location for customer records. This gives businesses more opportunities for sales, marketing, and customer service too. Sage CRM is designed to help businesses:
- Manage leads and sales opportunities
- Record customer communications
- Improve customer service
- Automate routine tasks
- Generate reports & easily view business insights
- Support marketing campaigns
Standalone, Sage CRM is a fantastic tool, but when integrated with Sage 200 Professional via Qnect 200, it becomes a powerful business management solution.
What is Sage 200 Professional?
Sage 200 Professional is a business management solution that helps manage finance, stock control, purchasing, sales and manufacturing. Lots of businesses rely on Sage 200 Professional to manage their internal processes, but customer-facing teams often need extra solutions to help manage customer relationships. This is where Sage CRM comes in.
Qnect 200 is a realtime integration that links Sage CRM to Sage 200 Professional, allowing the seamless creation of quotes, PDFs and more from within Sage.
Detailed Customer Insights
One of the main advantages of using Qnect 200 to integrate Sage 200 Professional with Sage CRM is having a complete view of every customer, all in one place. There is no need to switch between sales and marketing systems anymore, employees can access all important information, such as:
- Contact details
- Previous quotes & orders
- Sales history
- Marketing activity
- Notes from previous communications
By having this information at their fingertips, employees can provide faster, more informed responses when customers get in touch.
Better Collaboration
Many businesses struggle with lack of communication between departments, for example sales teams may not have access to the finance department data, and are therefore unable to determine whether an invoice has been paid. By integrating Sage CRM with Sage 200 Professional, information can flow easily between departments, helping to create a much more connected business.
Improved Sales Performance
With Sage CRM, teams are able to have more control over the sales pipeline, from initial enquiry to after-sales. Employees are able to:
- Record new enquiries
- Track sales opportunities
- Schedule follow-up reminders
- Monitor pipeline performance
- Forecast future sales
Managers are also able to see where sales opportunities are progressing, and any particularly enquiries that need some extra attention.
Deliver Better Customer Service
Customers ring up businesses, and expect whoever is answering the phone to know their entire sales history & communication they have had previously with the business. With Sage CRM integrated into Sage 200 Professional with Qnect 200, customer service teams have instant access to all customer history. This means they can answer questions quickly, and resolve issues without customers getting annoyed about repeating information. This improved visibility helps businesses:
- Respond faster
- Resolve issues stronger
- Build stronger customer relationships
- Increase customer satisfaction
- Encourage repeat business
Why Integrate Sage CRM with Sage 200 Professional?
Using Sage 200 Professional on its own is great for financial and operational management, but adding Sage CRM gives businesses a clearer picture of their customer relationships. Together, they provide a single source of customer information; improved collaboration between departments; faster sales processes; better customer service; and also overall greater efficiency within the business.
How Reality Solutions Can Help
At Reality Solutions, we help businesses get the most out of their Sage software. As an experienced Sage Business Partner, we can help you implement Sage 200 Professional, and integrated Sage CRM using Qnect 200. Tailoring the solution to your business processes. Whether you are looking to improve customer service or streamline internal workflows, we can help deliver a solution that is bespoke to your business. Get in touch today for expert advice and tailored support.
*This article contains general information in order to assist all of our customers and is meant for guidance only – there are no guarantees that the information we provide will be suitable for your particular needs. If you require specific assistance, we recommend that you seek professional guidance on your individual circumstances. Reality Solutions are in no way responsible for any loss or damage arising from any information contained within our articles.
