Month: May 2016

According to business software review company TrustRadius, Sage CRM is a top-rated customer relationship management product among mid-size companies (those with 51-1,000 employees) and small businesses (1-50 employees). Here is the report!

Events manager extends the functionality of Sage CRM by allowing your organisation to organize and host events such as courses, seminars and large scale conferences. Key features include attendance and grouping, event workflow, budget management, membership, notifications and alerts, profile and sponsorship, reporting, web portal and avails itself for further customization.

Many companies would like to have a simple professional call centre to serve their customers. Sage CRM comes with built in call centre functionality (i.e. CTI – Computer Telephony Integration).

CRM CTI provides CTI-enabled users with telephony functionality from their desktops, via the Sage CRM interface. Users can select any hyperlinked telephone number in the system to call that number, and any incoming calls are matched with contacts in the CRM system so that users can quickly view contact details while they talk, or even before they take the call.

CRM CTI allows users to view information about incoming calls and perform various telephony functions. The features of CRM CTI include:

  1. Auto caller identification (caller ID).
  2. The ability to view the most relevant CRM screen to them when they click on the inbound call hyperlink.
  3. The option to go directly to the relevant Company or Person screen while the call is active.
  4. Auto dial-out via hyperlinked phone numbers.
  5. The option to transfer and put calls on hold.

Sage CRM 7.3 CTI Guide

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GoalTech is featuring among the third party integration specialists for Interactive Brokers.

GoalTech extended Sage 300 accounting system to automate the download, import and posting of trading data from Interactive Brokers. Goaltech has set up an automated process that runs after the end of day of Interactive Brokers to process transactions unattended by posting them into the accounts of the clients.

Bank reconciliation is bookkeepers most cumbersome and tedious work. But it has to be done! It ensures that bookkeeping was done correctly, no transactions have been missed and there were no mistakes by the bank. And auditors will require fully reconciled bank accounts before they embark on their audit.

There are companies that have many bank accounts and may some of them be used for specific purposes such as payroll and payments. RecXpress is an add-on module to Sage 300 accounting system that performs 2 distinctive tasks; it can take an electronic bank statement (like the ones downloaded from the internet banking of any bank) and firstly generate these transactions in either Accounts Payable, Accounts Receivable or Bank services and secondly automatically reconcile the bank. The system will pick the amount from the statement and identify the transaction type. From then on, it will create the appropriate entry in Sage 300. At the end of the process, it will give the chance to the user to review the generated transactions and also make a decision on transactions that have not been identified.

These are both great features as they make life easier for the staff, avoid mistakes and save many work hours.

Demo video

RecXpress for Bank Services

Inter-entity transactions is an add-on module to Sage 300 accounting system that posts transactions across a number of companies.

Let us take a real example. A ship management company pays expenses for ships that belong to their customers – companies that have put their ships under management. In fact, a customer may have a holding company that owns a number of ships (each ship is a legal entity and hence a Sage 300 company in its own right). When the ship management company posts payments they would like these transactions to create additional transactions down a path of companies. This is exactly what Inter-entity transactions will do. Depending for which ship the expenses are paid for, it will look for the path (sequence of companies) that the transaction should traverse through and create the necessary transactions in all companies.

This, not only reduces the workload of staff, but also makes sure that transactions are consistent and no mistakes are made due to human intervention.

Many companies would like to have a simple professional call centre to serve their customers. Sage CRM comes with built in call centre functionality (i.e. CTI – Computer Telephony Integration).
CRM CTI provides CTI-enabled users with telephony functionality from their desktops, via the Sage CRM interface. Users can select any hyperlinked telephone number in the system to call that number, and any incoming calls are matched with contacts in the CRM system so that users can quickly view contact details while they talk, or even before they take the call. CRM CTI allows users to view information about incoming calls and perform various telephony functions. The features of CRM CTI include:

  • Auto caller identification (caller ID).
  • The ability to view the most relevant CRM screen to them when they click on the inbound call hyperlink.
  • The option to go directly to the relevant Company or Person screen while the call is active.
  • Auto dial-out via hyperlinked phone numbers.
  • The option to transfer and put calls on hold.
    Sage CRM 7.3 CTI Guide