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ACCPAC CRM provides your Marketing, Sales and Customer Service teams with the tools they need to find new customers, close sales faster, and build lasting, more profitable relationships across all channels

ENTERPRISE-WIDE CRM


ACCPAC CRM offers the advanced functionality needed for effective sales force automation, marketing, customer care and call center support across industries, all accessible through a Web browser or wireless handheld device. With ACCPAC CRM, key personnel have easy access to common, client-focused information, enabling them to provide better, more personalized service to help foster customer loyalty.


SALES FORCE AUTOMATION
From first contact to order fulfillment and delivery, ACCPAC CRM Sales Force Automation maintains a single source of information that is shared across the enterprise. Fully customizable with Workflow, Opportunity Management, Sales Cycle analysis, Forecasting and easy-to-use reporting features, ACCPAC CRM makes it easy to understand and respond to prospects and customers all the time.

 

MARKETING AUTOMATION
ACCPAC CRM Marketing Automation helps you maximize revenue opportunities and return on investment (ROT) by enabling you to respond quickly to your customers through cost- effective, highly personalized and targeted marketing programs. Tt’s easy to develop, target, implement, manage and analyze campaigns with ACCPAC CRM. ACCPAC CRM automates the process, from concept to lead distribution and every step in between, cutting costs and improving the effectiveness of your marketing initiatives.

 

CUSTOMER CARE
ACCPAC CRM Customer Care provides complete workflow, incident tracking, case management and service status to help you create a reliable Knowledge Base for consistent, efficient customer service. Your Knowledge Base is built through traditional channels such as phone and e-mail or via Web Self Service, allowing customers to enter, resolve and track their own service requests. You can also access complete case histories at the touch of a button, increase speed resolution of queries and support issues, and ideally serve your customers.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WEB AND WIRELESS ACCESS
Using a standard Web browser, you can access the full functionality of ACCPAC CRM anywhere in your office or on the road. And for those times when a desktop browser isn’t handy, you can access the system with your cell phone or wireless PDA. ACCPAC CRM also provides full support for mobile users even when they are not connected to a network, allowing them to work offline and later synchronize with the central server.

 

DOCUMENT LIBRARY
The ACCPAC CRM Document Library provides a central repository for key files, allowing enterprise-wide access anytime. With ACCPAC CRM, you store proposals, white papers, FAQs, marketing materials, letters, thank-you notes, quotes whatever your team needs in the Document Library for immediate access to support resources.

 

COMPUTER TELEPHONY INTEGRATION
ACCPAC CRM combines a fully integrated CRM system with interactive inbound and outbound telephony automation. When a customer calls in, automatic screen “pop-up” functionality provides key customer information, enabling you to quickly access a complete customer history. Integration with a telephony enabled network allows users to simply click phone numbers on the screen for fast auto-dialing. You can also forward calls to other CRM users and update client records.

 

WEB SELF SERVICE
ACCPAC CRM Web Self Service allows customers to access information or request services and support over the Web whenever they want. Customers receive information based on their preferences, requests and history through customized customer and partner portals, which provide a single point of contact for information about your products and company.

 

MICROSOFT OUTLOOK AND LOTUS DOMINO INTEGRATION
ACCPAC CRM integrates with today’s most popular e-mail and calendar management systems, such as Microsoft® Outlook® and IBM® Lotus® Domino™. Using Outlook, e-mail can be sent directly from within ACCPAC CRM or Outlook and all communications can be captured by ACCPAC CRM and filed appropriately inside your CRM database. You can even access your entire CRM system from within Outlook and retrieve desired information instantly.


When integrated with Lotus Domino, ACCPAC CRM provides “hands-free” server-level calendar synchronization to help keep you on track and up to date.

 

 

ACCPAC CRM Quicklook gives you an instant view of customer communications, sales opportunities and cases, for quick access to the information you need most.

Bi-directional synchronization of contacts, tasks and appointments between ACCPAC CRM and Outlook ensures that the information you need is always close at hand.

 

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