Clear Communication

If it's not in CRM it didn't happen

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Store emails, documents and call information easily

Getting data into CRM is made easy - emails, phone data, contacts. The more comprehensive the data in CRM the more return you will see. Our integration with Outlook allow you to convert emails to Companies,contacts and leads in seconds. Filing communications anywhere in CRM is simple and easy and also allows for attachments and files to be stored. Phone call information can be logged right from Outlook making sure you can record all customer and prospect interactions.

Consistent Customer Experience

One company! One voice. Standardize your processes and provide your customers with a consistent language and experience.
Use CRM email templates from within Outlook to communicate in a standard format. Using the self-service portal you can provide customers with downloads of policy documents and procedures and more.

Customer Insights

The better the data the better the reports - use BI tools to investigate customer language and provide you business insights. Build beautiful reports to visualize your customer interactions and activity. Don't be limited to CRM data either. View customer data from across the business.

Accelerator for Sage CRM has revolutionized how we use Sage CRM! Our usage of Sage CRM has at least tripled because the tools we need are now tied right into Outlook, which is where we spend a large part of our day. Now, I can’t imagine working without Accelerator.

Shelley Sanderson
Edge Information Management Solutions

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