By admin, June 13, 2011 3:43 am


Used in association with the sales management function, the CRM module for Sage ERP X3 enables the user to improve management of customer relations. Upstream, it is used to organize and monitor marketing campaigns, manage direct mailing and telemarketing, and set up trade shows and press campaigns. This module is used by the sales force on a daily basis to monitor jobs and organize tasks (customer job monitoring, management of incoming and outgoing calls, tasks, meetings, and contacts). The CRM module is used in particular for comprehensive management of equipment populations and customer service operations.          

Sage ERP X3 features include:
    Contact management
    Sales force automation
    Customer support
    Call centers
    Guarantee management
    Service orders
    Knowledge base
    Marketing campaigns