Managing Opportunities with TaiRox CRM and Collections
A tightly integrated CRM solution for Sage 30
TaiRox CRM and Collections is a tightly integrated CRM solution for Sage 300 that lets you track the progress of potential sales from the initial contact to the final win or loss of the opportunity. This video follows an opportunity from its creation to its conclusion.
CRM and Collections lets you:
- Add new contacts in TaiRox CRM or in Sage 300.
- View Sales pipeline and Sales Activity Reports.
- Copy recurring opportunities to the same — or to another — customer.
- Create opportunities for multiple customers in one step.
- Send calendar events to assigned salespeople when opportunities, cases, or tasks change.
- Promote prospect companies to Sage 300 A/R customers.