For Sage 300
Customer Relationship Management for Sage 300 by TaiRox
Why use TaiRox CRM?
Asses Sales Performance
Display the sales pipeline in source currency or functional currency using Sage 300 exchange rates. Display charts in fiscal periods or fiscal quarters as well as by week or month. View a Sales Activity Report to see the opportunities, quotes, orders and communications that salespeople have entered in a user-supplied time period.
See every change to every field for every opportunity and case.
Store links to a contact’s Facebook, LinkedIn, Twitter and other social media pages. See up-to-date data maintained by the contacts themselves.
The dashboard shows a concise list organized by revisit date. Assign salespeople to mutiple Sage 300 customer territories and the dashboard entries will be filtered by territory
No Data Loss
All CRM company data is field-level identical to A/R customer data – that includes sortable, searchable optional fields that are displayed in company grids.
Opportunities to Quotes/Orders
Launch the Sage 300 order entry window directly from CRM to create a new quote or order from an opportunity. Link any number of existing Sage 300 quotes and orders to an opportunity.
Searches like a Search Engine
The resulting data is one click away.
Copy a recurring opportunity with a few mouse clicks. Create an opportunity for multiple customers in a single step.