What is TaiRox CRM?
TaiRox CRM provides sales, support features, integrated into the Sage 300 desktop and stored in a Sage 300 company database. There is no complicated licensing scheme.
Why use TaiRox CRM?
- See every change to every entity. Know who has made each change, and when
- A key design goal: The information you want to see is always one click away
- Attach network documents, internet documents and URLs to any entity. Launch with one click.
- See lightning-fast customer aging on-screen, with both customer and document views.
- See lightning-fast customer aging on-screen, with both customer and document views.
Key Features
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.
Audit Trail
See every change to every field for every opportunity and case.
Contacts
Store links to a contact’s Facebook, LinkedIn, Twitter and other social media pages. See up-to-date data maintained by the contacts themselves.
Dashboard
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.
Special Opportunities
Copy a recurring opportunity with a few mouse clicks. Create an opportunity for multiple customers in a single step.