Deliver Exceptional Customer Service
There is no better example of a department where the right technology and approach can transform a cost to the business into a potential profit centre than in customer service!
Provide high-quality customer care, maintain satisfied customers and make every customer interaction more informative, effective, and profitable!
The intuitive Sage CRMinteractive dashboard allows customer service users to easily view real time customer information and resolve their issues effortlessly by employing the escalation features of Sage CRM.
Deliver Fast, efficient Customer Service Resolve Customer Issues efficiently Empower your Customers Ensure Issues are Escalated
Record customer queries/incidents Access immediately a Central Bank of Information Report, Monitor and Measure your team's Performance
Sage CRM lets your customers help themselves by providing them with web access to their own ‘customer portals’, which can be accessed at their convenience 24/7.
What is Sage 200 for Manufacturing?
Sage 200 is the Enterprise Resource Planning software designated for businesses with 50-50,000 employees to manage a wide range of business processes.
Sage 200 Professional includes all of the capabilities of Sage 200 Standard, along with additional configurable, supercharged features designed for manufacturing, service industries, and organisations that need to handle customers more effectively.
Sage 200 is simple to install and adapt, providing the option and flexibility to meet the needs of your business as it changes and grows. It is customisable and extendable, including ISV solutions like Sicon Manufacturing and Qmulus CRM integration.
What is Creatio?
Creatio is a global software company providing a leading low-code platform for process management and CRM.
Its intelligent products accelerate mid-size and large enterprises' sales, marketing, service and operations.
Together with hundreds of partners, Creatio operates in 110 countries worldwide.
Recognised by Industry Analysts
Socio-demographic data
Obtain a complete view of your customers. Store various information about your customer that include industry, company size, geography, noteworthy events, contacts’ career history, and many more in Marketing Creatio. Get to know your customers better, understand their preferences and build efficient personalised communications.
Watch Marketing Creatio video Overview
Understanding customer needs and preferences
Keep track of the changing customer needs and match them with the appropriate product or service. Manage the evolution of your customers’ preferences by offering them products and services that might interest them in the future. The system allows tracking changes in customer preferences and creating new ones.
History of customers’ events
Use Marketing Creatio to track customers’ preferences and their buying behaviour: website browsing, history of quotes and orders, etc. Search and segment your database in many ways and increase the chances of transforming prospects into customers by building personalised communication strategies.
Intelligent data enrichment
Manage your CRM data faster and with minimal effort by leveraging automatic intelligent data enrichment. Creatio’s CRM data scientist will swiftly identify email addresses, phone numbers, social media profiles and other valuable information about a company from open sources. With this intelligent tool, Creatio users get the most complete and up-to-date customer data with no additional effort.
Profile accuracy
Manage the information completeness about your customers and their needs. Creatio enables you to add weights to each parameter in a customer profile and conveniently visualise the data.
Data cleansing and merge duplicates
Keep your customer database up-to-date and accurate. Easily import lists of leads, contact data or any other information from Excel files with just a few clicks. The system provides all the necessary tools for data cleansing and duplicate merging.
Customer database analytics
Analyse the structure of your customer database adjusting and setting new and different parameters while consistently tracking all new leads. Using analytics tools, you can also evaluate the overall coverage of existing and potential customers within the database.
Synchronisation and Integration
With Creatio Sales, you can import/export data from MS Excel, synchronise processes between MS Exchange, integrate with PBX, cloud telephony services, Google Accounts and mail via IMAP / SMTP solution. All in one! Watch Sales Creatio overview
Data Import from/to Excel
Employ a built-in utility for data import from / to Excel to quickly import or export your accounts and contacts data, list of users, product catalogue, documents and invoices, etc.
MS Exchange integration
Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.
Mail integration via IMAP/SMTP
Keep the entire history of electronic communications with the client in Sales Creatio, regardless of the mail provider. Send and receive email without leaving the application.
PBX Integration and Cloud Telephony Services
Make and receive calls directly from the Creatio system. Integration with virtual or standard IP PBX systems, support of SIP-numbers of any provider, possibility to connect an unlimited number of external lines allow for making all necessary calls directly from the system.
Google Integrations
Synchronise emails, calendars and contacts with your Google account. Two-way integration allows you not to switch between applications to send email or manage your calendar.
Field Force Management
Manage your field force using a single window in Sales Creatio. Create a schedule of visits for each representative. View locations on the map, and monitor the actual visits by geo-tags from field sales rep check-ins in each location. Leverage the data to analyse the efficiency of the department.
Mobile Orders
Easily manage all contracts, related specifications and additional agreements using Sales Creatio. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. From the given order the system allows you to quickly create several contracts for different accounts, copying all the parameters from the same order. Receive orders from a mobile device instantly during a meeting. The system will help to monitor SKUs and to quickly suggest the best product based on the order history.
Field Sales Rules
Set the rules for working “in the fields” with different categories of customers. The system can promptly hint at the appropriate actions at each step of your visit to the customer: check-in, goods display monitoring, demo, product selection or placing an order. Each field sales representative can place the results on record in the system immediately after the meeting.
Business Process Management
Creatio provides a complete set business process management tools to effectively manage modelling, execution, monitoring and analysis processes.
DCM processes
Dynamic Case Management (DCM) will enable you to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimized outcomes.
Thanks to user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!
Watch a quick overview video
Structured BPMN processes
Model the processes flow using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services.
A simple interface along with built-in tools for elements search and validation will help to quickly build a process model in BPMN as well as fine-tune it based on process execution analytics.
Out-of-the box sales processes
Take advantage of industry best practices to improve team performance.
Out-of-the-box processes in Sales Creatio will help you to meet and exceed sales quotas, simplify your daily routine and increase customer loyalty – just follow clear guidelines for each step of the process.
Process Library
Automate any internal processes – from document approval to complex projects involving multiple teams.
Employ out-of-the-box reference processes, modify them or create new ones to fit the unique needs of your business.
Process monitoring and analytics
Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.) using different variables (owners, branches, product lines, etc.).
Visualise process data using custom dashboards, and identify and eliminate bottlenecks in your processes with the help of an easy-to-use process log.
Sales forecasting based on the variable criteria
Make sure your goals are achieved with Sales Creatio forecasting tools. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds.
Analyse progress to meet and exceed sales quota
Evaluate the probability of meeting sales quotas using the plan vs. actual analysis tools in Creatio. When calculating results the system takes into account both, the amount of closed deals and the amount of opportunities in the pipeline with their probabilities of closure.
With the help of Sales Creatio, managers can easily analyse sales reps efficiency and make the process of reaching sales goals transparent and clear.
Make the most of every sales opportunity!
Automated workflow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared with and accessed by anyone that needs it.Providing an end-to-end view of every opportunity from within one, easy to use screen, Sage CRM means an end to chasing around for information.Sage CRM gives full visibility of what is happening with every prospect and customer, simplifies forecasting and strengthens pipeline management.Integration with leading Sage ERP systems gives sales staff access to both financial and non-financial customer data, for a complete 360-degree view of the customer across front- and back-office departments.
With Sage CRM Sales Force Automation, real-time sales opportunity analysis is provided instantly. Sage CRM provides a snapshot of all opportunities within the sales pipeline, allowing sales teams to effectively analyse and manage deals at every stage.
Sage CRM Benefits for Marketing Teams
Sage CRM provides powerful tools for managing, tracking and analysing targeted marketing campaigns!
Highly graphical reports and charts can be displayed on the dashboard for quick reference enabling users to analyse data in real-time.
Create, track and manage dynamic marketing campaigns that really deliver
Plan and track activities, tasks, budgets and details for each marketing activity
Produces highly targeted customer communications improving response rates
Enables real-time marketing performance analysis and pinpoint budget management
Fully customisable marketing workflow out-of the-box for rapid campaign execution
Comes with Sage E-marketing for Sage CRM with pre-designed email templates that cover all communication needs
Tracks all e-marketing email interactions including open, click and bounce rates automatically through Sage CRM
Maximises customer communications and interactions through integrated social media channels
Great user experience on any Browser with cross-browser compatibility
Sage CRM Benefits for Customer Care
Sage CRM allows you to put service excellence at the heart of your business.
Sage CRM gives your customer service staff the tools they need to develop real, lasting and beneficial relationships with customers.
Manage your customer accounts with insight and collaboration
Respond to customer cases quickly reducing response times to customer service requests
Enable agents to quickly and accurately find the right answer the first time
Enables customer satisfaction measurement and benchmarking
Increases productivity of customer support representatives
Provides self-service facility to customers around common issues
Enables customer issues to be tracked and responded to, regardless of who answers the phone or receives the e-mail
Monitors service performance against service level agreements
Reduces customer support costs and cost of customer retention
Decreases the number of customer complaints received and increases customer retention
Enables benchmarking/score carding of customer service operations on an ongoing basis
Delivers a single view of relevant and comprehensive information on the interactive dashboard
Plan, execute and measure your Campaigns!
The more highly targeted your campaigns are, the more successful they will be!
Sage CRM makes it easier to deliver targeted campaigns by providing your marketing team with detailed information drawn from across your business.
Whether using your own campaign lists or imported mail house lists, executing campaigns has never been easier!
Total Campaign Management
Lead Management
List Management and Segmentation
Sage E-marketing for Sage CRM*
Keep in touch with customers with social CRM
The Interactive Dashboard
Reporting and Analysis
Sage ERP Integration
What is Eque2 Construct solution?
Is your Project making a profit? Are you over-spending?
The Eque2 Construction product allows you to seamlessly link your Sage 50 or Sage 200 system with a powerful construction-based Project Costing and Management system.
Create and email Sales Valuations / Applications and Invoices
Analyse your profit/budget and committed costs by client/project manager/project
Extract data directly from Eque2 Construct into a number of powerful Excel pivot tables and dashboards for further analysis
Post-sales and purchase transactions into your Sage accounts system simply by pressing one button
Integrate Sage payroll with your timesheets for labour and post into your projects
In-depth and detailed cost analysis against a project or phases/sections in a project
Check to spend against budgets
Raise Purchase orders for suppliers and sub-contractors
Record Delivery of materials on-site
Record Purchase Invoices against deliveries and purchase orders
Submit your CIS returns to HMRC
Verify new sub-contractors on-line
Control and report on both Sales and Sub Contractor Retentions
What is the difference between Sage 50 and Sage 200?
How will I know when I need to move from Sage 50 to Sage 200?
What is the difference between Sage 50 and Sage 200?
As a Sage Business Partner, our Sage consultants are asked these important questions many times, especially by clients that already have Sage 50. If you are considering moving from Sage 50, for any reason, you should include the Sage 200 platform in your decision-making process.
Let us consider the second of these two questions first: –
How will I know when I need to move from Sage 50 to Sage 200?
It seems an easy answer, but you will just “know”.
You may have started to see issues with the performance of your Sage 50 system, your data may have become corrupted because of these performance problems and you may have had your data fixed by Sage on a number of occasions.
Your business model or activities and procedures may have recently changed (especially with the onset of the Covid Pandemic) and you now require better and more robust remote-working abilities.
Your customers may use your website to enter orders and you need these sales orders to automatically integrate into your order processing system. You may have seen a large increase in web orders recently and your current system can’t cope.
Accurate and detailed stock levels may be important to you, especially if you need to keep stock in multiple warehouses and track serial and batch numbers of the products that you have sold.
You might need a more disciplined financials system, especially around period ends. Have you experienced the usual “I have closed down the month and ran all my management reports but someone has posted some transactions into the closed period and now I have to re-run all my management reports again” situation? Don’t worry, you are not alone!
Running reports may have become a slow task, especially if you have lots of transactions. You now need a quicker database to handle these quantities of transactions and to be able to produce detailed reports quickly.
What about Business Intelligence? Do you need to see important business data in easy to access dashboards and charts and graphs?
You might need to move to a better system but don’t want to purchase a new server, perhaps you have made the decision to move to the “cloud” and perhaps even want to move onto a monthly subscription way of paying for a new system.
As you can see, there could be many reasons to move from Sage 50. If you are experiencing one or many of the above issues, it is time to consider migrating to Sage 200.
What is the difference between Sage 50 and Sage 200?
There are many differences, but you can take a lot of comfort in knowing that Sage 200 has the same “look and feel” as Sage 50 and your users will quickly become familiar with the screens, menu layout and reports. Indeed, Sage 200 uses the same report designer as your Sage 50 system.
An important aspect of moving systems is the transfer of your current data. As you might expect, your Sage 50 data can be migrated into the Sage 200 system quite easily. However, this is sometimes not the best solution and you might need to consider some of the points below:-
What is the state of your Sage 50 data?
✓ Does it need cleansing?
✓ Are you missing key data such as the customer email address or supplier bank details?
✓ Should you consider changing your stock product codes and structure?
✓ Does your current Nominal Ledger give you the business analysis that you need?
✓ Are you content with your customer and supplier account numbers?
✓ Do you really want five or six years of historical data to be carried forward into the new system?
In our experience, sometimes it is better to start with a clean system rather than migrate your current data across. Consider moving to a new system as a perfect opportunity to “re-set” your data and how you perform your business procedures into the future. The old saying “rubbish in – rubbish out” is a true statement.
A detailed look at some of the key differences: –
An important difference in Sage 200, is the fact that the Nominal Ledger can be a 3-tier structure by using Cost Centres and Departments. This is perfect for running Trial Balance, Profit & Loss and other key financial reports by branch, office, geographical location, internal department, sales department and more.
Advanced Stock Control. Sage 200 will give you accurate stock levels by using Allocated Stock, Free Stock and Stock on Purchase Order. This aspect as well as multiple stock locations and bin numbers means that at any given point, especially when you are entering a Sales Order, you know what stock you have available to sell and where it is.
Batch Number and Serial Number traceability. Track where you purchased a stock item from and who you sold it to and when. Do you need to keep “use by or sell by dates” and other key attributes with your serial or batch numbered items.
Stock Costing Methods. Choose which product groups are costed in a specific way. Some of your product groups can be based on Average Cost, others could be based on First In First Out rules, others can be based on cost prices per batch or serial number. This feature is crucial in providing accurate valuation of stock reports and sales profitability analysis.
Sage 200 uses Microsoft SQL as its database engine. This industry standard database solution means that huge numbers of transactions can be entered and the ability to run reports on your data will be much quicker than you will experience in Sage 50.
Project / Job Costing. This fully functioned job costing system integrates with most of the other modules in Sage 200 and will allow you to enter timesheets (that can be linked to Sage payroll), remotely entered expenses, committed cost analysis, staged sales billing and invoicing, cost and revenue budget analysis and comprehensive reports and screen enquiries. Issue and return stock to and from projects easily and set user permission levels and filters.
MRP. Although Sage 50 does have a Bill of Materials system, Sage 200 goes to the next step and you can purchase a module that will provide Works Order Processing and Materials and Resource Planning.
Multi-Company Consolidation in multi-currency. Set up multiple companies in Sage 200 and connect your subsidiary companies to group or holding companies. Produce financial reports on your subsidiary companies and well as a set of consolidated financial reports for the entire group.
Sage 200 allows you to run set of pre-defined Excel pivot-table type reports from your Sage 200 data directly into Excel.
Set up foreign currencies for Bank, Sales and Purchase Ledger accounts and use foreign currency revaluation procedures.
Sage 200 offers a structured and disciplined approach to period and year ends. If a period is closed, you cannot post back into that period unless it is re-opened. Define which users can close and re-open certain modules.
Role based permission settings for Sage 200 users.
Unlimited numbers of users where Sage 50 has a maximum of 20 users.
Integrate Sage 200 with the Sage CRM system and see your leads and sales opportunities as well as create Quotes and Orders in CRM and integrate them with Sage 200. Enable your CRM users to see key financial data about your customers without having to have access to Sage 200.
These are just a few of the key differences, see the full list here.
In summary, you could struggle with your Sage 50 system past its usefulness for your organisation and, in our experience, continue to struggle unnecessarily when they could take the relatively easy option of migrating to Sage 200 and resolve many of the issues that could be holding your business back.
Join our Sage consultants here at Qmulus Solutions for remote meeting and a coffee and tell us what issues your business has with Sage 50 and how moving to Sage 200 will provide a better solution.
We really want to help you to take the next step correctly and easily and, ultimately, provide a commercially successful implementation of Sage 200 into your business.
Try Sage 200 for Free!
Visit All About Sage 200 here
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