Qmulus are one of the leading Sage CRM partners globally and a core strategic partner and ISV developer for Sage.
1.2 Lauriston Park, Pitchill, Evesham, Worcs, WR11 8SN, UK
+44 1789 332130
info@qmulus-solutions.com
Copyright © Qmulus 2020 all right reserved.
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.
Pricing
£
27
user/ month
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
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 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
Can moving from Sage 50 to Sage 200 really improve my business?
Can moving from Sage 50 to Sage 200 really improve my business?
Sage 50 is a very capable and popular accounting system that is used by a wide variety of companies. It provides a reasonably priced, easy to use system that many people know very well. Sage 50 also has a wealth of add-on modules that can be purchased to expand its “out of the box” capabilities.
If the above is true, which it is, why would any business want to disrupt their day-to-day activities, re-learn a new product, put their users through more training and pay more each month for a new ERP / accounting system?
The answer to this question is generally that you wouldn’t unless there were some very good reasons for doing so. The reasons why a business will want to upgrade to Sage 200 can be many and varied for each company in our experience. They can be as simple as “we keep having data stability issues” to “we need better stock management” or “we require an MRP system”.
Let us discuss just one of the questions that we receive from businesses that are looking to move from Sage 50 to Sage 200.
Will upgrading to Sage 200 be a disruptive process?
Not really.
Sage have designed this process to be relatively painless and a Sage Business Partner such as Qmulus Solutions should design an implementation procedure that should take into account certain important factors:
A test migration of your Sage 50 data to Sage 200
This will prove to you that your Sage 50 data is stable and has no errors and most importantly lets you test what your data performs like in Sage 200. It will also give a comfortable, recognisable set of data for your users to train with as they explore the new features of Sage 200.
User training
User training on any new ERP system is a wise investment and should be taken very seriously. Do not under-estimate how important training is. Why invest in a new system and not understand all its new features and functionality? Getting the correct training to the correct user will save money, time and make that user much more productive.
Stationary Layout design
When upgrading to a new system, you have a perfect opportunity to look at your professional documents that you send to your customers and suppliers. Layouts such as Statements and Invoices need to show your company logo and accreditations, have important contact information, show important data clearly and of course you need to decide if you want to email these documents or print them.
Take the time to look at these documents with a fresh set of eyes. Taking what you currently have in Sage 50 and simply copying them for Sage 200 is a waste of this opportunity and a waste of new features and functionality.
Which features of the Sage 200 system can you use to enhance your business?
Your Business Partner should discuss, in some length, how you want to use Sage 200. Which new features will have an immediate impact on your business, which features should be planned for later introduction and what new procedures and workflows you should be considering. Just doing what you have always done in Sage 50 is again, a waste of opportunity.
Support and the future
Your users of Sage 200 will require, even after training, some level of support and handholding. Sage 200 is very similar to Sage 50 in many ways BUT it is also very different in many ways. Sage 200 is not just a “big brother” to Sage 50, it has many unique features and procedures which sets Sage 200 apart. Support will be a crucial service that you will require in the early stages of use.
What about the future? Your Business Partner should always keep you informed of upgrades and legislative changes to your Sage 200 system BUT should also take the time to inform and help you realise the true potential of Sage 200 and the wealth of add-on modules that can help drive your business into the future.
Systems that you may require in the future could be Document Management systems, Barcoding and Warehouse management solutions, CRM, Construction, MRP and many others. Take the time to discuss these with your Business Partner. The ability to save many hours of work and cost could be as simple as adding another module to Sage 200. “There is an app for that” is quite true.
A Commercial Success?
How will you measure the success of your Sage 50 to Sage 200 upgrade? This should be an easy answer.
Yes, your data will be migrated, your users will be trained and you are using new functionality and procedures, but will you notice a tangible benefit to your business?
Have you just bought a more expensive Sage 50?
Are you just doing the same things as before but in a more complicated way?
Will I lose any functionality?
Will Sage 200 be more disciplined? Can my users cope with this?
We believe that a successful system will not only allow to continue your business activities from the first day you go-live but will also improve and add enhancements to your business on a regular basis, well into the future. Sage 200 is an investment that should last 15 – 20 years and grow with you as your business expands.
These enhancements and improvements could be as important as:-
Generating more sales due to better quotation functionality.
Linking your web-site shop to Sage 200 Sales Order Processing, saving time and duplication. Providing up to datestock levels, again saving time.
A better relationship with your suppliers, due to quicker payments and improved Purchase Order Processing.
Adding CRM to allow you to streamline your sales pipeline and e-mail marketing.
More disciplined Credit Control and debt chasing, get your outstanding debts resolved quickly and many, many more.
Do not just settle for one or two simple improvements, take the opportunity to change your business in ALL areas with Sage 200.
If you would like to discuss moving from Sage 50 to Sage 200, contact our Sage 200 Consultant team and let us discuss your next steps.
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