SAGE CRM SERVICE
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Sage CRM Service integrates service management, contract management, document management, and engineer diary management into one system. It links to Sage accounting software for tracking client payments and generating invoices. The system allows customization of workflows, electronic signature capture, and automated marketing. Real-time updates and escalation rules help ensure fast job completion and improved client retention.
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SAGE CRM SERVICE
- 1. BENEFITS SAGE CRM SERVICE 00 353 61 480980 [email protected] www.dbcomp.ie “Integrated Service Management” Contract Management E-mail Service Report Record Before and After Images Adjustable Workflow to Suit Process Signature Capture on Electronic Service Forms Document Management Better Client Retention Resulting from Renewed Contract Workflow Improved Cash Flow Resulting from Faster Billing Automated Marketing Campaigns Escalation Rules on Missed or Late Appointments Fast reliable update on Job Completion Engineer diary management IT Support Services Sage Business Solutions HOW IT WORKS SAGE CRM SAGE ACCOUNTS SECURE DATABASE Link Sage50 and Sage 200 Accounts Track Client Communication Multiple Contract Templates Track Client Payment Direct Debit module for Sage Accounts Service Management for Sage CRM | Manage your Service Team | No Re-Entry of Data | Service Engineer Management | Signature Capture | Comprehensive Contract Management | Engineering Schedule | Notification via SMS or Email | Real-Time View of Daily Visits | Invoice Generation | Improve Cash Flow