CRM System to work with Sage Line 50

  • Thread starter Thread starter JC1
  • Start date Start date
J

JC1

Hello


I currently have a 4 sales people using Sage Line 50 which isn't very user friendly. I’m looking for a CRM system to help grow my sales.


I need the following.

1, I would like it to pull customer sales history from Sage so i can see purchase trends etc.

2, new prospects area

3, Assign product interest to customer records.

4, Grade and categorise clients by size.

5, email campaigns

6, Customer records to include: (Assign call backs, tasks, customer interests, notes.


I would also like an information centre where sales can share data. the more it can communicate with Sage the better.


Regards


James Cooke
Pyramid Distribution Ltd
 

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