How Sicon CRM Can Help Your Business

Sicon CRM is a highly functional CRM solution for company, contact, case, opportunity, tasks, notes and reminders all fully integrated with Sage 200. Including customer classification, opportunity management with sales territories, targets and dashboards, case management with tracking workflow, customer drop off alerts and outlook style pop up reminders. Users outside of Sage can also benefit using the mobile app and web version to ensure every user is always connected.
 

Features

  • Migrate & link all existing Sage 200 customers, suppliers and contacts into CRM.
  • Pop up reminders are provided for tasks and notes with due dates & times.
  • Create opportunities from Sage 200 quotes and track quotes through to orders with lost/won statistics.
  • Create company & contact records for prospects, engineers, admin contacts or prospective suppliers without creating sales or purchase ledger accounts in Sage 200.
  • Create additional contacts against sales and purchase accounts where the CRM users have no access to the Sage 200 ledgers.
  • Manage Project based opportunities where multiple clients may request the same quote for a single project.
  • Keep notes and actions completed or set tasks and reminders for yourself or other users on sales orders, purchase orders, stock items or other Sage 200 modules.
  • A Sage 200 desktop list provides a list of tasks, actions and reminders assigned to the user.

But thats not all, Sicon CRM also offers more benefits including:

  • Notification to salesperson of accounts that have falling sales activity based on rules that are configured by the organisation.
  • Notification to sales people of reminders set for them in Sage 200 against orders and accounts.
  • Notification of overdue activities
  • Activity reports available for any user on all activities completed or scheduled to be complete.
  • Reports available in Sage 200 report designer to allow simple amenability and new report creation.
  • Mobile app is available for external sales personnel including access to accounts data and products/sales history plus client visit reports.

Find out more by calling your Account Manager on 01423 330335 option 1 or by email on sales@onesys.co.uk

Making Tax Digital 

Making Tax Digital is an HMRC initiative that aims to revolutionise the UK tax system and ultimately bring an end to self-assessment.
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