The SageCRM Collections Manager for Sage 300 ERP is an excellent product written by Andrew Blackmore that appears to be in beta.
"Once your unpaid Sage ERP Accpac invoices are imported into SageCRM a range of features are provided such as:
unpaid invoices views, user views and team views
reports, groups and dashboard views,
unpaid invoice workflow for chasing up payment
ability to record notes, communications and tracking history
Click here to see a selection of YouTube videos overviews for this component: http://www.youtube.com/playlist?list=PL1CA6FFE69A5A8A08"
Andrew States: Please note this component is provided in my own personal capacity and is not officially supported by Sage Support in any way.
This feature is very useful and attractive to both new clients and upgrading clients. Although Andrew does a great job support this product, Sage support would provide the much needed security.
by: Scott S. | over a year ago | Customer Mgment (CRM)
Comments