Case Study

Sage Offers Cross-Platform Solutions for Crossroads

Sage Offers Cross-Platform Solutions for Crossroads

Pages 2 Pages

Challenge A mishmash of programs to track customer data, deliver quotes, and create orders hindered CPS’s efficiency and accuracy, while a lack of effective tracking hampered sales processes. Solution Sage CRM, a web-based CRM solution, integrates with Sage 300 ERP and Microsoft ® Outlook so outside sales staff can share information with management, accounting, and inside sales. Results Data entry is reduced, sales quotes and orders ar

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