Avrion’s Sage Financials Data Connector does something that every salesperson or account manager would value. It shows customer financial data within Maximizer CRM. How? By bringing financial information from Sage 50 or Sage 200 into your Maximizer CRM. Knowing your customers’ orders, invoices, transaction history, account status, account balance, turnover and credit limit information all enhances your CRM data – and your knowledge of your customer.
Stay informed about your customer
Having your customers’ financial data at your fingertips saves you time – you no longer need to wait for the Finance Department to provide you with the requested information. You can just log on and find all the financial details in Maximizer CRM.
Use Maximizer CRM’s powerful dashboard feature to set up information in the way you want to see it, with CRM and financial data amalgamated. For example, you can display turnover broken down by CRM fields, such as industry or company size. Why not configure alerts so you are notified about key financial information related to your customer as it happens, like when one of your customers is put on hold, or a customer exceeds their credit limit.
How does it work?
Avrion’s Sage Financials Data Connector simply adds a Financials tab to Maximizer CRM. From here, you can delve into any historical or current financial data in the bottom half of the screen. As with any information in Maximizer CRM, you can use the powerful Advanced Search function to retrieve a list of matching records then view their transactions – graphically with Dashboards or in lists.
Customer financial data within Maximizer CRM
Sage Financials Data Connector’s benefits are many:
- Quick to get up and running.
- Easy to use – no training required.
- Saves time – access valuable financial data within CRM.
- Improves operational efficiency – automate processes in CRM.
- Reduces trading risks – customer debtors exposed within CRM.
- Delivers accurate customer analysis – joining CRM data with financial data for searching, grouping, dashboards, reporting.
Avrion’s Sage Financials Data Connector is available for both Sage 50 and Sage 200 with more editions, like Sage Accounting, are in the pipeline. Take a look at our video, which describes the functionality and then pop to our Apps Store to get connected.
Time and information are gold dust for salespeople. This productivity tool will help you with both by bringing customer financial data within Maximizer CRM. If you need any more information about how this could help you, then call us on +44 (0)1992 661244 or get in touch with us here.