Sage 200 Integrated CRM

Putting customers at the centre of your business

In difficult trading times many businesses are turning to customer relationship management (CRM) to help them create closer, more profitable relationships with their customers. Helping you to connect all the different parts of your company, an integrated CRM solution can ensure that everyone, in every department and business area, works together to deliver outstanding customer service.

Sage 200 customers now have an integrated CRM module as standard. Easily configured to the way you work, you can quickly have a solution that will help you to deliver excellent customer service, manage your contacts and sales activities, and create effective marketing campaigns.

One view of your customers

CRM is included within Sage 200 to share information across the entire organisation. Using the CRM functionality will help you to simply and easily integrate front and back office functionality, and share vital customer information across your entire company.

Front line staff will have easy access to financial and transactional data not normally held in CRM. Back office staff will be able to easily call up details of what is going on with prospects and customers when dealing with service issues.

Seamless end-to-end processing

As well as sharing information, with Sage 200 you can create seamless, straight through processing. This means that, for example, quotations can be generated from within CRM by sales people. Based on accurate and up to the minute pricing details pulled from your ERP modules, sales people can make promises to customers that they know they can keep. A tightly integrated solution also means that quotations can be turned directly into orders, without the need for re-keying. This kind of straight through processing can also help speed up the resolution of customer issues as queries can be routed via powerful workflow capabilities to the appropriate personnel. This means that it is no longer necessary for individuals to chase up queries to ensure the customer has been dealt with, increasing the speed and accuracy of case resolution.

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