Top Ten Reasons to Upgrade to ACCPAC CRM 5.7

 

Advanced Web Services Interface. Now you can drive ACCPAC CRM business logic via a web services (XML, UDDI, SOAP) interface, or integrate ACCPAC CRM with other applications via this standard for application for integration.

Quotes and Order Entry and 'Products list'. These lightweight 'quoting' and 'order taking' systems are idea for mobile and remote sales professions who don't need the full ACCPAC Pro Order Entry systems, but still need to provide 'quick, simple, and accurate' quotations and enter orders. In addition sometimes you just need a current listing of inventory (products) details and availability. The CRM product enhancement allows you to have this information (including complex 'Unit of Measure' and Price List matrices) at your fingertips and as current as your last solo sync.

Global Document Library. A repository for all the things you need to keep at your fingertips and share with other CRM users such as word documents, powerpoint presentations, and spreadsheets. Use it to store competitive information, or killer presentations on your products for sales people to use... or just to ensure that you have people using the same version of the expense report forms. The Document Library makes it easy to share this information consistently and easily with others (including solo users).

Advanced Searching. The search engine is easier, faster and more intuitive. It allows you to better control the lookups throughout the entire CRM solution.

Escalations and Reminder Management. Both managing the escalation rules, and interacting detail with your reminders (global snooze of all reminders, for example) is more streamlined in 5.7.

More Freedom of Choice | Better Performance. Support for more database options, and generally better performance across all of those databases.

Target Lists. You can now create target lists (and use these lists for things like e-mails, or drive them through an ASP page) against your 'My Contacts' lists.

Outlook Integration. This (already strong) integration has been extended to allow for 'one way syncs', scheduled syncs, improved e-mail filing, the ability to sync contacts details and much more.

Context Sensitive Help. No matter where you are, it's now easy to get answers to questions, you may have about the screen you are on, the field you are entering data into, or the process you are in the middle of.

Solo. It's easier to use. Consumes far fewer system resources. It's more secure and 'firewall friendly'. It's MUCH easier to install and configure. Plus it's now available to our hosted users.

Of course, there's a lot more than 10... from easy to print calendars to support for more databases and more. ACCPAC CRM 5.7 is simply an awesome upgrade.

 
We can have you up and running in no time at all, call us at 508.393.7731.