ACCPAC CRM® 5.7 Enhancements

New Web Services Interface

This upgrade to the web services applications interface allows businesses to create sophisticated integrations with both web-deployed and LAN-based business management applications. For example, a trucking company could use ACCPAC CRM Web Services to integrate real-time with their route management data from a delivery truck scheduling system.

New Global Document Library

The new centralized document library allows sharing of corporate documents with all users of the system. This feature makes it easy to secure, share and maintain items such as corporate presentations, templates etc. It ensures that all users are working from the same repository of information, and that timely distributions of updates versions of documents are carried out.

New Standalone Product, Quote and Order Entry Capabilities

For organizations that haven't implemented an integrated order management and inventory control system, ACCPAC CRM 5.7 now offers these order entry, inventory and product listing, and quoting capabilities as built-in features.

More Enhancements to Microsoft Outlook Integration

Several new Outlook integrations features have been added to this release:

  • Enhanced e-mail filing, allowing e-mails received by a CRM user from a customer/prospect to be related to the appropriate contact, cases, opportunities etc., within the CRM system
  • Automatically scheduled synching of contacts, tasks and appointments on login to Outlook, on logout from Outlook, or manually initiated by user as needed
  • One-way export from Outlook to ACCPAC CRM

 

 
 
 
   
  ACCPAC CRM 5.7 data sheet
  ACCPAC CRM 5.7 - Top 10 Reasons to Upgrade
   
   
   
   
   
   
   
 
 
     
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