Financial Services
Whether your business is in the service, financial, or insurance industry, you’ll find the right solution
in the Sage Accpac Extended Enterprise Suite, comprising of ERP for Service companies and CRM for Service Companies in India.
Sage Accpac Extended Enterprise Suite for Service-Based Businesses
Sage provides a completely integrated suite of applications to streamline your service and support processes at virtually any touchpoint. As the owner or manager of a service-based business, you know that the key to success is a streamlined and efficient call center that presents all the information quickly to your staff when they need it. And, this information must flow throughout the business, from the call center to the technicians on the road and ultimately to the customer.
Sage Accpac Extended Enterprise Suite for Financial Institutions
SageCRM, part of the Sage Accpac Extended Enterprise Suite, provides a complete solution for sales, marketing, and customer service for banking, institutional finance, wealth management, capital, and brokerage firms. In a world of decreasing commission revenues and no-fee self-serve transactions, financial institutions must understand and manage their customers’ portfolios better in order to deliver a service that warrants solid return.
Sage Accpac Extended Enterprise Suite allows financial institutions to:
* Deliver proactive targeted marketing on wealth management
* Focus on improving customer care through workflow and tasks managed by Service Level Agreements
* Eliminate information silos caused by disparate systems
* Get a holistic view of the company
* Integrate with legacy operational systems to get a consolidated history of your customer
* Analyze data for cross-sell and up-sell opportunities
* Deliver better service and improved productivity through coordination of products and resources
* Attract and retain customers as well as extend services into existing customer relationships
B e n e f i t s
* A holistic view of all customer interactions from call logs to dispute resolution
* Full job tracking and planning of resources and subcontractors
* Integrated call center with escalations and alert management
* Web and wireless access to information anywhere, anytime
* Full capability for mobile sales force and mobile technicians, allowing them to receive and process jobs on the move
* Award-winning integrated e-marketing solution for effective marketing communications