Customer Relationship Management (CRM) is more than just a software application. It is a business solution that gives you the ability to connect with and track all of the people your business interacts with, whether customers, prospects, tenants, vendors, municipal and regulatory agencies, associations, and so on. When properly implemented, a CRM solution enables improved business processes, closer management of new and existing relationships, increased revenues and decreased inefficiencies.
Customer Relationship Management Challenges
Having one central database of all the business contacts of our company: vendors, subcontractors, owners, general contractors, developers, etc.
A “centralized” database of all the contacts and companies with whom your company does business, eliminating redundant data.
We need to have a process where we can quickly develop, or edit a proposal, and track its evolution through the quoting process.
The ability to generate quotes, manage versions and create MS Word proposals.
Providing the business development team with a historical view of clients.
To provide business developers a complete picture of a potential customer. In addition, managing the pipeline of opportunities, and related dates and amounts, allows business developers visibility into the future backlog.
Tracking all the emails and associated documents on a company, contact or project is almost impossible.
Email integration will allow users a very easy way to file emails, ensuring the likelihood that the email will be filed.
We Have the Solution You Need
Award-winning Sage CRM equips businesses with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels. Sage CRM also works with your Sage CRE Accounting software to provide seamless integration between your front and back offices, so everyone sees the same information, whether dealing with AR Customers, AP Vendors, JC Jobs lists, SM Sites, and so on. All areas of your business can leverage this visibility so that everyone is on the same page and collaborating effectively as a team.
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Sage 100 Contractor
Sage 100 Contractor (formerly Sage Master Builder) is an accrual-based, construction-specific accounting system that can perform all of your advanced construction accounting requirements as well as manage much of your operations. It gives you the confidence you need to run your business, your projects, and your payroll with optimum efficiency and accuracy. Designed for small to medium sized construction companies.
Sage 300 Construction & Real Estate
With Sage 300 CRE (formerly Sage Timberline Office) Accounts Payable, Accounts Receivable, General Ledger, and Job Cost serving as the backbone of an integrated financial and operations management solution, Sage 300 CRE puts all your business and project metrics in sharp focus so you can maximize profitability. Designed for medium to large sized construction companies.
Get Access to All Sage 300 CRE Data
CRM4CRE Integrator provides integration between Sage CRM and Sage 300 Construction and Real Estate. CRM4CRE Integrator gives you access to all essential Sage CRE data anywhere that CRM access is available. With CRM4CRE Integrator, you can easily and securely track customer and company data throughout the system.
Why Work With United Solutions and Sage?
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