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Archive for June, 2007

Sage CRM - What it Can and Cannot Do - Part 1

Thursday, June 7th, 2007

Ever since Unisoft began providing one of North America’s most effective customer relationship management solutions we have been met with some confusion regarding what CRM systems really can and cannot do. We hope this 3 part series of posts will help clear up some of this confusion as well shed some light into the intentions behind Sage CRM’s architectural design.

In many ways Sage Accpac CRM certainly is the all-encompassing “yes” solution.   It has been highly regarded for the ease of use and flexibility involved in the customization process as well as won out against its competitors for various user friendly features including an appealing and uncluttered interface, web deployment that provides real time access at anytime and from anywhere, integration with its host accounting solution (Sage Accpac ERP) and a wide range of readily available third party products that often also integrate with Sage Accpac ERP.  Nevertheless, customers often approach the prospect of purchasing a CRM system with unclear views about what they really want to achieve with the solution, or even worse, with little or no expectations at all.  In the first case this type of confusion can lead to a circle of indecisiveness which often stops at a dead end with no decision at all and in the second case customers that do go ahead with the purchase will often feel dissatisfied with the product because they never distinguished what they wanted it for in the first place.  In both situations the solution is simple: isolate your needs from your desires and come to a conclusion which is both satisfactory and realistic.  Of course, while we never want a client to settle for just anything that happens to come along, we also want you to remember that you will rarely find a solution that is perfect and so a little compromise is better than nothing at all.  

Join us next time when we discuss elements and functions that most customers should be looking for in CRM systems and how Sage CRM compares in this regard.