SageCRM Integration

21 Sep 2006

The Service Manager Employee Web Portal Add-On (with SageCRM integration) makes Service Manager features available directly from inside SageCRM. This provides access to all company data at any time via the common CRM Web based desktop. That means service staff and sales staff have all relevant information about a client at their fingertips.

Key features include:

Workflow enabled for opportunities and cases
Search by company
Convert opportunities to quotes
Adds items from quotes to opportunity items
Updates pipeline
Convert cases to jobs
Add / modify existing jobs
Add new equipment
Process and print invoices
Print work orders/job cards
My CRM including Jobs open view
Site and Equipment Folios (including history, warranty, custom fields, notes, etc.)
Uses CRM desktop standards - recent views, navigation.

Technisoft also has a Web solution for Service Manager that functions independently of Sage Accpac CRM for those users who do not have Sage CRM installed. The Service Manager Web solution includes most of the features above.

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