Making sage work for business
SICON CRM
SOLUTION
Access via Mobile Application
Reminders & Notifications
Integrated & Maintained in Sage 200
Create Notes, Actions, Opportunities & Contacts
Create Sales and Purchase Ledgers
Fully integrated with Sage 200
This module is a highly functional CRM solution for company, contact, case, opportunity, tasks, notes and reminders all fully integrated with Sage 200.
Including customer classification, opportunity management with sales territories, targets and dashboards, case management with tracking workflow, customer drop-off alerts and outlook style pop-up reminders. For users outside of Sage there is also a mobile Application and web version to ensure every user is always connected in or out of the office.
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Features & Benefits of Sicon CRM
Mobile Application
Mobile Application for external personnel including access to accounts data and products/sales history plus client visit reports.
Reminders & Notifications
Send Notifications to your CRM users or set reminders for them in Sage 200 against orders and accounts, keeping everyone informed.
Manage Projects
Manage Project-based opportunities should multiple clients request the same quote for a single requirement.
Create Contracts
Create additional contacts against sales and purchase accounts where the CRM users have no access to the Sage 200 ledgers.
Separate Company Records
For prospects, engineers, prospective suppliers etc. without creating sales or purchase ledger accounts in Sage.
Record Notes & Actions
Keep notes and actions completed, or set task and reminders for yourself or other users on sales orders, purchase orders, stock item or other modules.
Easy Implementation
Migrate and link all of your existing Sage 200 customers, suppliers and contacts and more into your Sicon CRM solution.
Create SL & PL Accounts
Option to create sales and purchase ledger accounts later and link the contact record details to them for maximum visibility.
Create Opportunities
Create Sales Opportunities from Sage 200 quotes and track quotes through to orders with lost/won statistics.
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Product Gallery
Looking for more information?
Brochure
Download the Sicon Additions brochure where you will find more information on this solution.
Demonstration
We’d be happy to provide you and your team with a complimentary product demonstration.
Ask a Question
Speak to a member of the Wharncliffe team who will be able to assist with any questions you may have.
Getting in touch…
Getting the answers you need is simple! You can call a member of our experienced team or a speak to our dedicated and knowledgeable sales team who can simply speak to you over the phone, arrange a meeting with you, or arrange a demonstration tailored to your business requirements.
