BTerrell Group Blog

Considering Which CRM is Right for You?

Posted by Chris Firra on Wed, Jun 12, 2013

by Chris Firra and Anthony Cox

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Tags: Sage 300 ERP, CRM, Sage CRM

What is CRM and Why Do I Need It?

Posted by Meredith Gooch on Tue, Mar 20, 2012

CRM stands for Customer Relationship Management, and it is more than just a software application. CRM is a business solution for all customer-centric processes. It covers every interaction with customers across the entire business. It improves internal business processes, enables closer management of new and existing customer relationships, increases revenues and decreases inefficiencies and provides management with timely and reliable insight to guide decisions.

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Tags: CRM, what is crm, Sage CRM

Questions to Consider When Thinking of Purchasing CRM Software

Posted by Meredith Gooch on Tue, Sep 20, 2011

Many companies are jumping on the CRM bandwagon, and for good reason. Companies that use CRM experience better business reporting, reduced data entry, faster and easier quoting, access to critical sales information, and increased customer service experiences.

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Tags: CRM, SageCRM, CRM solution, CRM questions

Relieving Pain Points through Automation and Software Integration

Posted by Meredith Gooch on Tue, Jan 18, 2011

One of our newest employees described BTerrell Group well earlier this week. He said, "I see this company as specialist in pain management; we try to reduce the pain mid-size companies feel as they begin to grow and become more complex organizations." He is exactly right!

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Tags: CRM, accounting software, software integration, HR software, automation, BTerrell Group

How SageCRM Can Benefit Accounting Departments

Posted by Meredith Gooch on Thu, Apr 30, 2009

Let me count the ways…

SageCRM:

  1. Gives non-accounting users (even those in remote locations) access to information stored in A/P vendor and A/R vendor records, including contacts, addresses, phone numbers, account numbers, and even invoices.
  2. Empowers salespeople who participate in the overdue invoice collection process using the CRM Accounts Receivable Collection Tool.
  3. Maintains vendor and customer contract information, with emailed notifications before expiration dates.
  4. Sets up a workflow for authorization of expenditures with email notification.
  5. Records IT support incidents and resolutions while building a self-help knowledgebase in the process.

SageCRM can do this and much more! For further information, Click Here or call us at (214) 647-2611.

- Chris Firra, Sr. Consultant

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Tags: CRM, SageCRM, A/R, AP, accounts payable, Accounts Receivable, collection tool