Articles

How SageCRM Can Benefit Accounting Departments

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

The path to streamlined, secure accounting processes is only a click away.

Explore how BTerrell’s team of experts, along with Sage Intacct and our range of customizable products, can enhance your accounting processes and unlock growth.

Book A Demo