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Connecting people. Sharing data. An account management / CRM solution for companies that use Sage 50 Accounting 22 May, 2014

An account management solution for busy companies that use sage 50 accounting

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No other account management or CRM system integrates so tightly with Sage 50 Accounting. These are the slides to a Hangout on Air broadcast on 22 May 2014. CRM systems are so often just glorified sales pipeline reporting systems. Suntico for Sage 50 Accounting on the other hand is for all customer-facing staff in a busy B2B company that uses Sage 50 Accounting (formerly Sage Peachtree Accounting). In this 15=minute Hangout on Air, I provide a quick insight into what makes Suntico a different, yet very good choice for companies that use Sage 50 Accounting. Full video is here: http://www.youtube.com/watch?v=120vQ8vRVcY&feature=share

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Page 1: An account management solution for busy companies that use sage 50 accounting

Connecting people. Sharing data.

An account management / CRM solution for companies that use Sage 50 Accounting22 May, 2014

Page 3: An account management solution for busy companies that use sage 50 accounting

Connecting people. Sharing data.3

Agenda

Account management for the whole company

5 ways that Suntico helps me with account management / CRM– What’s going on in my account?– Who owns the relationships?– What needs to be done in an account?– What is my sales team up to?– Keeping my business in my customers’ minds

Summary

Page 4: An account management solution for busy companies that use sage 50 accounting

Connecting people. Sharing data.4

Account Management for the whole company

It is not just about

sales!

Page 5: An account management solution for busy companies that use sage 50 accounting

Connecting people. Sharing data.5

5 ways Suntico helps

What’s going on in my account? Who owns the relationships? What needs to be done in an

account? What is my sales team up to? Keeping my business in my

customers’ minds

Page 6: An account management solution for busy companies that use sage 50 accounting

Connecting people. Sharing data.6

5 ways Suntico helps

What’s going on in my account? Who owns the relationships? What needs to be done in an

account? What is my sales team up to? Keeping my business in my

customers’ minds

Page 7: An account management solution for busy companies that use sage 50 accounting

Connecting people. Sharing data.7

5 ways Suntico helps

What’s going on in my account? Who owns the relationships? What needs to be done in an

account? What is my sales team up to? Keeping my business in my

customers’ minds

Page 8: An account management solution for busy companies that use sage 50 accounting

Connecting people. Sharing data.8

5 ways Suntico helps

What’s going on in my account? Who owns the relationships? What needs to be done in an

account? What is my sales team up to? Keeping my business in my

customers’ minds

Page 9: An account management solution for busy companies that use sage 50 accounting

Connecting people. Sharing data.9

5 ways Suntico helps

What’s going on in my account? Who owns the relationships? What needs to be done in an

account? What is my sales team up to? Keeping my business in my

customers’ minds