Sage Case Studies CPS Stays Competitive with Better Sales Visibility

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	CPS Stays Competitive with Better Sales Visibility Sage

CPS Stays Competitive with Better Sales Visibility

Sage

Technology Category	Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Functions	Sales & Marketing
Services	System Integration
Challenge	CPS, a sales and service group of companies based in Ontario, Canada, was facing widespread inefficiencies due to a lack of integration between its various databases. The company's outside sales staff had no way to download the sales information contained in their mobile devices into a centralized database that could be made accessible to inside staff. Instead, data had to be rekeyed into a separate database in order to generate weekly and monthly reports. In addition, a lack of database integration meant that staff had to use a word processor to create quotes and, when a quote turned into an actual order, had to rekey the information into the company’s accounting system. Read More
About Customer	CPS is a sales and service group of companies based in Ontario, Canada. The group includes Control Panel Systems and Complete Packaging Systems. CPS maintains both an outside sales force and an inside team of customer service professionals who support them. The company was facing challenges with its sales tracking process due to a lack of integration between its various databases. This was causing inefficiencies and hindering the company's growth. Read More
Solution	To resolve its database inadequacies, CPS turned to its Sage business partner, which recommended that the company integrate Sage 300 with Sage CRM, a complete customer relationship management solution. After viewing a demo of Sage CRM, CPS was convinced that it was the perfect solution. Sage CRM enables CPS sales representatives to synchronize their mobile devices each night and export their contact data, notes, and appointment information directly into Sage CRM through Microsoft Outlook. In addition, internal sales staff can create quotes in the Sage 300 Order Entry module and then simply click a button to link to Sage CRM and convert quotes into orders. Read More Log in to view content
Contents

Technology Category

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Functions

Sales & Marketing

Services

System Integration

Challenge

CPS, a sales and service group of companies based in Ontario, Canada, was facing widespread inefficiencies due to a lack of integration between its various databases. The company's outside sales staff had no way to download the sales information contained in their mobile devices into a centralized database that could be made accessible to inside staff. Instead, data had to be rekeyed into a separate database in order to generate weekly and monthly reports. In addition, a lack of database integration meant that staff had to use a word processor to create quotes and, when a quote turned into an actual order, had to rekey the information into the company’s accounting system.

About Customer

CPS is a sales and service group of companies based in Ontario, Canada. The group includes Control Panel Systems and Complete Packaging Systems. CPS maintains both an outside sales force and an inside team of customer service professionals who support them. The company was facing challenges with its sales tracking process due to a lack of integration between its various databases. This was causing inefficiencies and hindering the company's growth.

Solution

To resolve its database inadequacies, CPS turned to its Sage business partner, which recommended that the company integrate Sage 300 with Sage CRM, a complete customer relationship management solution. After viewing a demo of Sage CRM, CPS was convinced that it was the perfect solution. Sage CRM enables CPS sales representatives to synchronize their mobile devices each night and export their contact data, notes, and appointment information directly into Sage CRM through Microsoft Outlook. In addition, internal sales staff can create quotes in the Sage 300 Order Entry module and then simply click a button to link to Sage CRM and convert quotes into orders.

Impact #1	With the new system, all CPS contacts, as well as notes and appointments from mobile devices, reside in a centralized database.
Impact #2	Sales representatives can now synchronize their mobile devices each night and export their contact data, notes, and appointment information directly into Sage CRM through Microsoft Outlook.
Impact #3	Internal sales staff can create quotes in the Sage 300 Order Entry module and then simply click a button to link to Sage CRM and convert quotes into orders.

Impact #1

With the new system, all CPS contacts, as well as notes and appointments from mobile devices, reside in a centralized database.

Impact #2

Sales representatives can now synchronize their mobile devices each night and export their contact data, notes, and appointment information directly into Sage CRM through Microsoft Outlook.

Impact #3

Internal sales staff can create quotes in the Sage 300 Order Entry module and then simply click a button to link to Sage CRM and convert quotes into orders.

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Overview

CPS Stays Competitive with Better Sales Visibility

Operational Impact