User Guide

BENEFITS
A holistic view of all customer
interactions from call logs to dispute
resolution
Full job tracking and planning of
resources and subcontractors
Integrated call center with escalations
and alert management
Web and wireless access to information
anywhere, anytime
Full capability for mobile sales force and
mobile technicians, allowing them to
receive and process jobs on the move
Award-winning integrated e-marketing
solution for effective marketing
communications
Service, Financial, and Insurance Industries
Whether your business is in the service, financial, or insurance industry, you’ll find the right solution
in the Sage Accpac Extended Enterprise Suite.
Sage Accpac Extended Enterprise Suite for Service-Based Businesses
Sage provides a completely integrated suite of applications to streamline your service and
support processes at virtually any touchpoint. As the owner or manager of a service-based
business, you know that the key to success is a streamlined and efficient call center that presents
all the information quickly to your staff when they need it. And, this information must flow through-
out the business, from the call center to the technicians on the road and ultimately to the
customer.
Sage Accpac Extended Enterprise Suite for Financial Institutions
SageCRM, part of the Sage Accpac Extended Enterprise Suite, provides a complete solution for
sales, marketing, and customer service for banking, institutional finance, wealth management,
capital, and brokerage firms. In a world of decreasing commission revenues and no-fee self-serve
transactions, financial institutions must understand and manage their customers’ portfolios better
in order to deliver a service that warrants solid return.
Sage Accpac
Extended Enterprise Suite