SAGE CRM for Financial

SageCRM is part of the Sage Accpac Extended Enterprise Suites give you a 360 degree views of your business.

Whether your business is in the Service, Financial or Insurance industry, CAREWARE has the solution for you with the award winning selection of Accpac ERP modules in conjunction with our Customer Relationship Management product – SAGE CRM.

SAGE CRM for Financial

SAGE Accpac ERP provides a complete solution for sales, marketing, and customer service. The markets that SAGE Accpac serve include banking, institutional finance, wealth management, capital and brokerage. As commission revenues reduce, financial institutions are faced with huge demands to better manage customers’ portfolios to deliver a service that warrants solid return.

SAGE Accpac’s suite of solutions include the following core

Deliver proactive targeted marketing on wealth management and tailored plans and proactive.

• Focus on improving customer care through workflowed and SLA managed tasks.

• Remove islands of information caused by disparate systems.

• Deliver a holistic view to solve specific issues – company wide.

• Integrate to Sage Accpac operational system of your customer.

• Allow cross selling and up selling and better co-ordination of products and resources.

• Deliver better service and improved productivity.

• The integrated modules look to assist organisations to attain and retain customers as well as extend services into existing customer relationships for increased profitability and improved productivity. Naturally, by retaining all interactions, it is possible to analyse data for cross selling and up selling capabilities.