TripleXchange

Product Benefits TripleXchange solves the problems that businesses face when accounting data and customer relationship information are disparate. With tripleXchange, employees can work continuously in their CRM system and have access to a single, unified customer record for all transactions that relate to a given account. When sales people can access all information about their prospects and customers, they can close more sales. Issues facing Businesses without a CRM system (eg GoldMine or ACT!) Problem Feature Benefit Because my sales people don't know if a customer is over his/her credit limit, they sometimes forecast sales that are rejected by the accounting department, wasting time and damaging customer relationships. Link Window displays the contact's credit limit, balance and terms, putting critical data at the sales person's fingertips while they are forecasting a sale in the CRM system. Maximize revenue and shorten sales cycle time. My sales people use either a paper- or spreadsheet-based inventory list that is always outdated and inaccurate for forecasting and closing sales. As a result, they often over-commit to customers because they don't know when items are out of stock or current pricing. Create multi-line quotations and sales orders using Sage Line 50 or 100 inventory list. Real-time access to inventory data. Consistent information eliminates inefficiency. When a customer has a change of address, I have to key that change in twice - or I end up mailing letters or bills to the wrong address. Link window clearly indicates inconsistent data and offers one-click updates from Sage to the CRM system or vice-versa. You can save time, maintain data integrity and lower processing costs and eliminate follow up delay or problems. I don't have the budget or the time to train my sales staff on another software application - especially an accounting program, which is quite complicated. Access to Line 50/100 AP, AR data graphical analysis purchase order functionality sales order functionality without opening Sage Save time and money while placing the data they need in your sales team's hands. Minimize the learning curve and cut down on user frustration. Issues facing Businesses with a CRM system, but with no link to their accounting system Problem Feature Benefit I run a small business and am responsible for both sales and collections. It's hard to stay on top of my accounts receivables and delinquent customers when I have to shuffle between my CRM system and my accounting program. When I can't manage collections, I can't manage my cash flow. Schedule calls or e-mails Automated Processes in GoldMine from status information within Sage - e.g. criteria such as "over credit limit." Stay on top of your credit controls and improve your AR processes. Collect money faster and put your revenue where it should be - in the bank. It's inefficient for me to stop my workflow in my CRM system (because it doesn't support quoting or order entry) and I have to create those transactions in my accounting program - where they aren't linked to my contact record. From within the CRM system create: quotations or proformas sales orders purchase orders invoices TripleXchange: completes a forecasted sale in the CRM system and creates a history record saves the order in Sage provides the option to create one or multiple forecasted sales that can be accessed from the contact's "Pending" tab. Save time and improve workflow by integrating the entire sales process in a single operation, from forecasting, to quoting, to order entry. No need to purchase or go through training for a separate quoting or order entry tool.