Challenge

A mishmash of programs to track customer data, deliver quotes, and create orders hindered CPS’s efficiency and accuracy, while a lack of effective tracking hampered sales processes.

Solution

Sage CRM integrates with Sage ERP and Microsoft Outlook so outside sales staff can share information with management, accounting, and inside sales.

Results

As a result of Sage CRM, the company’s employees find it easier to generate sales quotations, and sales reps have access to critical sales information on the road.