| Liaison CRM is a customer relationship management solution that seamlessly integrates into Sage PFW giving your company "Real-Time" information from Platinum. Liaison has a proven track record and offer the following benefits:- | |
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Pull up customer's billing and payment history with opening up SagePFW. |
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View customer profiles with data from Sage PFW with one mouse click. |
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Look up open orders including line item detail without going into Sage PFW. |
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Generate real time aging reports. |
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Review sales history by product. |
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Streamline your credit and collection procedures. |
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Live bi-directional Synchronization
Our unique synchronization between Sage PFW and Liaison CRM allows you to turn prospects into customers, update name, address and credit info, all without entering Sage PFW. |
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Document Management
Maintain links between company records and important documents with Liaison CRM's new attachment capabilities. Link, launch, and maintain any OLE compliant document directly to any company record. |
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Opportunity Management
(Pipeline reports)
Track and monitor future sales. Manage salespeople and departments with detailed "pipeline" reports sorted and filtered by Items, Revenue Opportunities, Closure Probabilities, Lead Sources, etc… |
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Access Real-Time Inventory Information
View, retrieve, and print any Inventory Item master, location, kitting, and transaction file from within one screen without ever opening Platinum For Windows. |
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| Integrate CRM 5.0 with Liaison Messenger | |
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Retrieve, Print, Reprint, Fax, E-mail and Sales Order, Invoices, Purchase Order, and Statement directly from within Liaison CRM 5.0. |
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Update Liaison CRM history and notepad files with Print and Post transactions |
| Contact Liaison @ 800.811.4618 for more detailed information. | |
