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.
Document Management
Maintain links between company
records and important documents with Liaison CRM's attachment
capabilities. Link, launch, and maintain any OLE compliant document
directly to any company record.
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…
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
Sage PFW.
Integrate CRM 6.0 with Liaison Messenger
Retrieve, Print, Reprint, Fax,
E-mail and Sales Order, Invoices, Purchase Order, and
Statement
directly from within Liaison CRM 6.0.
Update Liaison CRM history and notepad files with Print
and Post Transactions
Contact Liaison @ 800.811.4618 x201
for more detailed information.
Pull up customer's billing and
payment history with opening up SagePFW.
View customer
profiles with data from Sage PFW with one mouse click.
Look up open orders including line item detail without
going into Sage PFW.
Generate real time aging reports.
Review sales history by product.
Streamline your credit and collection procedures.
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:
