The top 10
reasons to upgrade to ACCPAC CRM 5.7
1.
Advanced Web
Services Interface.
Now you can drive ACCPAC CRM business logic
via a web services (XML, UDDI, SOAP)
interface, or integrate ACCPAC CRM with
other applications via this standard for
application for integration.
2.
Quotes and
Order Entry and ‘Products list’.
These lightweight ‘quoting’ and ‘order
taking’ systems are idea for mobile and
remote sales professions who don’t need the
full ACCPAC Advantage or Pro Order Entry
systems, but still need to provide ‘quick,
simple, and accurate’ quotations and enter
orders. In addition sometimes you just need
a current listing of inventory (products)
details and availability.
3.
Global
Document Library.
A repository for all the things you need to
keep at your fingertips and share with other
CRM users – such as Word Documents,
PowerPoint presentations, and Spreadsheets.
Use it to store competitive information, or
‘killer’ presentations on your products for
sales people to use…or just to ensure that
you have people using the same version of
the expense report forms! The Document
Library makes it easy to share this
information consistently and easily with
others (including Solo Users).
4.
Advanced
Searching.
The search engine is easier, faster and more
intuitive. It allows you to better control
the lookups throughout the entire CRM
solution.
5.
Escalations
and Reminder Management.
Both managing the escalation rules, and
interacting detail with your reminders
(global snooze of all reminders, for
example) is more streamlined in 5.7.
6.
More Freedom
of Choice | Better Performance.
Support for more database options, and
generally better performance across all of
those databases.
7.
Target Lists.
You can now create target lists (and use
these lists for things like e-mails, or
drive them through an ASP page) against your
‘My Contacts’ lists.
8.
Outlook
Integration.
This (already strong) integration has been
extended to allow for ‘one way syncs’,
scheduled syncs, improved e-mail filing, the
ability to sync contacts details and much
more.
9.
Context
Sensitive Help.
No matter where you are, it’s now easy to
get answers to questions you may have about
the screen you are on, the field you are
entering data into, or the process you are
in the middle of.
10.
Solo.
It’s easier to use. Consumes far fewer
system resources. It’s more secure and
‘firewall friendly’. It’s MUCH easier to
install and configure. Plus it’s now
available to our hosted users!
Of course, there’s a lot more than 10… from easy to print
calendars to support for more databases and
more. ACCPAC CRM 5.7 is an awesome upgrade.
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