Customer Service

Take better care of your customers and your bottom line.

Enhance your customer support, improve loyalty and retention, and boost sales with the integrated Customer Service capabilities of Sage ERP X3. When used in association with the sales management function, Sage ERP X3 Customer Service software enables your organization to improve management of customer relations, organize marketing campaigns, manage telemarketing and direct mail efforts and setup trade shows and press events.

This Customer Service software can be used by the sales force on a daily basis to monitor jobs and organize tasks (customer job monitoring, management of incoming and outgoing calls, tasks, meetings, and contacts), and is used in particular for comprehensive management of equipment populations and customer service operations.

Sage ERP X3 Customer Service is designed from the start as a fully integrated component of Sage ERP X3. The sales support functions are linked directly to Sage ERP X3 Sales features, such as quotation management and sales order entry, saving significant entry time and fostering an error-free environment.

Features of Sage ERP X3 Customer Service include:

• Customer Campaign Management
• Contract Management
• Sales Force Automation
• Customer Support
• Marketing Sales and After Sales Workbench

In addition to the built-in Customer Service functionality from Sage ERP X3, Sage offers Sage CRM. Sage CRM manages every element of customer relationship management – from finding leads to managing marketing campaigns to delivering excellent customer service. For more details, see the Explore Modules section below.

Explore Modules