Key features

 

  • Full integration with accounting package Sage Pastel Evolution

    Holistic view of information that every management team likes to see.

  • Sales Force Automation
    Allows you to track sales opportunities for both prospective and existing customers.
  • Microsoft Outlook integration
    Allows you to capture emails and appointments easily into the CRM application and immediately log relevant emails into Evolution.
  • Campaign Management
    Create effective marketing campaigns and capture leads generated by them.
  • Emails & Mail Merge
    Communicate with your clients and prospects quickly & efficiently.

 

Sage Pastel Evolution CRM Overview

 

In the past, accounting systems stored a wealth of information related to customers, suppliers and so on. However, this data was typically limited to accounting data, i.e. the numbers. Sage Pastel Evolution takes accounting to the next level by allowing you to not only capture the numbers, but also capture information related to the communications between all of the different entities businesses deal with. This gives you the ability to control your financial situation as well as relationships with customers, suppliers and employees.

Any issue that takes place into the business that is important enough to be tracked is recorded as an incident. Evolution CRM will track these incidents to their conclusion, or until they are closed off. Evolution still stores these incidents, even when closed off, allowing you to track a history of events as they occur. You can track all sales and support activities associated with a customer, along with the details of who performed the task.

There are two versions of Evolution CRM:

  • Evolution CRM Basic contains basic incident tracking. This module comes as part of the core Evolution application.
  • The full version, Evolution CRM Premium contains more advanced features such as Sales Force Automation, Knowledge Base, Workflow Processing, Escalations and integration to Microsoft Outlook.

To find out more about how Sage Pastel Evolution CRM can help your business, phone 1300 720 767 or complete our online form and one of our team will be in contact with you within 24 hours.