Access Integrated CRM

CRM software that steamlines your sales operations

For sales and marketing driven organisations with complex accounting needs, Access Integrated CRM delivers comprehensive customer relationship management teamed with award-winning accounting software. This single, indispensable solution enables you to streamline activities across your entire operation and improve business-wide productivity, empowering you to meet today’s challenges and face those of tomorrow.

Access Integrated CRM teams all the benefits of a stand-alone CRM system with the significant advantage of complete integration with your business and accounting information.

Access Integrated CRM will help you to establish a truly customer-centric organisation in which all your staff have the same clear, up-to-date view of customer information, marketing (both to prospects and existing customers), and sales pipeline activity. From gathering the initial contact information for a company and making your first sale, right through to establishing a loyal customer base, Access Integrated CRM provides all the tools you need in order to find customers and develop excellent long term commercial relationships with them.

Automated Marketing

The ability to automate your marketing activity brings a step change in the amount of ground you can cover in the search for prospective new customers. Feeding high quality sales leads into the sales pipeline is an essential facet of all successful businesses. With Access Integrated CRM, you can easily set up and execute marketing campaigns – and there is no limit to how many campaigns you can run at any time. This impressive facility empowers both marketing teams and non-marketing professionals alike to plan and perform marketing activities as they desire.

Solid Sales Forecasting

Accurate revenue forecasts are an essential part of the sales management process. With Access Integrated CRM you can view the sales pipeline by area, salesperson, product type, or any other criteria that you choose. These views enable clear understanding of successes as well as those areas requiring attention, and from this information you can make any necessary adjustments to your sales strategy.

Accurate Tracking of all Sales Leads

You can easily track all sales leads through the entire cycle to ensure that no opportunities are missed. This is especially important when sales staff are handling a large number of leads. By empowering sales managers to ensure that not just the ‘low hanging fruit’ is brought home, you can attain maximum sales revenues from your enquiries.

Role-based Flexibility

For a number of years, Access solutions have been configurable to meet the needs of individual job roles. This maximises the benefits that the solution brings, ensuring every user across the business is comfortable with the software. Each Access solution is customisable per user, both in terms of the toolbar options that are displayed, and the appearance of the screens. Business terminology or national language can also be defined on a user by user basis. This flexibility enables every staff member to work with the screen layouts and field labels that suit them.

Integration

With the open architecture of a Microsoft SQL Server database, Access Integrated CRM can communicate with legacy database applications, as well as with other industry-standard systems. In this way even your specialised software can exchange information with Access in real time – avoiding synchronisation issues. Furthermore, Access Integrated CRM has one of the best available levels of integration with Microsoft Excel, Word and Outlook, enabling staff to work in the applications with which they are most comfortable.