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Used in association with the sales management function, Sage X3 Customer Service is used to organize and monitor marketing campaigns, manage direct mailing and telemarketing, and set up trade shows and press campaigns. It is designed to be used by the sales force on a daily basis to monitor jobs and organize tasks including customer job monitoring, management of incoming and outgoing calls, tasks, meetings, and contacts. The sales support functions are linked directly to Sage X3 sales features such as quotation management and sales order entry saving significant entry time and helping to create an error-free environment.

Sage X3 Customer Service Spec Sheet

Sage X3 Customer Service Features

A Flexible Database of Business Partners and Contacts

Sharing customer service data with other parts of your business is no problem with Sage X3. Relationships can be managed with normal business partners (prospects, customers, suppliers, and more) or directly with independent contacts, with whom no relationship yet exists.

Sales Support

The sales support features can have significant benefits by providing a range of tools for managing customer relations and activities. Using a set of presales actions, your sales team can schedule appointments, log both inbound and outbound phone calls, assign critical tasks, check on late actions that need to be done by coworkers, and obtain an overall view of the activities on a particular prospect or customer.

Marketing Campaigns

Your marketing team can benefit from the Sage X3 Customer Service management tools, global visualization screens, and functional control over marketing campaigns.

Customer Support

Sage X3 Customer Service provides your team with the ability to manage the customer base after the sale is made by tracking service contracts and information about units installed at customer sites. From this set of data, service requests can be processed for fault diagnosis, repair, and advice.

Management Reports

The customer service functionality within Sage X3 provides a set of summary reports, created using SAP Crystal Reports® that supports activities in three main areas— marketing, sales, and service.

Microsoft® Office Integration

The seamless integration with Microsoft Office allows users to manipulate Office documents within the context of customer service operations. For example, mailings may be stored in the system database in Microsoft Word format as part of marketing campaign data.

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