You have that data sitting in your Sage 50Cloud Pastel Partner Accounting company, but are you making the best of it. For example, can you quickly see what a customer has purchased, where items have been sold, and the prices? Can you quickly and easily see a customer’s prices for a given product or service? Do you have contact notes for a client? We guess you answered at least “no” to one of those questions; you aren’t utilising your information and serving your clients efficiently.
If you are not giving quick information and good customer service to your clients, someone else will only be too happy to take them over.
PDI CRM for Sage 50Cloud Pastel Partner Accounting links all that information together in simple views and, more importantly, in a direct link. We don’t export/import data or move it to remote servers. Instead, we use your existing company data and give you the views into that data. Create paper-based reports using the PDI internal report designer and create data cubes that allow you to analyse your Pastel and CRM data quickly.
Maintain / View Customer Data
Maintain/View Supplier Data
Maintain/View Inventory Data
Create Tasks/Activities with email, SMS, Outlook integration
Campaign module with survey/call list/sales opportunities
Debt collection/age analysis/notes
Data Cubing (PIvot tables)
Mobility module available
Widgets – quick access to data from the desktop
Woocommerce shop integration to Sales Opportunities
Attachment document to master records from local and cloud sources