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HELPware
for
SageCRM
HELP
Solutions
has
developed
several
productivity
tools
to
enhance
the
functionality
of
SageCRM.
The
following
are
a
few
options
and
the
benefits
they
offer:
Sage
MasterBuilder
Integration
HELP
Solutions’
Sage
MasterBuilder
Integration
for
SageCRM
provides
a
complete
business
solution
for
companies
in the
Construction
industry.
The
Integration
allows
SageCRM
users to
access
critical
Job-specific
information
from
Sage
MasterBuilder,
and
maintain
consistent
Account
information
between
both
systems.
With the
MasterBuilder
Integration,
SageCRM
users
get the
best of
both
worlds:
the
Customer
Relationship
Management
functionality
of
SageCRM
and the
Job
Management
and
Accounting
functionality
of Sage
MasterBuilder.
Download
the
Brochure.
 Features
and
Benefits:
- Custom workflow for adding new Customers, Vendors and Jobs into Sage MasterBuilder
- Read functionality of Sage MasterBuilder Job information into SageCRM, including, Accounts Receivable, Payment History, Change Orders, and Purchase Orders
- Daily update to SageCRM of Contact or Vendor information changes in Sage MasterBuilder
- Advanced document management
- Personalized reports and communication templates complete with client’s logo and contact information
Loan
and
Grant
Module
HELP
Solutions’
Loan and
Grant
Module
for
SageCRM
empowers
your
organization’s
management
team and
employees
to
become
more
organized
and
productive
in
administering
Loan and
Grant
Programs.
The goal
of the
Loan and
Grant
module
is to
provide
a
central
database
to track
and
report
on all
of the
critical
aspects
of the
program
so it
will run
as
efficiently
as
possible.
Accurate
information
and
improved
workflow
will
provide
your
information
with a
solid
foundation
to get
the job
done.
Features
and
Benefits:
- Centralized, standard method of capturing and tracking Applicants and Application statuses
- Standardized workflow to guide your organization through each stage of the Application and Approval processes
- Tracking of activities, outputs, and outcomes of the Loan and Grant programs for easy, convenient reporting and audit purposes
- Centralized communications for more efficient and effective outreach to Applicants and potential Applicants
Construction
CRM
Module
HELP
Solutions’
Construction
CRM
Module
for
SageCRM
provides
a unique
solution
for
organizations
in the
Construction
industry
to
improve
Bid and
Job
Management.
The
Construction
CRM
Module’s
customized
entities,
screens,
and
workflow
allow
managers
and
employees
to more
easily
fulfill
Bid and
Job
requirements
and
timelines,
and
improve
the
competitiveness
of bids.
Download
the
brochure...
Features
and
Benefits:
- Centralized database of General Contractors, Sub-Contractors, and Vendors
- Bid and Job Tracking through construction industry-specific workflow
- Tracking of Job Mobilization, De-Mobilization and Close-out activities
- Competitor Bid Logs and Analysis
Construction industry-specific Bid, Job, and Bid Analysis Reports and Communication Templates
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