Concentrix Sage CRM Planner

Have you ever double booked a meeting, failed to do something that you were supposed to do, or questions where a colleague is?

Effective communication is the key to success within a business. However, although many businesses store communications within a CRM system, often it is difficult to get a full view of where people are and what they are doing without going into their individual calendar. Because of this, another problem which often occurs is that meetings are double booked or are booked when an individual is out of the office. However, Concentrix has developed the Sage CRM planner which can make all these problems a thing of the past.

The CRM planner will provide businesses with a graphical view of all communications and meetings of either specific individuals or all users within an organisation. This enables businesses to allocate resources effectively, schedule meetings sensibly and make informed business decision quickly.

So what is the Planner?

The Concentrix Sage CRM Planner is a reliable, web based application which sits inside Sage CRM. Sage CRM Planner provides users with the ability to see all the communications within their Sage CRM system, in a graphical view over a specific period of time. What's more, it also provides users with the ability to edit communication details, such as start times, durations and descriptions.

Benefits of Sage CRM Planner

  • Presents communications in a graphical context over a specific time period
  • It provides a state of the art user interface but still maintains the same look and feel of Sage CRM
  • Facilitates effective allocation of resources
  • Has quick search functionality
  • Can be customised to individual user preferences

Key features of Sage CRM Planner

  • An interactive user interface with drag and drop abilities on the communications displayed within the planner. The data is represented in a graphical format where communications can be dragged to different time slots and to different owning users. The user interface is intuitive, easy to use and still has the same look and feel of Sage CRM.
  • Fast direct searching facilities. The planner interacts directly with Sage CRM data, which produces extremely fast search results.
  • Filtering on key categories. The planner allows for the searching facility to be filtered. This ensures that the data you want to view is returned in the quickest times
  • User Preferences. The planner allows each user to set their own preferences, in terms of view colour and communication type. Users can also set their working hours, so the planner will only show someone as available within their working hours.
  • Editable communications. The planner doesn't just show communications, it also allows users to edit the low level details of the communication.
  • Multiple Period Viewing. The planner enables users to see communications for 1 day, 2 days, 1 week or 4 weeks - making allocation of resources and scheduling of meetings much easier.

Sage CRM Planner and Your Business

Having all your information stored in one centralised location is critical for developing employee knowledge which ultimately enables you to deliver improved customer service. Essentially, the Sage CRM Planner will help you run your business more efficiently.

For an overview of Sage CRM Planner please see our Sage CRM Planner factsheet (PDF 271 KB).

For more information about Sage CRM Planner, Sage CRM or Sage 200, please contact Concentrix on 01509 410500 or email info@concentrix.co.uk