Avrion Apps – An overview of Sage Financials Data Connector for Maximizer CRM

Have you ever thought, "wouldn't it be handy if we could see our customer's financial data within our Maximizer CRM system? Things like customer orders, invoices, transaction history, account status & balance, turnover and credit limits?"

Well, now you can. Avrion’s Sage Financials Data Connector brings financial information from Sage 50 or Sage 200 into your Maximizer CRM to enhance your data – and your knowledge of your customer.

How does it work?
The Connector adds a Financials tab to Maximizer CRM, where you can delve into any historical or current financial data in the bottom half of the screen. You can also use Maximizer CRM's inbuilt Dashboard feature to set up information in the way you want to see it, with CRM and financial data amalgamated.

What about other financial systems?
If you use another financial system and would like to see the Sage Financials Data Connector work for you, then let us know. We aim to make your working life easier!

This video will show you:

· How the Sage Financials Data Connector looks within Maximizer CRM
· What kind of financial data you will have access to
· What graphical dashboards you can have
· How you can use Maximizer’s powerful searching to analyse your data
· How you can dashboard both Maximizer and/or Sage data
· Give you inspiration for how different departments can use the combined data

For more information about Sales Financials Data Connector for Maximizer CRM or to discuss how we can help you streamline and automate your organisation, visit our App Store:
apps.avrion.co.uk/app/sage-financials-data-connector-for-maximizer-crm/

Alternatively, contact us on one of the following:
Phone: +44 (0)1992 661244
Email: [email protected]
Avrion Website: avrion.co.uk
Avrion Apps: avrion.co.uk/solutions/avrion-apps-for-maximizer
Twitter: @AvrionSoftware
LinkedIn:   / avrionsoftware  

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