ERBS SignFlow for SageCRM:
Our new Online Quotation Approval feature for SageCRM: "ERBS SignFlow" is designed to help customers approve and provide signatures for quotations, orders and can be extended to our contracts module also keeping your sales processes moving.
Instead of printing, signing, scanning, or emailing documents back and forth, customers can now review and authorise quotations and orders online in just a few clicks. This is also fully customisable to your business branding colours / logo with custom templates options.
Once you have created your quotation or order in SageCRM a secure link is provided/embedded into an email for customers to click on launching a secure form to be reviewed, signed and approved.
A PDF copy can also be downloaded from the link and the approval information is fed back to the SageCRM record and the sales person notified.
A quote can also be automatically converted to an order once the approval has been completed.
ERBS Contracts for SageCRM – Simplifying Contract Management & Recurring Billing
Managing customer contracts, renewals, and recurring billing can often involve time consuming administration and the risk of missed opportunities. ERBS Contracts for SageCRM has been designed to help businesses take control of their contract lifecycle by bringing everything together in one easy to manage solution. From creating contracts directly from quotations or orders, managing multiple billing frequencies, tracking amendments, and setting renewal reminders, ERBS Contracts helps teams improve visibility and reduce manual processes. With automated sales order generation and integration with Sage50 and Sage200, businesses can streamline billing processes, improve accuracy, and ensure recurring revenue opportunities are managed effectively. Whether you manage service agreements, subscriptions, maintenance contracts, or repeat customer orders, ERBS Contracts provides the tools needed to work smarter, improve operational efficiency, and deliver a more scalable approach to contract management within SageCRM.
SageCRM for the AI Era
We have been working with in partnership with AskElie on a proof of concept for the Sage CRM Assistant feature which modernises Sage CRM, helping organisations unlock more value from the SageCRM. By providing a modern AI-powered experience with conversational AI this enables users to ask questions naturally, gain immediate business insight, monitor operational performance and take action with confidence.
Examples of questions asked during this short video include:
• Provide me a CRM overview
• Opportunities closing this month
• Opportunities for specific customers
• Who are our top customers by value?
• Contracts expiring in 3 months
• Contracts for Entegraty Rainbird
• What is the total invoiced for MNT100000?
• When is the next invoice due for MNT100000?
Have a watch and if this is something you or your team are interested in we are looking for customers to work with during the development proof of concept timelines also so we can discuss building this out and providing actions that can be performed from the SageCRM Assistant also.
