CRM con IA conectado con Sage

In this webinar, we'll show you how AI works in the ForceManager CRM connected with Sage 200 and Sage 50 to help your sales team be more productive and achieve better results. What does the new AI CRM connected with Sage offer? • Increase your team's productivity: Ask AI for key Sage data from anywhere: invoicing, orders, customer financial risks, payment defaults, and more. Accelerate the sales cycle. • Improve data quality by 80%: AI-powered voice reporting automatically completes visit forms and custom fields simply by recording a voice note. Never miss out on accurate and valuable information to send to Sage again. • Automatic, real-time synchronization with your Sage: Your sales team can create quotes and close orders from anywhere and send them to Sage. • #Ease of #use: With advanced AI features, such as intelligent summaries, sales analysis, orders, invoicing, and more. It's designed to be intuitive and easy to use, ensuring rapid adoption. Table of Contents: 00:00 Introduction 00:50 What is AI? 03:03 Areas of AI Use 03:12 Benefits of Using CRM with AI ForceManager 08:12 Mobile Demo of CRM with AI ForceManager 08:25 Planning Sales Visits 09:00 Viewing Visit Information 09:12 Synchronizing Google Maps and Sage 09:30 Visualizing Sage Data 10:15 AI Customer Summary 10:50 AI Voice Queries 11:50 AI Voice Reporting and Task Management 18:00 AI's Contribution to CRM 19:57 FAQs about CRM with AI ForceManager Do you have any questions or would you like a personalized demo? Contact us! ForceManager AI-powered CRM ☎️ Phone: 933 800 852 | 917 482 870 ► Email: [email protected] ► Visit our website: https://aelis.es/ 🔗 Useful links: 💚 More ForceManager CRM videos ►    • CRM ForceManager conectado a Sage 200   💚 More ForceManager CRM videos ►    • CRM ForceManager conectado a Sage 50   💚 More ForceManager CRM videos ►    • Planificador de Rutas Comerciales CRM Forc...   LinkedIn ➪   / aelis-c   Instagram ➪   / aelisconsulting   Facebook ➪   / aelis.sage   Sage Support. Sage Training. Sage Courses. Sage Resources. Sage Help. #SageSupport #SageTraining #SageCourses #SageResources #SageHelp