Enhance your Sage 50 experience to manage your customers effectively by integrating the @spire add-on.

As accounting systems go SAGE 50 is hard to beat as a product.

However, in an age where data is the key currency of the day, information has a monetary value and any business that ignores that reality reduces its future opportunities in its chosen marketplace. The downside of this trend is that for Small and Medium sized businesses the cost of acquiring, systematizing and managing that data can seem excessive and not worth it. The @spire Add-on for SAGE 50c breaks overcomes that dilemma by providing a cost-effective platform to leverage your basic accounting data into reliable and efficient sales data.

This article is the first of a series that shows you how to combine your accounting information with other customer facing features to enhance your sales potential.

Having a customer management tool will help you face one of the most difficult tasks in business; – how to know your customers and anticipate their needs and buying habits?

By offering your customers a personalized experience you will gain their loyalty and trust and give you the platform from which develop a mutually beneficial long-term relationships.

How do you start this process?

The @Spire customer management tool allows you to monitor, classify and measure your customer behavior. With this Sage 50 addition you will be able to obtain more precise profiles of your customers and improve your overall selling experience. Knowing your customers better will allow you to design personalized marketing strategies to improve your overall customer experience.

How does the @Spire add-on work?

By providing enhanced search and filtering capabilities, you can select your customers by reference to a comprehensive set of criteria

Searching and filtering your customers

Clicking on a “Customers” option in the main menu will open a new window, where you can search for your existing customers or add a new one.

@spire functionality also allows to search your customers by alphabetical order in case you don’t recall the name straight ahead. Below the search box you also have option to see your live or archived customers. You can access these options by simply clicking on the buttons below the search box.

How to add a new customer?

Simply click on a “Add” button below the search box and a new window will pop out – allowing you to insert all the new information about your customer. Once you inserted all of your customer details, simply click on a “Add customer” button and your new contact will be automatically saved in @spire and directly synced to your Sage 50 Accounts.

How to use the advanced search option?

Simply clicking on a “Advance search” button below the search box will open a new window with advanced filters, that you can use to search for.

You can use these advanced filters in order to find your customer:

Once you applied all the filters, simply click on a search button to display the result or use “Export” functionality to export your final result. Clicking on the Export button will export your results into the Excel document.

Customer dashboard overview of your customer

Clicking on a customer will provide you with a detailed overview and all the information of your customer.

The Analytics functions in @Spire are automatically applied to the data that is captured in your @Spire instance and integrated through from SAGE.

Individual customer history relating to turnover, gross profits and percentages, credit control, product preferences and future forecasts are all available to give you a comprehensive financial picture of your operations.

In addition, you can achieve collective information by consolidating all of your Customers activity into League tables and future consolidated forecasts.

Access to other features from the Customer Home Page

You can access numerous functions such as adding notes, quotations, delivery addresses, sales order processing and managing trade contacts from the Home Page. See below for more detail.

The consolidation of all these functions is a key feature showing the efficiency of the system.

Add a note: The customer record includes added notes added to facilitate day to day management and strategically important matters

Add a quotation: Quotations are also shown in the summary page.

Review the most recent sales of your most recent sales of the customer’s most popular 20 products.

A re-order function allows you to process a repeat order quickly and efficiently. On the same page you will also be able to see the information about any uncompleted orders or existing quotation, which will give you better insights of your customer behavior.

See all delivery addresses of your customer

Manage trade contacts

Edit the contact details and the key data fields

Process sales orders by gaining direct access to the Order module

Archive your customer

Summary

By giving your customer a personalized customer experience, in today’s digital age, you are best placed to give you a valuable insight on how to serve your customer.

With help of @spire you can make your customer feel a valuable members of your community. Therefore, it is essential to consider your company’s current customer management methods.

The consolidation of all these functions by direct access from your home page makes the @spire customer page a main feature of the system

If you think it’s time to rethink your current strategy, consider trying this Sage 50 add for a free 3 month trial.

Check our Features

Fully integrated with the SAGE 50 Accounts @Spire provides full integration with your SAGE customers, products and invoice history. By providing a wide range of processing and analytical functionality, @Spire allows you to leverage your accounting data into a system focused on growth and profitability.