Treats for Sage CRM

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Treats for Sage CRM
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About Treats

• Treats is a set of tools developed by BDE Group
  to enhance the functionality, look and feel of
  Sage.
• Treats is continuously evolving to help Sage
  users enquire or report on their data.

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Introduction

• BDE supports over 80 CRM implementations in the
  UK and are the current SalesLOGIX Business
  Partner of the year.
• The benefit of over 200 man years of CRM
  experience has enabled BDE to build a
  comprehensive portfolio of solutions for Sage CRM
  and SalesLOGIX.
• BDEs high profile status and over 25 years
  experience within the Sage Channel for both CRM
  and Financial applications provide a particular
  expertise in providing truly integrated solutions
  above and beyond the core applications provided
  by Sage.
• Over the next few pages you will see examples of
  industry specific solutions based around the
  development of Sage SalesLOGIX and Sage CRM.

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SalesLOGIX for the Financial Sector

• BDE has extensive experience of implementing
  SalesLOGIX in the financial sector with a large
  number of high profile clients.
• BDE has developed Treats for SalesLOGIX designed
  to enable rapid integration to data feeds with
  particular note to
• valuations of funds,
• stock movements,
• trades and asset management.

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• Significant references including several of the
  top
• fund management companies in the UK are
  available.

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SalesLOGIX for Publishing

• SalesLOGIX and BDE have significant expertise
  within the publishing sector with a number of
  high profile clients
• Treats are based around the provision of
  advertising revenue functionality, order
  processing and management of proofing/placement/ap
  proval process.

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Closed / Open
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Payment details
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SalesLOGIX for the Service Sector

• SalesLOGIX has long been known as the best of
  breed CRM application for the contract management
  and service provision sector.
• Treats developed around data management, ticket
  detailing and job control/invoicing.
• The ability to create and pass across purchase
  orders for parts and van stock replenishment to
  accounts applications completes process.

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SalesLOGIX for Property Management

• Included in BDE Treats is the ability to manage
  the following
• Property valuations
• Rent renewals
• Floor areas
• Associated regulations

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• BDE Treats for CRM include a wide range of
  Property related industry sectors

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SalesLOGIX for Project Management

• For many organisations, the ability to translate
  the closing of an
• opportunity into a manageable project is
  important.
• BDE Treats for Project Management provide
  comprehensive project
• management functionality including tight
  integration to scheduling
• applications such as Wall Chart

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SalesLOGIX for Project Management
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SalesLOGIX Quote Configuration

• Multi dimensional conditional quote configuration
  tool
• Blue Zebra embedded product

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SalesLOGIX Accounts Link

• A major area of BDE expertise is based around the
  flexible Accounts Treats.
• Treats involve a detailed order look up,
  visibility of order basket and data range
  flexibility. All these functions are designed to
  be more advanced, user friendly alternatives to
  the Sage info portal function.

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• Other integration Treats are based around
  functions such as stock look-up and the ability
  to trade within SalesLOGIX from multiple
  warehouses.

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SalesLOGIX Data Cleansing

• BDE data cleansing Treats are designed to aid the
  implementation process for organisations looking
  for comprehensive data cleansing tools.
• Data cleansing Treats provide a search and merge
  function for fuzzy record matching, e.g.
  duplicate accounts and contacts such as Xerox,
  Zerox, Zerocks etc

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• BDE Treats for CRM also provide the ability to
  rapidly process duplicates
• with a minimal number of keystrokes,
  significantly reducing time spent data
• cleansing

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SalesLOGIX Import

• BDE Import Treats are designed for rapid data
  upload of SalesLOGIX accounts and contacts from
  excel spreadsheets.
• It operates independently and enables simple,
  rapid data mapping without the need for more
  sophisticate tools or training.

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BDE Treats for CRM

• Also include the following
• Training/Education/Sales
• Course booking, qualifications held and
  certification renewal
• Offline tablet PC Order entry
• Opportunity/Tender management including profiling
  of contractors
• Construction

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And theres lots more to come
Each year, BDE commits significant internal R D
resource to the ongoing maintenance and
development of the Treats suite across our
portfolio. When you invest in Treats you are
not buying a static product, but a continually
evolving suite of enhancements and
functionality, designed to grow with you and
your business. This is the ethos of Treats
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• Find us in these locations
• Worcester
• London
• Warrington
• Belfast
• Netherlands
• Telephone [phone]
• Email sales_at_bdegroup.co.uk
• www.bdegroup.co.uk

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Your Introduction to Treats

• Treats for CRM are used by the likes of