More than half the organizations in the world are using Microsoft Office 365 — the odds are your organization is one of them. If so, we want to introduce you to a new, powerful feature that’s part of your Sage 100cloud subscription — Sage Contact. Sage Contact provides users with key Sage 100cloud customer information from within Office 365. Here’s the scoop.
What it does
Sage Contact provides direct access to key customer information from within Outlook 365, including available credit, recent invoices, outstanding balances and the number of days it typically takes to settle a bill. Users can click through payment and invoice histories, view and update contact information, review customer communications, and examine memos. Because it’s available through Outlook in Office 365 via laptop, tablet or mobile device, Sage Contact is ideal for sales staff that may spend time out of the office yet need access to key customer information while on the road.
How to use it
Simply open an email from the customer and select the Sage Contact icon to display the info on your device. Four tabs are available, providing answers to commonly asked questions.
From the Overview tab, you can view the customer’s available credit and balance due information, providing a clear picture of whether the customer’s account is in good standing. Other contact details are displayed here too, like the address and phone number. You can update those contact details as needed and the changes will flow directly to Sage 100cloud.
From the History tab, you’ll see how much money the customer owes you along with the average days to pay and the last 20 customer invoices. This tab also provides a look at the last 20 payments received too.
Next there’s the Comms tab where you can review customer communications. You’ll see emails from the customer and can easily reply to one of the listed emails, simply select it to open it.
And finally, the Notes tab displays customer memos from Sage 100cloud. This is particularly useful to review prior to a customer meeting or phone call. The Notes are shared across other Sage Contact users, improving communication and collaboration.
How to get it
Sage Contact is included in your Sage 100cloud subscription — there’s nothing additional to purchase. Sage Contact can also be extended to everyone in your organization without the need to purchase additional product licenses for Sage 100cloud. Sage plans to continue adding new functionality to Sage Contact. Next on the list: vendor detail along with workflow enhancements. Stay tuned — we’ll keep you posted. Questions about Sage Contact? Contact us to learn more.
Note: As you might guess, an Office 365 Business Premium or Enterprise subscription plan and an Azure Active Directory subscription are required to use Sage Contact.