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Atlas for Sage CRM

Overview

  • Complete address capture solution.
  • Quickly capture an accurate and complete address from either a postcode or partial address, and place it directly into Sage CRM.

Quick Start

  • To request Atlas for Sage CRM plug-in please contact us or download the package from our portal.
  • After installation, you will need an Address Lookup service account and a ‘live’ click bundle.

Features

  • Operates at all address entry points in Sage CRM, ensuring a consistent method of capturing address data throughout the system.
  • Provides validation of customer and prospect details on entry and throughout the entire customer lifecycle.
  • Incorporates a user-friendly interface which requires minimal operator training.
  • Seamlessly integrates with Sage CRM Sales, Marketing and Customer Services functions.
  • Operates with Server and Solo Client installations, enabling remote users to work independently.
  • Daily Royal Mail PAF updates and additional datasets available including Geocoding (longitude and latitudes), International and industry specific datasets.
  • Powerful online Portal allowing you to view and manage usage by department, application and/or user all in one place.

Benefits

  • Fastest, most accurate pay per click address system available with easy to understand payment model.
  • No set up fees, maintenance costs, trial costs or technical support costs.
  • 99.99% uptime for a system which ensures validated data, maximising customer analysis and subsequent reporting.