BPA Platform

Report & Document Automation

Sage 300 Automated Customer Renewals

Download Brochure

Sage 300 Automated Customer Renewals

Are you looking for methods to improve customer retention levels and cut operational costs?

Codeless Platforms' Sage 300 Improving Customer Retention solution is a powerful add-on for Sage 300 or membership management package that enables organisations to automate the costly actions that are critical to the customer retention process.

Download Brochure

Sage 300 Improving Customer Retention Scenarios and Benefits

Common automated customer retention processes implemented by our customers using Sage 300 include:

  • The automated creation and distribution of call centre call lists based on business rules
  • Automated creation and distribution of internal sales,financial and management reports
  • Automate the creation, printing and distribution of personalised direct mail via a mail fulfilment house
  • Automated business alerts when valuable customers approach the end of their contract/subscription period
  • The automated creation and distribution of welcome packs or related product/services upsell communications
  • Automated creation and distribution of personalised email communications that are unique to customer/subscriber data

Common benefits achieved through customer renewal automation when using Sage 300 include:

  • Reduced attrition and costs
  • Eradicate time consuming administration from the renewal process
  • Improved financial performance
  • Increased employee productivity

Sage 300 Integration

Learn more about Sage 300 ERP connector.

Sage 300 Automated Customer Renewals starts from

Pricing

BPA Platform

Standard Product Base Server

Starts from:

£2,000

Configuration day(s) required subject to requirement.

Report & Document Automation

Report & Document Automation

The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.

Drag and drop scheduler

Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.

Automate reporting tools

Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.

Save and send

Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.

View Capability

Got a question?

Send us your questions and we will provide you with the information and resources that you need.

Ready to Talk?

You don’t learn everything in life by reading a manual, sometimes it helps to get in touch

Phone: +44 (0) 330 99 88 700