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TaiRox Software |Partners |About |Contact |Communications
Products |Videos |Customizations |Services |TCP Dispatch
Downloads
User Guide
Product Distribution File
Release Notes
Application Suite
Automate G/L Consolidation
Automate Recurring Entries
Download Rates
Productivity Tools
SOX Check Approval
SOX Second Sight
SOX User Management
TaiRox Collections
TaiRox CRM and Collections
Data Management Suite
Copy Company
Create Company
Fast Clear History
Fast Data Integrity
Fast DBTools
Fast Duplicates Check
Fast Units of Measure Tool
Optional Field Manager
SOX Backup Enterprise
SOX Backup Express
Free Diagnostic Software
Install Check
TaiRox CRM and Collections
Available for $1,795 + $450 per year, TaiRox CRM and Collections provides collections and sales features integrated into the Sage 300 desktop and stored in a Sage 300 company database. Identify and manage overdue payments quickly. Turn prospects and opportunities into customers, quotes and orders. Manage customer interactions from a dashboard.
Download All The Essentials: PDF Handout (key info and video links in one file)
Watch: 6:58 TaiRox CRM and Collections Overview
*New* Alert customers that invoice payments will be due soon. Watch: Send Payment Due Alerts
*New* Change Log inquiry and report programs are added. See changes users have made in a time period.
*New* There is a new report, Sales Activity, showing the opportunities, quotes, orders and communications that salespeople have entered in a user-supplied time period.
*New* Support is added for installation on the Sage Partner Portal.
"The TaiRox team continues to knock it out of the park by developing great new products that enhance the performance and functionality of Sage 300. Our customers who have TaiRox products installed love them!" Kelly Hummel, Net@Work.
More Technical Details:
Implementation Guide. A step-by-step method for CRM implementation.
CRM Object Model. A resource for programmers and report writers.
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Find it Fast
•  Searches like an internet search engine using optimized database queries. Everything you want to see is one click away. Watch: https://youtu.be/5o1i5Arm7PE
•  Optional fields are searchable, sortable and display in grids. Watch: https://youtu.be/huVIdzlTuU4
•  Every change to every field for every entity is kept forever (until purged). Watch: https://youtu.be/Z5GZXVG3qvE
•  Is fully integrated with the Sage 300 desktop. Watch: https://youtu.be/4t07Vy01LjQ
•  Contacts are fully integrated with Sage 300 multiple contacts. Watch: https://youtu.be/LXoW53j9Uq4
•  Contacts are directly linked to social media platforms for up-to-date data.
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Manage Collections Faster with More Information At Hand
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•  Manage Overdue Invoices to Improve Cash Flow. Email stage-specific overdue payment reminders and generate phone call tasks for customers with overdue accounts. The program skips on hold invoices, lets you include invoices as attachments, sends emails to multiple company contacts, and lets you opt out customers or add customer-specific grace periods. Scheduled collections phone calls appear on users' dashboards. Watch: https://youtu.be/Ipl1G0OQTAY
•  Speed collections with payment due alerts. Send payment reminder emails to company contacts before their invoices are due. Payment due emails list all unpaid – but not overdue – customer invoices in each email. The program lets you attach due invoices as PDF files, and sends emails to multiple company contacts. Watch: https://youtu.be/0_D4o970u2Q
•  See an enhanced, lightning-fast Aged Trial Balance. See an ATB that flags unapplied cash, disputed invoices and collections cases. Filter by customer groups and disputed invoices. Create a collections case on the spot or drill down to an existing case. Flip from a customer-centric view to a document-centric view with one click. Don't wait for a printing process when you can see the same information on screen in less than a second. Watch: https://youtu.be/8rBw70bPC_4
•  Record and Manage Disputed Invoices. Create and maintain a record of which invoices are in dispute. Include a revisit date so that the disputed invoice will appear on users' dashboards. Optionally assign to a specific person. Watch: https://youtu.be/-AbY4vYlvGo
•  Track Promised Payments. Record date promised, amount promised and amount paid. Include a revisit date so that the promised payments will appear on users' dashboards. Watch: https://youtu.be/dTcd2nrq19A
•  Track All Invoices. Attach notes and documents to invoices before they become overdue or disputed. When the status of an invoice changes, the notes are right there. Watch: https://youtu.be/74T7Frbfv5k
•  Assess Collections Performance See trend lines in the Average Days to Pay and Average Days Overdue charts. Review details and totals in the Disputed Invoices and Promised Payments reports.
•  Resend A/R and O/E documents to customers in 30 seconds. Stop searching through email or network folders. Find the company using internet search capabilities. Click on Send Documents and the invoice is recreated as a PDF file and emailed to multiple contacts at the company. Drag and drop files to the communication. Watch: https://youtu.be/tBqqE65nLyc
•  View collections cases in a dashboard. The dashboard shows a concise list of cases to be revisited by date. Change the display to daily, weekly or monthly with one click. Flip between cases assigned to you and to your team with one click. Watch: https://youtu.be/osYLodoXwAY
•  Bulk Send Invoices, Statements and Letters. Enhance core functionality by sending to multiple contacts per customer. Store a record of sent emails in a network location, independent of email client or server folders. Email records retain the body and all attachments in a single EML file that can be opened with one click and resent with another click. Watch: https://youtu.be/PnEfId3AOCw
Manage Sales From the Sage 300 Desktop
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•  Produce dozens of Excel charts to assess future sales and past performance. Display the sales pipeline in source currency or functional currency using Sage 300 exchange rates. Display charts in fiscal periods or fiscal quarters as well as by week or month. Watch: https://youtu.be/8P97gS4fZHU
•  Track prospect companies with their contacts and opportunities. Store links to a contact's Facebook, LinkedIn, Twitter and other social media pages. Assign salespeople to multiple Sage 300 customer territories.
•  The dashboard shows a concise list of cases to be revisited by date. Change the display to daily, weekly or monthly with one click. Flip between cases assigned to you and to your team with one click. Watch: https://youtu.be/osYLodoXwAY
•  Promote prospect companies to Sage 300 A/R customers when sales close with no data loss or truncation. All company data is field-level identical to A/R customer data.
•  Link quotes and orders created with Sage 300 Order Entry to opportunities. Launch the order entry window directly from an opportunity to create a new quote or order.
•  Create drag-and-drop folders for companies, opportunities and cases. Files dragged to these entities will be maintained in the folders.
•  Copy a recurring opportunity with a few mouse clicks. Create an opportunity for multiple customers in one step.
•  View a Sales Activity Report to see the opportunities, quotes, orders and communications that salespeople have entered in a user-supplied time period.
Summary of Sage 300 Related Features
•  Data is field-level compatible so prospects are promoted to customers without truncation.
•  Display the sales pipeline in functional currency using Sage 300 exchange rates.
•  Display charts in fiscal periods or fiscal quarters as well as by week or month.
•  Salespeople belong to multiple Sage 300 customer territories.
•  Quotes and orders created with Sage 300 Order Entry can be linked to an opportunity.
•  Launch the order entry window directly from an opportunity to create a new quote or order.
•  Customer aging performs the same calculations as Sage 300 Accounts Receivable.
•  Optional Fields extend functionality like any other Sage 300 module.
•  DBDump and DBLoad all data just like any other Sage 300 SDK module.
•  There is no complicated licensing scheme. Sage 300 LanPaks are all that's needed.
•  Keys and mouse-clicks behave as any Sage 300 user would expect.
Platform Requirements
•  Sage 300 2014 to 2021: A single set of executable programs, installed using Setup2014-2021.msi, works with all these platforms.