Success with CIMcloud Live Roll-Out

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Employee Live Roll-Out Overview

CIMcloud’s integration with your Sage 100 system provides your employees the ability to obtain a complete view of your customer’s interactions with your organization, allowing them to make informed decisions on where and how to best spend their time.

Keep Employees In The Know

Although your Sage 100 ERP / accounting system is the heartbeat of your business, it was not designed to maximize the productivity of your customer-facing employees and does not provide a complete picture of your customer’s interactions with your organization. CIMcloud’s ERP-integrated sales enablement tools allow your employees to make more informed decisions on where and how to best spend their time. With CIMcloud, your employees can:

  •  Manage & View Customer Transactions & Online Behavior
  •  Manage & View Employee Interactions & Commentary
  •  Impersonate Customer Logins
  •  Create or Assist with Quotes & Orders 
  •  Make or Assist with Invoice Payments & Returns
  •  Manage & Track Ad-hoc Customer Requests
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Phased Employee Roll-Out

The actual employee live roll-out plan for your CIMcloud implementation project will be influenced by your goals and your overall Customer Interaction Management program. Typically, organizations will take a phased approach where employees first begin placing orders on behalf of customers through the CIMcloud platform. Then, as customer and employee adoption and usage grows, employees may begin using the customer relationship management tools within CIMcloud to better service a growing customer base.