CONNECT LIVE TO SAGE 200

A NEW VIEWOF SAGE 200

Optimise your valuable Sage 200 informationwith this easy-to-use Data Viewer and TaskManager. CL200 allows all your staff to viewyour Sage 200 Professional data in real-time.

This centralised tool allows your whole teamto collaborate effectively with shared files,view live Sage 200 account data, managescheduled tasks and nurture your valuableprospect, customer and supplierrelationships.

Dynamic dashboards display real-timebusiness intelligence. With a simple click youcan drill down to access customer invoicesand order history, without the need foradditional Sage 200 licenses.

With no complex onboarding or steeplearning curve, deployment is quick, painlessand cost effective.

With its responsive design and simpleinterface, your whole team can be fully upand running from day one, working from anylocation, at anytime, on any device.

CONTENTS

Task ManagementNever miss a deadline. Scheduleand allocate tasks and activities.

Prospect TrackingManage your sales pipeline andnurture your prospects.

Exceptional ExperienceDesigned for simplicity, your users willfind it easier to support your customers.

Empower Your TeamSee how CL200 opens up a whole newview of your Sage 200 data.

Open up a new view of your Sage 200data, with real-time visualisations.

05 Sage 200 Data Viewer

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POWER UP YOUR SAGE 200CL200 opens up access to real-time account data

to put your customers front and centre

SAGE 200 DATA VIEWEROpen quotes, orders and invoices, previously onlyaccessible by Sage users in your finance team Speed-up customer service by storing accountrecords centrallyA single data source means no more redundantdatabases showing different account informationfor prospects, customers and suppliersView your company info at a glance with dynamicmanagement dashboards showing live dataincluding Turnover, Debtors and Creditors, InvoiceHistory, Notifications and Sales Pipeline

Discover New Business Insights

Real-Time Data IntegrationCL200 shares live Sage 200 data, instantly displayingaccount and transaction history in real-time. No importor overnight synchronisation is required.

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Having visibility of our customer accountsin once place has improved our service

H A R V E S T H E A L T H C A R E

Secure User AuthorisationYou control and authorise any number of users to view yourSage 200 data. No additional Sage licences are required,saving you extra costs. For added peace of mind, access isachieved through a secure ISO27001 environment withinMicrosoft Azure's cloud.

Up and Running in Quick TimeWithout the need for any third party connectors or complexonboarding, installation and usability is achieved simply,quickly and cost effectively.

CL200 is a userfriendly Data Viewerand Task Manager.

Connect live to Sage 200 and gaininstant oversight of

your account data like never before.

NEVER MISS AN OPPORTUNITYSchedule and respond to tasks and activitiesfrom anywhere at anytime

Personalise Your ViewStart each day organised. Upcoming Activities arevisible as soon as you log in.

Lists can be filtered to individual preferences, to fitthe way you work. Managers can see all Activitiesby team or individual, or by Sales, Purchase orProspect Account.

Manage ActivitiesCL200 has a powerful yet simple-to-use TaskManager to track and allocate everyday tasks andactivities, so you never miss an opportunity. You canenter Activities such as Enquiries, Meetings, Calls,Quotes and Follow-ups.

Increase ProductivityTeammates can quickly pick-up where you left offthanks to the conversation history, showing date andtimestamped notes on each Activity.

Allocate WorkflowNo more un-actioned tasks. Activities can easily bere-allocated to individual teammates or to differentdepartments to follow your business workflow or tocover a team member's absence.

CL200 is very easy to use, unlike complexCRM systems. It has been extremelyuseful to be able to access Sage data(without an additional licence).

TASK MANAGEMENT

Call Jo on Tues

A D A M H E M M I N G S , D Y N A M I C O F F I C E S E A T I N G

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GROW YOUR BUSINESSNurture your prospects

Lead Nurturing & Pipeline ManagementPower up your Sage 200 data with the addedbenefit of CL200's Pipeline Management.

Never lose track of another lead. Uploadexisting prospect lists individually or in bulk.Once imported, allocate leads to your CL200users and start nurturing your businessrelationships.

Easily view your customers order history, seethe number of times an individual product hasbeen ordered and total value over the last twoyears. Find patterns in buying behaviour andproduct popularity.

Sage 200 IntegrationBy automatically including your Sage 200information, CL200 gives you the freedom tonurture all your leads in one central place,presenting a clear holistic view of your entiresales pipeline at a glance.

Customised Analysis & SegmentationCL200 gives you the flexibility to categoriseyour data any way you want. Analysis codesallow smart segmentation and filtering of youraccounts and activities.

You can customise your analysis codes withany labels, like industry type, territory, region,sales person, lead source, prospect scoring,pipeline stages. Create labels for anything youwant to report on for different areas of yourbusiness.

PROSPECTTRACKING

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ANALYSIS

BUILT FOR USABILITYIntuitive and responsive design. Access live Sage data from anywhere.

Spend Less Time and Expense on UnusedTools and Features

CL200 represents remarkable value. With norequirement for upfront capital expenditure and nolong term commitment, CL200's low cost rollingmonthly subscription gives you a high return oninvestment (ROI) with no tie-in. You also have thechoice of purchasing a perpetual licence.

Value is enhanced with Sage 200 integration,allowing non-Sage users to view Sage 200 datawithout the expense of additional Sage licenses.

Unlock Your Company's Potential

Boost your Sage 200's functionality and unlock datafor your whole company. Built on the coreessentials, CL200 is not cluttered with complexfeatures that will never be used, making it aninvaluable tool for companywide use.

EXCEPTIONAL EXPERIENCE

Prioritise Your Customer and UserExperienceCL200 is designed to be frustration free. With nosteep learning curve or overwhelming features, yourusers are assured easy adoption and rapidimplementation.

CL200 instantly empowers your frontline team to seereal-time Sage 200 data. When a customer calls, youeliminate delays retrieving account information. Noneed to keep redirecting queries to your busy financedepartment.

Easily configure columns, re-order and sort views tosuit your individual preferences.

CL200's responsive design is mobile friendly,allowing you to serve your customers from anywhere,at anytime, on any device.

Low total cost of ownership (TCO) due to minimal expenditureHigh return on investment (ROI) with rapid setup and no lengthy onboardingA natural extension to Sage 200, allowing ALL your staff access to live Sage data

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FRONTLINE STRENGTHRespond to customer queries faster with directaccess to quotes, invoices and order history

CL200OPENS UP AWHOLE NEW

VIEW OFSAGE 200

There has never been a better time to connect with your company, your employees andyour customers.

CL200 delivers a connected experience allowing you to collaborate effectively no matterhow remote your team is.

Whether you are working in the office, on the road or at home, CL200 enables yourworkforce to efficiently manage tasks and securely access customer accounts, quotes,orders and invoices from any location.

Enhance your customer relationships with CL200 and deliver great customer servicefrom wherever you work.

by Carlos F. Corbyn

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WHEREVER YOU WORK

CL200Make light work of your busy schedule

Sage 200 Integration: Enables non-Sage users secure access to Sage 200 Professional

Live Data Access: View Sage 200 accounts, orders and invoices in real-time

Quick Setup:  Rapid installation and deployment

Authorised Access: Approve selected users, keep your data safe and secure

User Friendly: No lengthy onboarding or steep learning curve

Easy Migration:  MS Excel import and export of bulk records to organise your data

Task Manager: Create activities and follow-ups to improve customer service

Team Collaboration: Centralise your account information and shared document library

File Attachments: Upload documents, attach and store to any Account

Intuitive Dashboards:  Live visualisations display your current position at a glance

Company Oversight: Dashboard views of Debtors, Invoice History, Sales Pipeline

Customer Insight: See order history over last two years and product buying behaviour

Customisable Views: Configure and sort columns to suit individual user preference

Lead Nurturing:  Prospect Entry and Tracking for managing your Sales Pipeline

Account Flagging: Add pop-ups and alerts on accounts to highlight critical data

Google Maps:  See maps of Account addresses to visualise location details

Microsoft 365: Send emails and create calendar entries in Outlook 365

Responsive Design: Designed to be mobile friendly, work anywhere at anytime

ISO27001 Security: Hosted in a secure Microsoft Azure environment

BENEFITS SUMMARY

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For a free demonstration, contact your Sage Partner