Common Questions

What Is CRM?

CRM is an acronym for ‘Customer Relationship Management’. In essence the term CRM can refer to any strategy, tool, technique or technology for the purpose of retaining, acquiring and developing customers. Sales and marketing representatives can manage and automate their prospects and clients using CRM techniques. Software CRM solutions automate and proactively aid critical CRM functions by consolidating customer information in a central database, which enables more effective business processes, organised relationships, live reporting and improved productivity.

What Is SaaS

SaaS is an acronym for ‘Software as a Service’. SaaS is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. SaaS is also known as “on-demand software” and Web-based/Web-hosted software.

What Is ERP

ERP is an acronym for ‘Enterprise Resource Planning’. Enterprise resource planning is the integrated management of main business processes such as finance and inventory management, often in real time and mediated by software and technology. Common ERP systems include Sage, Xero, Quickbooks, SAP, Netsuite, and Microsoft Dynamics.

What Is An API

API is an acronym for ‘Application Programming Interface’.  An API is a connection between computers or between computer programs. It is a type of software interface, offering a service to other pieces of software to enable separate programs to integrate, share data, and therefore expand upon their basic functionality.

What systems can Xapsys integrate with

Xapsys modules are able to integrate with any programs that offer an open API. This enables Xapsys to develop features and automatically pull data from almost any ERP system, marketplace or website platform. Xapsys modules already integrate with the following systems however don’t worry if your system isn’t listed below. We are constantly working to add API links to different pieces of software so linking to a new system is a win win!

• Sage 50
• Sage 200
• Xero
• Quickbooks
• Ebay
• Amazon
• OnBuy
• Mailchimp
• MailerLite
• Office 365
• Zapier

Why is it important to have a CRM system

CRM helps businesses build relationships with their customers that, in turn, creates loyalty and customer retention. Customer loyalty and revenue increases the resulting spend. Therefore CRM is a management strategy that results in increased sales for a business.

• Streamline and Automate Processes: Work proactively by standardising workflows and processes associated with marketing, customer support and sales.
• Work Smart: Identify promising leads, and focus your time on maximising the chances of conversion. Proactively engaging with your prospects enables you to understand their needs better so your offers are more attractive.
• Improve Customer Service: Happy customers are more likely to be loyal customers and come back more often. A CRM system is key in terms of collecting customer data.
• Increase Sales: A CRM system lets you know important customer data such as birthdays, locations, age and industry, which can be used to personalise communications and promotions. With the right offers made to the right customers at the optimal time, you can increase your opportunity wins, resulting an improved return on investment.

What is a Manufacturing System

A Manufacturing System or Planning System, sometimes referred to as a Manufacturing Execution System, is a computerised system designed to plan, track and document the manufacture, and or picking and packing of goods. The end goal is to ensure the efficiency and productivity of operations and processes throughout the business to increase profits and improve customer satisfaction.

How do I improve the handling of my online orders

The processing of orders, and management of inventory online through multiple marketplaces, including your own website can be automated and integrated with your ERP and Manufacturing systems. By investing in software that keeps your eCommerce marketplaces and ERP system in line you can manage online sales with no office administration.

What is a KPI

KPI is an acronym for ‘Key Performance Indicator’. A KPI is a measurement of performance through system data that helps quantify business decisions

What is on premise software

On premise software is installed and ran on a server or individual computers located on the premises of the person or organisation using the software.

What is cloud based software

Cloud computing is the delivery of different services through the Internet, including data storage, servers, databases, networking, and software. Cloud-based storage makes it possible to save files to a remote database and retrieve them on demand.

Can i process an order on Sage using CRM?

Xapsys CRM allows you to raise sales orders quickly within an opportunity without flicking between systems. With Xapsys CRM you don’t require a sales administrator to enter sales orders in Sage or other ERP system. This way your team can spend time working with their customers and prospects and you can save on ERP license seats.

How can CRM help with marketing?

CRM can help with marketing by holding and providing access to customer data such as interests, buying habits, industry, key dates and more. Xapsys CRM integrates with systems such as MailerLite and Mailchimp to allow you to target your marketing campaigns based around this data, meaning your customers receive more of what interests them!

Can CRM be integrated with ERP?

Xapsys CRM is designed to integrate with Sage 50, Sage 200, Quickbooks & Xero. Xapsys CRM can also be tailored to your ERP system. Our CRM reduces the needs for non-accounts based staff to access your ERP system by enabling you to enter sales orders, raise pro-forma invoices, enter new customer details and more.

Who uses CRM?

Customer Relationship Management systems are used by any business with sales, marketing and accounts teams. CRM allows you to increase sales by improving customer communications, marketing, monitoring prospects, monitoring opportunities and more.

What is the best CRM for small business?

We think Xapsys CRM is the best and most economical solution for small and medium size business 🙂

What is APS software?

APS stands for ‘Advanced Planning and Scheduling’. Xapsys Workflow software helps businesses to optimise the allocation of raw materials and production capacity to fulfill demand.

How can i manage stock across multiple marketplaces?

Xapsys Sync integrates with your ERP system and actively processes orders for you whilst simultaneously updating your inventory stock across multiple marketplaces. Xapsys synchronises your marketplace stock levels with your ERP system.