Riata CRM is a customer contact manager specifically designed for fast-paced sales and service businesses. Tracking and organizing customer information is nearly effortless, as the focus of the software is ease-of-use and automatic, seamless integration with top-line office and accounting solutions.

You can run Riata CRM either as a standalone solution or tightly integrated with Sage PRO ERP. It is specifically geared towards organizations that make heavy use of mass mailings, emailing and faxing. Not only is it completely integrated with Microsoft Word and Outlook, but it enables one-click emails, letters and faxes, supports Zip + 4, Yahoo! Maps and Directions.

By linking withSage Pro Accounting, the look up functions will quickly show what your customers purchased, the price they paid etc. This puts a powerful tool at the fingertips of your sales force, as it enables them to have total insight into past history, and tailor their sales call to the exact needs of their customer.

Let us show you how a Riata deployment can enhance your customer interactions on a daily basis:

• Instantly view a complete trail of all contact with customer or prospect.
• See all notes, phone calls, emails, mailings and faxes so you know exactly what has been communicated, when and by whom Customize fields and reports to suit your way of working
• Send emails, letters or faxes individually or in mass with flexible wizards
• Set up tasks and meetings and schedule follow-up reminders
  Round up sales data from Sage PRO ERP and view it in Riata's customized browser interface. Even view, print, email or fax PRO ERP sales orders and invoices
• Link to Microsoft Fax, Microsoft Fax in Windows 2003 Server and Winfax
• Look up Zip+4 and automatically populate city/state/county by zip code
• Print Dymo labels for individual contacts or groups of contacts
  Search "Today" to quickly view the customers and prospects that you need to contact today
• Set security privileges for groups of users
• Integrate with MS Outlook so that all incoming emails from existing contacts are automatically stored to their record, write emails in Outlook and have the content stored in Riata, and assign emails to any contact in the system
• Through our support for Exchange Server, utilize public folders for contacts, calendar and tasks
• Assign multiple email addresses per contact

Please give us a call at 866-400-0922 or email inquiry@wacconsultinggroup.com and we will follow up with you within 1 business day.