In this two-part series, David Beard sits down with Les Horenfeldt of the Responsible Gambling Council (RGC), an independent non-profit based in Toronto, Ontario, Canada. RGC has worked to prevent problem gambling in Canada and globally for over 35 years. Les led the implementation of both Sage Intacct and Sage CRM, using a dedicated Sage CRM integration strategy to support effective customer relationship management. This project also encompassed change management, digital transformation and enhanced corporate governance. By leveraging CRM data throughout, Les and his team created a robust experience that strengthened business processes and provided real-time visibility into key data for improved relationship management. Their efforts demonstrate how organizations can use accounting software and CRM together to enhance customer service, data security and corporate accountability.
In the first episode, Les discusses the motivations for pursuing CRM implementation, the factors he believes are critical for success, and how their Sage partner worked with them to deliver the project on a tight timeline. By utilizing Sage CRM integration within an accelerator framework, the organization built a comprehensive solution that included Outlook integration. This innovation supported both sales and marketing activities, while linking the CRM directly to core accounting systems for seamless data flow. Les further explains how real-time insights and an accelerator approach to Sage CRM Outlook unified marketing efforts with advanced business solutions.
Click the link to learn more about the successful implementations and integrations of Sage Intacct and Sage CRM, and discover how this type of integration can benefit companies across sectors—from construction to distribution. Powerful Sage CRM tools demonstrate the impact a well-planned CRM integration can have on a variety of industries, including midsize businesses looking to streamline operations and adopt ERP software. This story highlights how the right templates, platform capabilities and strong partnerships foster a cohesive path to successful CRM implementation.
