Case Study: Yad Informatique Society achieves centralized customer visibility and increased productivity with Sage CRM

Yad Informatique improves customer relationship with Sage CRM

Yad Informatique, a France-based IT reseller and Sage partner managing about 4,000 contacts, 250 active customers and some 20 resellers, needed to eliminate duplicate records, reduce errors and improve productivity by centralizing and sharing customer data across sales, support and admin. A fully integrated CRM that would interface with its Sage 100 ERP and other tools was identified as a vital requirement to create a single source of truth.

Yad deployed Sage CRM integrated with Sage 100 ERP, gaining unified visibility of customer history, shared schedules, a ticketing system and an online knowledge base, plus robust reporting to track sales, proposals and reasons for wins/losses. The result was an accurate, centralized database that boosted productivity, streamlined sales and after‑sales processes and enabled more precisely targeted, efficient marketing campaigns.

Yad Informatique Society

Lionel Semhoun

Training Manager