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A Complete View of Your Organization’s Customer Interactions
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Combining SageCRM with Sage MAS 90 and Sage MAS
200 ERP systems provides you with a way to quickly analyze, manage, and
synchronize sales, marketing, and customer care activities across all
points of contact. To learn more click here.
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Sales Automation
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Sage CRM puts you in complete control
of your sales pipeline, allowing sales teams to effectively manage,
forecast and report on all phases of the sales cycle. With Sage CRM,
you can easily manage and analyze all current and historical account
details and activities, manage multiple accounts and opportunities and
automatically distribute leads to sales professionals around the world.
With Sage CRM, sales cycles can be dramatically shortened and more
deals can close faster. Your sales team gets instant access to vital
customer data including reports and graphs, quotes, forecasts and
historical account details. You can quickly do on-the-spot analysis,
make informed decisions you can trust, and eliminate bottlenecks that
typically stretch sales cycle.
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Pipeline Management
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Manage and analyze your pipeline, and maximize the ROI on every lead.
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Territory Management
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Administer and change sales territories in the system.
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Sales Forecasting
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Profit from a new level of control and predictability, and plan your operations with confidence.
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Account Management
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Identify and recruit new clients, and resell to existing ones.
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Reporting
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Create point-and-click reports and graphs for on-the-spot analysis and decision-making.
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Opportunity Management
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Manage all key opportunity data for maximum sales
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Marketing Automation
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Take control of your marketing
dollars by automating and tracking every marketing campaign, from
one-time e-mail communications to multi-faceted marketing programs.
Sage CRM provides accurate metrics on all of your marketing activities,
enabling you to identify and leverage potentially lucrative cross- and
up-sell opportunities.
With Sage CRM, you can target the right customer at the right time,
eliminate guesswork and put your company's marketing resources to their
best use. Execute better campaigns, track responses faster and easier
than ever before, and make sound decisions based on what your customers
want and how they respond.
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Campaign Management
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Assign, schedule and track marketing activities within a campaign.
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Lead Management
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Give your sales team real-time access to the latest prospects and campaigns, keeping them in the loop each step of the way.
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E-mail Management
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Send HTML e-mails, create e-mail templates and send attachments to bulk e-mail messages.
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List Management
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Create new target lists from selected criteria, re-use successful campaign lists and import mail-house lists.
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Outbound Call Management
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Integrate outbound calls into any marketing campaign, and set up target lists and follow-up calls.
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Reporting
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Create point-and-click reports and graphs for on-the-spot analysis and decision-making.
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Customer Care
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With Sage CRM, you can make the most
of every customer interaction, maximizing business opportunities and
customer satisfaction. It empowers your organization with critical
information to build and support long-term customer satisfaction and
loyalty. With fast online access to service requests, call and
escalation history, interactions, multiple contacts, support cases,
e-mail and documents sent and received, you'll have complete and
accurate data at your fingertips — enabling you to quickly
resolve client issues and easily create cross-sell or up-sell
opportunities.
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Contact Management
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Deliver superior customer service with real-time access to relevant customer data.
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Knowledge Base
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Store support incidents and case solutions in a central Knowledge Base.
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Call Center Support
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Access a central repository for all customer data, resolving issues quickly.
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Service Agreement Management
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Easily track and meet your service level agreements.
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Tracking
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Track your customers' needs and maintain a complete history of customer-related interaction.
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Reporting
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Create point-and-click reports and graphs for on-the-spot analysis and decision-making.
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Outlook Integration
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Sage CRM has complete, two-way
synchronization with Microsoft Outlook contacts, calendar
(appointments) and tasks, in addition to enhanced e-mail integration.
You also have the option to use your entire Sage CRM system from within
the standard Microsoft Outlook interface. Lastly, this comprehensive
integration also enables you to synchronize your CRM data to pocket
devices such as mobile phones and PDAs that synchronize with Outlook.
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With the powerful integration, you can:
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Use all the features of Sage CRM
entirely from within the Outlook interface; no more switching from one
application to the other.
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Bi-directionally synchronize contacts, appointments and tasks between Outlook and Sage CRM.
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Perform one-way export from Sage CRM to Microsoft Outlook.
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Send e-mail within Sage CRM using
Outlook and automatically have the e-mail stored in the relevant
customer contact history, including attachments.
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Easily import e-mail from Outlook into the appropriate customer contact within Sage CRM.
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Choose which contacts and calendar items flow between applications, allowing you to work the way you want.
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Benefits of Microsoft Outlook Integration include:
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Improved customer service; all customer communication can be tracked in the CRM system even as employees work from Outlook.
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Enhanced efficiency and increased
productivity; employees can have faster access to vital customer
information from within Outlook.
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CRM implementation success; internal
staff adoption rates are higher as staff can use the CRM system from
within the familiar Outlook interface
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Wireless PDA Access
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The benefits of real-time access to
your CRM solution and database are numerous and can have a positive
impact on your business performance and profits. Wireless connectivity
with enhanced support for Personal Digital Assistant (PDA) devices
using the Microsoft Windows CE operating systems brings real-time data
to your fingertips - anywhere, anytime.
PDA users such as field sales representatives can be connected online
for real-time access or can operate offline when Internet access is not
available. A full range of functions are accessible, enabling staff to
view reports, update contacts and sales opportunities, qualify leads,
track customer issues and manage tasks and calendars. Online PDA users
get real-time interaction with the system, while offline personnel can
easily synchronize the PDA and the central CRM system at a later time.
Wireless PDA access to your CRM solution simply makes you more
productive, increasing productivity while reducing costs.
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Benefits of remote access include:
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Access to important account contact and history information
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Maximize time while traveling
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Cultivate stronger sales relationships
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Improve customer service
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Update account information
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Add key account data
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Schedule activities and appointments
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Synchronize information at a later point in time
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And much more!
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Offline Synchronization
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A comprehensive CRM solution enables
organizations to guarantee their sales, marketing and customer care
professionals have fast, up-to-date access to critical data -
regardless of where these employees are located. Even when not
connected to a network, mobile users can work offline and later
synchronize with the central server, using the optional Offline
Synchronization feature.
As a result, Offline Synchronization simply makes your field sales,
marketing and service personnel more productive and efficient because
they can work anytime, anywhere irrespective of connectivity. Offline
Synchronization is also cost effective since end users can install the
offline client by downloading it directly from Sage CRM and does not
require additional software such as Microsoft Internet Information
Services (IIS) or Microsoft SQL Server Desktop Engine (MSDE).
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Benefits of offline synchronization include:
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Access to important account contact and history information
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Maximize time while traveling
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Cultivate stronger sales relationships
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Improve customer service
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Update account information
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Add key account data
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Schedule activities and appointments
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Synchronize information at a later point in time
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Advanced Features
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Automated Process Workflow
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With Sage CRM Workflow businesses can
automate pre-determined business rules across all channels, departments
and employees. To help assess and design workflow Sage CRM provides
graphical views of the process and its development patterns. In
combination with e-mail integration, workflow ensures that actions
requiring attention or escalation are automatically being routed to the
correct employees or partners. Sage CRM creates a confidence among
employees that issues are not going to fall through the cracks and
frees their time to perform more important tasks.
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Computer Telephony Integration
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Sage CRM combines a fully integrated
CRM solution with interactive inbound and outbound telephony
automation. Contact centers are provided access to the same single
point of communication the rest of the enterprise shares. A customers
complete CRM history including, fax, personal visits, phone and email
is viewed through automated screen “pop-up” functionality
and gives the support employees an enterprise view of the customer
experience. Full on-screen auto-dial and phone functionality allows
your support staff to perform necessary tasks through the system
interface rather than the phone system. Sage CRM provides full
integration to all standard third party telephony software leveraging
existing automation such as call escalation, routing, call queuing and
reporting functionality. A central repository for all customer data
Sage CRM provides easy-to-use, real-time access to information your
support staff needs to resolve customer issues quickly and efficiently,
reducing call times and increasing the efficiency of your call center.
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Customizations
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Sage CRM provides customization tools
that allow businesses to rapidly modify all aspects of the system. Sage
CRM’s open architecture greatly reduces development and
maintenance costs and allows seamless integration with other
mission-critical applications across your enterprise. With easy-to-use,
onscreen tools, managers and administrators can create and modify
fields, screens, tabs, tables, views, scripts, and security settings on
the fly. Sage CRM customization functionality allows quick-and-easy
user-specific modifications to interfaces and data and ensures Sage CRM
can be easily adapted to your business requirements.
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Global Deployment
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Sage CRM provides multicurrency,
multi-lingual support from a single code base—English, U.K.
English, French, German, Spanish, Dutch and Japanese—making this
solution the logical choice for businesses around the world. Sage CRM's
single server installation and web browser access, allow employees,
partners and customers alike to view the information they need to get
the job done, anytime, from anywhere in the world.
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Web Self Service
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Sage CRM Web Self Service allows
customers to access or request services and support over the web.
Customers can receive information based on their preferences, requests
and histories, providing them a single point of contact for information
about your products and company through designed customer and partner
portals. Allow your channel partners access to shared workflow,
lead-tracking, inquiries, invoicing and customer information. Sage CRM
allows your customers 24/7 access to information they want.
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