Sage CRM is a feature-rich Customer Relationship Management solution which is easy-to-use and fast to deploy. It offers out-of-the-box but Sage CRM configurable business process automation.
With Sage CRM,
you can quickly analyse, manage, and synchronise sales, marketing, and customer care activities across all points of contact, giving you true business visibility. It links all departments to a single system that is deployed across an Internet architecture providing obvious efficiencies in terms of deployment, maintenance and access. Our sophisticated, yet easy to use, Web Services interface, means it’s also easy to integrate Sage CRM with other applications. Designed to introduce the real benefits of CRM to your organisation, Sage CRM uses industry-leading technology to foster better business practices and improve information exchange throughout your organisation.
Overview
Improve your sales performance. Sage CRM gives you the tools you need to sell more effectively. Sales users have instant access to calendars, accounts, reports, pipelines, contacts and call lists and all sales information is stored centrally making it easy to track and report on.
Marketing
Plan, execute and audit more targeted marketing campaigns. Sage CRM makes it easy for you to track each phase of a marketing campaign and provides all the tools you need for meaningful analysis and powerful campaign measurement. You can profile customers and prospects based on specific criteria and this, along with direct integration to mass email and CTI functionality, makes Sage CRM an invaluable tool for successful marketing.
Customer Care
Efficiently resolve customer issues. Sage CRM provides customer service professionals with user-friendly tools to access relevant customer data including purchases, call and escalation histories, interactions, emails and documents sent and received. Armed with this customer knowledge they can handle customer queries more efficiently, which in turn enhances and strengthens the customer experience whilst improving job satisfaction.
Sales
Sage CRM provides organisations with the tools needed to sell more effectively. It is an easy-to-use application that provides thousands of sales users ever day with instant access to diaries, accounts, reports, pipelines, contacts, and call lists – in short everything sales people need to get their job done. For an organisation all this information is rolled up, tracked and reported on, giving continuous, meaningful and accurate reports on just how a sales organisation is performing.
Improve Sales Performance
Sage CRM software provides tools to help your sales organisation perform to its maximum and let sales people concentrate on their primary purpose-selling. With Sage CRM, finding and retrieving vital information quick and easy. It helps sales staff organise their time and saves effort on administration and search, frustrations that can kill the effectiveness of even the most diligent salesperson.
Sage CRM Sales Force Automation gives your organisation instant and real-time sales opportunity analysis. We make it easy for you to get a snapshot view of all opportunities within your sales pipeline, allowing your salespeople to effectively analyse and manage deals at every stage.
Manage Sales Groups More Effectively
For efficient sales management, Sage CRM delivers the reports every day, every hour that let you know how your sales team is performing – who’s winning new business and who needs help. It eliminates the shocks and surprises that can destroy a good quarter.
With Sage CRM, you can easily organise your teams and schedule calls with simple point and click technology that co-ordinates and fills diaries. It allows the sales and lead workflow processes to be defined by you to suit your individual business.
Sage CRM gives you the control you need to focus on the priorities and maximise sales.
Maximise Sales Effectiveness
Sage CRM helps organisations to grow revenue more quickly, predictably, and profitably by helping sales professionals focus on the right deal at the right time. In addition, Sage CRM provides a snapshot of the sales cycle from first contact to final sale, allowing sales teams to effectively analyse and manage the sales pipeline in real-time.
Marketing
Sage CRM provides powerful tools for managing, tracking and analysing targeted marketing campaigns. It is an easy-to-use application that provides you with the tools to target the right customer at the right time, eliminate guesswork and put your company’s marketing resources to their best use. With Sage CRM, it’s straightforward to assign, schedule and track marketing activities and view every detail of each campaign at a glance.
Build a Detailed Profile of your Audience
Sage CRM enables you to build up a detailed profile of your customers and prospects over the course of the relationship. It allows you to easily record every communication and meeting with them and this information can be stored, reported, and segmented for future campaigns.
Manage your Marketing Mix
Sage CRM enables you to manage and track every element of your campaign. It’s easy to view activities, objectives, leads generated and lead follow-up. You can drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost and target prospects. This in-depth view of your campaigns allows you to eliminate the guesswork and put your company’s marketing resources to their best use.
Control your Telemarketing Campaigns
Sage CRM provides telemarketers with the tools they need for effective telemarketing. Calls can be automatically scheduled for the telemarketers and the outcome of the calls can trigger the development of the next stage of the campaign. Details of calls can be saved and shared throughout all departments for future reference. Call length and outcome recoding capabilities are built-in, plus a connector to CTI allows the call automation and recognition tools that your company has to integrated into your CRM solution.
Marketing Evaluation Tools
With Sage CRM you can view your campaign status at any time and evaluate return on investment (ROI). We make it easy to analyse marketing campaigns by lead source or evaluate other important campaign details with sophisticated, user-friendly tools and reports. Sage CRM not only tracks response rates, it also lets you match sales revenues to specific campaigns, providing immediate cost vs. sales analysis data.
Customer Care
Sage CRM gives customer service staff the tools to develop real, lasting and beneficial relationships with customers. There is no better example of a department where the right technology and approach can transform a cost to the business into a potential profit centre than in customer service. It is with this in mind that Sage CRM was built to deliver the functionality, the cost of ownership and the ease of use to the mid-market so that service excellence can be at the heart of everything.
Resolve Customer Issues Efficiently
Sage CRM provides customer service professionals with the tools they need to make their job simpler and more effective. With Sage CRM, you can easily keep track of every customer interaction. This means that your customer service teams have the most up-to-date and complete customer information at their fingertips. Information which helps them effectively and efficiently resolve service issues and easily spot cross- or up-sell opportunities.
Find the Right Information Quickly
Sage CRM allows for the pooling of all transactions and communication history into a single screen giving a 360 degree view of your customers. With user-friendly tools, you can access relevant customer data including purchases, call and escalation histories, interactions, emails and documents sent and received. All this customer information is stored in one central location allowing customer service professionals from any office location to easily access and share vital customer information. Armed with this customer knowledge, you can handle customer queries more efficiently, which in turn enhances and strengthens the customer experience and encourages customer loyalty.
Control your Telemarketing Campaigns
Sage CRM provides telemarketers with the tools they need for effective telemarketing. Calls can be automatically scheduled for the telemarketers and the outcome of the calls can trigger the development of the next stage of the campaign. Details of calls can be saved and shared throughout all departments for future reference. Call length and outcome recoding capabilities are built-in, plus a connector to CTI allows the call automation and recognition tools that your company has to integrated into your CRM solution.
Empower your Customer – Offer Multiple Channels
Sage CRM lets your customers ‘help themselves’ by providing them with web access to their own ‘customer portals’ which can be accessed at their convenience 24×7. These password-protected self service areas on your website can be used to allow customers to log queries, make service requests, view the status of existing or past requests – anything that you feel would be useful. This customer self-service area on your website can be easily customised to incorporate the look and feel of your company website, ensuring that your company’s brand remains consistent through all customer touch points.
Features
Sales Force Automation
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 analyse all current and historical details and activities, manage opportunities, and automatically distribute leads to sales professionals around the world.
Using Sage CRM’s user configurable dashboard means your sales team can have all their sales information at their fingertips ensuring their buy-in. Sage CRM enables your sales team to make more sales with less effort.
Marketing Automation
Sage CRM provides a single source of customer information to help you better manage your marketing efforts and make sound decisions based on the needs of your customers and prospects.
With Sage CRM Marketing, you can target the right customer at the right time, eliminate guesswork, and put your company’s marketing resources to their best use. Execute more effective campaigns, track responses faster and easier than ever before, and make sound decisions based on what your customers want and how they respond.
Customer Service Automation
With Sage CRM Customer Service, you can build and effectively manage lasting customer relationships by providing the professional level of service your customers expect.
Sage CRM provides real-time access to relevant customer data including orders, call and escalation history, interactions, multiple contacts, support cases, email and documents sent and received, sales opportunities, and more.
Sage CRM enables you to provide better customer service which means happier customers, better retention rates and more profitable relationships.
All you need is an Internet connection and your password to access your this web-based CRM system, wherever you are in the world.
If a connection is not possible, users can use Sage CRM’s robust replication and synchronisation tool for full offline access. The system can also be accessed through a variety of wireless devices.
Outlook Integration
Sage CRM has complete, two-way synchronisation 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 and to send your CRM data to pocket devices such as mobile phones and PDAs that synchronise with Outlook.
Automated Process Workflow
Sage CRM Workflow helps you to automate predetermined 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.
The fully embedded workflow allows you to truly model how you would like your business to run and put in rules to ensure it happens.
Customisations
Customisation tools within Sage CRM allow you to rapidly modify all aspects of the system.
The easy-to-use, onscreen tools, allow managers and administrators to create and modify fields, screens, tabs, tables, views, scripts, and security settings on the fly and ensure that Sage CRM can be easily adapted to your business requirements.
Services
Installation – Training – Consultancy – Support
Sage CRM is a very powerful customer relationship management tool right out of the box, and if you have any specific requirements can also be completely customised to work for you.
As such we can offer much more than just training… We offer Installation, Configuration, Data Import, Customisation and thats literally just for starters! Once your Sage CRM system is set up we will train you how to use it effectively. We can also help you customise your screens and layouts as well as help you plan out your processes and create any reports that your will need.
Once we are finished you will have a fully working system and you will be fully trained ready for you to get to work straight away.
Want to find out more? At any time Contact us via email and one of our consultants will call you to discuss your requirements. We can usually book you in straight away.
Sage Training across all of your Sage Systems
Are you using Sage 200? Sage CRM integrates fully with your accounts system and we can help you in this area as well. Our sage training and consultancy can cover the entire solution as one system, helping you to realise potential across your entire information system.