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Sage CRM Product Brochure

Sage CRM Product Brochure



With a choice of editions and deployment options, Sage CRM has a solution for your individual needs.

With a choice of editions and deployment options, Sage CRM has a solution for your individual needs.



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    Sage CRM Product Brochure Sage CRM Product Brochure Document Transcript

    • EnhancingProductivity.EnablingSuccess. Sage CRM
    • Sage CRMCustomer Relationship ManagementCustomer Relationship Management(CRM) is far more than just a softwareapplication. It is a business solution thatgives you the ability to connect with andunderstand real people covering everyinteraction with valuable customersacross your entire business.Sage CRM enhances your customers’experience by doing so many thingsthey never even see, for instance,enabling improved business processes,closer management of new and existingcustomer relationships, increasedrevenues and decreased inefficiencies.Sage CRM provides management withtimely and reliable insight to guideimportant business decisions.As the leading supplier of businessmanagement solutions to small andmedium-sized businesses, Sage has oversix million customers worldwide.More than 12,000 organisations in 70countries use our award-winning SageCRM software to manage their criticalsales, marketing and customer serviceactivities every day.With a choice of editions, and deploymentoptions, Sage CRM has a solution thatcan meet the individual needs of yourbusiness and accelerate your businessgrowth.Sage CRMsagecrm.com/trialOver 70 countries worldwide useour award winning Sage CRMweb-based customer relationshipmanagement solution
    • Sage CRMRapid Route to Success & ValueSage CRMsagecrm.com/trialSage CRM offers customers arapid route to success and valuewith an easy to use and quick todeploy solution, available anytime,anywhere.• Available on-premise or in the cloud• Integrates with key Sage ERPsolutions for a complete view of yourcustomers• Rapid return on investment and lowtotal cost of ownership• Easy to use with simple navigation• Access anywhere, anytime with richCRM functionality across multiplemobile platforms• Highly customisable and scalablesolution that grows as your needsdevelopEase-of-UseFast, FlexibleDeploymentEase-of-AnywhereAccessEase-of-CustomisationBusinessIntegrationRapid Route to SuccessRapid Route to Value
    • Sage CRMDelivering an Enhanced User Experience EverytimeSage CRMSage CRM is optimised specifically forsmall and medium-sized businesses.Easy to use and quick to deploy in thecloud or on-premise, it delivers a rapidreturn on investment so you see a positiveimpact on your business straight away.Plus, it can be easily adapted by you tomake it fit how you work, saving you timeand money, both now and in the future.In this way, we can help you get the mostfrom your CRM investment and accelerateyour business growth.Watch our quick, two minute video and see for yourself how easy it is touse Sage CRM in your businessbit.ly/sagecrmbenefitsSage CRMBenefits Snapshotsagecrm.com/trial• Ensures your sales, marketing andcustomer service resources are beingused to maximum effect• Reduces your cost-of-sale• Reduces the cost of your marketingleads• Ensures you meet customer servicelevel agreements• Minimises administration costs• Protects and grows your revenue• Ensures that your investments are allaligned to revenue development• Enables you to pinpoint underlyingissues and take corrective actionaccordingly• Reduces the potential for customerattrition• Enables you to leverage furtherrevenue opportunities within yourcurrent customer base• Empowers your staff to provideexceptional service to your customers• Reduces your opportunity cost• Boosts productivity and enables staffto accomplish more in their workingday• Maximises customer communicationsand interactions through integratedsocial media channelsReduces costs, increasesproductivity while increasingcustomer satisfaction
    • Sage CRMFeatures at a Glancesagecrm.com/trialFor all users• Easy to use interface with a fresh lookand feel• Fully customisable interactivedashboard• End-user personalisation of interfacedesign and content• In-built user tutorials, user guide, quicktips and product videos• Relationship management graphs• Impactful visual charts and highlygraphical reports• Real-time synchronisation betweenSage CRM and MS Exchange forseamless calendar management• Dynamic linking of multiple informationsources on a single dashboard screen• Centralised meeting management• Full calendar response management• Fully customisable graphical workflow• Access Sage CRM across all moderninternet browsers with cross-browsercompatability• Mobile CRM access on the latestsmartphone and tablet devices• Business Collaboration powered byYammer, a powerful tool that enablesgreater collaboration across teamsFor IT Professionals• Out-of-the-box customisation• Easy to install and quick to deploy• Easy to integrate• Flexible deployment options• Advanced customisation capabilities• Single point of entry for Sage CRMand MS Exchange integration forease-of-administration and rapid newuser setupIntegration Capabilities• Sage ERP integration• MS Exchange integration• MS Outlook integration• Social media integration• Web self-serviceSage CRM
    • AineO’Mahony,BusinessDevelopmentTeam Leader,CarTrawlerSage CRMEmpower Sales TeamsSage CRMBenefits of Sage CRM to the SalesTeamMaximise the value of every salesopportunity in your pipeline• Create accurate Quotes and Orders ina couple of clicks• Manage collaboration and team sellingacross your department with ease• Eliminate guesswork; make decisionsbased on accurate, real-timeinformation• Empower your team and boostproductivity with a single view of leads,opportunities, tasks and activities• Enables quarterly sales performancemonitoring, improving consistencyacross the sales organisation• Maximises cross- and up-sellopportunities• Great user experience on any browserwith cross-browser compatibility• Leverages financial information fromthe back-office system• Reduces time spent in the office onsales administration (more time onsales calls)• Enable sales teams to work effectivelyregardless of their location with SageCRM mobile solutionsSage CRM provides the sales team withthe ability to work from a mobile deviceregardless of where they are located. Thisensures that they have fast, up-to-dateaccess to critical customer data especiallyfor those that are often out on the road.Sage CRM enables mobile salesteams access their important customerinformation from the latest mobile devices.Additionally, Sage CRM’s native appsfor the iPhone and Windows 8 devicesprovide mobile sales teams with real-timedata to help them manage their businessrelationships wherever they are, evenwhen out of coverage.Sage CRMEmpowers Sales Teams to Sell Effectivelysagecrm.com/trialSage CRM directs your sales effortstowards the most profitable, mostwinnable deals, and helps you makethe most of cross-selling and up-sellingopportunities. With instant access topipelines, calendars, sales reports,contacts, and much more, your salespeople are freed up to focus all theirefforts on selling.With Sage CRM, the sales team canmanage and action all their activities fromthe interactive dashboard. This intuitiveand interactive workspace enables thesales team to monitor their opportunitiesand pipeline, manage their calendar andtasks, and identify powerful networkingopportunities from LinkedIn®, all from thiscustomisable workspace.Easy to use analytical tools help yoursales team to identify latent salesopportunities which exist within yourcustomer database, and then createcross-sell and up-sell propositionsaccordingly. Automated workflowand pipeline management eliminateunnecessary paperwork and ensure thatsales teams are optimising their salesprocesses and adhering to company-specific sales stages. This means thatopportunities will be progressed as quicklyand efficiently as possible.“In the salesdepartment, SageCRM is the tool that we useall day long. It is vital in fact,because we log all our customercontact in Sage CRM and all ouropportunities are tracked in SageCRM. We would actually losesight of our opportunities ifwe didn’t have a systemlike Sage CRM.”
    • Sage CRMExecute Effective Marketing Campaigns Quickly and Easilysagecrm.com/trialAn invaluable tool for marketers, SageCRM helps you to plan, execute, andmeasure the success of every marketingcampaign. It becomes much easier to getthe right messages to the right people atthe right time, eliminating guesswork, andmaking the best use of your marketingresources. Marketing campaign workflowscan be easily customised so they arestructured for consistent execution and formaximum reach and impact. Users canclone campaigns allowing them to createand share campaigns quickly and easily.Sage E-marketing for Sage CRM* is afully integrated email marketing solutionwhich includes attention-grabbinge-marketing templates, smart-sendingfeatures, automated drip marketingcampaigns and the ability to track open,click and bounce rates from within SageCRM.Marketing analytics and reporting ensureabsolute accountability at all stages inthe cycle, which means that return oninvestment can be calculated with easeand the marketing budget is optimisedat all times. This information can bedisplayed on the interactive dashboard forease of reference.Sage CRMManage your critical Sales,Marketing and Customer Serviceactivities everyday with Sage CRM* Sage E-marketing for Sage CRM requires an additional subscription
    • Sage CRMEmpower Marketing Teamssagecrm.com/trialBenefits of Sage CRM to the MarketingTeam• Create, track and manage dynamicmarketing campaigns that really deliver• Plan and track activities, tasks,budgets and details for each marketingactivity• Produce highly targeted customercommunications with improvedresponse rates• Real-time marketing performanceanalysis and pinpoint budgetmanagement• Fully customisable marketing workflowout-of-the-box for rapid campaignexecution• Includes Sage E-marketing for SageCRM* with pre-designed emailtemplates that cover all communicationneeds• Tracks all e-marketing emailinteractions including open, click andbounce rates automatically throughSage CRM• Maximises customer communicationsand interactions through integratedsocial media channels• Great user experience on any browserwith cross-browser compatibility• Social CRM solutions for LinkedIn®,Facebook and Twitter extendsconversations and collaboration withprospects and customers to socialmedia channelsSage CRMEnsure Customer Satisfaction & LoyaltySage CRMKeeping customers loyal and providingthem with a satisfying and consistentcustomer experience can be hardto perfect. Sage CRM enables yourcompany to roll out web-based customerself-service quickly and cost effectively.From here, users can service their owninformation needs, track data and updatethe system without the requirement forcustomer service assistance and at thetime and place of their choice.Additionally, you can maximise thesynchronisation between your serviceagents and your customers, ensuringthat cases are progressed in a timelymanner and in accordance with servicelevel agreements (SLA). All cases canbe managed directly from the interactivedashboard removing the need toswitch between screens, maximisingthe productivity of agents. Knowledgemanagement capabilities make it easierto capture remedies related to specificissues which may recur over time, makingsure that agents are not duplicating effort.Benefits of Sage CRM to the CustomerServices Team• Manage your customer accounts withinsight and collaboration• Respond to customer cases quickly,reducing response times to customerservice requests• Enable agents to quickly andaccurately find the right answer thefirst time• Enables customer satisfactionmeasurement and benchmarking• Increases productivity of customersupport representatives• Provides self-service facility tocustomers around common issues• Enables customer issues to be trackedand responded to, regardless of whoanswers the phone or receives theemailTomMathenyDatabase MarketingManagerBuffalo Sabres“Sage CRMadds a new level ofprofessionalism to ourdirect mail, telemarketing andemail campaigns. The detailedreports we generate give usimmediate results, so we cantweak a campaign for greatereffectiveness. Our campaignsare at least 20 percent moresuccessful due to SageCRM.”
    • Sage CRMInteractive Dashboard & Cross-Browser Compatibilitysagecrm.com/trialInteractive DashboardThe Sage CRM interactive dashboardrevolutionises the way you manageyour business and how your employeesmanage their day. The interactivedashboard delivers a rich andpersonalised user experience that boostsproductivity and helps drive user adoptionacross the business.With the Sage CRM interactivedashboard, users can manage all theiractivity from one place. This includestheir calendar, their tasks, their lists andweb and RSS feeds, driving productivitythroughout your organisation and enablingyour staff to accomplish more from atailored workspace that combines theinformation they use every day.Using innovative drag and dropfunctionality, users can re-size andre-position gadgets, enabling them topersonalise the data they see and howit is presented to them. This deliversan intuitive and convenient way to viewand action items, reducing the need toswitch between screens. A number ofpre-installed role-based dashboardsare available out-of-the-box for sales,marketing, customer service andmanagement. Users can also createbespoke company dashboards for keyaccounts ensuring that relevant content isavailable for maximum efficiency.Cross-browser CompatibilitySage CRM provides end users with theability to access their solution acrossall modern internet browsers and workefficiently through the modern, intuitiveinterface. Supported browsers includeInternet Explorer (versions 7, 8 and 9) andthe latest versions of Firefox, Chrome andSafari.Access your personalised interactive dashboardfrom the browser of your choice with cross-browsercompatability.Sage CRMKaren Snyder,CIO,American Pool“The SageCRM for iPhoneadd-on is great. It’s cleanand crisp and very readable- I love the use of the spinnersfor the select lists! It gives myusers the ability to get basicinformation while out in thefield and for a servicecompany that’s huge.”
    • Sage CRMSage CRM Mobile Solutionssagecrm.com/trialMobile CRM is rapidly becoming amust-have for field sales and customerservice teams, enabling them to accesscritical customer information in real-time,increasing sales and service effectivenessat every stage of the customerrelationship cycle.With this in mind Sage CRM hasdeveloped a complete mobile solutionthat equips your mobile workforce with thenecessary tools to enable them to do theirjob effectively.Sage CRM mobile solutions are animportant asset to your sales teamenabling users to quickly search andupdate contacts, opportunities, leads andcases and to run and view reports on themove.Sage CRMSage CRM Social CRM SolutionsSage CRMSocial CRM provides new ways forbusinesses to interact with and get closerto customers. Integrating social mediaactivity with CRM can further harnessthe power of communication with yourcustomers and prospects, creating ameaningful community and building strongmutually-rewarding relationships.Sage CRM integrates with key socialmedia applications such as LinkedIn®,Facebook and Twitter to enable users toengage with prospects and customers in acollaborative manner. This enables teamsto generate leads, foster loyalty, buildcustomer retention and increase revenue.Key integrations with LinkedIn®, Twitterand Facebook enable your marketingteams to extend conversations andcollaboration with prospects andcustomers to social media channels.By engaging with LinkedIn® membersthrough Sage CRM for LinkedIn®, userscan tap into the endless possibilities ofsocial networking for instant knowledgeabout customers and prospects. SageCRM for Twitter enables companiesto manage their communications withprospects and customers directly fromwithin Sage CRM. Sage CRM for Twitterenables users to post or reply directly toa tweet from within Sage CRM. Not onlythis but users can view Twitter feeds forspecific companies and people and canthen save the contents of the Tweet to anote within Sage CRM.Sage CRM for Facebook enables usersto gain customer insights from Facebook,giving them a a complete picture ofcustomer and prospect interactions,without leaving Sage CRM. In additionto these key social CRM integrations,a website gadget on the Sage CRMinteractive dashboard allows users tobrowse social media sites from withinSage CRM, removing the need for themto switch between applications.Watch this short video and discover the latest trends in mobiletechnology and see how Sage CRM mobile solutions can benefit yourbusiness.bit.ly/sagecrmismobileSage CRM integrates with key social media applications such as Twitter, LinkedIn® & Facebook providing newways to connect and interact with customers and prospects.
    • Sage CRMSage E-Marketing for Sage CRMsagecrm.com/trialSage E-marketing for Sage CRM* is afully integrated email marketing solutionwhich includes attention-grabbinge-marketing templates, smart-sendingfeatures, automated drip marketingcampaigns and the ability to track open,click and bounce rates all from withinSage CRM.Sage E-marketing for Sage CRM deliversall the power of e-marketing softwaredirectly through Sage CRM for end-to-end marketing campaign management.With a library of over 90 highly designedtemplates, users can execute targetedemail marketing campaigns and dripmarketing campaigns to the right peopleat the right time for maximum impact.Responses can be analysed in real-time and campaigns can be tweakedcontinuously to ensure that companies getthe maximum return on investment fromeach and every campaign.From open rates to click and bouncetracking rate, this easy-to-use feature willnot only help quantify the success of ane-marketing campaign but will allow usersto pinpoint exactly how they can improvetheir communications and keep customersand prospects engaged.Users can benefit from a simple three-step wizard to easily create newe-marketing campaigns with a choice of over 90 templates to get startedimmediately.Enable employees to stay on top of relevant conversationshappening across the business with BusinessCollaboration powered by YammerSage CRMSage CRMBusiness Collaboration Powered byYammerBusiness collaboration across teamsusing Sage CRM is made possiblethrough social-style collaboration poweredby Yammer.Employees can now collaborate withYammer Groups and across recordsand discuss and collaborate onthese records. This makes businessconversations concerning opportunities,leads and support cases more social andtransparent, providing greater visibility forall employees.What’s more, Yammer feeds availablein the Company’s screen in Sage CRMenable employees to stay on top ofrelevant conversations happening acrossthe business. These Yammer feedsallow employees to quickly engage inconversations and loop relevant teammembers into a discussion.* Sage E-marketing for Sage CRM requires an additional subscription
    • Sage CRMMake Informed Business Decisionssagecrm.com/trialHaving a detailed knowledge of yourbusiness performance and a deepunderstanding of your customers is criticalfor senior management. Sage CRMprovides extensive central control overoperations and budgets, helping seniormanagement to control these areas moreeffectively.Highly visual reports and graphical chartswhich are displayed for ease-of-referenceon the interactive dashboard provideat-a-glance insight into business andemployee performance across multiplecriteria, facilitating informed businessdecisions.With Sage CRM, senior managers havethe ability to validate forecast data with fulldrill-down to the underlying opportunities.Real-time visibility on revenue and budgetvariance ensures that decisions are basedon accurate information, and correctiveaction can be taken earlier in the cyclewhen it has maximum impact.Sage CRMIntegrate Your Sage CRM & Sage ERP SolutionsSage CRMIntegrated with your Sage ERPapplications, Sage CRM provides acomplete view of the business andstreamlined end-to-end businessmanagement capabilities.Staying connected, linked in andaccessible are fundamental requirementsfor every fast-paced small and medium-sized business – which is why Sage CRMhas a range of inclusive solutions forbetter business integration.Integration with leading Sage ERPsystems gives your employees accessto all the customer data they need fora complete view of every customer;making every customer interactionmore informative and effective. Theseintegration capabilities give everyone inyour business access to financial andtransactional customer data in additionto CRM data for a true single view of thecustomer.ERP integration ensures your sales teamsare equipped with the most accurateand up-to-date information regardlessof where that information is located.Operations are optimised as a resultand there is less potential for delay,misunderstanding and error.In a similar way, marketing staff canleverage account information, enablingthem to identify buying trends or suitabletarget segments.Access to financial information oncustomers, provides the marketing teamwith the ability to create marketing listsbased on financial profiles and targetcustomers with good credit ratings andpurchase histories.Customer Service agents can accesscrucial data to give accurate informationto customers without delays, therebyimproving customer service and drivingcustomer loyalty. Information from theSage ERP system can be displayeddirectly on the interactive dashboard forquick and easy access.PenelopePearce,Controller,EcoWaterSimon Adcock,Managing Director,ATEC SecurityLimited“SageCRM is going toallow me to continueto grow the efficiencieswithin the companywithout increasing theoverhead which is veryimportant.”“We believethat we’re now oneof the leaders in theindustry in providing criticalinformation to clients, instantlyaccessible whenever theywant it. This helps us towin new business andenhance our service toexisting clients.”
    • Sage CRMFlexible Deployment Options, On-Premise or in the CloudWith Sage CRM, you have the freedomto choose a solution that best fits yourunique business requirements. Youcan choose from flexible deploymentmethods on-premise, or in the cloud, withconfidence, knowing that Sage CRM willgrow with you as your business needsevolve.Our cloud-based solution providesbusiness with immediate access to apowerful CRM solution at a low monthlycost. The web-based Sage CRMinfrastructure and intuitive browserinterface ensure you’ll be up and running– and productive – quickly, withoutburdening your IT staff.Our Sage CRM on-premise solution offersusers deeper customisation capabilitiesand powerful integration options withother Sage products. Automatedprocess workflows, mobile solutions,web self-service and more help improveproductivity and empower your staff tocommunicate more effectively with yourcustomers through Sage CRM.Sage CRMsagecrm.com/trialOur flexible, low-cost solution isavailable on-premise or in thecloud.
    • About Sage CRMSage CRM is used by over 12,000 organisations in 70 countries worldwide to manage their critical sales, marketing and customer service activities everyday. Award-winning Sage CRM equips businesses with the tools they need to find new customers, close sales faster and build lasting, more profitablerelationships across all channels. Regardless of how, when or where customers, partners and prospects choose to interact with your business, SageCRM provides a decisive advantage by delivering a comprehensive, easy-to-use system to successfully manage these relationships. Thanks to its ERPintegration capabilities, the Sage CRM front-office is powered by data from the back-office to give sales, marketing, customer service and other front-officestaff a true 360 degree view of customers across front- and back-office functions, differentiating it from many other CRM solutions in the market today.See for yourself the difference that Sage CRM could make to your business. Visit www.sagecrm.com and start your free 30 day trial of Sage CRM now.Get social with Sage CRMand stay up to date© 2013 Sage Group Plc. sagecrm.com/trial Sage CRM