1. Bringing it Together with SageCRM
Derrick Lildhar, Sage

2. Agenda
What is CRM?
Why CRM?
What challenges can CRM address for
your organization?
Q & A
2

3. What is CRM?
CRM (Customer Relationship Management)
– Sales
– Marketing
– Customer Service
– Productivity and task management
– Process automation
– Calendaring
– Alerts and escalation
What is Customer?
– Client, patron, shopper, consumer, vendor, partner, home buyer/seller, subscriber,
distributor, etc…
CRM is not just Customer Relationship Management
CRM empowers your organization to manage relationships
3

4. Evolution of CRM
Contact and Calendar Management Rolodex
Sales Force Automation
CRM
Enterprise Collaboration

5. Why would I need CRM?
Is everyone working through a central portal to access
data?
Do you track as many interactions with people as possible?
Does your sales, marketing, finance, support, and
consulting teams interact with the same customers and
prospects?
Are leads potentially falling through the cracks?
Can anyone in your team pickup when someone is sick or
on vacation?
5

6. CRM Facilitates Collaboration
Internal External
Sales Marketing Support Finance Customers & Partners
CRM
Web self-service
CRM facilitates internal and external collaboration for
maximum customer satisfaction

7. Productivity BUSINESS
Management OWNER
MARKETING
SALES MANAGER
MANAGER
CUSTOMER
SALES
SERVICE
PERSON
BACK OFFICE
Managing ALL INTERACTIONS. Both internal and
external.

8. SageCRM Productivity Management
& Process Workflow

9. Request Credit Increase
Automation

10. What is your AR Collections
process like now?
SageCRM AR Collection Manager

11. 11

12. AR Collections Manager

13. Why would you need
SageCRM?

14. Free anytime learning course
www.sageu.com/accpac
Thank you!
5 minute overview video
Derrick Lildhar www.youtube.com/watch?v=HYUErIxYiPg
The Sage ERP Learning Channel
www.youtube.com/user/SageUERPLearning
Interactive Documentation
www.youtube.com/user/SageAccpacDoc
Learn more at:
www.sageaccpac.com/sagecrm