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Sage CRM Essentials (Cloud)
 

Sage CRM Essentials (Cloud)

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A cloud-based solution, Sage CRM Essentials helps manage your sales pipeline and co-ordinate calendars, while giving you instant and transparent access to the information you need. Get up and running ...

A cloud-based solution, Sage CRM Essentials helps manage your sales pipeline and co-ordinate calendars, while giving you instant and transparent access to the information you need. Get up and running immediately, accelerate your sales performance, and analyse, manage and collaborate on all your opportunities with Sage CRM Essentials.

รายละเอียดของโซลูชั่น สามารถสอบถามได้ที่
บริษัท ซันเด โซลูชันส์​ จำกัด
T| 026348899
E| sales@sundae.co.th
W| www.sundae.co.th

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    Sage CRM Essentials (Cloud) Sage CRM Essentials (Cloud) Document Transcript

    • Sage CRM EssentialsA cloud-based solution, Sage CRM Essentials helps manage your sales pipeline and co-ordinatecalendars, while giving you instant and transparent access to the information you need. Getup and running immediately, accelerate your sales performance, and analyse, manage andcollaborate on all your opportunities with Sage CRM Essentials.Perfect for: Sage CRM Essentials includes:• Automating the sales process quickly and easily • Contact Management• Focusing on the most profitable sales opportunities • Opportunity Management• Getting the information you need in the office or on the • Sales Forecasting move • Quotes & Orders• Having a single shared view of every sale • Lead Management• Developing a deeper understanding of your sales • Interactive Dashboard performance • ReportingSage CRM Essentials gives you a single source ofsales information in a simple to deploy and administer • Find / Advanced Findcloud-based solution. Automated workflow and • Groupspipeline management capabilities help you to progresssales opportunities, while ensuring that data is can be • Outlook Integration (Lite)accessed by anyone that needs it. By helping to drive • Mobilesales productivity it can help you to protect margins,reduce your cost of sale and customer attrition while also • Standard Customisationseliminating process bottlenecks. • Data Import • Essentials User Management Experience the difference Sage CRM can make to your business with our free 30 day, no obligation trial – visit www.sagecrm.comFully cloud-based, Sage CRM Essentials delivers contactmanagement and helps you manage your sales function, fora low and predictable monthly cost For Thailand, please contact Sage CRM representative:Sage CRM Sundae Solutions Co., Ltd.3096 Lake Drive, Citywest Business Park, Dublin 24. Tel: + 66 2634 8899Tel: 1890 88 25 22 Email: sales@sundae.co.thEmail: irl.crmsales@sage.com www.sundae.co.thwww.sagecrm.com
    • Sage CRM EditionsFunctionality Essentials Professional Functionality Essentials ProfessionalContact Management Standard CustomisationsContact Management (Companies,  Caption Translation to customise  People, Address, Phone number, screensE-mail management) Field Management – Add/Edit/Delete  Calendar Feature   FieldsDocument Management   Screen Management –   Edit Screens OnlyInteractive Dashboard   List Management – Edit Lists Only  Export reports and lists to PDF   Field level Custom Content/On  Export reports and lists to CSV   Change ScriptsGroup Management - Mass tasks /   View Management document/ mass email / export Notifications  Advanced Find   Reports – Add/Edit/Delete Reports  Sales Force Management Advanced CustomisationsSales Opportunities   Escalation rules  Opportunity Pipeline Management   (*Pre-Configured Only)Opportunity Tracking   Edit Escalation rules  (*Pre-Configured Only)Sales Forecasting   Workflow Management Quotes and Orders Management   Add Client Side actions to Product Management   workflowsLead to Opportunity Conversion   IntegrationsWeb to Lead * Real Time SData Feeds  Marketing & Customer Services Sage CRM Connector for Sage 50 * (Pilot)Marketing Automation Add-OnsCampaign Management  Classic Outlook Integration Sage E-Marketing for Sage CRM* * (*Standard/Advanced Upgrade Only)Mass Email Management  Lite Outlook Integration  Outbound Call Handling  Mobile Access  Customer Care Developer InterfacesCase Management  SOAP web services API Knowledge Base / Solution Management Data ManagementUser Management Data Upload from CSV  User Administration   Product Management  My User Preferences   Match Rules (Pre-Configured) My CRM to manage my information   Company Name Cleanup (Pre-  Configured)Team CRM to manage my teams  information Currency Configuration  Preloaded themes to change the   Forecast Management  look and feel of the UI Download Database  Security Manage Relationship Types Field Level Security to control data  access Email & DocumentsTerritory Management  Standard spellchecking  Set up security profiles and security policies *available in 2012, dates to be confirmedAdd, move, edit, merge, and rebalance territories