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Sage CRM Overview


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Brief high-level overview of Sage CRM.

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Sage CRM Overview

  1. 1. Sage CRM Overview Azamba Consulting Group Your Sage CRM Go To Partner Peter Wolf 1.312.513.9333 [email_address] Twitter: @azambainc
  2. 2. Who is Azamba Consulting? <ul><li>Azamba Consulting Group helps businesses become more profitable through the use of Sage CRM software. </li></ul>
  3. 3. Azamba Highlights <ul><li>250+ successful Sage CRM installations </li></ul><ul><li>10+ years of Sage CRM </li></ul><ul><li>Functional and Technical expertise </li></ul><ul><li>Business focused </li></ul><ul><li>Success-oriented methodology </li></ul><ul><li>Sage Spirit Award winner </li></ul><ul><li>Sage President’s Circle member </li></ul>
  4. 4. What is CRM? <ul><li>CRM provides a central, web-based information repository to securely share key information in an efficient, timely manner. </li></ul><ul><li>It’s designed to help you track and measure your activities and increase overall organizational effectiveness. </li></ul>
  5. 5. Built-In Functionality <ul><li>CRM is designed to help you: </li></ul><ul><ul><li>Find, </li></ul></ul><ul><ul><li>Get, </li></ul></ul><ul><ul><li>And Keep Customers </li></ul></ul>
  6. 6. Finding Customers <ul><li>Marketing Automation </li></ul><ul><ul><li>Create and track ROI of marketing campaigns </li></ul></ul><ul><ul><li>Create and manage marketing lists </li></ul></ul><ul><ul><li>Build telemarketing scripts and campaigns </li></ul></ul>
  7. 7. Getting Customers <ul><li>Sales Force Automation </li></ul><ul><ul><li>Opportunity management </li></ul></ul><ul><ul><li>Sales cycle analysis / interactive visual pipeline </li></ul></ul><ul><ul><li>Online integrated forecasting </li></ul></ul><ul><ul><li>Workflow / tracking history </li></ul></ul>
  8. 8. Keeping Customers <ul><li>Customer Service </li></ul><ul><ul><li>Incident tracking </li></ul></ul><ul><ul><li>Case management and service status </li></ul></ul><ul><ul><li>Workflow / tracking history </li></ul></ul>
  9. 9. … and more! <ul><li>Personal Dashboards </li></ul><ul><li>Calendar / Task Management </li></ul><ul><li>Business Rule Automation </li></ul><ul><li>Workflow Automation </li></ul><ul><li>Notification Engine </li></ul><ul><li>Email Integration </li></ul><ul><li>Accounting Integration </li></ul><ul><li>Document Library </li></ul><ul><li>Outlook Integration </li></ul><ul><li>Customer Self-Service </li></ul><ul><li>Handheld Device Support </li></ul><ul><li>Advanced Customization </li></ul><ul><li>Web Application Portal </li></ul>
  10. 10. Primary CRM Benefits <ul><li>CRM makes it easier and more efficient to: </li></ul><ul><ul><li>Find, </li></ul></ul><ul><ul><li>Get, </li></ul></ul><ul><ul><li>And Keep Customers </li></ul></ul><ul><li>And helps keep management informed on how the business is doing </li></ul>
  11. 11. Interested in More Information? <ul><li>Contact Peter Wolf: </li></ul><ul><ul><li>1.312.513.9333 </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li> </li></ul></ul><ul><ul><li> </li></ul></ul>