Learn what solutions Sage offers for Sales, Marketing and Customer Service teams to be more successful. Our Relationship Management solution is packed with features that will make a real and immediate impact to organizations looking to stay ahead in today’s competitive marketplace. Series of presentations from the MantraVision Caribbean 2016 Event held on April 20th by Mantralogix Inc. http://insights.mantralogix.com/mantravision-caribbean-2016

1. Sage CRM
Introduction
Rob Lawson, Field Sales Engineer III
April 20, 2016
2:00pm to 2:30pm
4/26/2016 2

2. Contents
• CRM evolution
• Who should be using CRM
• What is CRM
• Driving growth in your business
• Our solutions
• Q&A

3. sagecrm.com
CRM Evolution

4. CRM Evolution!
Contact and
Calendar Management
Rolodex
CRM
(Customer Relationship
Management)
Or
(Relationship Management)
Sales Force
Automation

5. Who should be using CRM?
4/26/2016 6

6. CRM
Who would use CRM?

7. What is CRM? -
Introducing Sales, Service and
Marketing modules of Sage BMS and
Integrated CRM

8. Put your business on the path to growth
At Sage, we ensure you have the choice and
flexibility to get the most from your Sage Business
Management Solution. Our range of sales, marketing
and service solutions are designed to help meet the
needs of growing businesses like yours.
From Sales, Marketing and Service modules to fully
integrated CRM, we help extend the power of your
Sage Business Management Solution right across
your business, giving you end-to-end visibility and
data you can trust so you can make informed
business decisions based on accurate information.
Every day, businesses worldwide use our sales,
marketing and service solutions to drive revenue
growth, increase productivity, and empower
customer facing teams to become more efficient
while delivering an exceptional customer experience.

9. What makes us different
• Flexible choice: As a Sage customer you can
choose from fully integrated CRM or Sage BMS
Sales, Marketing, Service modules to suit your
business needs.
• Extension of your Sage BMS: Flexible solutions
that extend the power of your Sage Business
Management Solution right across your
business, driving increased ROI and a lower
TCO than disparate, multi-vendor systems.
• One Sage solution: With Sage, you benefit from
a single provider that can help manage your
entire business (front and back-office) saving you
time and money.

10. What makes us different – continued…
• End-to-end visibility: We offer customers a
complete view of their business performance
across front and back-office, delivering complete
end-to-end visibility and data you can trust.
• Affordable, insightful & easy to use: Our flexible
range of solutions are affordable, easy to use,
highly adaptable, and deliver the insight you
need to run and grow your business.
• Trusted Brand: For over 30 years, Sage and our
Business Partner Community have been
advising small to mid-size companies, helping
them grow and scale their business using our
Business Management Solutions.

11. Driving growth in your business

12. How we can help your business grow and succeed
• Support your teams by giving them a
tool that can help them get their job
done quickly and efficiently.
• Gain valuable business insight and see
how your business is performing, and
take corrective action when needed.
• Improve sales forecasting accuracy and
make critical sales assessments against
your business KPIs.
• Drive productivity by automating your
key business processes and spend less
time on administrative tasks.
• Sell smarter and accelerate sales team
performance, never missing an important
deal.
• Work anywhere, anytime and gain access
to up-to-date customer information and
prepare for important meetings while on
the road.
• Collaborate effectively across teams and
put processes in place that help everyone
become more productive and efficient.
• Empower your service teams to deliver a
world-class customer experience driving
customer loyalty and retention.
An intuitive and adaptable solution your teams will want to use.

13. Our customers are reaping the rewards
60%
revenue growth
from more
effective data and
better visibility
40%
improvement in
customer service
efficiency
40%
productivity
increase from
streamlining
processes
15%
increase in sales
team productivity
25%
increase in
customer
satisfaction
levels
20%
more successful
marketing
campaigns
Benefits typically experienced by Sage customers.

14. Our solutions

15. Our solutions
As a Sage customer, you can choose
from fully Integrated CRM or Sage
Sales, Marketing, Service modules
to suit your business needs.
Our flexible range of solutions are
affordable, easy to use, highly
adaptable, and deliver the insight
you need to run and grow your
business.

16. Integrated Sales, Marketing and Service
modules
Integrated Sales, Marketing
and Service modules of
your Sage Business
Management Solution
deliver a better way to
manage teams by
leveraging your existing
Sage solution across both
the front and back office.
Marketing
Create highly targeted marketing
campaigns, eliminate guesswork
and optimise your marketing
efforts.
Customer
Service
Delight your customers at every
touch point and outperform the
competition.
Sales
Drive productivity across your sales team
and direct all your sales efforts towards your
most profitable and winnable deals
Gain business wide visibility, make accurate
assessments and take the actions necessary
to accelerate your business success.
Management

17. Accelerate your sales performance
Key features
• Sales force automation
• Opportunity and pipeline management
• Forecasting and reporting
• Sales manager dashboards
• Quotes and orders
• Territory management
• Sales process automation (workflow)
• Lead management
• Calendar management
• Fully featured mobile CRM
• Dedicated sales apps
• Business collaboration powered by Yammer
Sales

18. Targeted measurable marketing
Key features
• Campaign management
• Campaign reporting and analysis
• Marketing dashboard
• List segmentation
• Rapid lead to opportunity management
• Campaign cloning
• Integrated telesales follow-up
• Reporting and analysis
• Email marketing
• Social CRM
Marketing

19. Deliver exceptional customer service
Key features
• Case management
• Escalation and notification alerts
• Process automation (workflow)
• Knowledge base management
• Workflow approval process
• Customer service dashboard
• Detailed analysis on call volumes and case resolution
• Traffic light monitoring
• Staff performance monitoring
• Reporting
Customer
Service

20. Integrated CRM
Our powerful integrated solution will help
you manage your sales, marketing and
customer information in one place and get
more from your investment in Sage.
Sage Business Management Solutions
with integrated CRM deliver better
business insight, greater efficiencies,
increased productivity, and a single,
customer-centric view across your entire
business.

21. What is you’re A/R Collections
process like now?

22. 23

23. 4/26/2016 24

24. Powerful features driving your teams’
success

25. Evaluate how your business is performing in
real-time
• Gain insight into key sales performance indicators so
you can determine how effective your sales efforts
are and what corrective action needs to be taken.
• Quickly assess how healthy your teams sales
pipeline is for greater sales performance analysis.
• Gain insight into valuable information such as KPIs,
sales performance, opened and closed sales
opportunities and forecasting data.
• Use this information to quickly create visual reports,
for at-a-glance assessments, business insight and
informed decision-making.

26. Added business insight with Business Accelerators for
Sales
• Business Accelerators for Sales* offer
comprehensive sales-oriented data and
insights, built-in alerts, sales workflows,
dashboards, sales performance charts and
KPIs, enabling better insight for actionable
decision making.
• Management reports and dashboards provide
at-a-glance insight into business performance
through KPIs, comparisons and emerging
trends.
• Pre-configured alerts and notifications help
you and your sales managers get real-time
updates on your business KPIs as they
happen.

27. Automate your key business processes with Sage
• Sales, marketing and customer service workflows are
available out-of-the-box so you can streamline
processes in these key business areas.
• This eliminates the need to perform manual tasks around
daily activities, improving the productivity of your teams.
• These workflows are fully customisable enabling you to
write your own rules based on your unique business
needs.
• Alternative workflows are also available to suit shorter
sales processes, simplifying the sales follow-up process.
• Standardising working methods in these areas ensures
nothing is missed, so valuable information doesn’t slip
through the cracks.

28. Prepare for important sales meetings by accessing customer
data on the go using our mobile apps for Android, iPhone and
Windows 8.
• Perform key sales activities quickly and easily.
• Access key customer information, schedule and manage
activities, view history, and record email, calls, and notes.
• Work effectively on the go and quickly search and update
contacts, opportunities, leads and cases.
• Choose from fully-featured mobile CRM or our dedicated
sales apps.
Go Mobile
Anywhere, anytime access to your key information

29. Email marketing made easy
Email marketing is one of the most effective
marketing tools for small and medium sized
companies. With minimal resources you can send
personal, relevant emails to your customers.
• Create, send and track email campaigns and
reach your contacts with the right message at
the right time.
• Monitor open rates and responses to your
campaigns in real-time and use this information
to improve future campaigns.

30. Our customers
Over 15,000 customers in 70 countries
worldwide

31. Over 15,000 customers across every industry imaginable
Construction
and Engineering
IT and
Telecoms
Retail
Services
Financial
services
ManufacturingDistribution
Government
and non-profit

32. Used by over 15,000 companies in 70 countries
worldwide

33. Questions?
4/26/2016 34

34. © 2015 Sage Software, Inc. All rights reserved.
For more details please contact:
Jazz Soor,
jsoor@mantralogix.com
or
info@mantralogix.com