The document discusses the value of implementing a CRM (Customer Relationship Management) software system like SageCRM. It defines CRM as a system for managing sales, marketing, customer service, productivity, processes and more. It explains that CRM is necessary for all organizations to track and analyze interactions with customers, prospects and partners. The presentation provides information on when organizations are ready for CRM, where to learn more, and how CRM can impact an organization by providing a central system to manage all customer relationships and interactions.

1. Sage Accpac ERP Extended
Enterprise Suite
SageCRM module
CRM 101 –
The Value of Implementing
CRM Software

2. 2
Agenda
• Introduction
• Abstract
• Solution Presentation

3. 3
My Information
Presenter: Rob Lawson
Field Sales Engineer III
Sage
Sage Business Solutions Division
www.sageaccpac.com
e-mail: rob.lawson@sage.com

4. 4
Abstract
• With CRM quickly becoming an integral part of
organizational infrastructures, you need answers to
the “what, who, when, where, why, and how”
questions about CRM. What is CRM? Who needs it?
When will I be ready? Where can I get the information
I need to evaluate what’s right for me? Why use
Sage? How will CRM impact my organization? We will
answer these questions and show you that CRM is no
longer a wish list item. It’s an absolute necessity to
compete and thrive in a world driven by business 2.0
practices.

5. 5
Solution Presentation
Questions you need to know:
• What is CRM?
• Who needs it?
• When will I be ready?
• Where can I get the information I need to evaluate
what’s right for me?
• Why use Sage?
• How will CRM impact my organization?

6. 6
What is CRM?
• CRM (Customer Relationship Management)
– Sales
– Marketing
– Customer Service
– Productivity and Task Management
– Process Automation
– Calendaring
– Alerts and Escalation

7. 7
What is a Customer?
• Client, Patron, Shopper, Consumer, Vendor, Partner,
Home buyer/seller, Subscriber, Distributor, etc…

8. 8
Who needs it?
• The SageCRM and Sage ERP Accpac (Sage EES) is
about ALL INTERACTIONS organizations have
internal and external.
• SageCRM’s productivity management is the ability to
track analyze and better understand each and every
interaction involved in successful and not so
successful transactions.
• Whether it is tracking each interaction involved in a
successful sale or every touch-point involved in a
legal action Sage EES is at the center.

9. 9
When will I be ready?
• Now…
• CRM is not just Customer Relationship Management
• CRM empowers your organization to Manage
Relationships

10. 10
Where can I get the information I
need to evaluate what’s right for
me?
• Your Baass Team
• Information about the product:
– http://www.sageaccpac.com
• Sage ERP Accpac and SageCRM Community Sites:
– http://community.sageaccpac.com
– http://community.sagecrm.com
• Training
– http://www.sageu.com/accpac select the Accpac Product then
select modules under Accpac then select SageCRM.

11. 11
How will CRM impact my
organization?
• New slides….. 

12. 12 12
All team interactions with client
on one page

13. 13 13
Services Team

14. 14 14
Sales Team

15. 15 15
Sales Team

16. 16 16
Executive Team

17. 17 17
Consulting Team

18. 18 18
Marketing Team

19. 19 19
Customer Success Team

20. 20 20
Finance/Accounting Team

21. 21 21
Finance/Accounting Team

22. 22 22

23. 23
Solution Presentation
• Login
• Navigation
– Main Menu
– Recent Area
– My CRM
• Context Area
• Tabs
• Definitions
– Lead, Company, Person, Opportunity, Case, Solutions,
Communications
– Communication Types
• New Appointment, New Task, New Email, New Document

24. 24
Solution Presentation
• Sales Dashboard
• Web to Lead
• Lead
– qualify
– Promote to Prospect
– Promote to Opportunity
• Company
– Marketing here to prospects
• Create Group of Prospects (Dynamic)
• 1 Basic Campaign
– 1 Wave Activity with an Email Blast to Group
– Mention that Advanced Marketing does exist

25. 25
Solution Presentation
• SageCRM Outlook Integration

26. Why Would I need CRM?
Final questions for you to think
about

27. 27 27
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,
prospects?
• Are leads potentially falling through the cracks?
• Can anyone in your team pickup when someone is sick?

28. 28 28
Why would I need CRM?
• Do you have a calendaring and task system for improved
cash collections?
• Do you have to track information on spreadsheets?
• Do you have to have someone write reports for you?
• Do you know what your team has been doing all day?
• Do you know where you lose most of your sales?

29. 29
Questions

30. Thank you for your time today…