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Agenda
01. Sage CRM Global Business Overview
02. Analyst Coverage
03. Recent Wins for Sage CRM
04. CRM Market Opportunity
05. Sage CRM Product Vision
06. Sage CRM 7.2 – Quick Recap
07. Sage CRM Product Roadmap
08. Sage CRM and Sage ERP X3
8 reasons why your
business needs
mobile CRM
Mobile CRM is here…
are you ready?
Today 89% of employees use a
mobile for work, while 67% of
companies say they would lose competitive
ground without these devices.
By 2016, more than 1.6 billion smart
mobile devices will be purchased globally.
Source Citrix (2012), CDW (2013)
Did you know 82% of organisations have a
mobile work style strategy in place?
Businesses need to adopt these technologies
to enable mobile workers to become more
effective.
Source CIO Mobility Survey (2013)
Today 68% of firms identified implementing a
mobile device management solution as a critical
or high priority.
By 2018, 70% of mobile workers will use a
tablet or a hybrid device that has tablet-like
characteristics.
Source Gartner (2012), Forrester Research (2013)
• Imagine everyone in your organisation having
immediate access - anytime, anywhere - to the
information they need, when they need it.
• Mobile CRM is designed to put detailed
customer information at your fingertips and
enable you to perform key actions quickly
wherever you are.
What is
Mobile CRM?
Providing sales people with mobile device access
to CRM drives a 14.6% productivity increase
How can mobile CRM
make a difference to
your business?
Close more sales,
and in less time
With immediate access to customer
history and more, sales reps can do
business and close sales on the
road or at customer sites.
“The entire solution is available
in the cloud, providing us with
access to the information
from anywhere… keeping us
mobile and informed.”
Philip Meyer
CEO
Capsol
Capsol
Build stronger
customer
relationships
Using customer history, call notes
and case information, you can make
the most of customer visits,
strengthen relationships and
improve satisfaction.
“Our sales teams are equipped
to successfully manage their
relationships, real time.”
Matt Golby
System Manager
Hyundai Construction Equipment
Australia
Hyundai Construction Equipment
Australia
Increase the
performance of
your sales team
Anywhere, anytime CRM access
means sales staff can respond to
customer requests, manage
appointments and update
opportunities on the go.
“Our sales reps in the field can
access real-time information
on the companies they call on.”
Bill Keogh
Sales Manager
Troy Industrial Solutions
TroyBelting
Increase the
productivity of
your service teams
Allowing your staff to use familiar
mobile devices can help them to
become more comfortable with
CRM and work more efficiently.
“It gives my users the ability to
get basic information while out
in the field and for a service
company that’s huge.”
Karen Snyder
CIO
American Pool
American Pool
Reduce the need
for multiple calls
from the road
Your staff can update and view
information when on the road,
avoiding the need for follow- up
calls to customers and the
office.
“The entire sales force can
now be mobile, access the
system and work with it no
matter where they are.”
Leon Nel
IT Project Manager
ATEC Security Limited
ATEC SecurityLimited
Reduce
paperwork
By using mobile devices to
document the outcome of
customer meetings or service
calls, staff can reduce paperwork.
“We are able to create quotes
within minutes and managers
can provide the approval online,
via a mobile device if necessary.”
Sunny Liew
Sales and Marketing Engineer
Wong Fong Engineering Works
Wong Fong EngineeringWorks
Reduce data errors
and increase real-
time availability
With mobile access, you can reduce
the number of sources of data
entry, resulting in reduced errors,
improved data accuracy and
increased real-time data availability.
“From the employees’ point of view, it
liberates them, particularly for staff
who are working part-time or who
have parenting responsibilities.
From a managers’ point of view I’m
giving them flexibility and you get that
back in spades.”
Eric Whitfield
Assistant Director for
Scrutiny & Monitoring
Suffolk County Council
SuffolkCountyCouncil
Deliver
exceptional
service
Keep up-to-date on critical customer
information when on the road, so
when your customers make contact
you are always in the know.
“Our sales teams are equipped
to successfully manage their
relationships [in] real-time.”
Matt Golby
System Manager
Hyundai Construction Equipment
Australia
Hyundai Construction Equipment
Australia
Key Concepts and Terms
<If you have any terminology you need to define up front or key concepts to cover as a
foundation for your session, summarize them on this slide.>
#SageSummit
sagecrm.com
Learn more about
how mobile CRM can
empower your business
http://bit.ly/SCRMMobile2

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8 reasons why your business needs mobile CRM

  • 1. Agenda 01. Sage CRM Global Business Overview 02. Analyst Coverage 03. Recent Wins for Sage CRM 04. CRM Market Opportunity 05. Sage CRM Product Vision 06. Sage CRM 7.2 – Quick Recap 07. Sage CRM Product Roadmap 08. Sage CRM and Sage ERP X3 8 reasons why your business needs mobile CRM
  • 2. Mobile CRM is here… are you ready?
  • 3. Today 89% of employees use a mobile for work, while 67% of companies say they would lose competitive ground without these devices. By 2016, more than 1.6 billion smart mobile devices will be purchased globally. Source Citrix (2012), CDW (2013)
  • 4. Did you know 82% of organisations have a mobile work style strategy in place? Businesses need to adopt these technologies to enable mobile workers to become more effective. Source CIO Mobility Survey (2013)
  • 5. Today 68% of firms identified implementing a mobile device management solution as a critical or high priority. By 2018, 70% of mobile workers will use a tablet or a hybrid device that has tablet-like characteristics. Source Gartner (2012), Forrester Research (2013)
  • 6. • Imagine everyone in your organisation having immediate access - anytime, anywhere - to the information they need, when they need it. • Mobile CRM is designed to put detailed customer information at your fingertips and enable you to perform key actions quickly wherever you are. What is Mobile CRM? Providing sales people with mobile device access to CRM drives a 14.6% productivity increase
  • 7. How can mobile CRM make a difference to your business?
  • 8. Close more sales, and in less time
  • 9. With immediate access to customer history and more, sales reps can do business and close sales on the road or at customer sites.
  • 10. “The entire solution is available in the cloud, providing us with access to the information from anywhere… keeping us mobile and informed.” Philip Meyer CEO Capsol Capsol
  • 12. Using customer history, call notes and case information, you can make the most of customer visits, strengthen relationships and improve satisfaction.
  • 13. “Our sales teams are equipped to successfully manage their relationships, real time.” Matt Golby System Manager Hyundai Construction Equipment Australia Hyundai Construction Equipment Australia
  • 15. Anywhere, anytime CRM access means sales staff can respond to customer requests, manage appointments and update opportunities on the go.
  • 16. “Our sales reps in the field can access real-time information on the companies they call on.” Bill Keogh Sales Manager Troy Industrial Solutions TroyBelting
  • 18. Allowing your staff to use familiar mobile devices can help them to become more comfortable with CRM and work more efficiently.
  • 19. “It gives my users the ability to get basic information while out in the field and for a service company that’s huge.” Karen Snyder CIO American Pool American Pool
  • 20. Reduce the need for multiple calls from the road
  • 21. Your staff can update and view information when on the road, avoiding the need for follow- up calls to customers and the office.
  • 22. “The entire sales force can now be mobile, access the system and work with it no matter where they are.” Leon Nel IT Project Manager ATEC Security Limited ATEC SecurityLimited
  • 24. By using mobile devices to document the outcome of customer meetings or service calls, staff can reduce paperwork.
  • 25. “We are able to create quotes within minutes and managers can provide the approval online, via a mobile device if necessary.” Sunny Liew Sales and Marketing Engineer Wong Fong Engineering Works Wong Fong EngineeringWorks
  • 26. Reduce data errors and increase real- time availability
  • 27. With mobile access, you can reduce the number of sources of data entry, resulting in reduced errors, improved data accuracy and increased real-time data availability.
  • 28. “From the employees’ point of view, it liberates them, particularly for staff who are working part-time or who have parenting responsibilities. From a managers’ point of view I’m giving them flexibility and you get that back in spades.” Eric Whitfield Assistant Director for Scrutiny & Monitoring Suffolk County Council SuffolkCountyCouncil
  • 30. Keep up-to-date on critical customer information when on the road, so when your customers make contact you are always in the know.
  • 31. “Our sales teams are equipped to successfully manage their relationships [in] real-time.” Matt Golby System Manager Hyundai Construction Equipment Australia Hyundai Construction Equipment Australia
  • 32. Key Concepts and Terms <If you have any terminology you need to define up front or key concepts to cover as a foundation for your session, summarize them on this slide.> #SageSummit
  • 33. sagecrm.com Learn more about how mobile CRM can empower your business http://bit.ly/SCRMMobile2