This document provides an overview of Sage CRM, a customer relationship management software solution from Sage. It discusses Sage as a company, the benefits of CRM software, an overview of Sage CRM's features and benefits for different roles. It also highlights testimonials from customers who achieved ROI within 17 months and revenue growth of 8% due to Sage CRM. The document is aimed at demonstrating how Sage CRM can help organizations improve customer retention, sales performance, and marketing campaign success.

1. Sage CRM | Sales
Presentation

2. Contents
• About The Sage Group • Deployment Choice
• Why Sage? • What the Analysts Say
• Our Formula For Success • Some of Our Customers
• Why CRM? • Sage CRM Features and Benefits by Role
• About Sage CRM • Sage CRM and Social Media
• Accelerating CRM Success • Why Sage CRM Wins
• Next Steps

3. About The Sage Group plc
Sage is a leading supplier of
business management software
and services to more than 6 million Our vision is to be the
customers worldwide. most admired and
respected business
software and services
From small start-ups to larger provider in the world
organisations, we make it easier
for companies to manage their
business processes.
3

4. Why Sage?
• Sage is the leading global supplier of business management software and related products
and services for small to mid-sized businesses (SMBs)
• Formed in 1981, the Sage Group is an innovative leader in CRM with over 3.1 million Sage
CRM Solutions users worldwide
• Sage is a global company with 6.3 million customers, over 13,400 employees and 30 years
experience
• Sage is backed by a network of over 30,000 Sage-certified business partners globally,
ensuring you get local, on-the-ground support
• With a direct presence in 24 countries and over 13,400 employees focused on business
applications, Sage is committed to delivering best-in-class business solutions to SMBs globally

5. Why Sage?
We stand apart through:
• The breadth and depth of our offering
• The flexibility of our solutions
• Superior support delivered locally by experts By being local and by
who advise customers on technical matters building long-term
and critical business issues relevant to their powerful relationships
market
with customers, we can
• Providing services of the highest standard
from the best people
deliver outstanding
service, which we
We aim to: believe is unmatched in
• Exceed expectations our industry
• Deliver extraordinary customer experiences
• Enable our customers to be
truly successful

6. Our Formula For Success
• End-to-end business management
for a front- to back-office view of
the business
• Recognised by over 12,000 • Quick to deploy with on-premise,
customers as easy to use Award-winning hosted and Cloud-deployment
options
CRM
• Direct presence in over 70 Sage Global
countries worldwide Group Partner
• Leading provider of CRM for • Over 1,000 partners globally
small to medium-sized Plc Base
• Easy to customise to meet
businesses your business needs
• 30 years business software • Experts in rapid deployment
experience

7. Why CRM?
Did you know that on average it costs
4 times as much to gain a new customer
as it does to retain a new one?
CRM Software therefore:
• Helps build a great customer experience • Increases sales activity
• Helps retain valuable customers • Tracks sales leads at every stage
• Enables businesses to deliver an • Gets the right product, to the right
exceptional customer experience customer, on time, every time
• Delivers a 360 view of your customer

8. Sage CRM
Sage CRM is optimised specifically for
small and medium businesses.
Easy to use and quick to deploy in the
cloud or on-premise, it delivers a
rapid return on investment so you see
a positive impact on your business
straight away.

9. Sage CRM – Global Strength, Local Focus

10. Sage CRM – Your Rapid Route to Success
Sage CRM offers customers a
rapid route to success and value
through its focus on ease-of-
use, ease-of-deployment, ease-
of-customisation, ease-of-
integration, and ease-of-access
anytime, anywhere.

11. Accelerating CRM Success
Ease-of-Use Ease-of-Anywhere Ease-of- Business Fast, Flexible
Access Customisation Integration Deployment
• Easy to use • Fully web-based for • Open architecture for easy • Sage ERP integration • Cloud-based or on-premise
anytime, anywhere access customisation deployment
• Intuitive user interface • MS Exchange integration
• Web access from any • Codeless customisation • Fully web-based for rapid
• Easy to navigate mobile device • MS Outlook integration roll-out and ongoing
• Fully customisable business administration
• Easy to learn and adopt • Bespoke iPhone experience process workflow • Social media integration
orchestration • Easy to use for rapid user
• Easy to personalise • Real-time synchronisation • Web self-service adoption
with MS Exchange • Fully customisable
• Roles-based interactive dashboards • Easy integration with third • Rapid ROI
dashboards out-of-the- • 24hr access to up-to-date party applications
box communications, calendar • Low TCO
and contacts regardless of
• Graphical workflow device or location
orchestration out-of-the-
box

12. Cloud or On-Premise Deployment
Cloud-based CRM
• Get up-and-running immediately
• Some, but not full, customisation capabilities
• Ideal for business with limited or no in-house IT skills
or expertise
• Don’t need servers to manage, databases to
administer, or nightly backups to perform
On-Premise CRM
• Advanced customisation and integration capabilities
• Low total cost of ownership
• Ideal for business with an in-house IT resources to
manage their CRM solution
• Keep control of your data on your own site

13. Great Features to Support your Teams
Award-winning CRM software to manage critical sales, marketing and customer services
activities every day.
Sales Marketing Customer Service
The only place you’ll need to Generate more leads Manage every element of
look for everything you need through highly targeted your customer relationships
to know about prospects and campaigns. with ease.
customers.

14. Sage CRM for Sales - Features
• Opportunity and Pipeline Management
• Territory Management
• Forecasting and Reporting
• Sales Workflow
• Lead Management
• Quotes and Orders Processing
• Calendar Management
• Mobile Solution
• Powerful networking through Integration
• Sage CRM for iPhone

15. Sage CRM for Sales - Benefits
• Ensures transparency in sales pipeline
• Leads to better business planning from accurate
forecasting
“The system has played a significant
• Provides visibility on sales performance part in growing sales. To compete in
the market you want to have accurate
information so you can make quick
• Enables cross- and up-selling of opportunities
decisions and that is something we
have achieved with Sage CRM.”
• Decreases time spent on administrative tasks
Chakri Wicharn,
• Automates proposal and quotation processes Information Manager,
Fuji Xerox,
• Increases visibility on customer interactions Thailand.
across organisation
• Leverages financial information from the
back-office system

16. Sage CRM for Marketing - Features
• Powerful e-marketing capabilities
• Automatic campaign results tracking
• Open, click and bounce-rate tracking
• Over 90 attention-grabbing templates out-of-the-box
• Integrated telesales follow-up
• Campaign cloning
• Document store and share
• In-call data modification
• Customer profiling and analysis
• Rapid lead to opportunity
management

17. Sage CRM for Marketing - Benefits
• Produces highly targeted customer
communications
• Ensures customers receive the right message at “Sage CRM adds a new level of
the right time professionalism to our direct
mail, telemarketing and email campaigns.
The detailed reports we generate give
• Ensures accurate measurement of marketing
us immediate results, so we can tweak a
campaign RoI
campaign for greater effectiveness. Our
campaigns are at least 20 per cent more
• Enables users to quickly execute e-marketing successful due to Sage CRM.”
campaigns using pre-designed email templates
Tom Matheny,
• Enables marketing budget to be tracked and Database Marketing Manager,
managed Buffalo Sabres
• Enables users to share best practice with
colleagues and execute consistent
campaigns

18. Sage CRM for Customer Service - Features
• Case Management
• Escalation and notification alerts
• Knowledge base
• Workflow approval process
• Detailed analysis on call volumes and case resolution
• Traffic light monitoring
• Web self-service
• Staff performance monitoring
• Bespoke company dashboard to provide
tighter account management

19. Sage CRM for Customer Service - Benefits
• Enables customer satisfaction measurement and
benchmarking
• Increases productivity of customer support
representatives
“Everyone in the company can
• Assists with performance management and
now see all the information they
motivates staff need about customers so that we
can service them better.”
• Provides self-service facility to customers around
common issues John Goddard,
CEO,
• Delivers a single view of relevant and Rockend Software
comprehensive information on the interactive
dashboard
• Empowers the customer service team to
provide a consistent and excellent
service to customers

20. Sage CRM for IT & Management - Features
• Component Manager
• Fast, flexible deployment options – on-premise or
cloud-based
• SData support
• MS Exchange Integration
• Affordable and scalable
• Library Management – get a full overview of your
storage limits
• Reporting and analytics
• Integration to ERP systems
• Budget control

21. Sage CRM for IT & Management - Benefits
• Offers highly competitive total cost of ownership
• Requires minimum configuration out-of-the-box
“Since Sage CRM, Boomerang
Media has become more efficient
• Easy to integrate with third-party applications than ever. All the information
that we process and require for
our daily operation is now more
• Integrates with Sage ERP for 360 view of customer
organised which has really
helped improve our business
• Drives revenue growth efficiency.”
Daniel Martinez,
• Improves productivity across entire organisation
Product Manager,
Boomerang Media
• Delivers at-a-glance business insight via the
interactive dashboard

22. Sage CRM & Social Media
Sage CRM integrates with key social
media applications to enable users to
engage with prospects and customers in a
collaborative manner in order to generate
leads, foster loyalty, build customer
retention and increase revenue.

23. Sage CRM and Social Media - Benefits
LinkedIn Integration
• Enables sales team to better target
prospects and prepare for sales call
Sage CRM for Twitter
• Enables users to update, read and
reply to Twitter directly from within
Sage CRM
• Provides marketing teams with the
ability to extend and link marketing
campaigns to Twitter
Interactive Dashboard Gadget
• Provides users with instant access
to blogs, websites directly from
within Sage CRM

24. Go Mobile. Take your Sage CRM with you
Sage CRM’s mobile solution delivers
a rich user experience and provides
sales teams with the ability to work
effectively regardless of their
location. Sage CRM is available on
the Apple iPhone, Android and
Tablet devices.

25. Sage E-marketing for Sage CRM
Sage E-marketing for Sage CRM
provides easy to use
functionality to enable users to
execute high-quality, targeted
e-marketing campaigns. Users
benefit from a simple 3-step
wizard to easily create new e-
marketing campaigns and a
choice of over 90 templates to
get started immediately.

26. Access Sage CRM from the Browser of your Choice
Cross-browser compatibility
with Firefox, Chrome, and
Safari (on Safari OSX) in all
Main Menu areas. Supported
browsers include Internet
Explorer 7, 8 & 9 and the latest
versions of Safari, Firefox and
Chrome.

27. New Features in Sage CRM v7.1 SP2 (2012)
Cross-Browser Document Attachment Mail Merge Library
Compatibility Enhancements Enhancements Management
Access Sage CRM across all Attach and upload multiple Launching a new server side Manage library storage
modern internet browsers files in a single transaction mail merge solution with no from within Sage CRM and
and work efficiently and benefit from a new plug-in requirements plus get a full overview of your
through the intuitive drag-and-drop mail merge for custom storage limits.
modern, intuitive interface. solution. entities.

28. What The Analysts Say
Strengths include:
• End-user usability
• Core opportunity management
• End-to-end business process support, such as "opportunity to cash"
Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010
The solution’s primary strengths include a low price tag, strong usability, and
quick time-to-value. The solution offers an intuitive admin UI, strong
performance capabilities, and strong product help functionality. In
Source: Gartner Magic Quadrant for
Sales Force Automation 28 July 2010
addition, the product integrates well with other Sage back-office software
products.
Source: The Forrester Wave™: CRM Suites For Midsized Organizations, Q2 2010 , Forrester Research, Inc
“Sage CRM had the highest vendor score in the small enterprise market
primarily driven by its reach and channel strength, and is exemplary for ERP
Source: Gartner Magic Quadrant for
Sales Force Automation 28 July 2010 integration.”
and social media
Source: Info-Tech Research Group Mid-Market ERP, Large Enterprise CRM and Small Enterprise CRM vendor evaluations 2012

29. Customer ROI
• “60% efficiency gains have been achieved across the entire business”.
Ayda Hornak, Infrastructure and Innovation Manager, Waivestar Group
• “…within three to four months of implementing the new system, we were able
to achieve fifty per cent growth in the business.”
Steve Cumper, Founder, Medshop
• ROI on the new system was achieved within 17 months. “Overcoming the
account keeping overhead linked with duplication has saved us $55k per year
in audit activity.”
Ian Lindgren, Chief Executive Officer, PayMe
• “The software can take some credit for an 8 per cent improvement in customer
satisfaction ratings as well as revenue growth.”
Chakri Wicharn, Information Manager, Fuji Xerox, Thailand

30. Just Some of Our Customers
Automotive
Technology/
Software
Services/
Retail
Membership
Organisations
Health/Sport
/Leisure

31. Sage CRM is used by over 12,000
organisations in 70 countries worldwide

32. m-Computers Consulting GmbH
Your Contact:
Michael Reischer Thank you for your
CEO
Attention
+1 (520) 363-1559
+49 (30) 374 900-15
m.reischer@m-Computers.de

33. See for yourself the difference Sage CRM
could make to your business.
www.sagecrm.com
Sage CRM Sage CRM (Official Group)
wwwsagecrmcom wwwsagecrmcom