Sage CRM enhances your customers’ experience by doing so many things they never even see, for instance, enabling improved business processes, closer management of new and existing customer relationships, increased revenues and decreased inefficiencies. Sage CRM provides management with timely and reliable insight to guide important business decisions.
More information about Sage CRM:
Sundae Solutions Co., Ltd. - Thailand
Tel. +66 2 634 8899
Email: sales@sundae.co.th
URL: www.sundae.co.th
CUSTOM CRM SOFTWARE, ALREADY USED IN EDUCATION, TRAVEL, HOTEL, ENGINEERING AND CALL CENTRES.
MeroCRM A Custom Customer Relationship Management Software
In this SlideShare, you can discover how Sage CRM 7.3 enables better customer service, more productive business processes and greater insight.
Sage CRM 7.3 is an on-premise customer relationship management solution for small and medium sized companies.
You can find out more on SageCRM.com
CUSTOM CRM SOFTWARE, ALREADY USED IN EDUCATION, TRAVEL, HOTEL, ENGINEERING AND CALL CENTRES.
MeroCRM A Custom Customer Relationship Management Software
In this SlideShare, you can discover how Sage CRM 7.3 enables better customer service, more productive business processes and greater insight.
Sage CRM 7.3 is an on-premise customer relationship management solution for small and medium sized companies.
You can find out more on SageCRM.com
Loyal customers, productive workforce and increased revenues – why should big businesses have all the benefits of a customer relationship management (CRM) software?
Customer Relationship Management (CRM) helps to develop and retain more profitable customer relationships through our broad range of capabilities that address every aspect of the customer experience. We help our clients accelerate growth, improve sales productivity and reduce customer-care costs to increase the value of their customer relationships and enhance the economic value of their brands.
Sage Success Story - Sign + Digital IrelandDavid Beard
"Moving beyond customer calls as a 'milk-round' to a pro-active process for developing or monitoring leads as the business developed"
Sage CRM and Sage 200 ERP ‘making it easy’ for Sign + Digital to connect all functions and departments within the company so that it could truly serve its customers better and provide them with an exceptional and more proactive service.
Designed for both the novice or avid user of Sage CRM, join our session to unveil the roadmap of success for a
CRM soluon in your business.Understand how CRM delivers business benefits while exploring the key question of “how” it can benefit your business. By discussing common business challenges amongst varying industries, our team will take you through various role perspectives in
your organization and share the keybenefits for each.
Powerful CRM That Drives The Complete Customer Lifecycle. NetSuite CRM+ delivers powerful customer relationship management (CRM) capabilities, including
sales force automation (SFA), marketing automation, customer support and service, and flexible
customization, all in single cloud CRM solution.
Customer relationship management software is designed to help companies and their customers communicate effectively. The primary goal of any CRM is to earn and keep
customers’ loyalty and trust by effectively managing business touchpoints. A well-tuned CRM secures long-term revenues and underpins company operations.
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 requirement to compete and thrice in a world driven by business 2.0 practices.
Engage in an over-arching discussion about how CRM can solve your organizational business challenges and demonstrate winning results. By illustrating the wide range of features available in CRM, join the team at BAASS, as we explore the benefit of installing cross functional CRM beyond ERP and contact management.
Share your thoughts and ideas in an “around- the-room” open table discussion to help us quantify the
relevant CRM requirements for your business.
Loyal customers, productive workforce and increased revenues – why should big businesses have all the benefits of a customer relationship management (CRM) software?
Customer Relationship Management (CRM) helps to develop and retain more profitable customer relationships through our broad range of capabilities that address every aspect of the customer experience. We help our clients accelerate growth, improve sales productivity and reduce customer-care costs to increase the value of their customer relationships and enhance the economic value of their brands.
Sage Success Story - Sign + Digital IrelandDavid Beard
"Moving beyond customer calls as a 'milk-round' to a pro-active process for developing or monitoring leads as the business developed"
Sage CRM and Sage 200 ERP ‘making it easy’ for Sign + Digital to connect all functions and departments within the company so that it could truly serve its customers better and provide them with an exceptional and more proactive service.
Designed for both the novice or avid user of Sage CRM, join our session to unveil the roadmap of success for a
CRM soluon in your business.Understand how CRM delivers business benefits while exploring the key question of “how” it can benefit your business. By discussing common business challenges amongst varying industries, our team will take you through various role perspectives in
your organization and share the keybenefits for each.
Powerful CRM That Drives The Complete Customer Lifecycle. NetSuite CRM+ delivers powerful customer relationship management (CRM) capabilities, including
sales force automation (SFA), marketing automation, customer support and service, and flexible
customization, all in single cloud CRM solution.
Customer relationship management software is designed to help companies and their customers communicate effectively. The primary goal of any CRM is to earn and keep
customers’ loyalty and trust by effectively managing business touchpoints. A well-tuned CRM secures long-term revenues and underpins company operations.
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 requirement to compete and thrice in a world driven by business 2.0 practices.
Engage in an over-arching discussion about how CRM can solve your organizational business challenges and demonstrate winning results. By illustrating the wide range of features available in CRM, join the team at BAASS, as we explore the benefit of installing cross functional CRM beyond ERP and contact management.
Share your thoughts and ideas in an “around- the-room” open table discussion to help us quantify the
relevant CRM requirements for your business.
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
Why Should SMEs Use CRM & Workflow Management Systems_.pptxXapsys CRM Software
Small and medium-sized enterprises (SMEs) can greatly benefit from implementing Customer Relationship Management (CRM) and Workflow Management Systems (WMS). CRM helps SMEs organize and manage their interactions with customers and clients, providing a centralized view of customer data and interactions. This allows for better customer service and increased sales opportunities. Workflow System streamlines and automates repetitive tasks, freeing up time and resources for more strategic activities. Both CRM and workflow management system also provide valuable insights into business operations, enabling SMEs to make informed decisions and improve their overall performance. In short, CRM and workflow automation software can help SMEs improve customer relationships, increase efficiency, and drive business growth.
Sage CRM for Marketing Plan, execute and measure your campaignsSage Middle East
An invaluable tool for marketers, Sage CRM helps you to plan, execute, and measure the success of every marketing campaign. It becomes much easier to get the right messages to the right people at the right time, eliminating guesswork, and making the best use of your marketing resources.
Financial profiling, order information, purchase histories, special interests and demographics can all be used to create detailed profiles of customers and prospects for more highly targeted campaign planning.
The more highly targeted your campaigns are, the more successful they will be. Sage CRM makes it easier to deliver targeted campaigns by providing your marketing team with detailed information drawn from across your business. Whether using your own campaign lists or imported mail house lists, executing campaigns has never been easier.
http://me.sage.com/
The Ultimate How-To CRM Guide is the document that you need to make your decision between cloud-computing technology and on-premises. We call it "Ultimate" because it is the Ultimate How-To CRM Guide, the "Must-have" Guide :)
With the right CRM comes the opportunity for Along the way, IT managers need an integratedcompanies to really get to know their customers, set of technologies—from websites to databasestheir needs, preferences and their buying and data mining tools—to make it work.patterns.
The secret behind 7 efficient distribution companies Sage
The owners and managers of modern distribution companies know how important it is to ship orders on time and to provide great customer service.
In this SlideShare, you can see seven real-world examples of how distribution companies are using Sage CRM today to become more productive and efficient and to grow their business.
CRM stands for customer relationship management, and this software can help you become more profitable. Discover more on SageCRM.com.
It is tough for businesses. Particularly small businesses, to survive in the current hyper-competitive digital environment. As a small business owner, you must juggle many responsibilities. Be it acquiring and managing leads or handling contracts and deals. There is a lot that you have to get done on a day-to-day basis.
https://dreamcyberinfoway.com/blog/crm-software-types-benefits-features-the-1-alternative/
Why every business, no matter the size, should use crm softwareSalesBabuCRM
Customer relationship management(CRM) software provides systematic process management technology used by companies for interacting with existing and prospective clients. Since customer loyalty and overall experience affects the company revenue, it’s important to appease your consumers.
Customer relationship management, often referred to as CRM,is a type of data-driven solution or system that allows companies to manage prospect and customer activities. From lead tracking to sales data management, CRM systems provide a complete solution that supports sales, marketing, and service activities, such as customer service or after-sales service
What are the best retail crm software solutions to manage retail customersSpontaneous Enterprise
CRM for retail industry is the perfect channel to enjoy the best of retail business in terms of maximizing RoI, getting enhanced customer experience and loyalty, increased profitability and productivity.
There are many CRM solutions that claim to be useful to the retail industry. But the above ones have proven their significance by serving a wide range of clientele. Depending upon the size of organization, functional needs, budgeting plans and timelines, organizations can choose the best CRM for this industry as well as the service provider.
https://www.spontaneousenterprise.com/best-retail-crm-softwares-for-retail-business/
FlightsLogic is a custom CRM development company committed to your privacy and your data’s top security, so we provide highly reliable solutions you can trust. We develop CRM software applications that organize entire volumes of data within a company and then translate them into profitable interactions.
For more details, Pls visit our website:
https://www.flightslogic.com/crm-development-company.php
What's New in SAP Business One 10.0
For more information, please contact at
Sundae Solutions Co., Ltd.
Tel. +66 26348899
Email: sales@sundae.co.th
URL: http://www.sundae.co.th
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
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Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
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3. Sage CRM
Customer Relationship Management
Customer Relationship Management
(CRM) is far more than just a software
application. It is a business solution that
gives you the ability to connect with and
understand real people covering every
interaction with valuable customers
across your entire business.
Sage CRM enhances your customers’
experience by doing so many things
they never even see, for instance,
enabling improved business processes,
closer management of new and existing
customer relationships, increased
revenues and decreased inefficiencies.
Sage CRM provides management with
timely and reliable insight to guide
important business decisions.
As the leading supplier of business
management solutions to small and
medium-sized businesses, Sage has over
six million customers worldwide.
More than 12,000 organisations in 70
countries use our award-winning Sage
CRM software to manage their critical
sales, marketing and customer service
activities every day.
With a choice of editions, and deployment
options, Sage CRM has a solution that
can meet the individual needs of your
business and accelerate your business
growth.
Sage CRM
4. sagecrm.com/trial
Sage CRM offers customers a
rapid route to success and value
with an easy to use and quick to
deploy solution, available anytime,
anywhere.
5. Sage CRM
Rapid Route to Success & Value
Sage CRM
• Available on-premise or in the cloud
• Integrates with key Sage ERP
solutions for a complete view of your
customers
• Rapid return on investment and low
total cost of ownership
• Easy to use with simple navigation
• Access anywhere, anytime with rich
CRM functionality across multiple
mobile platforms
• Highly customisable and scalable
solution that grows as your needs
develop
Ease-of-Use
Fast, Flexible
Deployment
Ease-of-
Anywhere
Access
Ease-of-
Customisation
Business
Integration
Rapid Route to Succes
s
Rapid Route to Value
6. Sage CRM
Benefits Snapshot
sagecrm.com/trial
• Ensures your sales, marketing and
customer service resources are being
used to maximum effect
• Reduces your cost-of-sale
• Reduces the cost of your marketing
leads
• Ensures you meet customer service
level agreements
• Minimises administration costs
• Protects and grows your revenue
• Ensures that your investments are all
aligned to revenue development
• Enables you to pinpoint underlying
issues and take corrective action
accordingly
• Reduces the potential for customer
attrition
• Enables you to leverage further
revenue opportunities within your
current customer base
• Empowers your staff to provide
exceptional service to your customers
• Reduces your opportunity cost
• Boosts productivity and enables staff
to accomplish more in their working
day
• Maximises customer communications
and interactions through integrated
social media channels
Reduces costs, increases
productivity while increasing
customer satisfaction
7. Sage CRM
Delivering an Enhanced User Experience Everytime
Sage CRM
Sage CRM is optimised specifically for
small and medium-sized 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.
Plus, it can be easily adapted by you to
make it fit how you work, saving you time
and money, both now and in the future.
In this way, we can help you get the most
from your CRM investment and accelerate
your business growth.
Watch our quick, two minute video and see for yourself how easy it is to
use Sage CRM in your business
bit.ly/sagecrmbenefits
8. Sage CRM
Features at a Glance
sagecrm.com/trial
For all users
• Easy to use interface with a fresh look
and feel
• Fully customisable interactive
dashboard
• End-user personalisation of interface
design and content
• In-built user tutorials, user guide, quick
tips and product videos
• Relationship management graphs
• Impactful visual charts and highly
graphical reports
• Real-time synchronisation between
Sage CRM and MS Exchange for
seamless calendar management
• Dynamic linking of multiple information
sources on a single dashboard screen
• Centralised meeting management
• Full calendar response management
• Fully customisable graphical workflow
• Access Sage CRM across all modern
internet browsers with cross-browser
compatability
• Mobile CRM access on the latest
smartphone and tablet devices
• Business Collaboration powered by
Yammer, a powerful tool that enables
greater collaboration across teams
For IT Professionals
• Out-of-the-box customisation
• Easy to install and quick to deploy
• Easy to integrate
• Flexible deployment options
• Advanced customisation capabilities
• Single point of entry for Sage CRM
and MS Exchange integration for
ease-of-administration and rapid new
user setup
Integration Capabilities
• Sage ERP integration
• MS Exchange integration
• MS Outlook integration
• Social media integration
• Web self-service
10. Aine
O’Mahony,
Business
Development
Team Leader,
CarTrawler
Sage CRM
Empowers Sales Teams to Sell Effectively
sagecrm.com/trial
Sage CRM directs your sales efforts
towards the most profitable, most
winnable deals, and helps you make
the most of cross-selling and up-selling
opportunities. With instant access to
pipelines, calendars, sales reports,
contacts, and much more, your sales
people are freed up to focus all their
efforts on selling.
With Sage CRM, the sales team can
manage and action all their activities from
the interactive dashboard. This intuitive
and interactive workspace enables the
sales team to monitor their opportunities
and pipeline, manage their calendar and
tasks, and identify powerful networking
opportunities from LinkedIn®, all from this
customisable workspace.
Easy to use analytical tools help your
sales team to identify latent sales
opportunities which exist within your
customer database, and then create
cross-sell and up-sell propositions
accordingly. Automated workflow
and pipeline management eliminate
unnecessary paperwork and ensure that
sales teams are optimising their sales
processes and adhering to company-
specific sales stages. This means that
opportunities will be progressed as quickly
and efficiently as possible.
“In the sales
department, Sage
CRM is the tool that we use
all day long. It is vital in fact,
because we log all our customer
contact in Sage CRM and all our
opportunities are tracked in Sage
CRM. We would actually lose
sight of our opportunities if
we didn’t have a system
like Sage CRM.”
11. Sage CRM
Empower Sales Teams
Sage CRM
Benefits of Sage CRM to the Sales
Team
Maximise the value of every sales
opportunity in your pipeline
• Create accurate Quotes and Orders in
a couple of clicks
• Manage collaboration and team selling
across your department with ease
• Eliminate guesswork; make decisions
based on accurate, real-time
information
• Empower your team and boost
productivity with a single view of leads,
opportunities, tasks and activities
• Enables quarterly sales performance
monitoring, improving consistency
across the sales organisation
• Maximises cross- and up-sell
opportunities
• Great user experience on any browser
with cross-browser compatibility
• Leverages financial information from
the back-office system
• Reduces time spent in the office on
sales administration (more time on
sales calls)
• Enable sales teams to work effectively
regardless of their location with Sage
CRM mobile solutions
Sage CRM provides the sales team with
the ability to work from a mobile device
regardless of where they are located. This
ensures that they have fast, up-to-date
access to critical customer data especially
for those that are often out on the road.
Sage CRM enables mobile sales
teams access their important customer
information from the latest mobile devices.
Additionally, Sage CRM’s native apps
for the iPhone and Windows 8 devices
provide mobile sales teams with real-time
data to help them manage their business
relationships wherever they are, even
when out of coverage.
12. Sage CRM
Execute Effective Marketing Campaigns Quickly and Easily
sagecrm.com/trial
An invaluable tool for marketers, Sage
CRM helps you to plan, execute, and
measure the success of every marketing
campaign. It becomes much easier to get
the right messages to the right people at
the right time, eliminating guesswork, and
making the best use of your marketing
resources. Marketing campaign workflows
can be easily customised so they are
structured for consistent execution and for
maximum reach and impact. Users can
clone campaigns allowing them to create
and share campaigns quickly and easily.
Sage E-marketing for Sage CRM* is a
fully integrated email marketing solution
which includes attention-grabbing
e-marketing templates, smart-sending
features, automated drip marketing
campaigns and the ability to track open,
click and bounce rates from within Sage
CRM.
Marketing analytics and reporting ensure
absolute accountability at all stages in
the cycle, which means that return on
investment can be calculated with ease
and the marketing budget is optimised
at all times. This information can be
displayed on the interactive dashboard for
ease of reference.
* Sage E-marketing for Sage CRM requires an additional subscription
13. Sage CRM
Manage your critical Sales,
Marketing and Customer Service
activities everyday with Sage CRM
14. Sage CRM
Empower Marketing Teams
sagecrm.com/trial
Benefits of Sage CRM to the Marketing
Team
• Create, track and manage dynamic
marketing campaigns that really deliver
• Plan and track activities, tasks,
budgets and details for each marketing
activity
• Produce highly targeted customer
communications with improved
response rates
• Real-time marketing performance
analysis and pinpoint budget
management
• Fully customisable marketing workflow
out-of-the-box for rapid campaign
execution
• Includes Sage E-marketing for Sage
CRM* with pre-designed email
templates that cover all communication
needs
• Tracks all e-marketing email
interactions including open, click and
bounce rates automatically through
Sage CRM
• Maximises customer communications
and interactions through integrated
social media channels
• Great user experience on any browser
with cross-browser compatibility
• Social CRM solutions for LinkedIn®,
Facebook and Twitter extends
conversations and collaboration with
prospects and customers to social
media channels
Tom
Matheny
Database Marketing
Manager
Buffalo Sabres
“Sage CRM
adds a new level of
professionalism to our
direct mail, telemarketing and
email campaigns. The detailed
reports we generate give us
immediate results, so we can
tweak a campaign for greater
effectiveness. Our campaigns
are at least 20 percent more
successful due to Sage
CRM.”
15. Sage CRM
Ensure Customer Satisfaction & Loyalty
Sage CRM
Keeping customers loyal and providing
them with a satisfying and consistent
customer experience can be hard
to perfect. Sage CRM enables your
company to roll out web-based customer
self-service quickly and cost effectively.
From here, users can service their own
information needs, track data and update
the system without the requirement for
customer service assistance and at the
time and place of their choice.
Additionally, you can maximise the
synchronisation between your service
agents and your customers, ensuring
that cases are progressed in a timely
manner and in accordance with service
level agreements (SLA). All cases can
be managed directly from the interactive
dashboard removing the need to
switch between screens, maximising
the productivity of agents. Knowledge
management capabilities make it easier
to capture remedies related to specific
issues which may recur over time, making
sure that agents are not duplicating effort.
Benefits of Sage CRM to the Customer
Services Team
• Manage your customer accounts with
insight and collaboration
• Respond to customer cases quickly,
reducing response times to customer
service requests
• Enable agents to quickly and
accurately find the right answer the
first time
• Enables customer satisfaction
measurement and benchmarking
• Increases productivity of customer
support representatives
• Provides self-service facility to
customers around common issues
• Enables customer issues to be tracked
and responded to, regardless of who
answers the phone or receives the
email
16. Sage CRM
Interactive Dashboard & Cross-Browser Compatibility
sagecrm.com/trial
Interactive Dashboard
The Sage CRM interactive dashboard
revolutionises the way you manage
your business and how your employees
manage their day. The interactive
dashboard delivers a rich and
personalised user experience that boosts
productivity and helps drive user adoption
across the business.
With the Sage CRM interactive
dashboard, users can manage all their
activity from one place. This includes
their calendar, their tasks, their lists and
web and RSS feeds, driving productivity
throughout your organisation and enabling
your staff to accomplish more from a
tailored workspace that combines the
information they use every day.
Using innovative drag and drop
functionality, users can re-size and
re-position gadgets, enabling them to
personalise the data they see and how
it is presented to them. This delivers
an intuitive and convenient way to view
and action items, reducing the need to
switch between screens. A number of
pre-installed role-based dashboards
are available out-of-the-box for sales,
marketing, customer service and
management. Users can also create
bespoke company dashboards for key
accounts ensuring that relevant content is
available for maximum efficiency.
Cross-browser Compatibility
Sage CRM provides end users with the
ability to access their solution across
all modern internet browsers and work
efficiently through the modern, intuitive
interface. Supported browsers include
Internet Explorer (versions 7, 8 and 9) and
the latest versions of Firefox, Chrome and
Safari.
Access your personalised interactive dashboard
from the browser of your choice with cross-browser
compatability.
17. Sage CRM
Karen Snyder,
CIO,
American Pool
“The Sage
CRM for iPhone
add-on is great. It’s clean
and crisp and very readable
- I love the use of the spinners
for the select lists! It gives my
users the ability to get basic
information while out in the
field and for a service
company that’s huge.”
18. Sage CRM
Sage CRM Mobile Solutions
sagecrm.com/trial
Mobile CRM is rapidly becoming a
must-have for field sales and customer
service teams, enabling them to access
critical customer information in real-time,
increasing sales and service effectiveness
at every stage of the customer
relationship cycle.
With this in mind Sage CRM has
developed a complete mobile solution
that equips your mobile workforce with the
necessary tools to enable them to do their
job effectively.
Sage CRM mobile solutions are an
important asset to your sales team
enabling users to quickly search and
update contacts, opportunities, leads and
cases and to run and view reports on the
move.
Watch this short video and discover the latest trends in mobile
technology and see how Sage CRM mobile solutions can benefit your
business.
bit.ly/sagecrmismobile
19. Sage CRM
Sage CRM Social CRM Solutions
Sage CRM
Social CRM provides new ways for
businesses to interact with and get closer
to customers. Integrating social media
activity with CRM can further harness
the power of communication with your
customers and prospects, creating a
meaningful community and building strong
mutually-rewarding relationships.
Sage CRM integrates with key social
media applications such as LinkedIn®,
Facebook and Twitter to enable users to
engage with prospects and customers in a
collaborative manner. This enables teams
to generate leads, foster loyalty, build
customer retention and increase revenue.
Key integrations with LinkedIn®, Twitter
and Facebook enable your marketing
teams to extend conversations and
collaboration with prospects and
customers to social media channels.
By engaging with LinkedIn® members
through Sage CRM for LinkedIn®, users
can tap into the endless possibilities of
social networking for instant knowledge
about customers and prospects. Sage
CRM for Twitter enables companies
to manage their communications with
prospects and customers directly from
within Sage CRM. Sage CRM for Twitter
enables users to post or reply directly to
a tweet from within Sage CRM. Not only
this but users can view Twitter feeds for
specific companies and people and can
then save the contents of the Tweet to a
note within Sage CRM.
Sage CRM for Facebook enables users
to gain customer insights from Facebook,
giving them a a complete picture of
customer and prospect interactions,
without leaving Sage CRM. In addition
to these key social CRM integrations,
a website gadget on the Sage CRM
interactive dashboard allows users to
browse social media sites from within
Sage CRM, removing the need for them
to switch between applications.
Sage CRM integrates with key social media applications such as Twitter, LinkedIn® & Facebook providing new
ways to connect and interact with customers and prospects.
20. Sage CRM
Sage E-Marketing for Sage CRM
sagecrm.com/trial
Sage E-marketing for Sage CRM* is a
fully integrated email marketing solution
which includes attention-grabbing
e-marketing templates, smart-sending
features, automated drip marketing
campaigns and the ability to track open,
click and bounce rates all from within
Sage CRM.
Sage E-marketing for Sage CRM delivers
all the power of e-marketing software
directly through Sage CRM for end-to-
end marketing campaign management.
With a library of over 90 highly designed
templates, users can execute targeted
email marketing campaigns and drip
marketing campaigns to the right people
at the right time for maximum impact.
Responses can be analysed in real-
time and campaigns can be tweaked
continuously to ensure that companies get
the maximum return on investment from
each and every campaign.
From open rates to click and bounce
tracking rate, this easy-to-use feature will
not only help quantify the success of an
e-marketing campaign but will allow users
to pinpoint exactly how they can improve
their communications and keep customers
and prospects engaged.
Users can benefit from a simple three-step wizard to easily create new
e-marketing campaigns with a choice of over 90 templates to get started
immediately.
* Sage E-marketing for Sage CRM requires an additional subscription
21. Enable employees to stay on top of relevant conversations
happening across the business with Business
Collaboration powered by Yammer
Sage CRM
Sage CRM
Business Collaboration Powered byYammer
Business collaboration across teams
using Sage CRM is made possible
through social-style collaboration powered
by Yammer.
Employees can now collaborate with
Yammer Groups and across records
and discuss and collaborate on
these records. This makes business
conversations concerning opportunities,
leads and support cases more social and
transparent, providing greater visibility for
all employees.
What’s more, Yammer feeds available
in the Company’s screen in Sage CRM
enable employees to stay on top of
relevant conversations happening across
the business. These Yammer feeds
allow employees to quickly engage in
conversations and loop relevant team
members into a discussion.
22. Sage CRM
Make Informed Business Decisions
sagecrm.com/trial
Having a detailed knowledge of your
business performance and a deep
understanding of your customers is critical
for senior management. Sage CRM
provides extensive central control over
operations and budgets, helping senior
management to control these areas more
effectively.
Highly visual reports and graphical charts
which are displayed for ease-of-reference
on the interactive dashboard provide
at-a-glance insight into business and
employee performance across multiple
criteria, facilitating informed business
decisions.
With Sage CRM, senior managers have
the ability to validate forecast data with full
drill-down to the underlying opportunities.
Real-time visibility on revenue and budget
variance ensures that decisions are based
on accurate information, and corrective
action can be taken earlier in the cycle
when it has maximum impact.
Penelope
Pearce,
Controller,
EcoWater
“Sage
CRM is going to
allow me to continue
to grow the efficiencies
within the company
without increasing the
overhead which is very
important.”
23. Sage CRM
Integrate Your Sage CRM & Sage ERP Solutions
Sage CRM
Integrated with your Sage ERP
applications, Sage CRM provides a
complete view of the business and
streamlined end-to-end business
management capabilities.
Staying connected, linked in and
accessible are fundamental requirements
for every fast-paced small and medium-
sized business – which is why Sage CRM
has a range of inclusive solutions for
better business integration.
Integration with leading Sage ERP
systems gives your employees access
to all the customer data they need for
a complete view of every customer;
making every customer interaction
more informative and effective. These
integration capabilities give everyone in
your business access to financial and
transactional customer data in addition
to CRM data for a true single view of the
customer.
ERP integration ensures your sales teams
are equipped with the most accurate
and up-to-date information regardless
of where that information is located.
Operations are optimised as a result
and there is less potential for delay,
misunderstanding and error.
In a similar way, marketing staff can
leverage account information, enabling
them to identify buying trends or suitable
target segments.
Access to financial information on
customers, provides the marketing team
with the ability to create marketing lists
based on financial profiles and target
customers with good credit ratings and
purchase histories.
Customer Service agents can access
crucial data to give accurate information
to customers without delays, thereby
improving customer service and driving
customer loyalty. Information from the
Sage ERP system can be displayed
directly on the interactive dashboard for
quick and easy access.
Simon Adcock,
Managing Director,
ATEC Security
Limited
“We believe
that we’re now one
of the leaders in the
industry in providing critical
information to clients, instantly
accessible whenever they
want it. This helps us to
win new business and
enhance our service to
existing clients.”
25. Sage CRM
Flexible Deployment Options, On-Premise or in the Cloud
With Sage CRM, you have the freedom
to choose a solution that best fits your
unique business requirements. You
can choose from flexible deployment
methods on-premise, or in the cloud, with
confidence, knowing that Sage CRM will
grow with you as your business needs
evolve.
Our cloud-based solution provides
business with immediate access to a
powerful CRM solution at a low monthly
cost. The web-based Sage CRM
infrastructure and intuitive browser
interface ensure you’ll be up and running
– and productive – quickly, without
burdening your IT staff.
Our Sage CRM on-premise solution offers
users deeper customisation capabilities
and powerful integration options with
other Sage products. Automated
process workflows, mobile solutions,
web self-service and more help improve
productivity and empower your staff to
communicate more effectively with your
customers through Sage CRM.
Sage CRM