Sage CRM Product Overview Brochure


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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.

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Sage CRM Product Overview Brochure

  1. 1. EnhancingProductivity.EnablingSuccess. Sage CRM
  2. 2. Over 70 countries worldwide use our award winning Sage CRM web-based customer relationship management
  3. 3. Sage CRMCustomer Relationship ManagementCustomer Relationship Management More than 12,000 organisations in 70(CRM) is far more than just a software countries use our award-winning Sageapplication. It is a business solution that CRM software to manage their criticalgives you the ability to connect with and sales, marketing and customer serviceunderstand real people covering every activities every day.interaction with valuable customersacross your entire business. With a choice of editions, and deployment options, Sage CRM has a solution thatSage CRM enhances your customers’ can meet the individual needs of yourexperience by doing so many things business and accelerate your businessthey never even see, for instance, growth.enabling improved business processes,closer management of new and existingcustomer relationships, increasedrevenues and decreased inefficiencies.Sage CRM provides management withtimely and reliable insight to guideimportant business decisions.As the leading supplier of businessmanagement solutions to small andmedium-sized businesses, Sage has oversix million customers worldwide. Sage CRM
  4. 4. Sage CRM offers customers arapid route to success and valuewith an easy to use and quick todeploy solution, available anytime,
  5. 5. Sage CRMRapid Route to Success & Value Route to Succ apid es R s Ease-of-Use Fast, Flexible Ease-of- Deployment Anywhere Access Business Ease-of- Integration Customisation Ra pid Va lue Route to• Easy to use with simple navigation • Available on-premise or in the cloud• Access anywhere, anytime with rich • Integrates with key Sage ERP CRM functionality across multiple solutions for a complete view of your mobile platforms customers• Highly customisable and scalable • Rapid return on investment and low solution that grows as your needs total cost of ownership develop Sage CRM
  6. 6. Sage CRMBenefits Snapshot• Ensures your sales, marketing and • Enables you to leverage further customer service resources are being revenue opportunities within your used to maximum effect current customer base• Reduces your cost-of-sale • Empowers your staff to provide exceptional service to your customers• Reduces the cost of your marketing leads • Reduces your opportunity cost• Ensures you meet customer service • Boosts productivity and enables staff level agreements to accomplish more in their working day• Minimises administration costs • Maximises customer communications• Protects and grows your revenue and interactions through integrated social media channels• 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 attritionReduces costs, increasesproductivity while increasingcustomer
  7. 7. Sage CRMDelivering an Enhanced User Experience EverytimeSage CRM is optimised specifically for Plus, it can be easily adapted by you tosmall and medium-sized businesses. make it fit how you work, saving you timeEasy to use and quick to deploy in the and money, both now and in the or on-premise, it delivers a rapid In this way, we can help you get the mostreturn on investment so you see a positive from your CRM investment and accelerateimpact on your business straight away. your business growth. Watch our quick, two minute video and see for yourself how easy it is to use Sage CRM in your business Sage CRM
  8. 8. Sage CRMFeatures at a GlanceFor all users • Business Collaboration powered by Yammer, a powerful tool that enables• Easy to use interface with a fresh look greater collaboration across teams and feel For IT Professionals• Fully customisable interactive dashboard • Out-of-the-box customisation• End-user personalisation of interface • Easy to install and quick to deploy design and content • Easy to integrate• In-built user tutorials, user guide, quick tips and product videos • Flexible deployment options• Relationship management graphs • Advanced customisation capabilities• Impactful visual charts and highly • Single point of entry for Sage CRM graphical reports and MS Exchange integration for ease-of-administration and rapid new• Real-time synchronisation between user setup Sage CRM and MS Exchange for seamless calendar management Integration Capabilities• Dynamic linking of multiple information • Sage ERP integration sources on a single dashboard screen • MS Exchange integration• Centralised meeting management • MS Outlook integration• Full calendar response management • Social media integration• Fully customisable graphical workflow • Web self-service• Access Sage CRM across all modern internet browsers with cross-browser compatability• Mobile CRM access on the latest smartphone and tablet
  9. 9. Sage CRM
  10. 10. Sage CRMEmpowers Sales Teams to Sell EffectivelySage CRM directs your sales efforts Easy to use analytical tools help yourtowards the most profitable, most sales team to identify latent saleswinnable deals, and helps you make opportunities which exist within yourthe most of cross-selling and up-selling customer database, and then createopportunities. With instant access to cross-sell and up-sell propositionspipelines, calendars, sales reports, accordingly. Automated workflowcontacts, and much more, your sales and pipeline management eliminatepeople are freed up to focus all their unnecessary paperwork and ensure thatefforts on selling. sales teams are optimising their sales processes and adhering to company-With Sage CRM, the sales team can specific sales stages. This means thatmanage and action all their activities from opportunities will be progressed as quicklythe interactive dashboard. This intuitive and efficiently as possible.and interactive workspace enables thesales team to monitor their opportunitiesand pipeline, manage their calendar andtasks, and identify powerful networkingopportunities from LinkedIn®, all from thiscustomisable workspace. “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 Aine like Sage CRM.” O’Mahony, Business Development Team Leader,
  11. 11. Sage CRMEmpower Sales TeamsBenefits of Sage CRM to the Sales Sage CRM provides the sales team withTeam the ability to work from a mobile device regardless of where they are located. ThisMaximise the value of every sales ensures that they have fast, up-to-dateopportunity in your pipeline access to critical customer data especially for those that are often out on the road.• Create accurate Quotes and Orders in a couple of clicks Sage CRM enables mobile sales teams access their important customer• Manage collaboration and team selling information from the latest mobile devices. across your department with ease Additionally, Sage CRM’s native apps for the iPhone and Windows 8 devices• Eliminate guesswork; make decisions provide mobile sales teams with real-time based on accurate, real-time data to help them manage their business information relationships wherever they are, even when out of coverage.• 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
  12. 12. Sage CRMExecute Effective Marketing Campaigns Quickly and EasilyAn invaluable tool for marketers, Sage Marketing analytics and reporting ensureCRM helps you to plan, execute, and absolute accountability at all stages inmeasure the success of every marketing the cycle, which means that return oncampaign. It becomes much easier to get investment can be calculated with easethe right messages to the right people at and the marketing budget is optimisedthe right time, eliminating guesswork, and at all times. This information can bemaking the best use of your marketing displayed on the interactive dashboard forresources. Marketing campaign workflows ease of reference.can be easily customised so they arestructured for consistent execution and formaximum reach and impact. Users canclone campaigns allowing them to createand share campaigns quickly and easily.Sage E-marketing for Sage CRM* is afully integrated email marketing solutionwhich includes attention-grabbinge-marketing templates, smart-sendingfeatures, automated drip marketingcampaigns and the ability to track open,click and bounce rates from within SageCRM.* Sage E-marketing for Sage CRM requires an additional
  13. 13. Manage your critical Sales,Marketing and Customer Serviceactivities everyday with Sage CRM Sage CRM
  14. 14. Sage CRMEmpower Marketing TeamsBenefits of Sage CRM to the Marketing • Tracks all e-marketing emailTeam interactions including open, click and bounce rates automatically through• Create, track and manage dynamic Sage CRM marketing campaigns that really deliver • Maximises customer communications• Plan and track activities, tasks, and interactions through integrated budgets and details for each marketing social media channels activity • Great user experience on any browser• Produce highly targeted customer with cross-browser compatibility communications with improved response rates • Social CRM solutions for LinkedIn®, Facebook and Twitter extends• Real-time marketing performance conversations and collaboration with analysis and pinpoint budget prospects and customers to social management media channels• Fully customisable marketing workflow out-of-the-box for rapid campaign execution Tom• Includes Sage E-marketing for Sage Matheny CRM* with pre-designed email Database Marketing templates that cover all communication Manager needs 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. 15. Sage CRMEnsure Customer Satisfaction & LoyaltyKeeping customers loyal and providing Benefits of Sage CRM to the Customerthem with a satisfying and consistent Services Teamcustomer experience can be hardto perfect. Sage CRM enables your • Manage your customer accounts withcompany to roll out web-based customer insight and collaborationself-service quickly and cost effectively.From here, users can service their own • Respond to customer cases quickly,information needs, track data and update reducing response times to customerthe system without the requirement for service requestscustomer service assistance and at thetime and place of their choice. • Enable agents to quickly and accurately find the right answer theAdditionally, you can maximise the first timesynchronisation between your serviceagents and your customers, ensuring • Enables customer satisfactionthat cases are progressed in a timely measurement and benchmarkingmanner and in accordance with servicelevel agreements (SLA). All cases can • Increases productivity of customerbe managed directly from the interactive support representativesdashboard removing the need toswitch between screens, maximising • Provides self-service facility tothe productivity of agents. Knowledge customers around common issuesmanagement capabilities make it easierto capture remedies related to specific • Enables customer issues to be trackedissues which may recur over time, making and responded to, regardless of whosure that agents are not duplicating effort. answers the phone or receives the email Sage CRM
  16. 16. Sage CRMInteractive Dashboard & Cross-Browser CompatibilityInteractive Dashboard Cross-browser CompatibilityThe Sage CRM interactive dashboard Sage CRM provides end users with therevolutionises the way you manage ability to access their solution acrossyour business and how your employees all modern internet browsers and workmanage their day. The interactive efficiently through the modern, intuitivedashboard delivers a rich and interface. Supported browsers includepersonalised user experience that boosts Internet Explorer (versions 7, 8 and 9) andproductivity and helps drive user adoption the latest versions of Firefox, Chrome andacross the business. Safari.With the Sage CRM interactivedashboard, users can manage all theiractivity from one place. This includestheir calendar, their tasks, their lists andweb and RSS feeds, driving productivitythroughout your organisation and enablingyour staff to accomplish more from atailored workspace that combines theinformation they use every day.Using innovative drag and dropfunctionality, users can re-size andre-position gadgets, enabling them topersonalise the data they see and howit is presented to them. This deliversan intuitive and convenient way to view Access your personalised interactive dashboard from the browser of your choice with cross-browserand action items, reducing the need to compatability.switch between screens. A number ofpre-installed role-based dashboardsare available out-of-the-box for sales,marketing, customer service andmanagement. Users can also createbespoke company dashboards for keyaccounts ensuring that relevant content isavailable for maximum
  17. 17. “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.” Karen Snyder, CIO, American Pool Sage CRM
  18. 18. Sage CRMSage CRM Mobile SolutionsMobile CRM is rapidly becoming a Sage CRM mobile solutions are anmust-have for field sales and customer important asset to your sales teamservice teams, enabling them to access enabling users to quickly search andcritical customer information in real-time, update contacts, opportunities, leads andincreasing sales and service effectiveness cases and to run and view reports on theat every stage of the customer move.relationship cycle.With this in mind Sage CRM hasdeveloped a complete mobile solutionthat equips your mobile workforce with thenecessary tools to enable them to do theirjob effectively. Watch this short video and discover the latest trends in mobile technology and see how Sage CRM mobile solutions can benefit your business.
  19. 19. Sage CRMSage CRM Social CRM SolutionsSage CRM integrates with key social media applications such as Twitter, LinkedIn® & Facebook providing newways to connect and interact with customers and prospects.Social CRM provides new ways for about customers and prospects. Sagebusinesses to interact with and get closer CRM for Twitter enables companiesto customers. Integrating social media to manage their communications withactivity with CRM can further harness prospects and customers directly fromthe power of communication with your within Sage CRM. Sage CRM for Twittercustomers and prospects, creating a enables users to post or reply directly tomeaningful community and building strong a tweet from within Sage CRM. Not onlymutually-rewarding relationships. this but users can view Twitter feeds for specific companies and people and canSage CRM integrates with key social then save the contents of the Tweet to amedia applications such as LinkedIn®, note within Sage CRM.Facebook and Twitter to enable users toengage with prospects and customers in a Sage CRM for Facebook enables userscollaborative manner. This enables teams to gain customer insights from Facebook,to generate leads, foster loyalty, build giving them a a complete picture ofcustomer retention and increase revenue. customer and prospect interactions, without leaving Sage CRM. In additionKey integrations with LinkedIn®, Twitter to these key social CRM integrations,and Facebook enable your marketing a website gadget on the Sage CRMteams to extend conversations and interactive dashboard allows users tocollaboration with prospects and browse social media sites from withincustomers to social media channels. Sage CRM, removing the need for themBy engaging with LinkedIn® members to switch between applications.through Sage CRM for LinkedIn®, userscan tap into the endless possibilities ofsocial networking for instant knowledge Sage CRM
  20. 20. Sage CRMSage E-Marketing for Sage CRMSage E-marketing for Sage CRM* is a Responses can be analysed in real-fully integrated email marketing solution time and campaigns can be tweakedwhich includes attention-grabbing continuously to ensure that companies gete-marketing templates, smart-sending the maximum return on investment fromfeatures, automated drip marketing each and every campaign.campaigns and the ability to track open,click and bounce rates all from within From open rates to click and bounceSage CRM. tracking rate, this easy-to-use feature will not only help quantify the success of anSage E-marketing for Sage CRM delivers e-marketing campaign but will allow usersall the power of e-marketing software to pinpoint exactly how they can improvedirectly through Sage CRM for end-to- their communications and keep customersend marketing campaign management. and prospects engaged.With a library of over 90 highly designedtemplates, users can execute targetedemail marketing campaigns and dripmarketing campaigns to the right peopleat the right time for maximum impact. 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
  21. 21. Sage CRMBusiness Collaboration Powered by YammerBusiness collaboration across teams What’s more, Yammer feeds availableusing Sage CRM is made possible in the Company’s screen in Sage CRMthrough social-style collaboration powered enable employees to stay on top ofby Yammer. relevant conversations happening across the business. These Yammer feedsEmployees can now collaborate with allow employees to quickly engage inYammer Groups and across records conversations and loop relevant teamand discuss and collaborate on members into a discussion.these records. This makes businessconversations concerning opportunities,leads and support cases more social andtransparent, providing greater visibility forall employees. Enable employees to stay on top of relevant conversations happening across the business with Business Collaboration powered by Yammer Sage CRM
  22. 22. Sage CRMMake Informed Business DecisionsHaving a detailed knowledge of your Real-time visibility on revenue and budgetbusiness performance and a deep variance ensures that decisions are basedunderstanding of your customers is critical on accurate information, and correctivefor senior management. Sage CRM action can be taken earlier in the cycleprovides extensive central control over when it has maximum impact.operations and budgets, helping seniormanagement to control these areas moreeffectively.Highly visual reports and graphical chartswhich are displayed for ease-of-referenceon the interactive dashboard provideat-a-glance insight into business andemployee performance across multiplecriteria, facilitating informed businessdecisions.With Sage CRM, senior managers havethe ability to validate forecast data with full “Sagedrill-down to the underlying opportunities. CRM is going to allow me to continue to grow the efficiencies within the company without increasing the overhead which is very important.” Penelope Pearce, Controller,
  23. 23. Sage CRMIntegrate Your Sage CRM & Sage ERP SolutionsIntegrated with your Sage ERP ERP integration ensures your sales teamsapplications, Sage CRM provides a are equipped with the most accuratecomplete view of the business and and up-to-date information regardlessstreamlined end-to-end business of where that information is capabilities. Operations are optimised as a result and there is less potential for delay,Staying connected, linked in and misunderstanding and error.accessible are fundamental requirementsfor every fast-paced small and medium- In a similar way, marketing staff cansized business – which is why Sage CRM leverage account information, enablinghas a range of inclusive solutions for them to identify buying trends or suitablebetter business integration. target segments.Integration with leading Sage ERP Access to financial information onsystems gives your employees access customers, provides the marketing teamto all the customer data they need for with the ability to create marketing listsa complete view of every customer; based on financial profiles and targetmaking every customer interaction customers with good credit ratings andmore informative and effective. These purchase histories.integration capabilities give everyone inyour business access to financial and Customer Service agents can accesstransactional customer data in addition crucial data to give accurate informationto CRM data for a true single view of the to customers without delays, therebycustomer. improving customer service and driving customer loyalty. Information from the Sage ERP system can be displayed “We believe directly on the interactive dashboard for that we’re now one quick and easy access. 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.” Simon Adcock, Managing Director, ATEC Security Limited Sage CRM
  24. 24. Our flexible, low-cost solution is available on-premise or in the
  25. 25. Sage CRMFlexible Deployment Options, On-Premise or in the CloudWith Sage CRM, you have the freedom Our Sage CRM on-premise solution offersto choose a solution that best fits your users deeper customisation capabilitiesunique business requirements. You and powerful integration options withcan choose from flexible deployment other Sage products. Automatedmethods on-premise, or in the cloud, with process workflows, mobile solutions,confidence, knowing that Sage CRM will web self-service and more help improvegrow with you as your business needs productivity and empower your staff toevolve. communicate more effectively with your customers through Sage CRM.Our cloud-based solution providesbusiness with immediate access to apowerful CRM solution at a low monthlycost. The web-based Sage CRMinfrastructure and intuitive browserinterface ensure you’ll be up and running– and productive – quickly, withoutburdening your IT staff. Sage CRM
  26. 26. About Sage CRMSage CRM is used by over 12,000 organisations in 70 countries worldwide to manage their critical sales, marketing and customer service activities everyday. Award-winning Sage CRM equips businesses with the tools they need to find new customers, close sales faster and build lasting, more profitablerelationships across all channels. Regardless of how, when or where customers, partners and prospects choose to interact with your business, SageCRM provides a decisive advantage by delivering a comprehensive, easy-to-use system to successfully manage these relationships. Thanks to its ERPintegration capabilities, the Sage CRM front-office is powered by data from the back-office to give sales, marketing, customer service and other front-officestaff a true 360 degree view of customers across front- and back-office functions, differentiating it from many other CRM solutions in the market today.See for yourself the difference that Sage CRM could make to your business. Visit and start your free 30 day trial of Sage CRM now. Get social with Sage CRM and stay up to date© 2013 Sage Group Plc. Sage CRM