Sage CRM Professional (Cloud)

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A cloud-based solution, Sage CRM Professional supports all elements of marketing, sales and customer service. It gives you a single source of information across all your customer facing operations and equips you with the tools you need to find new customers, close sales faster and build lasting, more profitable relationships.

รายละเอียดของโซลูชั่น สามารถสอบถามได้ที่
บริษัท ซันเด โซลูชันส์​จำกัด
T| 026348899
E| sales@sundae.co.th
W| www.sundae.co.th

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Sage CRM Professional (Cloud)

  1. 1. Sage CRM ProfessionalA cloud-based solution, Sage CRM Professional supports all elements of marketing, sales andcustomer service. It gives you a single source of information across all your customer facingoperations and equips you with the tools you need to find new customers, close sales faster andbuild lasting, more profitable relationships.Perfect for: Sage CRM Professional includes:• Enhancing the operation of sales, marketing and • Case Management customer service functions • Solutions / Knowledgebase Management• Deploying quickly and simply • Campaign Management• Executing marketing campaigns • Outbound Call Handling• Progressing sales opportunities • Manage Relationship Types• Making customer interactions more effective and • Mass Email profitable • User Management• Using in the office or on the move • Territory / Security Management• This cloud-based edition dramatically simplifies • Workflow deployment and administration while providing you • Preconfigured Escalations with a fully featured Sage CRM solution. Its 100% web based architecture, easy to use wizards, plus support • Professional User Management from Sage mean that you won’t need dedicated IT • Contact Management resources to get the best from this solution. • Opportunity ManagementSage CRM Professional automates marketing, sales and • Sales Forecastingcustomer service operations in a simple to deploy, cloud- • Quotes & Ordersbased solution. • Lead Management • Interactive Dashboard • Reporting • Find / Advanced Find • Groups • Outlook Integration (Lite) • Mobile • Standard Customisations • Data Import • Essentials User Management Dashboard Experience the difference Sage CRM can make to your business with our free 30 day, no obligation trial – visitSage CRM www.sagecrm.com3096 Lake Drive, Citywest Business Park, Dublin 24. For Thailand, please contact Sage CRM representative:Tel: 1890 88 25 22 Email: irl.crmsales@sage.com Sundae Solutions Co., Ltd. Tel: + 66 2634 8899www.sagecrm.com Email: sales@sundae.co.th www.sundae.co.th
  2. 2. Sage CRM EditionsFunctionality Essentials Professional Functionality Essentials ProfessionalContact Management Standard CustomisationsContact Management (Companies,  Caption Translation to customise  People, Address, Phone number, screensE-mail management) Field Management – Add/Edit/Delete  Calendar Feature   FieldsDocument Management   Screen Management –   Edit Screens OnlyInteractive Dashboard   List Management – Edit Lists Only  Export reports and lists to PDF   Field level Custom Content/On  Export reports and lists to CSV   Change ScriptsGroup Management - Mass tasks /   View Management document/ mass email / export Notifications  Advanced Find   Reports – Add/Edit/Delete Reports  Sales Force Management Advanced CustomisationsSales Opportunities   Escalation rules  Opportunity Pipeline Management   (*Pre-Configured Only)Opportunity Tracking   Edit Escalation rules  (*Pre-Configured Only)Sales Forecasting   Workflow Management Quotes and Orders Management   Add Client Side actions to Product Management   workflowsLead to Opportunity Conversion   IntegrationsWeb to Lead * Real Time SData Feeds  Marketing & Customer Services Sage CRM Connector for Sage 50 * (Pilot)Marketing Automation Add-OnsCampaign Management  Classic Outlook Integration Sage E-Marketing for Sage CRM* * (*Standard/Advanced Upgrade Only)Mass Email Management  Lite Outlook Integration  Outbound Call Handling  Mobile Access  Customer Care Developer InterfacesCase Management  SOAP web services API Knowledge Base / Solution Management Data ManagementUser Management Data Upload from CSV  User Administration   Product Management  My User Preferences   Match Rules (Pre-Configured) My CRM to manage my information   Company Name Cleanup (Pre-  Configured)Team CRM to manage my teams  information Currency Configuration  Preloaded themes to change the   Forecast Management  look and feel of the UI Download Database  Security Manage Relationship Types Field Level Security to control data  access Email & DocumentsTerritory Management  Standard spellchecking  Set up security profiles and security policies *available in 2012, dates to be confirmedAdd, move, edit, merge, and rebalance territories

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