How are my staff spending their time?

      Are all leads and opportunities beingcaptured and followed up correctly?

      Are we targeting the most profitablecustomers?

      Are my customers satisfied with thelevel of service?

      Are there more cost effective ways ofcapturing and managing customers?

      How is each department performing?

      How can I empower my staff to becomemore productive?

      How can I ensure that budgets arebeing tracked and managed effectively? 

These are just some of the questionssenior managers and SMB owners face on a daily basis. Rest assured there is asolution to those many challenges – Sage CRM.

partners and prospects choose tointeract with your business, SageCRM provides a distinctiveadvantage by delivering a comprehensive, easy-to-use system to successfullymanage these relationships.

Additionally, Sage CRM connects your business like no other CRM application.Out-of-the-box it delivers tight integration with leading Sage ERPapplications, breaking down departmental silos, connecting your front- andback-office and providing total visibility and control right across yourbusiness. 

Benefits to your Business

      Enables you to leverage further revenueopportunities within your current customer base

      Ensures your sales, marketing andcustomer services resources are being used to maximum effect

      Reduces your opportunity cost

      Reduces your cost-of-sale

      Reduces the cost of your marketing leads

      Ensures you meet customer service levelagreements

      Minimises administration costs

      Protects your net margin

      Protects and grows your revenues

      Enables you to pinpoint underlyingissues and take corrective action accordingly

      Reduces the potential for customerattrition

      Ensures that your investments are allaligned to revenue development

      Empowers your staff to provideexceptional service to your customers

ForAll Users

     Dashboards

     Advanced customisation capabilities

     In-built user tutorials, user guide and quick tips

     Relationship management graphs

     Flexible deployment options

     Range of finance options available

     Out-of-the-box interface branding tool

Formarketing Professionals

     Campaign management and analysis

     Lead qualification and management

     Comprehensive e-mail formatting options

     Mail merge functionality

     Document drop capabilities

     Outbound calling

     List management

     Customer segmentation capabilities

ForSales Professionals

     Account, contact and opportunity management

     Comprehensive reporting and analytical tools

     Sales forecasting and territory alignment

     Calendar and activity management

     Process and workflow automation

     Mobile solutions and offline synchronisation

     Escalation and auto notifications

     Quote and order entry

ForIT Professionals

     Out-of-the-box customisation

     Easy to install and fast to deploy

     Easy to integrate

     Flexible deployment options

ntegrationCapabilities

     Microsoft Outlook Integration

     Integrates straight out-of-the-box with many leading Sage ERP products

     Computer telephony integration

Generatingrevenue from new and existing customers is an important task for companies.Sage CRM empowers organisations to sell more effectively and efficiently. Salesexecutives have a single point of access for calendars, accounts, reports,pipeline management, contacts and call lists; all of which ensure that they areproducing more revenue per sales hour. 

Easy-to-useanalytical tools help your sales team to identify latent sales opportunitieswhich exist within your customer database, and then create cross-sell andup-sell propositions accordingly. Automated workflow and pipeline managementtools eliminate unnecessary paperwork and ensure that sales teams areoptimising their sales processes and adhering to company-specific sales stages.This means that opportunities will be progressed as quickly and as efficientlyas possible. 

Dashboards and reports provide at-a-glance information to sales executives and managers on performance at any point in time. Integration with back-office applications provides sales staff with access to both financial and non-financial data, for a complete 360 degree view of their customers. Information and capabilities from on-demand services can be added with ease, allowing users to leverage even further productivity benefits and insight

Mobile and offline solutions provide sales teams with access to the information and services that they need to do their jobs effectively; regardless of their location, device or connection, and ensuring that they are as productive in the field as they are in the office.

Benefits of Sage CRM to the Sales Team:fficeffice" />

      Improves transparency in the sales pipeline

      Offers exception monitoring / alerts

      Enables corrective action against variance earlier in the sales cycle

      Enhances sales forecast accuracy

      Enables quarterly sales performance monitoring

      Optimises sales resource against high potential opportunities

      Accelerates opportunity development

      Leads to improved win/loss ratio

      Leads to shortened sales cycles

      Increases prospect-to-customer conversion rate

      Delivers metrics on most valuable customers

      Reporting and analytics features to identify customer trends Enables more effective identification of new market opportunitiesfficeffice" />

      Maximises cross and up-sell opportunities

      Reduces sales training and administration costs

      Eliminates manual/duplicated sales processes

      Improves team collaboration on opportunities

      Decreases time spent on administrative tasks

      Improves prospect targeting

      Increases revenue yield per opportunity and account

      Leverages intelligence from back-office applications

Sage CRM provides powerful tools for marketing teams to plan, execute and audit highly targeted marketing campaigns. Sage CRM allows you to develop a deep understanding of your customers’ needs; enabling you to create a tailored proposition that can be communicated to them through their preferred marketing channels.

Sage CRM provides effective controls for monitoring marketing budgets and enables you to calculate direct revenue yields per campaign. It is imperative that marketing messaging and activity is targeted, compelling and timelyfficeffice" />

Sage CRM will improve lead quality and ensure higher conversion rates by sales. The marketing team can leverage customer insights to develop retention programmes, as well as cross-sell and up-sell lifecycle management. fficeffice" />

Benefits of Sage CRM to the Marketing Teamfficeffice" />

      Reduces marketing administrative overhead and enables marketing budget to be tracked and managed

      Enables marketing programmes to be planned more efficiently and effectively

      Improves marketing campaign response rate

      Produces highly targeted customer communications

      Leads to decreased cost per lead

      Leads to decreased cost per customer acquired

      Reduces marketing campaign lead times

      Delivers detailed information on the lifetime value of customers and enables profitable customers to be easily identified

      Enables real-time marketing performance analysisfficeffice" />

      Optimises marketing spend

      Enables tracking of variance against targets

      Enables close alignment with the sales department and other key stakeholders

      Provides improved intelligence to marketing on lead generation activities

      Enables accurate measurement of marketing campaign ROI

      Ensures customers receive the right marketing message at the right time

      Ability to identify and provide customised products/services to different customer segments

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). Knowledge management