Product Tour : Sage CRM
Sage CRM is an easy-to-use, fast-to-deploy, feature-rich, low-cost, Internet-based CRM solution designed to introduce the real benefits of CRM to your organization.
Sage CRM uses industry-leading technology to foster better business practices and effortless information exchange throughout your organization. With Sage CRM, you can quickly analyze, manage, and synchronize sales, marketing and customer care activities across all points of contact. Regardless of how, when or where your customers, partners, and prospects choose to interact with your company, Sage CRM gives you a decisive advantage by providing comprehensive, easy-to-use tools to successfully manage these relationships.
Sage CRM offers a full range of hosted or onsite deployment options, which means you get complete flexibility to run your business your way. As your business needs change, you can quickly and easily switch deployment environments (from hosted to on-premises deployment, or vice versa), and all your CRM configuration and data move with you.
For companies that only need sales force automation, Sage CRM SalesTeam is the perfect answer, providing a robust and cost-effective sales force automation application that is built on the same underlying architecture used for Sage CRM.
Versatile CRM
Sage CRM offers unmatched flexibility and performance with advanced features, industry-leading technology, and a robust architecture built to stand the test of time. It integrates seamlessly with industry-leading Sage Software business management applications, and also works with applications from other vendors.
Customer Care
Marketing
Sales
Customer Care
Sage CRM Customer Care provides complete workflow, incident tracking, case management, and service status to help you create a reliable Knowledge Base for consistent, efficient customer service. Your Knowledge Base is built through traditional channels such as phone, e-mail or Web Self-Service. This allows customers to enter, resolve, and track their own service requests. You can also access complete case histories at the touch of a button and increase speed resolution of queries, and support issues and ideally serve your customers.
Marketing
Sage CRM provides a single source of customer information to help you better manage your marketing efforts and make sound decisions based on the needs of your customers and prospects. With Sage CRM Marketing, you can target the right customer at the right time, eliminate guesswork, and put your company’s marketing resources to their best use. You can schedule and track marketing activities within a campaign – and view every detail of each campaign.
Campaign Management
Building lasting and profitable customer relationships means identifying, executing and replicating effective marketing initiatives across all your sales channels. With Sage CRM, marketing teams can analyze unlimited demographic information with customer-specific direct marketing campaigns. They can also assign, schedule and track marketing activities within a campaign – and view every detail at a glance.
Campaign List View:
Campaign Summary View:
Add New Campaign:
Wave Summary View:
Add New Wave:
Report:
E-mail Management
Sage CRM makes it easy to distribute mass e-mail, and it provides the ability to send HTML e-mail, create e-mail templates, and send attachments to bulk e-mail messages. The actual communication is stored in each client’s history, ensuring that you can easily look up the specific e-mail message when clients call or write about a particular campaign.
Create New E-Mail Template:
Send Mass E-Mail:
Key Attribute Profiling
Sage CRM Key Attribute Profiling enables you to build a detailed profile of your customers and prospects over the course of the relationship. These attributes are stored, reported on and used as a basis for future marketing activities. Key attributes are user-defined and easily track the date and call-to-action for a campaign, while providing real-time budget/cost analysis for every level of your marketing effort.
Company Key Attributes:
Add New Category Group:
Add Category Details:
List Management
Sage CRM provides the tools to easily create new target lists from selected criteria, re-use successful campaign lists or import mail-house lists. An integrated mail-merge function merges documents with customer lists. Once these lists are created, Sage CRM Marketing automatically creates a record in the customer account, attaching the marketing piece to the account for later viewing by sales, marketing and customer service staff.
Target Lists:
List Details:
Build List Step 1:
Build List Step 2:
Build List Step 3:
Top Sales
Sage CRM puts you in complete control of your sales pipeline, allowing sales teams to effectively manage, forecast, and report on all phases of the sales cycle. With Sage CRM, you can easily manage and analyze all current and historical account details and activities, manage multiple accounts and opportunities. It can automatically distribute leads to sales professionals around the world.
Point-and-click reporting and graphs offer sales teams access to real-time data, for on-the-spot analysis and evaluation. By analyzing the information available, you can recruit new clients and resell to existing ones.
Account & Contact Management
- Manage and analyze all current and historical account details
Company Summary View:
Add Company:
Person Summary View:
Add Person:
Activity Management
- Manage calendar and tasks
Calendar View:
Add Appointment View:
Automated Workflow
With Sage CRM automated workflow, you can integrate business rules across all channels, departments and employees. To help assess and design workflow, Sage CRM provides graphical views of the process and its development patterns. In combination with e-mail integration, Sage CRM ensures that actions requiring attention or escalation are automatically routed to the appropriate employees or partners. Workflow Administration:
 Workflow/Escalation Configuration:
Dashboard
Sage CRM offers a user configurable dashboard that provides content such as high priority leads, high priority opportunities, cases in progress, CNN news, NASDAQ and more.
My Dashboard:
My Dashboard Setup:
Document Library
The Sage CRM Document Library provides a central repository for key files, allowing enterprise-wide access anytime. With Sage CRM, you store proposals, white papers, FAQs, marketing materials and thank you notes in the Document Library for immediate access to support resources. Even off-line and remotely connected users benefit by having access to the most current versions of library content through remote sychronization capabilities.
Document Library:
Add New Document:
Lead Management
- Track a lead from inception to close by using Sage CRM's robust lead management tools.
Leads View:
Add New Lead View:
Outlook and Lotus Domino Integration
Sage CRM integrates with today’s most popular e-mail and calendar management systems, such as Microsoft Outlook and IBM Lotus Domino. You can even access your entire CRM system from within Outlook and retrieve desired information instantly. When integrated with Lotus Domino, Sage CRM provides hands-free server-level calendar synchronization to help keep you on track and up-to-date.
Sales Forecasting
Sage CRM includes Sales Forecasting as a standard feature, allowing sales users to provide forecasts and historical reports to their managers on an as-needed basis. Forecasts roll up throughout the organization and managers have the ability to add their own assessments to the forecasts of their direct reports.
Opportunities View:
Opportunity Summary View:
Add New Opportunity:
Forecasts View:
Add New Forecast:
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