SAGE CRM v7 – Features and Benefits
Sales Force Automation
What – Sage CRM v7 Sales Force Automation facilitates easy access to and management of all your current and
historical account details, activities and opportunities and automates lead distribution throughout your business.
Point–and–click reporting and graphs offer your sales team access to real–time data for pipeline analysis and evaluation.
With the related entities feature, your sales team can also identify opportunities through linking of customer relationships.
Because of Sage CRM’s out–of–the–box integration with Sage ERP applications,
your sales staff benefit from powerful financial data to better manage customers and
prospects quickly and in real–time e.g. accurate pricing for quotes / orders or fulfilment data.
Why – Sage CRM allows your sales team to effectively manage, report and forecast on all phases of the sales cycle;
gives your sales staff a full overview of the customer across front– and back– office systems for better account management.
Marketing Automation
What – Sage CRM v7 Marketing Automation enables scheduling and
tracking of marketing activities within a campaign and makes each detail of every campaign visible.
This eliminates the guesswork and helps ensure that marketing resources are continually optimised.
Thanks to the e–mail editor, Sage CRM v7 can help you create highly effective e–mail marketing campaigns
using HTML content or standard formatting. Because of Sage CRM’s out–of–the–box integration with Sage ERP software,
your marketing staff also have the ability to create campaigns based on financial profiles, order data and purchasing history,
whilst your marketing managers can generate accurate ROI calculations for more accurate marketing measurements.
Why – Sage CRM v7 Improves your marketing campaign management and decision making;
facilitates accurate and easy measurement of marketing ROI.
Customer Service Automation
What – With Sage CRM v7 Customer Service Automation,
you are able to build and effectively manage lasting customer relationships.
Sage CRM v7 provides real–time access to relevant client information including purchase history,
details of calls and escalations, support cases, interactions, multiple contacts, documents
and e–mail sent and received, sales opportunities and you can automate escalation processes
via the Sage CRM v7 workflow. When integrated, front– and back–office customer data provides a complete
overview of every client interaction. Greater linkage between SLAs and revenues can help you ensure
that clients get an appropriate and consistent level of service every time.
Why – Empowers your business with critical data to support and build long–term
customer satisfaction and loyalty; maximises every customer experience and interaction.
Interactive Dashboard
What – Sage CRM’s powerful Interactive Dashboard is a customisable
and intuitive workspace from which users manage and co–ordinate all their daily tasks and activities.
Built on leading–edge AJAX technology, data is pulled from inside Sage CRM,
from integrated Sage ERP applications and from websites and displayed on the dashboard.
The layout and content can be personalised and customised using drag & drop functionality,
delivering a rich user–experience.
Why – Enables users to define their own intuitive and personalised
workspace, thereby ensuring that all content is appropriate and relevant to their needs,
maximising the productivity and enhancing the user experience of your staff.
Sage ERP Integration
What – Sage CRM v7 integrates with Sage ERP software to quickly and
cost–effectively leverage your back–office data and
functionality within the front–office environment of Sage CRM v7.
Sage CRM v7 integrates with Sage 50/100/200/1000, Sage Pro ERP, Sage Accpac ERP, Baurer,
Grrsquo;mmo, LogicClass, MAS 90, OfficeLine, Simultan, Timberline and X3.
Sage CRM v7 can also be integrated by Sage Partners with third party software,
facilitated by its open architecture and standards–based web services interface.
Why – Breaks down departmental silos and delivers a total overview of
both the business and customers across the front– and back–office
for better business management and a deeper insight.
Microsoft Outlook Integration
What – Sage CRM offers lightweight integration with Microsoft Outlook,
the most commonly deployed e–mail and calendar management system.
Users have ability to create mass or tailored e–mails using HTML content
or standard formatting features including spell–check and preview options.
Why – Leads to increased efficiencies and user adoption levels.
Web Self–Service
What – Sage CRM Web Self–Service allows customers and
partners to access information, log cases and request service and support over the web
whenever they want. Customers receive information based on their preferences,
requests and history through customised customer and partner portals.
When integrated with Sage ERP applications, Sage CRM can be used by organisations
to give customers controlled access to information normally held in the
back–office such as customer account look–up, order deliver status and
the ability to create orders and quotes directly.
Why – Customers can track progress themselves and access
front- or back-office data relevant to their needs at their convenience,
increasing their satisfaction while reducing business overhead.
Extensibility
What – Sage CRM v7 is based on a modern, open Service Oriented Architecture, (SOA)
which future proofs your investment – it offers unmatched flexibility and performance with advanced features,
industry–leading technology and a robust architecture built to stand the test of time.
Third party applications such as line–of–business or legacy applications
can be easily integrated with your Sage CRM system via Sage CRM’s standards–based web services interface.
Why – The open architecture reduces development time for seamless integration with third party applications.
Configurable and Customisable
What – Sage CRM provides configuration tools to rapidly modify and
tailor all aspects of the system to align it with your business processes.
Users can modify or add fields as required, change names and titles of fields and
tabs and change permissions on a field. Sage CRM comes with an in–built workflow engine,
which is completely customisable to your unique business processes.
Why – Deploy Sage CRM in the way that fits your business best
to increase user adoption and ensure business efficiency.
Automated Workflow
What – Integrating straight–though business processes across the front–
and back–office is easy with Sage CRM’s automated and customisable workflow.
Through its powerful workflow engine, Sage CRM v7 delivers improved business process automation,
making your entire company more effective and efficient.
Why – Sage CRM ensures that actions requiring attention or escalation are automatically routed
to the most appropriate employees or partners and automates your most critical business processes
to make sure that no one or nothing falls through the cracks.
In-Product Training and Coaching
What – Sage CRM v7 comes with a range of in–product training tools
out–of–the–box including quick tips on recurring themes
built–in training movies and on–screen coaching throughout the application.
Why – Encourages user–adoption by guiding regular and infrequent users
though the system and improves the user–experience by making Sage CRM v7 easier to use.
Mobility
What – Sage CRM v7 provides your sales team with the ability to work wherever
they are located around the globe. This ensures that they have fast,
up–to–date access to important data especially for sales staff
who are often out on the road. Sage CRM v7 supports online access to the system
from any browser, enabling users to access real–time customer data whilst on the move via the internet.
Layouts can be customised by your system administrator using the regular Sage CRM v7 screen configuration area.
Why – Enables access to important customer data anytime, anywhere.
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To discuss your requirements, please contact our consultants on
0845 026 2255 or
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