Using Sage CRM will help you to get the most from your business by bringing together your sales, marketing and customer service departments to increase customer retention and drive sales. Sage CRM is flexible and scalable so it can be set up to work the way you need it to, no matter how big or small your company is.

• Sage CRM Benefits
• • • Get to Know Your Customers
    • See and track all customer interactions across sales, marketing and customer service
  • • Get Your Teams Working Together
    • Share the right information with the right people in your business
• • • Use Data from Your Other Software
    • By integrating with a wide range of software Sage CRM can use data from almost anywhere
  • • Tailor the System to Your Business
    • Sage CRM is high customisable so you can set it up to work exactly how you need it to
• • • Make Better Decisions
    • All the information you need to make informed decisions is provided to you quickly and easily

• Sage CRM Features
• • • Sales Management and Automation
    • Sage CRM allows your sales teams to manage, forecast, and report on every stage of the sales cycle as well as allowing you to manage and analyse all current and historical account details and activities. With Sage CRM you can manage multiple accounts and opportunities and automatically distribute leads to sales professionals around the world. Point-and-click reporting and graphs offer your sales teams access to real-time data for on-the-spot analysis and evaluation. By effectively analysing this information, you can acquire new clients and resell to existing ones.
  • • Marketing Control and Automation
    • With Sage CRM you will benefit from a single source of customer information which will help you to manage your marketing efforts better and make informed decisions based on the knowledge you have about your customers and prospects. Sage CRM Marketing enables you to target the right customers at the right time and ensure your marketing resources are used effectively. You can schedule and track marketing activities within a campaign and view every detail of each step.
• • • Customer Service Management and Automation
    • Sage CRM helps you to get the most from every interaction your business has with your customers, maximising both business opportunities and customer satisfaction. Sage CRM brings together all of the information that you need in order to build and support long-term customer satisfaction and loyalty. You can build and manage customer relationships by providing your staff with the information they need and the professional level of service your customers expect. Sage CRM gives you access to real-time customer data including orders, call and escalation history, interactions, support cases, e-mails, documents and sales opportunities.
  • • User Support
    • From within Sage CRM all users are able to access a range of online training videos, system quick tips and system documentation for quick and easy support. Onscreen coaching guides also allows users to see customised text as they move from screen to screen. Sage CRM’s built-in training makes it even more user-friendly and helps new users learn to use, and get the most from, the system as quickly as possible.
• • • Customisable Look and Feel
    • Themes in Sage CRM provide each user with the ability to change the look and feel of the software to match your corporate image. Themes can be selected easily from the Preferences tab to change the look of Sage CRM.
  • • Online Access
    • Sage CRM is a web-based application so you can access the system from anywhere with an Internet connection. Even if a connection is not available, you are still able to access Sage CRM through the robust replication and synchronisation solution which enables offline access. With the online access users are empowered to use the system through their computers or a wide range of mobile devices including iPhones, iPads, BlackBerrys and Windows phones.
• • • Online Self Service
    • The Web Self Service feature in Sage CRM allows your customers to access information or request services and support over the Web. Your customers can receive information based on their preferences, requests, and history through customised customer and partner portals which can be built into your existing website.
  • • Outlook Integration
    • With synchronisation to and from Microsoft Outlook contacts, calendar, tasks, and email, Sage CRM becomes the key communications software in your business. You can also use your entire Sage CRM system from within the standard Microsoft Outlook interface if you prefer. The comprehensive integration also allows you to synchronise your CRM data to mobile devices such as phones, tablets and PDAs.
• • • Automated Process Workflow
    • In Sage CRM you can manage and automate business processes that affect all, or some of, the departments and people within your organisations using Workflows. Graphical views help you to design and create reliable and management systems that will help you to automate processes. The embedded workflow allows you to model the way you would like your business to run and put in rules that ensure it happens. Service Level Agreements and escalation procedures mean that your staff and customers can work to known time limits and standards at all times.
  • • Customise Your System
    • Sage CRM is easily customisable and allows you to modify all aspects of the system and adapt the whole system to match the way your business works. On-screen tools and guides allow your system administrators to create and modify fields, create new screens, tabs, tables, views and scripts without disruption to the users within the system. You can also apply field-level security, without the need for programming knowledge to secure, or restrict, certain fields or screens.