Sage CRM gives you superior flexibility and performance with advanced features, industry-leading technology, and a robust architecture built to stand the test of time. It integrates seamlessly with Sage accounting and business management applications as well as linking with applications from the world’s other leading suppliers.
Sage CRM Includes:
- Sales Force Automation
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 analyse all current and historical account details and activities, manafe 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 Automation
Sage CRM provides a single source of customer information to help you better manager 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 time, eliminate quesswork, and put your marketing resources to their best use. You can easily schedule and track marketing activities within a campaign and view every detail of each campaign. - Customer Service Automation
Sage CRM helps you to make the most of ever customer interactions, maximising business opportunities and customer satisfaction. It brings together all of the critical information that you need to build and support long-term customer satisfaction and loyalty. With Sage CRM Customer Service, you can build and effectively manage lasting customer relationships by providing the professional level of service your customers expect. Sage CRM provides real-time access to relevant customer data including orders, call and escalation history, interactions, support cases, email and documents sent and received, sales opportunities and more. - Training and Coaching
Sage CRM offers exceptional user support. We have provided a welcome tab from which you can access online training videos, system quick tips system documentation and more. We have also included unique onscreen coaching, allowing you to see customised text as you move from screen to screen. This built-in training makes Sage CRM even more user-friendly and helps your new users to get up to speed quickly. What’s more, the embedded support functions give you greater user confidence, which, in turn should lead to greate acceptance of the system. - Web and Wireless Access
Sage CRM is a web-based application so all you need is an Internet Connection and your password to access your full CRM syste, wherever you are in the world. Or if a connection is not available, you can also use the robust replication and synchronisation solution for full offline access. You can also access the system through a variety of wireless devices. - Web Self Service
Sage CRM Web Self Service lets your customers access information or request services and support over the Web whenever they want. Customer receive information based on their preferences, requests, and history through customised custoemr and partner portals. - Outlook Integration
Sage CRM has complete, two-way synchronisation with Micrososft Outlook contacts, calendar (appointments) and tasks, as well as enhanced email integration. You can also use your enture Sage CRM system from within the standard Microsoft Outlook interface. Lastly, this comprehensive integration also allows you to synchronise your CRM data to pocket devices such as mobile phones and PDA’s that sychronise with Outlook. - Automated Process Workflow
Using Sage CRM Workflow, you can introduce automated, pre-determined business rules across all channels, departments, and employees. To help you to assess and design your workflow even more easily, we have included graphical views of the process and its development patterns. This fully embedded workflow allows you to model how you would like your business to run and put in rules to ensure it happens. Pre-defined SLA’s and escalation processes mean that your staff and customers can work to known, repeatable and automated processes, encouragin them to do the right thing in every time. - Customisation Tools
Sage CRM includes easy-to-use customisation tools, which allow you to quickly modify all aspects of the system and easily adapt the software to match your business. The open architecture of Sage CRM minimises your development and maintentance costs and makes integration into other mission-critical applications straightforward. Our simply on-screen tools allow your system administrators and managers to create and modify fields, whole new screens, tabs, tables, views and scripts on the fly. You can also apply field-level security using checkboxes at the Field level, without needing any programming skills at all.

