Deep integration with 200 Financials and
Commercials
You only need to enter data once! The integration of CRM with the
Sage 200 financial and commercial modules enables the user to enter
the data once, improving accuracy and efficiency.
One source of truth is a powerful commodity, allowing the users
to see a 360 degree picture of their customer and make informed
decisions which are right for the customer and your business.
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 details and activities, manage opportunities, and
automatically distribute leads to sales professionals around the
world.
Using Sage CRM’s user configurable dashboard means your sales
team can have all their sales information at their fingertips
ensuring their buy-in. Sage CRM enables your sales team to make
more sales with less effort.
Find out more about Sales Force
Automation
Marketing Automation
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. Execute more effective
campaigns, track responses faster and easier than ever before, and
make sound decisions based on what your customers want and how they
respond.
Download the Marketing Automation
datasheet
Customer Service Automation
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,
multiple contacts, support cases, e-mail and documents sent and
received, sales opportunities, and more.
Sage CRM can enable you to provide better customer service which
means happier customers, better retention rates and more profitable
relationships.
Download the Customer
Service Automation datasheet
Web access
All you need is an Internet
connection and your password to access your this web-based CRM
system, wherever you are in the world.
Outlook integration
Sage CRM has complete,
two-way synchronisation with Microsoft Outlook contacts, calendar
(appointments) and tasks, in addition to enhanced e-mail
integration.
You also have the option to use your entire Sage CRM system from
within the standard Microsoft Outlook interface and to send your
CRM data to pocket devices such as mobile phones and PDAs that
synchronise with Outlook.
Automated Process Workflow
Sage CRM
Workflow helps you to automate predetermined 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. The fully
embedded workflow allows you to truly model how you would like your
business to run and put in rules to ensure it happens
Customisations
Customisation tools within
Sage CRM allow you to rapidly modify all aspects of the system. The
easy-to-use, onscreen tools, allow managers and administrators to
create and modify fields, screens, tabs, tables, views, scripts,
and security settings on the fly and ensure that Sage CRM can be
easily adapted to your business requirements.