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Sage CRM - Buyers Guide
10 Reasons Why Organisations Use Sage CRM
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It's web based. Users simply log-on through Internet Explorer. With individual offices, departments and remote based staff connected to a single database communication and decision making are improved.
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Placing CRM at the heart of their business. Sage CRM isn't an isolated system. It meshes with existing technology including accounting software, web applications and other databases to connect front and back office systems and provide organisations with a complete view of every business contact in a single interface. |
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Improving customer service. With full relationship information available, staff can understand customers better, provide them with a personalised service and build long-term relationships. Sage CRM makes sure high priority customer issues are visible and helps teams give their best customers a premium service.
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It's mobile. Access CRM on the go using a mobile device to keep up to date. Or work offline and have CRM auto-sync next time the user connects.
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Sales management. Every opportunity is tracked through each sales stage for effective pipeline analysis and sales forecasting helping teams focus on the right prospects and helping managers monitor performance. With quote generation, in-built reporting and product list integration, admin is kept to a minimum helping teams make best use of their time.
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Building better business intelligence. With every team connected to a single database there's a rich harvest of business data available on tap. Check service delivery, monitor sales performance, review marketing effectiveness, spot the trends, identify areas for improvement and make sound decisions.
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Dedicated marketing tools. With complete contact information in one place it's easy for marketers to build precise lists to find targets for their next marketing drive. Campaigns can be phased in waves and email / MS Word mail merges send from CRM. With wave tracking, responses are logged for on-the-spot campaign results.
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Ease of use. With simply point and click logic and utilising familiar Internet Explorer and Outlook technology, new users find Sage CRM easily accessible. Continued learning and best practice are supported through on-screen training video, user tips and customised coaching advice.
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It works in harmony with their business. Virtually anything within Sage CRM can be customised to suit individual business needs. Fields, automated workflows, menu descriptions, knowledge bases, security settings and much more can be changed. With scope for multi-lingual and multi-currency support, it has the versatility to benefit businesses across a huge diversity of industries.
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Flexible purchase options. Investment in Sage CRM doesn't need to be an up-front payment. With our finance partners we offer competitive leasing options to phase repayments for improved tax efficiency and avoid the impact of a lump sum payment out of cash-flow.
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Sage CRM Edition Overview (previously branded as Sage CRM MME)
Sage CRM is available in 2 editions:
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Sage CRM - STANDARD Edition
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- Accessible via Internet Explorer or mobile devices.
- Minimum of 5 users with no upper limitation.
- Contains all essential contact management tools including: communication history, activity scheduling, team views, advanced searches, mail merging, document library, reporting and more.
- Complete sales management tools.
- Basic marketing capability including key attribute profiling, list building and mass emailing.
- Capability for offline access.
- Options to add Application Integration Server, CTI connector and web self-service.
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Managing Contacts
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Customer Service tools
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Sales Management
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Marketing Functionality
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Integration capability
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Sage CRM - ADVANCED Edition
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All the core functionality of the Standard Edition.
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Advanced marketing campaign planning, marketing reporting and telemarketing campaign management.
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Extended customer service functionality for case management, automated workflow management, service level agreements and solutions knowledge base.
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Includes CTI integration connector.
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Includes capability for web-self service portals.
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Supplied with Application Integration Server for integration with accountancy systems and other external databases.
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Managing Contacts
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Customer Service tools
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Sales Management
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Marketing Functionality
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Integration capability
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General Sage CRM Information & Advice
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AT A GLANCE
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 Sage CRM is popular with businesses who want to connect users to a single CRM database which is easily accessible via Internet Explorer.
STANDARD edition is suited to organisations who require: powerful contact management, sales automation, marketing list building, mass emailing but require only limited customisation.
ADVANCED edition is relevant for businesses who need extended marketing campaign planning, case management or automated workflows. It is also suitable for organisations wanting extended database customisation and wider integration with existing technology.
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