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Preact Limited
4 Lake End Court
Taplow
Maidenhead
Berkshire SL6 0JQ

0870 382 5000

sales@preact.co.uk


Sage CRM - Buyers Guide

Sage CRM - previously Sage CRM MME software

GoldMine software video demonstration

10 Reasons Why Organisations Use Sage CRM

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.

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. 

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.

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.

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.

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.

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.

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.

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.

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.


Sage CRM Edition Overview (previously branded as Sage CRM MME)

Sage CRM is available in 2 editions:

Sage CRM - STANDARD Edition

  • 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.

Managing Contacts

Customer Service tools

Sales Management

Marketing Functionality

Integration capability


Sage CRM - ADVANCED Edition

  • All the core functionality of the Standard Edition.
  • Advanced marketing campaign planning, marketing reporting and telemarketing campaign management.
  • Extended customer service functionality for case management, automated workflow management, service level agreements and solutions knowledge base.
  • Includes CTI integration connector.
  • Includes capability for web-self service portals.
  • Supplied with Application Integration Server for integration with accountancy systems and other external databases.
 

Managing Contacts

Customer Service tools

Sales Management

Marketing Functionality

Integration capability


General Sage CRM Information & Advice

  • Annual SageCover is applied for each licence and provides entitlement to software updates.
  • The Sage Application Integration Server supplied with the Advanced Edition (optional for Standard edition) offers extended capability to link CRM with other data sources including Sage Line 50, Sage MMS, websites and other databases.
  • Organisations can upgrade from the Standard to the Advanced Edition at a later time.
  • Sage CRM is an advanced Customer Relationship Management system and implementation is consultancy led to configure the software to each requirement. It is not an off-the-shelf solution.
  • As an advanced CRM application, it is not suited for every organisation. Business who require entry level CRM software may find ACT! or GoldMine a more effective solution.
  • The technology is based on ACCPAC CRM which was acquired by Sage and subsequently re-branded as Sage CRM Mid-Market Edition / Sage CRM MME.
  • Similar functionality is available through an alternative hosted solution, SageCRM.com. This is aimed at organisations without the IT infrastructure to support Sage CRM and require only basic database customisation.

 

AT A GLANCE

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.


Sage CRM MME software advice Find Out More
For independent CRM advice and to determine how Sage CRM could improve your business call 0870 382 5000 to discuss your requirements or to arrange a free demonstration and pre-sales meeting.

Sage CRM MME Software Brochure

Sage CRM v6 Brochure
Read our Sage CRM brochure to learn more about the benefits and functionality of web-based CRM software (PDF 1MB) or watch our demonstration video and a case study video.
ACT!, GoldMine and Sage CRM comparison How does Sage CRM compare with other applications?
Read our ACT!, GoldMine and Sage CRM comparison guide

 

 
 
 
 
 

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