|
Improving staff efficiency
|
Sage CRM
On-Premise |
SageCRM.com
Hosted |
|
Outlook synchronisation
|
Ö
|
Ö
|
|
File Outlook emails
|
Ö
|
Ö
|
|
Team and individual CRM diary
|
Ö
|
Ö
|
|
Document library
|
Ö
|
Ö
|
|
Add email templates
|
Ö
|
Ö
|
|
Configure automated email responses
|
Ö
|
No
|
|
Global library for brochures
|
Ö
|
Ö
|
|
PDA online use
|
Ö
|
No
|
|
Mobile (Connected PDA)
|
Extra module |
Extra module |
|
Sales Management
|
|
|
|
Sales pipeline, forecasting & reports
|
Ö
|
Ö
|
|
Quote production
|
Ö
|
Ö
|
|
Territory management
|
Ö
|
Ö
|
|
Lead management
|
Ö
|
Ö
|
|
Opportunity Management & Workflows
|
Ö |
Ö |
|
Marketing automation
|
Sage CRM
Standard |
SageCRM.com
Advanced |
|
Campaign management, budgets & reports
|
Ö
|
Ö
|
|
Create marketing target lists
|
Ö
|
Ö
|
|
HTML emails
|
Ö |
Ö |
|
Customer Service Tools
|
|
|
|
Customer care module
|
Ö
|
Ö
|
|
Customer case pipeline, workflow & reporting
|
Ö
|
Ö
|
|
Solutions knowledge base
|
Ö |
Ö |
|
CRM Customisation
|
|
|
|
Create new reports
|
Ö
|
Ö
|
|
Report editor
|
Ö
|
Ö
|
|
Amend screens & tabs
|
Ö
|
Ö
|
|
Add new fields to existing tables & tabs
|
Ö
|
Ö
|
|
Integration with Crystal Reports & other 3rd party tools
|
Ö
|
No
|
|
Key attribute data
|
Ö
|
Ö
|
|
Automated workflows for leads & opportunities
|
Ö
|
Ö
|
|
Automated workflows for cases & solutions
|
Ö
|
Ö
|
|
Multi-lingual / multi-currency
|
Ö
|
Ö
|
|
CTI (Computer Telephone Integration)
|
Extra module |
Extra module |
