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Find the right customer in seconds
Instead of spreading customer data across multiple systems, Sage CRM enables organisations to centralise everything in one system. As a result, customer addresses, communications history, purchase information, call logs, documents, financial detail, scheduled activities and much more is easily accessible from one interface.
Always deliver a professional service wherever staff are based
As a fully web-based system, Sage CRM is available through Internet Explorer or accessible in a Microsoft Outlook window so everyone has easy access to customer information regardless of where staff are based.
Important: The points listed below are only available with the ADVANCED edition of Sage CRM
Resolve customer issues quickly
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Ensure customer enquiries, support questions, complaints and other high priority issues receive urgent attention. Sage CRM tracks every case for high visibility of outstanding items with full communications tracking.
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Apply Service Level Agreements to prioritise the most important customers. Define rules to automatically escalate cases if they aren’t closed within an agreed time-frame and get automatic notification if cases exceed the SLA. Sage CRM can trigger alerts on-screen, by email or through text alerts.
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See at a glance which cases need to be dealt with, are being investigated or are solved with a graphical pipeline view. Filter to drill-down to the information you need and check cases assigned to individuals and teams.
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Run service reports for in-depth analysis to review case volumes and SLA adherence and see how effectively issues are being resolved.
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Telephony Integration
Sage CRM offers CTI integration capability for inbound and outbound telephony automation. When a customer calls in, automatic screen pop-up functionality provides staff with the essential customer information.
Customer self service portal
Offer customers with their web-portal which they can use at any time to make service requests, log questions, check a query status and interact with your organisation. By opening up a new way for people to make contact, Sage CRM liberates customers to do business with organisations whenever and however they want.
Knowledge management
Pool solutions to common problems and questions into an online CRM knowledge base to help customers and staff find answers quickly and resolve issues faster.
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SAGE CRM
DEMONSTRATION VIDEO
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Customer service & support management
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