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Find the right customer information in seconds
Instead of spreading contact and customer data across multiple databases, Sage CRM enables organisations to centralise everything within one system. Customer addresses, communications history, purchase information, call logs, documents, financial detail, scheduled activities and much more can all be accessed from one interface.
Always deliver a professional service wherever staff are based
As a web-based resource, Sage CRM is available through an Internet Explorer browser or a Microsoft Outlook window. If customer facing staff are based at separate locations, are travelling, work from home or overseas all they need is a web or network connection to access live and accurate customer information.
Resolve customer issues quickly
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Make sure 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 complete communications tracking.
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Apply Service Level Agreements to prioritise the most important customers and define rules to automatically escalate cases if they aren’t closed within an agreed time-frame. 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 reports for in-depth analysis to review case volumes and SLA adherence to see how effectively issues are being resolved.
Telephony Integration
Sage CRM offers capability with telecommunications technology for inbound and outbound telephony automation. When a customer calls in, automatic screen pop-up functionality provides staff with the essential customer information.
Serve customers even when you’re closed
Offer customers access to their own password controlled 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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