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Complete contact information in one place
CRM isn't just about storing customer notes and phone numbers. Sage CRM provides users with a single interface to find out anything they need to know about their customers, prospects, partners and any other business contacts.
As well as storing emails, communications history, activities, opportunities and customer issues, Sage CRM integrates with other systems to make all relationship detail available from a single interface.
With Sage CRM no-one wastes time scanning separate systems or hunting for the information that they need. Check what a customer has previously purchased, see if they have an outstanding support case, find out if they're on your mailing list or review the credit terms you offer them. Build accurate profiles to see each contact as an individual, spot the trends and identify opportunities.
Get in business with just a web connection
Sage CRM is entirely web-based so there's nothing extra to install on each user's computer. With a web or network connection, business information is just a web click away.
Work from home, a hotel, a different office or overseas and simply log-on through Internet Explorer or Outlook. Use any PC or laptop you want, just remember your web-server address and secure username / password.
Stay focused to make better use of your time
What's important? What's urgent? Who do I need to contact? These and other questions are answered everyday by Sage CRM. Schedule yourself or a colleague an activity, assign a priority level, make it time-specific if needed and set an on-screen alert. Use the daily calendar list to plan every day, prioritise work and of course make sure nothing gets forgotten.
Communicate more frequently, more effectively
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Minimise time sending e-mails by creating a library of your most frequently used templates so no-one wastes time typing the same repetitive messages.
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Sharpen e-mail messages with HTML or use plain text. E-mail to individual contacts or a list of people in just a few clicks or output to MS Word for mass mailings.
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With additional tools for telemarketing call scripting and CTI phone integration for caller recognition and automated outbound dialling, Sage CRM is truly an all encompassing communications centre.
Apply business rules for a consistent approach
Sage CRM streamlines business processes through automated workflows. In combination with e-mail integration, actions that require attention or escalation are routed to the appropriate team or individual.
As a result web leads and new cases are automatically routed to right individuals for processing.
Workflow rules can also be applied to enforce establish business practices. Onscreen CRM rules prompt users to logically progress routine tasks like sales opportunities and customer cases to drive greater consistency and improve accuracy.
Simple to learn, easy to use
An intuitive layout, simple click logic, customisable branding themes and on-screen tips makes Sage CRM easily accessible to new users.
Anyone familiar with Microsoft Outlook, Word or Excel will quickly pick up the basics. On-screen training videos, quick tips, plus customised on-screen coaching offer multiple ways for users to extend their expertise and maximise the benefits of Sage CRM.
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