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Complete contact information in one place
It isn’t just about storing customer notes and phone numbers. Sage CRM gives staff a central point to find out anything they need to know about customers, prospects, partners and any other business contact. Customer emails, conversation logs, scheduled activities, sales opportunities and outstanding customer enquiries or complaints are all easily found in one system. With Sage CRM no-one wastes time scanning spreadsheets or multiple databases hunting for the information they need to do their job.
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 bookmark away. Work from home, a hotel, a different office or overseas and simply log-on to your web-server through Internet Explorer or Outlook. Use any PC or laptop you want, just remember your web-server address and secure username / password.
Deliver better customer service with better information
Sage CRM shares contact information throughout an entire organisation providing staff with the full picture to make better decisions. 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.
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 building a library of your most frequently used templates so no-one wastes time writing 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
Define your business processes to create automated CRM workflows. In combination with e-mail integration, actions requiring attention or escalation are routed to the appropriate team or individual and user accuracy is enforced through on-screen prompts. By automating the flow of critical processes and alerts, Sage CRM creates confidence for handling urgent action items like sales enquiries, support and complaints.
Simple to learn, easy to use
An intuitive layout, simple click logic and on-screen support makes Sage CRM easily accessible to new users. Anyone familiar with Microsoft Outlook, Word or Excel or indeed anyone who surfs the Internet 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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