Sage CRM On Premise Software
Sage CRM is an easy to use fully web-based customer relationship management system that includes sales, marketing and customer service automation.
Highly flexible, Sage CRM from PREACT provides customisable business process automation and integration with external applications that help everyone in an organisation work more effectively and build better business practices.
With Sage CRM, all departments are connected to a fully customised database that perfectly fits their business.
Sage CRM from Preact
As a trusted Sage partner and independent CRM reseller with over 15 years expertise, Preact help clients implement and achieve results with Sage CRM software. We carry out around 20 Sage CRM projects each year for businesses in numerous industries with varying sized deployments.
Our recent projects have included bespoke implementations for DPAS Dental Plans, Picker Institute, IFS School of Finance, London Film School and The Ethical Tea Partnership.
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What Sage CRM Offers
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Full suite CRM - Sage CRM has been designed for small to medium sized businesses. As a full suite package, Sage CRM includes sales, marketing and service automation tools.
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Collaborative CRM - as a fully web-based system, Sage CRM enables businesses to extend CRM functionality throughout their organisation wherever staff work to drive better communication and collaboration.
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Easy to Use - easy to navigate, an intuitive interface and on-screen coaching makes Sage CRM immediately familiar and accessible to new users.
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Fully Customisable - manage all of the entities that you work with, not just companies and contacts. Sage CRM tracks events, contracts, projects, resources and more
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Process Automation - Sage CRM automates routine tasks to foster better working practices, cut processing costs, remove duplication and enforce business rules that drive greater consistency.
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Localised & International - CRM offers multi-lingual and multi-currency capability.
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Mobile Enabled - Sage CRM can be accessed via the Internet in the office, at home or on the move. Offline synchronisation is available for remote laptop users while PDA and Windows Mobile users can stay connected to their customers using their mobile device.
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Quick & Easy to Deploy - as a web based system Sage CRM can quickly be deployed for a rapid return on investment.
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Integrated & Process Centric - as part of the Sage 200 suite, CRM integrates with back-office Sage software including Sage Financials as well as Sage 50 Accounts* for fully connected business processes. Sage CRM can also easily be integrated with other third party applications.
Sage CRM centralises data across an organisation so everyone can see where they stand with each customer through a single interface.
As a web based system, all that's needed to log-on is a web or network connection. Mobile users can access CRM through mobile devices or work offline.
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SAGE CRM
CASE STUDIES
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The ifs School of Finance - PDF / VIDEO
Renoir Group - PDF
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With the benefit of complete customer information instantly available, sales staff are well prepared for every selling situation to spot new cross-sell and up-sell opportunities. Sage CRM sales tools help teams manage their performance and focus their efforts on the business most likely to close:
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From initial enquiry, Sage CRM tracks every opportunity through each stage of the sales cycle.
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Get detailed sales insight with on-demand reports, forecasts and pipeline charts to instantly assess performance and make informed decisions.
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Align sales staff into territories to automatically route new leads to the right people and run reports to assess territorial performance.
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Sage CRM makes it easy for staff to find any detail in seconds. Addresses, emails sent/received, call logs, attached documents, financial detail and more are all accessible from one database. With this arsenal of information, everyone can see every customer as an individual and deliver a personalised service that competitors will find hard to match.
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Enable staff to serve customers online wherever they work, all they need is a web connection.
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Manage customer enquiries, support questions, complaints and other high priority issues to ensure they receive urgent attention.
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Enforce Service Level Agreements with case escalation to prioritise the most profitable customers.
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Integrate CRM with telephony technology for caller ID pop-up functionality and automated dialling.
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Sage CRM stores attributes and preferences for every customer enabling marketing teams to use this intelligence for accurate profiling. Through effective segmentation, Sage CRM helps marketing teams to send the right messages to the right people.
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Inbuilt marketing reports and profit vs cost analysis provide accurate results for informed campaign planning.
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Build target lists using multiple fields and attributes to slice and dice data to find the right people.
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Communicate messages en-masse by email or mailer. Create personalised templates, choose your target list, send your message and wait for the phone to ring.
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Connect business departments by integrating CRM with accounting software, websites and other applications for a truly representative 360° view of each customer.
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Integrate CRM with accounting software to check transactions, review credit terms, see an account balance, post new orders and avoid the duplication of updating two separate systems.
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Automate the import of data feeds from other databases and web applications for up to the minute information in Sage CRM.
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Join up order processing to seamlessly convert quotes into orders to be invoiced and processed.
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This application was previously branded as Sage CRM Mid-Market Edition (Sage CRM MME)
* Additional add-on software is required to integrate Sage 50 Accounts with Sage CRM.
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