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Sage Customer Relationship Management
SageCRM is an easy-to-use, fast-to-deploy on-site CRM solution with out-of-the-box but configurable business processes. It provides enterprise-wide access to vital customer information—anytime, anywhere—so you can manage your business with an integrated approach to inside and field sales automation, customer care, and marketing.
Sage CRM Modules
Sage CRM Sales Force Automation (SFA)
SageCRM puts you in complete control of your sales pipeline, allowing sales team members to effectively manage, forecast, and report on all phases of the sales cycle. With Sage CRM SFA software, you can easily manage and analyze all current and historical account details and activities, manage multiple accounts and opportunities, and automatically distribute leads to sales professionals around the world.
With SageCRM, sales cycles can be shortened and more deals can close faster.The sales force automation (SFA) capabilities within SageCRM provide your sales team instant access to vital customer data including reports and graphs,quotes, forecasts, and historical account details. The SFA capabilities enable you to quickly do on-the-spot analysis, make informed decisions you can trust,and eliminate bottlenecks that typically lengthen the sales cycle.
Everyone wins with front- to back-office, customer-centric integration because orders move to accounting more quickly and accurately, customers receive products sooner, the company gets paid faster, salespeople receive commission checks earlier, and customers receive higher levels of customer service.
* Quickly identify cross-sell and up-sell opportunities
* Easily access payment history information
* Identify additional purchasing power—or lack of
* Identify availability of products for Sales
* Quickly assist customers with order status
* Generate more accurate quotes and proposals
Sage CRM Outlook Integration
SageCRM has complete, two-way synchronization with Outlook contacts, calendar (appointments), and tasks, in addition to enhanced e-mail integration. With Outlook integration, you also have the option to access your entire SageCRM contact database from within the standard Outlook interface. Lastly, Outlook integration enables you to synchronize your CRM data to devices such as mobile phones and PDAs that synchronize with Outlook.
With Outlook integration, you can:
* Use all the features of Outlook entirely from within the SageCRM interface; no more switching from one application to the other.
* Perform a one-way export from SageCRM to Microsoft Outlook.
* Bi-directionally synchronize contacts, appointments, and tasks between Outlook and SageCRM.
Automated Process Workflow
With SageCRM's workflow capabilities, businesses can automate pre-determined business processes across all channels, departments, and employees. To help assess and design workflow, SageCRM provides graphical views of the process and its development patterns. In combination with e-mail integration, workflow ensures that actions requiring attention or escalation are automatically routed to the correct employees. SageCRM creates a confidence among employees that issues are not going to fall through the cracks and frees their time to perform more important tasks.
Computer Telephony Integration
SageCRM combines a fully-integrated CRM solution with interactive inbound and outbound telephony automation. Contact centers are provided access to the same single point of communication the rest of the enterprise shares. A customer’s complete CRM history including fax, personal visits, phone, and e-mail is viewed through automated screen pop functionality and gives the support employees an enterprise view of the customer experience. Full on-screen auto-dial and phone functionality allows your support staff to perform necessary tasks through the system interface rather than the phone system. SageCRM provides full integration to all standard third-party telephony software leveraging existing automation such as call escalation, routing, call queuing, and reporting functionality. A central repository for all customer data, SageCRM provides easy-to-use, real-time access to information your support staff needs to resolve customer issues quickly and efficiently, reducing call times and increasing the efficiency of your contact center.
Customizations
SageCRM provides customization tools that allow businesses to rapidly modify all aspects of the system. SageCRM’s open architecture greatly reduces development and maintenance costs and allows seamless integration with other mission-critical applications across your enterprise. With easy-to-use, on-screen tools, managers and administrators can create and modify fields, screens, tabs, tables, views, scripts, and security settings on the fly. SageCRM customization functionality allows quick-and-easy user-specific modifications to interfaces and data and ensures SageCRM can be easily adapted to your business requirements.
Global Deployment
SageCRM provides multicurrency, multi-lingual support from a single code base—U.S. English, U.K. English, French, German, Spanish, Dutch, and Japanese—making this solution the logical choice for businesses around the world. SageCRM's single-server installation and Web browser access allow employees, partners, and customers alike to view the information they need to get the job done, anytime, from anywhere in the world.
Web Self-Service
SageCRM Web Self-Service allows customers to access or request services and support over the Web. Customers can receive information based on their preferences, requests, and histories, providing them a single point of contact for information about your products and company through designed customer and partner portals. Allow your channel partners access to shared workflow, lead-tracking, inquiries, invoicing, and customer information. SageCRM allows your customers 24/7 access to information they want.
Wireless PDA Access
The benefits of real-time access to your CRM solution and database are numerous and can have a positive impact on your business performance and profits. Wireless connectivity with enhanced support for Personal Digital Assistant (PDA) devices using the Microsoft Windows Mobile operating system brings real-time data to your fingertips - anywhere, anytime.
With online Internet access, PDA users such as field sales representatives can stay connected for real-time access, with a full range of functions accessible, enabling staff to view reports, and update contacts and sales opportunities. They also can continue to qualify leads, track customer issues, and manage tasks and calendars.Wireless PDA access to your CRM solution simply makes you more productive, increasing productivity while reducing costs.
Benefits of remote access include:
* Access important account, contact, and history information
* Maximize time while traveling
* Cultivate stronger sales relationships
* Improve customer service
* Update account information
* Add key account data
* Schedule activities and appointments
* Synchronize information at a later point in time
And much much more!
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