Sage CRM Software 

Sage CRM is an easy to use, fast to deploy, feature rich, low cost of ownership CRM solution, designed to introduce the real benefits of CRM to small & middle sized companies. Sage CRM is an 'on premise' solution (in that it is installed on your premises) yet presents itself to the user via a browser or mobile device.

Here are some of the key benefits of Sage CRM for businesses and how it compares to other CRM solutions:

• Easy to use interface - Sage CRM is designed to be intuitive and easy to navigate. It uses a familiar desktop-style layout that is straightforward for employees to learn and use daily. Other CRMs can sometimes have clunky or overly-complex interfaces.
• Customization - Sage CRM allows for customization of fields, screens, and workflows to match each business's unique processes and needs. Other pre-packaged CRM systems can be more rigid.
• Integration - Sage CRM integrates with Sage accounting and ERP software, allowing for centralized access to customer financial data and order history. It also integrates with Outlook and other systems. Some CRMs have less flexible or non-existent integration options.
• Mobile access - Sage CRM provides mobile apps for iOS and Android so employees can access customer data on the go. Other CRMs may not offer mobile capabilities.
• Affordable pricing - Sage CRM is aimed at small and medium businesses, so it is priced competitively. Larger enterprise-level CRM suites can be much more costly.
• Flexible deployment - Sage CRM is an on premise solution yet is web-enabled, allowing access from remote locations.  The on-premises model gives companies full control and oversight of their CRM environment, security, customizations, integrations, and data.

The combination of robust but easy-to-use features, customization, integration, mobile access, and flexible deployment options makes Sage CRM an attractive choice for many small and medium businesses compared to other CRM products.
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Sage CRM can Help Your Company to...

• Improve Sales Performance with tools that help sales professionals find and retrieve vital information quickly and easily. Sage CRM provides a snap shot of the sales cycle from first contact to final sale, allowing sales teams to effectively analyse and manage the sales pipeline. Quotes and orders can be easily created and saved so they can be pulled again in the future, saving time on administration & leaving you more time to sell.
• Manage and track every element of your marketing campaign. Sage CRM lets you view activities, objectives, leads generated and lead follow-up. You can drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost and list of prospects. This in-depth view of your marketing campaigns allows you to eliminate the guesswork and put your company's Marketing resources to their best use.
  
• Resolve customer issues efficiently by providing Customer Service professionals with user-friendly tools to access relevant customer data including purchases, call and escalation histories, interactions, emails and documents sent and received. Armed with this customer knowledge Sage CRM lets you handle customer queries more efficiently, which in turn enhances and strengthens the customer experience whilst improving job satisfaction.

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So Sage CRM addresses the following areas in your company - Sales, Marketing and Service. 

Sage CRM for Sales

Sales Forecasting and Reporting

• Accurate, timely forecasts in Sage CRM allowing sales reps and managers to make their own assessments of all leads, ensuring leads are never forgotten about.
• Point and Click reporting and graphs that allow sales teams to access data for on the spot analysis and decision-making. Reports in Sage CRM are very easy to run and create your own from scratch with very little 'IT skills'.

Management of Vital Opportunities and Leads

• Sage CRM assists in the tracking of leads from first contact to final sales, ensuring time and energy is spent on the deals that are most likely to close.
• Manage and analyse all current and historical account details, enabling your sales team to easily identify and acquire new customers and retain existing ones

Build and Maintain Profitable Customer Relationships

• Sage CRM delivers superior customer service by having the most up to date and complete customer information at your fingertips.
• Information in captured on your customers creates cross-sell and up-sell opportunities.

Account and Activity Management

• Escalation and reassignment of leads in Sage CRM ensure that the employee most qualified to handle the situation addresses your client's needs.
• Configure alarms to trigger literature requests, follow-up appointments, callbacks, daily tasks and much more.
• Sage CRM has lots of security levels and 'teams/roles' to ensure the right people see information relevant to them.

Territory Management

• There are assignment rules in Sage CRM to automatically route leads to the right sales person based on territories or teams.
• Gain insight into sales effectiveness and performance by territory.
• View marketing campaigns, response rates and associate sales revenue by territory. Sage CRM lets you see what's working and what's not working in your company.

Enhanced Outlook and Exchange Integration

• All contacts, tasks and appointments can be shared between diaries in both systems to allow sharing of information.
• View Sage CRM entirely through your Outlook system, using CRM to enhance the quality and retention of information available to the user.
• Continue to run your email, diaries and contacts through Outlook with auto-synch of all interactions in Sage CRM.
• Integration at a server level with Microsoft Exchange

Graphical Reporting

• Graphical forecasting and reporting features allow you to filter data in any way you choose.
• Use system default reports (60 ready-made reports provided with Sage CRM) or easily create new reports with a reporting wizard that walks you through the process, which lets you analyse important trends.
• Other reporting tools like Crystal Reports can also be used with Sage CRM.

Escalation and Notification Alerts

• Ensure business opportunities are never missed, by sending real time alerts to the right individuals based on their roles.
• Deliver periodic messages to sales managers summarising critical opportunity and forecast information for their direct reports.
• Your Dashboard in Sage CRM keeps you in the loop on critical activities and customer information.

Quotes and Order Entry

• Sage CRM's seamless link to Word allows you to generate sales proposals automatically, reflecting local customer currency, customs and taxes.
• Access current product information and integrate with other Accounting applications.

Stay on Top Time Management

• Onscreen alarms, notification alerts, automation of literature fulfillment and the simplification of other non-revenue generating activities all impact on business and personal performance.
• Ability to monitor data proactively in Sage CRM allows managers to monitor key business indicators.

Campaign Management

• Sage CRM allows sales teams to easily set up, run and maintain their own marketing campaigns such as letter or email campaigns.
• View responses to each marketing campaign, replicate effective initiatives and assign return of investment to each campaign. E.g. when you create an opportunity or create an appointment in Sage CRM, you can link that to a campaign.
• Integrates completely with the marketing functions to allow instant feedback and information from the campaign to sales person.
• Integration to Mailchimp and Swiftpage included (but you may have subscriptions to may to them based on the number of subscribers/mailings you do)

Access Anywhere Anytime

• Work offline (part of Sage CRM called 'Solo') or work online over a network or the Web, seamlessly synchronise between the two.
• Integration with Smartphones, iPhones and Android devices

Sage CRM for Marketing

Campaign Management

• Sage CRM lets you assign, schedule and track marketing activities within a campaign and view every detail of each campaign at a glance
• Drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost and target prospects
• Segment your audience (based on product interest, location etc) and create messages for the specific audience
• Retain successful data for future marketing campaigns
  

Email Management

• Make it easy to distribute mass e-mail by providing the ability to send plain text or rich HTML e-mails
• Store all communications in Sage CRM about a particular campaign, so that employees can easily look up the exact email message received by a specific customer or prospect
• Options for tracking responses (click throughs etc) instantly back in the CRM database

Segmentation & Groups

• Segment customer and prospect lists using user-friendly tools
• Deliver targeted messages to select target audience
• Export marketing lists to Microsoft Excel for external agencies or other applications

Campaign Reporting

• Get real time information in Sage CRM about the success of individual and ongoing marketing campaigns by tracking them from initial lead generation right through to the closing of the sale

• Match sales revenues to specific campaigns, providing immediate cost vs. sales analysis data.
  Analyse marketing campaigns by lead source by using user friendly tools and reports

Outbound Call Management

• Easily integrated into any marketing campaign
• Target lists and calls can be allocated and scheduled
• Schedule follow up calls at times convenient for prospects and customers
• Details of calls can be saved and shared throughout the company

List Management

• Create target lists in Sage CRM from selected criteria, re-use successful campaign lists or import mail house lists
• Merge documents via Word with target customer lists for mass mailings
• Create communication to record marketing piece sent for future reference

Lead Management

• Qualify lead into your chosen criteria for follow up
• Prioritise leads ensuring a lead never gets lost or goes cold
• Lead tracking enables you to view the lead at every stage.

Sage CRM for Service 

Case Management 

• Capture and track every interaction with every customer regardless of customer touch point or channel of communication
• Maintain a complete case history with instant access to all previous issues and customer interactions 
  

Activities & Communications 

• Sage CRM lets you assign, schedule and track phone calls and meetings and view records of previous meetings
• Send emails (plain text or HTML) and attachments and record communication for future reference
• Attach documents - white papers, quotes and literature from the document library 

Reporting 

• View and measure call turn around time and understand what is taking longer to resolve and why
• View issues by category, outstanding and unresolved issues
• Pull graphical reports for weekly, monthly and quarterly management meetings
• Sample reports are provided with Sage CRM to get you going 
  

Knowledge Management 

• Share customer information internally or externally in Sage CRM to allow customers and partners to resolve their own issues
• Build a knowledgebase of solutions to common customer issues to help the customer service team resolve issues faster 
  

Ticket Tracking 

• Never lose an issue/service request in the organisation through tracking and recording of all requests through all stages
• All issues in Sage CRM are date stamped at time of resolution or escalation for internal management and for external auditing of service success rates
• The representative working on the ticket is always visible as are any later representatives or managers as the request is moved through the organisation ensuring the ownership and accountability over requests as they progress 
  

  
Customer Self Service Portal 

• Provide your customers with web access to their own 'customer portals' which they can access at their convenience 24x7
• Empower customers to log queries, make service requests, view the status of existing or past requests
• Customise your self service portal to match the look and feel of your corporate identity, ensuring your corporate brand is kept consistent through all customer touch points 
  

Escalation and Notification 

• Sage CRM lets you set up rules to automatically escalate cases if not closed within certain time period

• Receive notifications automatically when cases are not resolved within a certain amount of time
• Receive notification instantly through email, web browser, phone etc

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Sage CRM Pricing

Sage CRM is an annual subscription and is priced as either 'named' users or 'concurrent' users.  Please contact Wizard Systems for latest Sage CRM Pricing.