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Sage 200 CRM from Sage Software
Sage CRM has won many awards worldwide - recent UK awards include: 2007 CRM Excellence
Award From Customer Inter@ction Solutions Magazine, Best On Premise CRM Software
in the Siftmedia Business Awards, 2007, Best On Premise CRM in the Business Software
Satisfaction Awards, 2007.
Sage CRM is a feature-rich Customer Relationship Management solution which is easy-to-use
and fast to deploy. New features includes with the 2009 version include:-
- Greater flexibility by using web quotations and orders
- Enhanced contact details field compatibility
- Real time data views
- Linking of multiple ERP databases to one CRM database
- The CRM interface can now provide access to third party forms and websites.
It is available as a standalone application, and also as part of the Sage 200 Suite
which also includes software to manage operations across Accounts, Stock, Distribution,
Construction and other areas of the business.
Standalone or part of the suite, Sage CRM offers out-of-the-box but configurable
business process automation.
Sage 200 CRM
With Sage CRM, you can quickly analyse, manage, and synchronise sales, marketing,
and customer care activities across all points of contact, giving you true business
visibility. It links all departments to a single system that is deployed across
an Internet architecture providing obvious efficiencies in terms of deployment,
maintenance and access.
With it's sophisticated yet easy to use Web Services interface it's also easy to
integrate Sage CRM with other applications.
Designed to introduce the real benefits of CRM to your organisation, Sage CRM uses
industry-leading technology to foster better business practices and improve information
exchange throughout your organisation.
Sage 200 provides three main areas of automation
Sage 200 CRM - Sales Force Automation
Sage 200 CRM empowers organisations to sell effectively. Easy-to-use, Sage 200 CRM
provides sales users with instant access to calendars, accounts, reports, pipelines,
contacts and call lists, empowering sales people to sell.
All sales information is stored, tracked and reported providing you with meaningful
and up-to-date information on the performance of the sales team. Graphics provide
at-a-glance information to sales reps and sales managers on how they are doing at
any point in time. Integration with the Sage 200 accounting and stock modules, gives
sales staff access to both inancial and non-inancial customer data, for a complete
360 degree view of the customer across front and back ofice departments.
With Sage 200 CRM Sales Force Automation, real-time sales opportunity analysis is
provided instantly. Sage 200 CRM provides a snapshot of all opportunities within
the sales pipeline, allowing sales teams to effectively analyse and manage deals
at every stage. The sales process is automated, streamlining your business and enabling
better business management.
Sage 200 CRM - Sales Force Automation -
Key Features and Benefits:
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Calendar Management
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Sage 200 CRM provides sales users with a complete diary solution with daily, weekly
and monthly views. In addition, onscreen reminders and notiication alerts are available
to all sales team members.
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Increases eficiency, punctuality and convenience.
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Complete Bi-directional Outlook Integration
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It is possible to run email, calendars and contacts through Microsoft Outlook and
all interactions can be automatically synchronised with Sage 200 CRM, meaning that
contacts, tasks and appointments are automatically updated in both systems.
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Fosters organisational transparency within the business and enhances the quality
and retention of information available to the user.
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Management of Key Opportunities and Leads
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Using Sage 200 CRM sales users can track leads from first contact to final sales closure.
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Ensures that time and resources are invested into the deals that are most likely
to close. Enables the sales team to easily identify and recruit new customers and
resell or up-sell to existing accounts.
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Sales Forecasting and Reporting
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Point and Click reporting and graphs are provided by Sage 200 CRM along with accurate
and timely forecasts which are accessible by sales representatives and managers
alike.
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Enables easy sales forecasting and reporting. Gives sales teams and management access
to data for immediate analysis and decision-making. Delivers on-demand reports for
business insight.
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Account and Activity Management
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With Sage 200 CRM leads can be escalated and reassigned easily, follow-up activities
can be automated and field-level security is a simple and straight-forward process.
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Guarantees that leads are handled by the employees most qualiied to assist the client
and only relevant parties are privy to information.
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Client Awareness
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The most up-to-date and complete customer information is instantly and easily retrievable
within Sage 200 CRM.
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Helps organisations to have a better view of their customer and deliver superior
customer service.
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Graphical Reporting
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Graphical forecasting and reporting features allow filtering of data per the user’s
criteria. It is also possible to use system default reports or easily create new
reports with the aid of a reporting wizard.
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Provides detailed data as required by businesses as well as graphical interpretations
on the state of the business at any moment in time. Allows businesses to strategically
plan and gain insights on future performance.
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Web Quotes and Orders
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Within Sage 200 CRM it is possible to enter a quote or an order remotely using the
CRM interface.
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Provides greater flexibility within Sage 200 CRM module, allowing orders to be entered
remotely and synchronised to the sales order processing module.
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Territory Management
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With Sage 200 CRM, assignment rules automatically route leads to the relevant sales
representatives based on territories. It is possible to create new teams and re-assign
ownership of teams as well as view marketing campaigns, response rates and associated
sales revenue by territory.
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Delivers insight into sales effectiveness and performance by territory.
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Escalation and Notiication Alerts
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Sage 200 CRM delivers periodic messages to sales managers summarising critical opportunity
and forecast information for their direct reports.
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Ensures business opportunities are always retained and worked on.
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Sales Process Automation
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Vital customer and prospect information can be retrieved quickly and easily, time
is organised and administrative tasks are reduced to a minimum.
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Automates the sales process to enable users to concentrate on their primary purpose
which is selling.
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Workflow
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The in-built workflow can be followed out-of-the box or customised to reflect your
business process.
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Automates the sales process so that all sales users follow the same steps, ensuring
no opportunities fall through the cracks. The sales process can be structured to
suit your internal business process for maximum effectiveness.
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Pipeline Management
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Sage 200 CRM permits sales reps and managers to effectively analyse and manage the
sales pipeline, with the ability to see and report on leads, opportunities and proposals
at a glance.
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Sales professionals are provided with tools to increase productivity and eficiency.
Pipeline management is easier to do and at-a-glance status is available.
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Document Sharing
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Literature fulilment can be automated and simpliied.
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Decreases administrative and other non-revenue generating activities which all impact
on business performance and personal productivity.
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My CRM and Team CRM
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Individual and team views of activities are available.
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Gives both individuals and management a single view of business activities as and
when required.
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Anytime Anywhere workforce
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Sage 200 CRM provides the sales team with the ability to work offline or mobile wherever
they are around the world.
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Sage 200 CRM provides the system administrator with the ability to create profiles
for offline users which optimises the download and synchronisation of data. This
ensures that the sales person downloads data that is only relevant to them.
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Integration with accounting modules
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Sage 200 CRM is integrated with the Sage 200 accounting and stock modules. Sales
staff have access to accounting functionality such as accurate pricing for quotes
and orders, fulilment data, and complex pricing rules and discounts normally held
in the back office system only. Financial and non-financial information is accessible
in the one place for a 360 degree view of the customer.
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Allows sales teams to effectively manage, forecast and report on all phases of the
sales cycle; gives sales staff a true 360 degree view of the customer across front
and back ofice systems for better account management. The real time data views allows
you to view financial and commercial information through the CRM interface. You can
therefore access this information remotely, saving the need for them to be in the
office or have access to the back office system.
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Sage 200 CRM – Marketing Automation
Sage 200 CRM provides powerful tools for marketing teams to plan, execute and audit
highly targeted marketing campaigns. Easy-to-use, Sage 200 CRM provides marketing
users with the tools to target the right customer at the right time, eliminating
guesswork and optimising marketing resources. With Sage 200 CRM, users have the
ability to assign and analyse marketing activities eficiently and easily.
Integration with the Sage 200 accounting and stock modules, gives marketing staff
the ability to create campaigns based on the financial proile, order information
and purchase history of customers, and enables marketing managers to generate accurate
ROI calculations for better marketing measurement.
With Sage 200 CRM, every phase of every marketing campaign can be tracked to provide
meaningful analysis and campaign measurement. Powerful and flexible profiling of customers
and prospects based on criteria selected by the marketing team as well as direct
integration to mass email, makes Sage 200 CRM for Marketing an invaluable tool for
organisations and marketers.
Sage 200 CRM – Marketing Automation - Ket Features and Benefits
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Campaign Management |
Sage 200 CRM Marketing empowers users to view activities, objectives, leads and
follow-ups, to drill down to speciic activities including communications,
opportunities, responses, budget, costs and prospects; managing and tracking
every element of every marketing campaign. |
Expedites campaign analysis, makes it easier and more automated to roll out
marketing campaigns and creates good business practice going forward. Puts
marketing resources to their best use as it delivers detailed information and
eliminates guesswork. |
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Segmentation and Groups |
Customer data and prospect lists can be segmented based on desired criteria such
as interest or demographics via user-friendly tools. Marketing lists can be
exported to Microsoft Excel if required. |
Targeted messages can be delivered to select groups or target audiences. |
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Outbound Call Management |
With Sage 200 CRM it is possible to allocate and schedule target lists, calls
and follow-up calls at times convenient for prospects and customers. |
Integrates easily into any marketing campaign and shares call details for
transparency and easy access across the company. |
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Email Management |
Sage 200 CRM Marketing provides the functionality to mass email eficiently with
the ability to create email templates, send HTML and attachments as well as
store communications per campaign. |
Enables employees to review the exact email message received by a speciic user
or prospect. Sage 200 CRM provides enhanced formatting options for emails
including a multi-lingual spell checker. |
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Campaign Reporting |
Track the success of individual or ongoing campaigns in real-time, at any stage
in the campaign from the initial lead to the close and match sales revenues to
speciic campaigns. |
Provides immediate cost versus sales analysis data and the ability to analyse
marketing campaigns per lead source with user-friendly tools and reports. |
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Lead Management |
With Sage 200 CRM Marketing, leads can be qualified per selected criteria for
follow-up and tracked at each stage in the process. |
Ensures leads are visible to all team members, prioritised by management, have
the appropriate team member assigned to them and are maximised at all times. |
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Outbound Call Management |
Sage 200 CRM schedules calls for telemarketers and triggers follow-ups dependent
on the outcome of the calls while the details of the call, such as length and
results, are saved for cross departmental future reference. |
Provides telemarketers with the tools necessary for effective and eficient
telemarketing campaigns. |
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List Building and Management |
Multiple criteria may be selected to assemble lists. It is also possible to
merge documents with target lists for mass mailings. Responses to campaigns can
trigger sub-lists for the next wave of the campaign, with successful responses
moved to sales and non-responses kept on a reminder list (or removed if
required). |
Records marketing lists for future reference and provides the option to re-use
successful campaign lists or import mail house lists. Offers the tools to create
detailed profiles of customers and prospects over the course of the relationship.
This information can be stored, reported and segmented for future campaigns. |
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Campaign Evaluation Tools |
Analyse marketing campaigns by lead source or evaluate other important campaign
details by using sophisticated, user-friendly tools and reports. Sage 200 CRM
not only tracks response rates, it also permits the matching of sales revenues
to speciic campaigns. |
Enables the status of campaigns to be viewed at any time to evaluate ongoing
return on investment. Provides immediate cost versus sales analysis data.
Enables management to determine marketing ROI. |
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Integration with accounting modules |
Sage 200 CRM is integrated with the Sage 200 accounting and stock modules.
Marketing staff have access to inancial information on customers, giving them
the ability to create marketing lists based on financial profiles and target
customers with good credit ratings and purchase histories. Return on marketing
investment can be measured more accurately thanks to back office integration. |
Enables marketing staff to execute highly targeted campaigns based on customers’
financial history and enables pin-point measurement of marketing ROI. The real
time data views allows you to view financial and commercial information through
the CRM interface. You can therefore access this information remotely, saving
the need for them to be in the ofice or have access to the back ofice system. |
Sage 200 CRM – Customer Service Automation
Sage 200 CRM Customer Service is designed to help you effectively manage and
resolve issues eficiently by providing you with an easy to use user-interface
and powerful feature set. This intuitive interface allows you to easily view
information about your customers and resolve their issues effortlessly by
employing the escalation features of Sage 200 CRM customer service.
Integration with the Sage 200 accounting and stock modules, gives customer
service staff access to back and front office customer data for a complete 360
degree view of every customer, making every customer interaction more
informative and effective.
Providing quality customer care and maintaining satisfied customers is a
challenge for every business. Sage 200 CRM allows you to take care of your new
and existing customers. By defining business processes, tracking cases and
solutions becomes more automated and streamlined, enabling you to focus more
time on growing your business while delivering best practice customer service.
Sage 200 CRM – Customer Service Automation - Ket Features and Benefits
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Cases |
Sage 200 CRM deines Cases as customer incidents or requests for technical
assistance. Cases include Service Level Agreements. Failure to abide by the time
frame allocated to a case will result in the trigger of an escalation process,
such as informing the Support Manager that there is a case past its cut-off
date. |
Ensures that cases are attended to in a timely manner to maximise customer
satisfaction and drive customer loyalty. |
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Knowledge Base |
Articles about cases are called Solutions in Sage 200 CRM. This is a powerful
resource providing users with technical notes and solutions to known issues or
questions which can be stored centrally in the Knowledge Base. |
Provides easy and immediate access to a central bank of information and keeps
accurate records of contacts with customers via Case Tracking and Communication
logs. |
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Search |
With Sage 200 CRM, customer service representatives can search for known
existing solutions to new cases in the Knowledge Base using powerful Sage 200
CRM ind technology. |
Reduces resolution time as it enables users to find information quickly and
easily, which ultimately results in improved customer care. |
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Customer Information |
The company/person entities within Sage 200 CRM contain a wealth of information
related to each customer. |
Proiles customers and their needs - this enables customer care organisations to
work to meet their requirements faster based on the historical proile of the
customer. |
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Workflow |
The ability to define customer care processes and escalation points is controlled
and managed by a feature in Sage 200 CRM Customer Service called Worklow. |
Adhering to worklow processes results in escalation and automatic notiication to
a Customer Care manager if the Case remains inactive for longer than the
predefined period of time. This is a powerful automatic reminder. |
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Customer Communications |
Sage 200 CRM Customer Service enables customer care users to view
communications, contacts, leads, opportunities or cases for each customer in the
database. |
Improves eficiency and information organisation and reduces administrative time. |
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Reports |
Several predeined reports are available to users. Sage 200 CRM reports can be
printed to PDF or exported to CSV as well as being delivered on screen. |
Allows easy analysis of case details. Graphs may be added to make the report
even more presentable and easier to examine. Reporting with Sage 200 CRM is
powerful, yet simple and easy to do. |
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Integration with accounting modules |
Sage 200 CRM is integrated with the Sage 200 accounting and stock modules.
Customer service staff have access to back and front office customer data for a
complete 360 degree view of every customer. Greater linkage between revenues and
SLA’s ensure that customers get the appropriate level of service. |
Empowers your organisation with critical information to build and support
long-term customer satisfaction and loyalty. Maximises every customer
interaction and experience. The real time data views allows you to view inancial
and commercial information through the CRM interface. You can therefore access
this information remotely, saving the need for them to be in the ofice or have
access to the back office system. |
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