Avant-Garde Software Solutions Partner for Sage and Microsoft offering consultancy, training and support for Microsoft Dynamics CRM (formerly Microsoft CRM), Microsoft Dynamics GP (formerly Microsoft Great Plains), Sage 200, Sage MMS, Sage line 100, Sage line 50 and Sage payroll

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Microsoft Gold Partner and Microsoft Small Business Specialist, specialising in Microsoft Dynamics CRM (formerly Microsoft CRM) and Microsoft Dynamics GP (formerly Microsoft Great Plains). With the new Microsoft Dynamics range of software businesses can transform their customer relationship management and financial reporting.
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Click this image to find out more about Microsoft Dynamics GP Software by attending one of our free seminars. Microsoft Dynamics GP (formerly Microsoft Business Solutions Great Plains) is a comprehensive business-management solution built on the highly scalable and affordable platform of Microsoft technologies.


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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:

Feature Explanation Benefits
Calendar Management 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. Increases eficiency, punctuality and convenience.
Complete Bi-directional Outlook Integration 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. Fosters organisational transparency within the business and enhances the quality and retention of information available to the user.
Management of Key Opportunities and Leads Using Sage 200 CRM sales users can track leads from first contact to final sales closure. 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.
Sales Forecasting and Reporting 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. 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.
Account and Activity Management 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. Guarantees that leads are handled by the employees most qualiied to assist the client and only relevant parties are privy to information.
Client Awareness The most up-to-date and complete customer information is instantly and easily retrievable within Sage 200 CRM. Helps organisations to have a better view of their customer and deliver superior customer service.
Graphical Reporting 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. 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.
Web Quotes and Orders Within Sage 200 CRM it is possible to enter a quote or an order remotely using the CRM interface. Provides greater flexibility within Sage 200 CRM module, allowing orders to be entered remotely and synchronised to the sales order processing module.
Territory Management 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. Delivers insight into sales effectiveness and performance by territory.
Escalation and Notiication Alerts Sage 200 CRM delivers periodic messages to sales managers summarising critical opportunity and forecast information for their direct reports. Ensures business opportunities are always retained and worked on.
Sales Process Automation Vital customer and prospect information can be retrieved quickly and easily, time is organised and administrative tasks are reduced to a minimum. Automates the sales process to enable users to concentrate on their primary purpose which is selling.
Workflow The in-built workflow can be followed out-of-the box or customised to reflect your business process. 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.
Pipeline Management 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. Sales professionals are provided with tools to increase productivity and eficiency. Pipeline management is easier to do and at-a-glance status is available.
Document Sharing Literature fulilment can be automated and simpliied. Decreases administrative and other non-revenue generating activities which all impact on business performance and personal productivity.
My CRM and Team CRM Individual and team views of activities are available. Gives both individuals and management a single view of business activities as and when required.
Anytime Anywhere workforce Sage 200 CRM provides the sales team with the ability to work offline or mobile wherever they are around the world. 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.
Integration with accounting modules 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. 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.

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

Feature Explanation Benefits
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.
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.
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.
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.
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.
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.
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.
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.
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.
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

Feature Explanation Benefits
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.
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.
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.
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.
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.
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.
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.
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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