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CRM


          Features & Benefits


          Benefits


          Resources


 


Additional Products:


          CRM Together;

          1. Accelerator.


 


 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

Home > Sage CRM > Features & Benefits >


Features & Benefits:


 

 

Customise Sage CRM and become a more productive and informed business:

  • Adapt the look and feel of Sage CRM to suit the needs of your business

  • Avoid duplication of work by storing customer information in a central database

  • Organise marketing, sales and customer services activities using one solution

  • Gain greater insight into the performance of your business with powerful reports and charts

  • Leverage customer data from across your business and target customers who want your products and services

 

 


 

Integrate with Sage ERP and join-up every part of your business:

  • Resolve customer queries faster with more personal responses

  • Create targeted campaigns based on customer information that deliver a better return on your marketing budget

  • Enable customer service teams to handle customer queries more efficiently

  • Help sales teams source quotes faster and meet specific shipment and delivery requirements.

  • Automate workflows that connect one department to the next and help your business run more efficiently

  • Identify sales patterns and cross-sell opportunities using real-time information about the volume and value of trade in your company

 

 

 


 

Send email campaigns with MailChimp:

  • Email up to 2,000 lists subscribers a month as part of MailChimp’s free plan

  • Use dozens of MailChimp predesigned templates or create your own

  • Send an automated series of personal emails to leads and customers

  • Automate communications with current and prospective customers

  • Track open rates, clicks and unsubscribes

  • Report on and improve your campaigns in real-time

  • Share previous campaigns with colleagues so they can save time

  • Send e-marketing campaigns on behalf of other users

 

 


 

Business Accelerators for Sales:

  • View data from across your company on two new Management dashboards

  • Evaluate the performance of your business with Sales KPIs for Managers

  • Measure your company's progress using Sales Metrics for Managers

  • Act on a range of preconfigured alerts and notifications

  • Save time with new alternative sales workflows

  • Gain greater insight on new management dashboards

  • Analyse sales campaigns activities with new KPI charts

  • Email quote information as a PDF in just one click

 

 


 

Work from anywhere with Mobile CRM:

  • Use Sage CRM for iPhone and Sage CRM for Android.

  • Schedule and manage important account activities on your phone or tablet.

  • View the communications history between your business and your customers.

  • Update customer information on the road.

 

 


 

 

Features At A Glance

 

For All Users
  • Easy-to-use with a fresh look and feel

  • Fully customizable interactive dashboard

  • End-user personalization of interface design and content

  • In-built user tutorials, user guide and quick tips

  • Relationship management graphs

For Sales Professionals
  • Pre-installed sales dashboard available out-of-the-box

  • Ability to customize dashboard to create a bespoke workspace

  • Account, contact and opportunity management

  • Comprehensive reporting and analytical tools

  • Sales forecasting and territory alignment

  • Calendar and activity management

  • Process and workflow automation

  • Mobile solutions and offline synchronization

  • Escalation and auto notifications

  • Quote and order entry

For Marketing Professionals

  • Pre-installed marketing dashboard available out-of-the-box

  • Ability to customize dashboard to create a bespoke workspace

  • Campaign management and analysis

  • Lead qualification and management

  • Comprehensive email formatting options

  • Mail merge functionality

  • Document drop capabilities

  • Outbound calling

  • List management

  • Customer segmentation capabilities

For Customer Service Professionals

  • Pre-installed customer service dashboard available out-of-the-box

  • Ability to customize dashboard to create a bespoke workspace

  • Customer self-service portal

  • Case tracking and management

  • Workflow automation

  • Knowledge base recording customer service solutions

  • Address maintenance and linking tools

  • Escalation and auto notifications

  • Reporting

For IT Professionals

  • Advanced customization capabilities

  • Out-of-the-box customization

  • Easy to install and fast to deploy

  • Easy to integrate

  • Flexible deployment options

Integration Capabilities

  • Microsoft Outlook Integration

  • Integrates straight out-of-the-box with many leading Sage ERP products (Sage 300 ERP / Sage 200 Suite)

  • Computer telephony integration

 

 


 

 

0845 092 0926

01773 863 611

info@idlsystems.co.uk

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Company No. 4211965  -  VAT No. GB715 9582 08

Directors: I.D. Lowe / D.E Lowe / S. Houston

6 Rangewood Road, South Normanton, Alfreton, Derbyshire, DE55 3BS, United Kingdom


     
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