Sage CRM Overview - Chortek · 2020. 1. 29. · Sage CRM User Roles Accounts Receivable & Order...

© 2019 The Sage Group plc or its licensors. All rights reserved.

Sage CRM Overview


Sales, Marketing and Service modules to extend the power of your business management tools right across

a business, to make informed business decisions based on accurate information at all times.

ge CRM provides

Help you grow your business

Win more customers and retain

them

The right insights to

make decisions

+ +


arket more effectivelynderstand customers betterollaborate effectively across teamsccelerate sales team performance

e help customers to


Create targeted marketing campaignHelp your marketing reach the right peop

Accelerate and focus your sales activitieWork on the most profitable activiti

Provide an excellent customer experiencDelight customers and outperform the competiti

Harness the power of an integrated CRAutomate processes within your business to do mo

know & grow your business


Sage CRM Customer Segments and Insights


perate in almost every industrye majority (~75%) have 20 or fewer usersmarketing, sales, service & operational roles

ore than 17 000+ customers across the globe

45%

30%

17%

5%2%

1%3-9

10-1

20-4

50-9

100-

200+

No. of seat

*All Sage CRM licenses sinc

Sage CRM customer breakdowseat size and % of customer b

Help grow your

business

Win more customers and retain

them

The right insights to

make business decision

+ +

pical Sage CRM customers


pical customer needs

Organising data

of Sage BMS users cated their lack of

munication between ams and across erent departments

of respondents think they need the most vement in managing quotes and orders

61% of respondents indicated their inability to track and manage sales opportunities and leads

effectively.

30% of respondents indicated their missed sales opportunities.

Tracking Sales

19% of respondents think that they need the most

improvement in managing customer service

(planning, tracking & customer communication)

Delivering service

29% of respondenindicated their lack

insight across the enbusiness (KPI’s)

Better visibility

Sage CRM User Roles

Accounts Receivable

& Order Entry

Shipping Purchasin

FProOv

Project &Works

DeliverySales

Teams & Managers

Marketing Creation & Response

Customer Care &

Support

End Customer

Self Service


hat people see & ask /1

a Business Owner / General Manager

Sales Operations / Head of Sales

Customer Service /Head of Operations

nges sed

Lacks visibility into performance metricsSeeks increase in operational efficiencies

Sees operational inefficiencies

Lack of information about customers, sales process leads to error in decision-making

Meeting sales numbers Opportunities are missed by lack of follow up Visibility into the pipeline for better management Needs easy pipeline management and reporting Needs easy forecasting of individuals and teams

Measure and increase customer satisfactionLacks visibility into full customer interaction across departments throughout the companWants process consistency in customer casWants to better manage services escalationSLAs

ons Are you struggling to manage your business with just spreadsheets and folders?

Do you have complete visibility into your business performance?

Are you able to tell how sales and other KPI’s are tracking? Do you have visibility to what’s going in sales?

How well do your teams communicate and share information about customers?

How does management track and measure individual performance

How many sales opportunities are you missing by not properly following up on?

How do you track & manage your sales opportunities and leads?

How is your sales forecast entered and managed today?

How do your sales people prepare for a call or appointment? What information do they have available? Is it accurate and current?

Do you think you have outgrown spreadsheets/are you struggling to manage your business in this way?

How do you track and measure your customcall resolution in order to determine your levservice?

How do you measure customer service satislevels? How do you manage specific processolving customer service inquiries?

What tools do you currently use to resolve aemail, chat, self-service portal, etc.) and howworking for you?

Do you have the ability to see customer infoone view across your company, including acsales and support? What gain would you hacould?

Meeting sales numbers Opportunities are missed by lack of follow upVisibility into the pipeline for better management Needs easy pipeline management and reporting Needs easy forecasting of individuals and teams

Measure and increase customer satisfactionLacks visibility into full customer interaction across departments throughout the companWants process consistency in customer casWants to better manage services escalationSLAs

How many sales opportunities are you missing by notproperly following up on?

How do you track & manage your sales opportunitiesand leads?

How is your sales forecast entered and managed today?

How do your sales people prepare for a call or appointment? What information do they haveavailable? Is it accurate and current?

Do you think you have outgrown spreadsheets/are youstruggling to manage your business in this way?

How do you track and measure your customcall resolution in order to determine your levservice?

How do you measure customer service satislevels? How do you manage specific processolving customer service inquiries?

What tools do you currently use to resolve aemail, chat, self-service portal, etc.) and howworking for you?

Do you have the ability to see customer infoone view across your company, including acsales and support? What gain would you hacould?






nges sed




Opportunities are missed by lack of follow up

Visibility into the pipeline for better management Needs easy pipeline management and reporting Needs easy forecasting of individuals and teams

Measure and increase customer satisfacretention Lacks visibility into full customeinteraction history across departments ththe company Wants process consistency in customer







How do you track & manage your sales opportunities and leads? How is your sales forecast entered and managed today?



How do you track and measure your cusservice call resolution in order to determlevel of service?

How do you measure customer service satisfaction levels? How do you manageprocesses for solving customer service i

What tools do you currently use to resolv(i.e. email, chat, self-service portal, etc.)are working for you?

Do you have the ability to see customer information in one view across your comincluding accounting, sales and support?gain would you have if you could?

Measure and increase customer satisfacretention Lacks visibility into full customeinteraction history across departments ththe company Wants process consistency in customer










nges sed




Opportunities are missed by lack of follow up Visibility into the pipeline for better management Needs easy pipeline management and reporting Needs easy forecasting of individuals and teams

Measure and increase customer satisfacretention Lacks visibility into full customeinteraction history across departments ththe company Wants process consistency in customer Wants to better manage services escalaSLAs







How do you track & manage your sales opportunities and leads? How is your sales forecast entered and managed today?








Sage CRM Features


ur marketing features able you to:Plan marketing campaigns and track the results

ge CRM for Marketing /1



Manage a marketing campaign across multiple channels




Manage a marketing campaign across multiple channels

Track new leads and sales opportunities



ur sales features enable u to:repare for important sales etings by accessing important tomer data ‘on the go’

ge CRM for Sales /1



ollow compliance and ‘best ctice’ routines using integrated rkflow.

ge CRM for Sales /2



ollow compliance and ‘best ctice’ tines using integrated workflow.

rack the performance of your es teams ng out-of-the-box sales reports

ge CRM for Sales /3


ur service features enable u to:Automate and manage customer service cases, helping resolve cases faster

ge CRM for Service /1

r



Manage service teams & assignments




Manage service teams & assignments

Report on critical customer service metrics quickly and easily


G l it li All i ht d


ur integration features able you to:Organize and consolidate accounts nformation into one reliable source

egrated Sage CRM for your accounting system /1



Easily see payment history, order status, customer cases, quotes, orders, shipments and more




Easily see payment history, order status, customer cases, quotes, orders, shipments and more

Better manage supplier information such as purchase orders, payments and call history



The Sage CRM message


e story about Sage CRM

Designed for small and enterprise sized businesses, Sage CRM is easy to use & manage so you can focus on your business, not on software.

Strength in configuration

• An easily configured workflow offers many options to suit thprocesses/process flows within a company.

• Each user can personalize their experience so that the mospertinent information is shown

Visibility

hrough integration with Sage ERP solutions (Sage 100 ERP, age 300 ERP and other Sage accounting products), it can ovide end-to-end visibility across an entire business

Quick to deploy, easy to use & low cost

rowser delivered, easy to use ‘from the box’ and quick to onfigure to match company, team & user requirements. can be optimized to an individual business, with unlimited

elds, screens, reports, connections and much more.

Respond to changing customer requireme

• A simple data & process management tools to manage customer relationships – now & in the future.

• Enable the business to scale for growth and become moreto compete effectively

Local version


e story about your company Local version

ave you realised he magnitude of our challenges?

When asked about their company’s top 3 current business challenges that are promptingto consider a CRM system:

• 61% of respondents indicated an inability to track & manage opportunities effectively. • 42% of respondents indicated lack of communication between teams & departments.• 30% of respondents indicated their missed sales opportunities. • 29% of respondents indicated a lack of management insight across the entire business

e solution may be ore manageable n you first thought

Many companies believe they need to be a big company to use a CRM solution.

Today, CRM solutions are leveraged to by companies of all sizes and as few as 10 employees. Sage CRM is quick and easy to deploy so you can be up and running in dayWe offer in-product guidance, online and classroom based learning + support to ensure acustomers can easily access help and assistance when they need it.

he cost effective, xible proposition at is Sage CRM

It is easy to use & adapt to how your business works - both now and in the future. It is eainstall, manage & maintain so you can focus on business, not on software. When combinconnected with Sage ERP, you can enjoy better business insight, greater efficiencies, increased productivity and a single, customer-centric view across your entire business


Read more about Sage CRM


Pricing: principles

Global website, including proposition, case studies and ‘Test Drive’http://www.sagecrm.com/1

Sage CRM community – blogs & more for partners and customershttps://community.sagecrm.com/2

Sage CRM eLearning - for technical, sales and developers https://community.sagecrm.com/e-learning/default.aspx3

ge CRM – Further resources

Sage CRM Help Centre – for documentation http://help.sagecrm.com/4

Local version

9, The Sage Group plc or its licensors. Sage, Sage logos, Sage product and service names mentioned herein are the trademarks of The Sage Group plicensors. All other trademarks are the property of their respective owners.

Thank you

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Sage CRM Overview - Chortek · 2020. 1. 29. · Sage CRM User Roles Accounts Receivable & Order...

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