sage | Business partner
Products

Sage CRM

Sage CRM, a Customer Relationship Management system, which will give you the tools and power to keep your business moving forward with new and existing customers. This powerful system has the tools to record and track all communications with your customers, from queries to orders placed, to arranging meetings, to generating mailshots, constantly building and improving your relationship with your customers, leading to new opportunities for your business. With a click of a button you will have a 360 degree view of your customers and your business, providing management with accurate information.

Features

Sales
• Pre-installed sales insight dashboards, presenting key performance data in a highly graphical format, are available out-of-the-box
• Ability to customise summary information dashboards to create your own tailored workspace
• Account, contact, lead 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 synchronisation
• Escalation and notification alerts
• Quote and order entry

Marketing
• Pre-installed marketing insight dashboards, presenting key performance data in a highly graphical format, are available out-of-the-box
• Ability to customise summary information dashboards to create your own tailored workspace
• Campaign management, analysis and reporting
• Lead qualification and management
• Comprehensive email formatting options
• Mail merge functionality
• Document drop capabilities
• Outbound call management
• List management
• Customer segmentation capabilities

Customer Support
• Customer self-service portal, providing customers with web access to their own ‘customer portals’
• Case tracking and management
• Workflow automation
• Knowledge base management - record and share solutions to customer service queries
• Escalation and auto notification alerts
• Reporting

We also offer Sage Sales Logix.


Watch the video below to see an overview of the latest version 7.1 of CRM and how it can work for you.

Please click here to to make a product enquiry or phone us on 051-395900.

 

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