Sage CRM  

About Sage CRM

Sage CRM allows for the pooling of all transactions and communication history into a single screen, giving you a 360 degree view of your customer.

Sage CRM Overview Brochure

Sage CRM v6.2 Feature Tour 

Sage CRM benefits at a glance:

• Internet architecture
  Sage CRM is deployed across an Internet architecture. This brings efficiencies in terms of speed of deployment, ease of maintenance and familiarity for new users.  This also means that your users can gain access remotely – so they are not tied to the office.

• Configurable
  Sage CRM offers out-of-the-box but configurable business process automation.  It can be customised to match your business terminology and processes, you can build in workflow to match your internal processes and you can even apply security at a field level, using simple tick boxes.

• Freedom of choice
  We offer Sage CRM in two ways – either deployed on your own servers or hosted on our servers and leased to you in a Software-As-A-Service (SAAS) model. You could even start by choosing the ‘hosted’ route and then move the deployment onto your own servers at a later date.

• Unifies your business
  Sage CRM helps you to analyse, manage, and synchronise sales, marketing, and customer care activities across all points of contact, giving you true business visibility. This also enhances the ‘customer experience’ since however a customer contacts you, they should receive the same information.

• Integration
  Sage CRM is also available as the CRM module in two of our business management suites see Sage 200 and Sage 1000 information for more information. Our sophisticated Web Services interface enables integration of Sage CRM with your applications.

• Training and Coaching
  Sage CRM includes online training videos, system quick tips and system documentation to support your users. We have also included unique onscreen coaching, allowing you to see customised text as you move from screen to screen. The built-in training helps new users to get up to speed quickly and helps your existing users grow in confidence

Sage CRM v6.2 - What's New?

Sage CRM v6.20 delivers a comprehensive range of new capabilities and enhancements that are designed to enrich the Sage CRM user and ownership experience significantly. Top new features include:

Themes - Users can now change the look and feel of their Sage CRM installation through the use of the product’s new Branding Toolkit capabilities. A number of pre-configured themes are supplied out-of-the-box with version 6.2 and can be customised by administrators. Furthermore, entirely new themes can also be created from scratch.

Relationship Manager - A more powerful and flexible Relationship Manager is now available which allows users to set up many-to-many relationships between primary entities, as well as facilitating parent/child and sibling relationships. And an improved graphical interface in this area provides for even greater ease-of-use.

Email Editor Toolbar -  Sage CRM 6.2 provides an enhanced email editor which incorporates extensive formatting options as well as a multilingual spell checker. These enhancements make it easier for users to produce and execute highly effective mass e-mail programmes from within Sage CRM.

Address Linking - Sage CRM 6.2 introduces powerful new capabilities for address maintenance; making it easy to manage address details and updates for both new and existing contacts. This ensures that Sage CRM captures the most comprehensive and accurate representation of address details on an on-going basis and that manual address maintenance is kept to a minimum.

In addition to these new enhancements, a range of improvements have been made across the product in areas such as offline synchronisation, Outlook integration and the .NET API.

Sage CRM v6.2 'Whats New' Guide

Top Features of Sage CRM

Internet Architecture
Sage CRM is deployed across an Internet architecture. This brings efficiencies in terms of speed of deployment, ease of maintenance and familiarity for new users.  This also means that your users can gain access remotely – so they are not tied to the office.

All Features of Sage CRM
 

Sales Force Automation
Sage CRM puts you in complete control of your sales pipeline, allowing sales teams to effectively manage, forecast, and report on all phases of the sales cycle.

With Sage CRM, you can easily manage and analyse all current and historical details and activities, manage opportunities, and automatically distribute leads to sales professionals around the world.

Using Sage CRM’s user configurable dashboard means your sales team can have all their sales information at their fingertips ensuring their buy-in. Sage CRM enables your sales team to make more sales with less effort.

Find out more details about Sales Force Automation

Marketing Automation
Sage CRM provides a single source of customer information to help you better manage your marketing efforts and make sound decisions based on the needs of your customers and prospects.

With Sage CRM Marketing, you can target the right customer at the right time, eliminate guesswork, and put your company’s marketing resources to their best use.

Execute more effective campaigns, track responses faster and easier than ever before, and make sound decisions based on what your customers want and how they respond.

Find out more details about Marketing Automation 

Customer Service Automation
With Sage CRM Customer Service, you can build and effectively manage lasting customer relationships by providing the professional level of service your customers expect.

Sage CRM provides real-time access to relevant customer data including orders, call and escalation history, interactions, multiple contacts, support cases, email and documents sent and received, sales opportunities, and more.

Sage CRM can enable you to provide better customer service which means happier customers, better retention rates and more profitable relationships.

Find out more details about Customer Service Automation

All you need is an Internet connection and your password to access your this web-based CRM system, wherever you are in the world.

If a connection is not possible, users can use Sage CRM’s robust replication and synchronisation tool for full offline access. The system can also be accessed through a variety of wireless devices.*

Outlook Integration
Sage CRM has complete, two-way synchronisation with Microsoft Outlook contacts, calendar (appointments) and tasks, in addition to enhanced e-mail integration.

You also have the option to use your entire Sage CRM system from within the standard Microsoft Outlook interface and to send your CRM data to pocket devices such as mobile phones and PDAs that synchronise with Outlook.

Automated Process Workflow
Sage CRM Workflow helps you to automate predetermined business rules across all channels, departments, and employees.

To help assess and design workflow, Sage CRM provides graphical views of the process and its development patterns.

The fully embedded workflow allows you to truly model how you would like your business to run and put in rules to ensure it happens

Customisations
Customisation tools within Sage CRM allow you to rapidly modify all aspects of the system.

The easy-to-use, onscreen tools, allow managers and administrators to create and modify fields, screens, tabs, tables, views, scripts, and security settings on the fly and ensure that Sage CRM can be easily adapted to your business requirements.

* Unavailable or limited when using the software in an on-demand model.

Product Tour 

The link below will offer a guided & voiced tour to your computer.  This tour will include a look at the Contact Management, Sales, Marketing & Customer Care features of Sage CRM.

Sage CRM v6.2 Feature Tour

Datasheet Downloads

Sage CRM Overview Brochure

Sage CRMv6.2 'What's New' Datasheet

Sage CRM Customer Automation Datasheet 

Sage CRM Marketing Automation Datasheet

Sage CRM Sales Force Automation Datasheet

Sage CRM Integration Datasheet

Sage CRM Rules of the Road

Sage CRM Vision Whitepaper

Whitepaper on the Benefits of Sage CRM Internet Architecture

Whitepaper on CRM On-Demand vs On-Premise

Accelerate Out of the Downturn with Sage CRM

How to choose a CRM System

Next Step:

• Business needs analysis

• Project scoping and cost analysis

• Project management and implementation

• Product customisation – to meet your business needs

• End-user training - for all levels

• Ongoing support for your SalesLogix system

• Additional implementations as your business grows

• Tailored solutions for specific verticals

Meet Pinnacle's Sage CRM solutions team to find out how this unique solution can benefit your business today!