Transcript jeff - Sundae Solutions

The Power of Sage CRM 5.8
Jeff Richards
Education and Development Program Manager
Sage Technologies
Dublin
Email:[email protected]
Web: http://dpp.sagecrm.com
Blog: http://sagecrmtraining.blogspot.com
• Please note that while the slides refer to Sage CRM, CRM, or
the CRM system throughout, all functionality covered is also
relevant to Sage CRM, Sage Accpac CRM, and Softline ACCPAC
CRM.
Introduction
• If you are considering signing up as a solution provider for
Sage CRM then this session is important for you. Here we show
you what makes Sage CRM a sizzling product to add to your
business. Come and be wowed by what Sage CRM can offer.
An Easy Full CRM System
• Sales Management
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Sales Cycle from Lead to Completed Order
• Powerful and flexible graphical workflows
• Easy to Use Territory and Team Management features
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– Table, Row and Field level security
Reporting
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Forecasting
Summary Report
Graphical Reporting
Custom Dashboards
• Marketing Support
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Full Campaign support and ROI analysis capabilities
Fully extensible
• Customer Care
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Open and Easily customised Case Management/Support Ticket system
Service Level Agreement management
Automated Email Management – Case logging and autoresponse
Knowledge Base and Solution Management
Integrated CRM Automates…
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Sales Force
Customer Care
Marketing
Accounts information
Sage CRM – an Integrated Solution
Marketing
Customer Care
•Campaign Management
•Email Management
•List Management
•Key Attribute Profiling
•Outbound Call Management
•Marketing Evaluation Tools
•Contact Management
•Workflow Integration
•Service Level Agreements
•Call Centre Accuracy
•Knowledge Base
•Enhanced Reporting
•Web Self Service
Sales Force
•Sales Forecasting
•Account and Activity Management
•Sales Cycle Management
•Time Management
•Sales Force Automation
•Solo Server
•Graphical Analysis and Reporting
Marketing
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Telemarketing/telesales
Campaign management
Lead management
Better targeting
Multiple channel campaigns
Synchronised campaigns
Complete sales integration
Transparent rules
Sales
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Contact management
Time management tools
Lead management
Sales management
Account management
Complete sales force
automation
Instant status reporting &
forecasting
Increased time efficiency
Increased sales force
integration
Sage CRM Architecture
Useful Accounting Information
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Account History
– Sales
– Balance
– Aged Debt
Credit Status
Credit Limit
Product File
Stock Availability
Sales Quote/Order
Contact Address
Synchronisation
Customer Care
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Customer service
Field force automation
Multiple channels
Knowledge management
Reduced response times
Improved corporate
intelligence
Web Self Service
Case Study
• Where do the Sales Leads come from
– Website Enquiries
– Purchased Mailing Lists
• Working those Leads
– Workflow
– Promotion to Opportunities
Sales Management
• What’s in my Pipeline?
• How do I enter a new Opportunity?
• How do I create a Quote and turn it into an Order?
• How do I report on my work?
– Company Summary Reports
– Dashboard
– Reporting
• My manager needs my forecast!
Working with Contacts
• How do I add a customer?
• How do I work with Outlook?
– Synchronizing Data
Using the Marketing Features
• Central Control of Marketing Activities
– Campaigns, Waves and Wave Activities
• Everything is related to marketing
– Linking work to Wave Activities
– Measuring the Success of Marketing
• Reporting
Caring for Customers
• Working with Open Cases
• Logging a Case
– Working the Case
• Reporting Cases
– Dashboard
• Working with the Knowledge Base
Beyond the Organisation’s Walls
• Open to the Customers
– Web to Lead
– Self Service
• Open to Staff
– Solo
• The fully featured Asynchronous Client
– Mobile
• WAP and PDA access
• Open to Developers
– Extending the System
Q&A