Download - Sage CRM Presentation 2012
Sage CRM | Sales
Presentation
Contents
• About The Sage Group• Why Sage?• Our Formula For Success• Why CRM?• About Sage CRM• Accelerating CRM Success
• Deployment Choice• What the Analysts Say• Some of Our Customers• Sage CRM Features and Benefits by Role• Sage CRM and Social Media• Why Sage CRM Wins• Next Steps
Our vision is to be the most admired and respected business
software and services provider in the world
About The Sage Group plc
3
Sage is a leading supplier of business management software and services to more than 6 million customers worldwide.
From small start-ups to larger organisations, we make it easier for companies to manage their business processes.
Why Sage?
• Sage is the leading global supplier of business management software and related products and services for small to mid-sized businesses (SMBs)
• Formed in 1981, the Sage Group is an innovative leader in CRM with over 3.1 million Sage CRM Solutions users worldwide
• Sage is a global company with 6.3 million customers, over 13,400 employees and 30 years experience
• Sage is backed by a network of over 30,000 Sage-certified business partners globally, ensuring you get local, on-the-ground support
• With a direct presence in 24 countries and over 13,400 employees focused on business applications, Sage is committed to delivering best-in-class business solutions to SMBs globally
By being local and by building long-term
powerful relationships with customers, we can
deliver outstanding service, which we
believe is unmatched in our industry
Why Sage?
We stand apart through:• The breadth and depth of our offering• The flexibility of our solutions• Superior support delivered locally by experts
who advise customers on technical matters and critical business issues relevant to their market
• Providing services of the highest standard from the best people
We aim to:• Exceed expectations• Deliver extraordinary customer experiences• Enable our customers to be
truly successful
• Quick to deploy with on-premise, hosted and Cloud-deployment options
• Direct presence in over 70 countries worldwide
• Leading provider of CRM for small to medium-sized businesses
• 30 years business software experience
• Over 1,000 partners globally• Easy to customise to meet
your business needs• Experts in rapid deployment
Award-winningCRM
SageGroup
Plc
GlobalPartner
Base
Our Formula For Success
• Recognised by over 12,000 customers as easy to use
• End-to-end business management for a front- to back-office view of the business
Why CRM?
Did you know that on average it costs
4 times as much to gain a new customer
as it does to retain a new one?
CRM Software therefore:
• Helps build a great customer experience• Helps retain valuable customers• Enables businesses to deliver an
exceptional customer experience • Delivers a 360° view of your customer
• Increases sales activity• Tracks sales leads at every stage• Gets the right product, to the right
customer, on time, every time
Sage CRM
Sage CRM is optimised specifically for
small and medium businesses.
Easy to use and quick to deploy in the
cloud or on-premise, it delivers a
rapid return on investment so you see
a positive impact on your business
straight away.
Sage CRM – Global Strength, Local Focus
Sage CRM offers customers a rapid route to success and value through its focus on ease-of-use, ease-of-deployment, ease-of-customisation, ease-of-integration, and ease-of-access anytime, anywhere.
Sage CRM – Your Rapid Route to Success
Ease-of-Customisation• Open architecture for easy customisation
• Codeless customisation
• Fully customisable business process workflow orchestration
• Fully customisable dashboards
Business Integration• Sage ERP integration
• MS Exchange integration
• MS Outlook integration
• Social media integration
• Web self-service
• Easy integration with third party applications
Ease-of-Use
• Easy to use
• Intuitive user interface
• Easy to navigate
• Easy to learn and adopt
• Easy to personalise
• Roles-based interactive dashboards out-of-the-box
• Graphical workflow orchestration out-of-the-box
Fast, Flexible Deployment• Cloud-based or on-premise deployment
• Fully web-based for rapid roll-out and ongoing administration
• Easy to use for rapid user adoption
• Rapid ROI
• Low TCO
Ease-of-Anywhere Access• Fully web-based for anytime, anywhere access
• Web access from any mobile device
• Bespoke iPhone experience
• Real-time synchronisation with MS Exchange
• 24hr access to up-to-date communications, calendar and contacts regardless of device or location
Accelerating CRM Success
Cloud or On-Premise Deployment
Cloud-based CRM• Get up-and-running immediately• Some, but not full, customisation capabilities• Ideal for business with limited or no in-house IT skills
or expertise• Don’t need servers to manage, databases to
administer, or nightly backups to perform
On-Premise CRM• Advanced customisation and integration capabilities• Low total cost of ownership• Ideal for business with an in-house IT resources to
manage their CRM solution• Keep control of your data on your own site
Sales
The only place you’ll need to look for everything you need to know about prospects and customers.
Customer Service
Manage every element ofyour customer relationshipswith ease.
Marketing
Generate more leads through highly targeted campaigns.
Great Features to Support your Teams
Award-winning CRM software to manage critical sales, marketing and customer services activities every day.
Sage CRM for Sales - Features• Opportunity and Pipeline Management
• Territory Management
• Forecasting and Reporting
• Sales Workflow
• Lead Management
• Quotes and Orders Processing
• Calendar Management
• Mobile Solution
• Powerful networking through Integration
• Sage CRM for iPhone
Sage CRM for Sales - Benefits• Ensures transparency in sales pipeline
• Leads to better business planning from accurate forecasting
• Provides visibility on sales performance
• Enables cross- and up-selling of opportunities
• Decreases time spent on administrative tasks
• Automates proposal and quotation processes
• Increases visibility on customer interactions across organisation
• Leverages financial information from the back-office system
“The system has played a significant part in growing sales. To compete in the market you want to have accurate information so you can make quick decisions and that is something we have achieved with Sage CRM.”
Chakri Wicharn,Information Manager,Fuji Xerox, Thailand.
Sage CRM for Marketing - Features• Powerful e-marketing capabilities
• Automatic campaign results tracking
• Open, click and bounce-rate tracking
• Over 90 attention-grabbing templates out-of-the-box
• Integrated telesales follow-up
• Campaign cloning
• Document store and share
• In-call data modification
• Customer profiling and analysis
• Rapid lead to opportunity management
Sage CRM for Marketing - Benefits
• Produces highly targeted customer communications
• Ensures customers receive the right message at the right time
• Ensures accurate measurement of marketing campaign RoI
• Enables users to quickly execute e-marketing campaigns using pre-designed email templates
• Enables marketing budget to be tracked and managed
• Enables users to share best practice with colleagues and execute consistent campaigns
“Sage CRM adds a new level of professionalism to our direct mail, telemarketing and email campaigns. The detailed reports we generate giveus immediate results, so we can tweak a campaign for greater effectiveness. Our campaigns are at least 20 per cent moresuccessful due to Sage CRM.”
Tom Matheny,Database Marketing Manager,Buffalo Sabres
Sage CRM for Customer Service - Features• Case Management
• Escalation and notification alerts
• Knowledge base
• Workflow approval process
• Detailed analysis on call volumes and case resolution
• Traffic light monitoring
• Web self-service
• Staff performance monitoring
• Bespoke company dashboard to provide tighter account management
Sage CRM for Customer Service - Benefits• Enables customer satisfaction measurement and
benchmarking
• Increases productivity of customer support representatives
• Assists with performance management and motivates staff
• Provides self-service facility to customers around common issues
• Delivers a single view of relevant and comprehensive information on the interactive dashboard
• Empowers the customer service team to provide a consistent and excellent service to customers
“Everyone in the company can now see all the information they need about customers so that we can service them better.”
John Goddard, CEO,Rockend Software
Sage CRM for IT & Management - Features• Component Manager
• Fast, flexible deployment options – on-premise or cloud-based
• SData support
• MS Exchange Integration
• Affordable and scalable
• Library Management – get a full overview of your storage limits
• Reporting and analytics
• Integration to ERP systems
• Budget control
Sage CRM for IT & Management - Benefits• Offers highly competitive total cost of ownership
• Requires minimum configuration out-of-the-box
• Easy to integrate with third-party applications
• Integrates with Sage ERP for 360° view of customer
• Drives revenue growth
• Improves productivity across entire organisation
• Delivers at-a-glance business insight via the interactive dashboard
“Since Sage CRM, BoomerangMedia has become more efficientthan ever. All the informationthat we process and require forour daily operation is now moreorganised which has really helped improve our business efficiency.”
Daniel Martinez,Product Manager,Boomerang Media
Sage CRM & Social Media
Sage CRM integrates with key social
media applications to enable users to
engage with prospects and customers in a
collaborative manner in order to generate
leads, foster loyalty, build customer
retention and increase revenue.
Sage CRM and Social Media - Benefits
LinkedIn Integration • Enables sales team to better target
prospects and prepare for sales call
Sage CRM for Twitter• Enables users to update, read and
reply to Twitter directly from within Sage CRM
• Provides marketing teams with the ability to extend and link marketing campaigns to Twitter
Interactive Dashboard Gadget• Provides users with instant access
to blogs, websites directly from within Sage CRM
Go Mobile. Take your Sage CRM with you
Sage CRM’s mobile solution delivers
a rich user experience and provides
sales teams with the ability to work
effectively regardless of their
location. Sage CRM is available on
the Apple iPhone, Android and
Tablet devices.
Sage E-marketing for Sage CRM
Sage E-marketing for Sage CRM
provides easy to use
functionality to enable users to
execute high-quality, targeted
e-marketing campaigns. Users
benefit from a simple 3-step
wizard to easily create new e-
marketing campaigns and a
choice of over 90 templates to
get started immediately.
Access Sage CRM from the Browser of your Choice
Cross-browser compatibility
with Firefox, Chrome, and
Safari (on Safari OSX) in all
Main Menu areas. Supported
browsers include Internet
Explorer 7, 8 & 9 and the latest
versions of Safari, Firefox and
Chrome.
Cross-Browser Compatibility
Access Sage CRM across all modern internet browsers and work efficiently through the modern, intuitive interface.
Mail MergeEnhancements
Launching a new server side mail merge solution with no plug-in requirements plus mail merge for custom entities.
Document Attachment Enhancements
Attach and upload multiple files in a single transaction and benefit from a new intuitive drag-and-drop solution.
New Features in Sage CRM v7.1 SP2 (2012)
LibraryManagement
Manage library storage from within Sage CRM and get a full overview of your storage limits.
What The Analysts Say
Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010
The solution’s primary strengths include a low price tag, strong usability, and quick time-to-value. The solution offers an intuitive admin UI, strong performance capabilities, and strong product help functionality. In addition, the product integrates well with other Sage back-office software products.
Source: The Forrester Wave™: CRM Suites For Midsized Organizations, Q2 2010 , Forrester Research, Inc
Strengths include:• End-user usability• Core opportunity management• End-to-end business process support, such as "opportunity to cash" Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010
Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010
“Sage CRM had the highest vendor score in the small enterprise market primarily driven by its reach and channel strength, and is exemplary for ERP and social media integration.”
Source: Info-Tech Research Group Mid-Market ERP, Large Enterprise CRM and Small Enterprise CRM vendor evaluations 2012
Customer ROI
• “60% efficiency gains have been achieved across the entire business”.
Ayda Hornak, Infrastructure and Innovation Manager, Waivestar Group
• “…within three to four months of implementing the new system, we were able to achieve fifty per cent growth in the business.”
Steve Cumper, Founder, Medshop
• ROI on the new system was achieved within 17 months. “Overcoming the account keeping overhead linked with duplication has saved us $55k per year in audit activity.”
Ian Lindgren, Chief Executive Officer, PayMe
• “The software can take some credit for an 8 per cent improvement in customer satisfaction ratings as well as revenue growth.”
Chakri Wicharn, Information Manager, Fuji Xerox, Thailand
Just Some of Our Customers
Automotive
Membership Organisations
Technology/ Software
Health/Sport
/Leisure
Services/ Retail
Sage CRM is used by over 12,000 organisations in 70 countries worldwide
m-Computers Consulting GmbH
Your Contact:
Michael ReischerCEO
+1 (520) 363-1559
+49 (30) 374 900-15
Thank you for yourAttention
See for yourself the difference Sage CRM could make to your business.
www.sagecrm.com
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