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Sage CRM Sales Presentation

Sage CRM Sales Presentation

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Sage CRM Sales Presentation

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  1. Sage CRMSales Presentation

  2. Contents • About The Sage Group • Why Sage? • Our Formula For Success • 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 Sage CRM

  3. About The Sage Group plc Sage is a leading supplier of business management software and services to over 6 million customers worldwide. From small start-ups to larger organisations, we make it easier for companies to manage their business processes. Our vision is to be the most admired and respected business software and services provider in the world

  4. 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

  5. Our Formula For Success • Recognised by over 10,000 customers as easy to use • End-to-end business management for a front- to back-office view of the business • Quick to deploy with on-premise, hosted and Cloud-deployment options Award-winning CRM Sage Group Plc Global Partner Base • Direct presence in over 30 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

  6. About Sage CRM 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.

  7. Accelerating CRM Success Ease-of-Anywhere Access Fast, Flexible Deployment Ease-of-Use Ease-of- Customisation Business Integration • Open architecture for easy customisation • Codeless customisation • Fully customisable business process workflow • orchestration • Fully customisable dashboards • 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 • Available on-premise, hosted or in the Cloud • Fully web-based for rapid roll-out and ongoing administration • Easy to use for rapid user adoption • Rapid ROI • Low TCO • 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 • Sage ERP integration • MS Exchange integration • MS Outlook integration • Social media integration • Web self-service • Easy integration with third party applications

  8. Delivering Maximum Deployment Choice to Customers On-Demand CRM managed by Sage Powerful CRM deployed On-Premise Powerful CRM deployed in the Cloud

  9. What The Analysts Say • Gartner on Sage CRM • 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 Forrester on Sage CRM  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: Gartner Magic Quadrant for Sales Force Automation 28 July 2010 Source: The Forrester Wave™: CRM Suites For Midsized Organizations, Q2 2010 , Forrester Research, Inc

  10. Just Some of Our Customers Automotive Technology/ Software Services/ Retail Membership Organisations Leisure

  11. 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 LinkedIn Integration • Sage CRM for iPhone

  12. 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

  13. 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

  14. Sage CRM for Marketing - Benefits • Produces highly targeted customer communications • Ensures customers receive the right message at the right time • Enables 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

  15. 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

  16. 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

  17. Sage CRM for IT & Management - Features • Component Manager • Fast, flexible deployment options • On-premise, on-demand or Cloud-deployable • SData support • MS Exchange integration • Affordable and scalable • Reporting and analytics • Integration to ERP systems • Budget control Cloud-deployable Sage CRM

  18. 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 degree view of customer • Drives revenue growth • Improves productivity across entire organisation • Delivers at-a-glance business insight via the interactive dashboard

  19. Sage CRM and Social Media – Features • Sage CRM for Twitter • LinkedIn Integration • Interactive Dashboard • RSS feed gadget • Website gadget Twitter LinkedIn

  20. 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

  21. Why Sage CRM Wins With Sage CRM we can see which publications, newsletters and updates customers have received and all interactions following the receipt of these. Customers calling in response to an update are now automatically informed of other services that are available thus ensuring we are making the most of every customer interaction. Mark O’Connell BDO Simpson Xavier This is one of the most flexible tools I have ever used. I can quickly and easily modify the way my screen looks by adding fields or making other changes. Kelly Wennik Leading Indicator Systems Sage CRM is going to allow me to continue to grow the efficiencies within the company without increasing the overhead which is very important. Penelope Pearce EcoWater I sometimes forget that wasn’t built just for me. Jeffrey Newland Big Brothers Big Sisters Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010 Sage CRM is the tool we use all day long. It is vital in fact. We would lose sight of our opportunities if we didn’t have a system like Sage CRM. AineO’Mahony CarTrawler With Sage CRM, we now have a system that automates all of the administration in dealing with our customer base. Our operators have a full service and booking history of all the callers. Call resolution is down making it a more satisfying customer experience. Ann Gallagher Avis Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010

  22. Helping over 10,000 Customers in 70 Countries Worldwide Communicate, Collaborate and Compete Sage CRM

  23. Next Steps • Visit the Sage CRM v7.1 microsite at • Join the Sage CRM Community • User Community • Partner Community • Exclusive materials and downloads • Blogs and forums • Watch the Sage CRM Overview Video • Arrange a demo Contact your local Sage office or your authorised Sage business partner