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The Power of Sage CRM 5. 8 Jeff Richards Education and Development Program Manager The Power of Sage CRM 5. 8 Jeff Richards Education and Development Program Manager Sage Technologies Dublin Email: Jeff. [email protected] com Web: http: //dpp. sagecrm. com Blog: http: //sagecrmtraining. blogspot. com

 • Please note that while the slides refer to Sage CRM, or the • Please note that while the slides refer to Sage 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 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 – Sales Cycle from Lead to An Easy Full CRM System • Sales Management – Sales Cycle from Lead to Completed Order • Powerful and flexible graphical workflows • Easy to Use Territory and Team Management features – Table, Row and Field level security – Reporting • • Forecasting Summary Report Graphical Reporting Custom Dashboards • Marketing Support – Full Campaign support and ROI analysis capabilities – Fully extensible • Customer Care – – 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… • • Sales Force Customer Care Marketing Accounts information Integrated CRM Automates… • • Sales Force Customer Care Marketing Accounts information

Sage CRM – an Integrated Solution Marketing Customer Care • Campaign Management • Email 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 • • Telemarketing/telesales Campaign management Lead management Better targeting Multiple channel campaigns Synchronised Marketing • • Telemarketing/telesales Campaign management Lead management Better targeting Multiple channel campaigns Synchronised campaigns Complete sales integration Transparent rules

Sales • • • Contact management Time management tools Lead management Sales management Account Sales • • • 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 Sage CRM Architecture

Useful Accounting Information • • Account History – Sales – Balance – Aged Debt Useful Accounting Information • • Account History – Sales – Balance – Aged Debt Credit Status Credit Limit Product File Stock Availability Sales Quote/Order Contact Address Synchronisation

Customer Care • • Customer service Field force automation Multiple channels Knowledge management Reduced Customer Care • • 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 – 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 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 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 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 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 – 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 Q&A