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

m.reischer@m-Computers.de

Thank you for yourAttention

See for yourself the difference Sage CRM could make to your business.

www.sagecrm.com

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