What can CRM do for your business?

Sage CRMIntroductionRob Lawson, Field Sales Engineer IIIApril 20, 20162:00pm to 2:30pm

05/03/2023 2

Contents

• CRM evolution

• Who should be using CRM

• What is CRM

• Driving growth in your business

• Our solutions

• Q&A

sagecrm.com

CRM Evolution

CRM Evolution!

Contact and Calendar Management

Rolodex

CRM(Customer Relationship

Management)Or

(Relationship Management)

Sales Force Automation

Who should be using CRM?

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CRMWho would use CRM?

EVERYONEFROMReceptionist

TOPresident

What is CRM? -

Introducing Sales, Service and Marketing modules of Sage BMS and Integrated

CRM

Put your business on the path to growthAt Sage, we ensure you have the choice and flexibility to get the most from your Sage Business Management Solution. Our range of sales, marketing and service solutions are designed to help meet the needs of growing businesses like yours.

From Sales, Marketing and Service modules to fully integrated CRM, we help extend the power of your Sage Business Management Solution right across your business, giving you end-to-end visibility and data you can trust so you can make informed business decisions based on accurate information.

Every day, businesses worldwide use our sales, marketing and service solutions to drive revenue growth, increase productivity, and empower customer facing teams to become more efficient while delivering an exceptional customer experience.

What makes us different

• Flexible choice: As a Sage customer you can choose from fully integrated CRM or Sage BMS Sales, Marketing, Service modules to suit your business needs.

• Extension of your Sage BMS: Flexible solutions that extend the power of your Sage Business Management Solution right across your business, driving increased ROI and a lower TCO than disparate, multi-vendor systems.

• One Sage solution: With Sage, you benefit from a single provider that can help manage your entire business (front and back-office) saving you time and money.

What makes us different – continued…• End-to-end visibility: We offer customers a

complete view of their business performance across front and back-office, delivering complete end-to-end visibility and data you can trust.

• Affordable, insightful & easy to use: Our flexible range of solutions are affordable, easy to use, highly adaptable, and deliver the insight you need to run and grow your business.

• Trusted Brand: For over 30 years, Sage and our Business Partner Community have been advising small to mid-size companies, helping them grow and scale their business using our Business Management Solutions.

Driving growth in your business

How we can help your business grow and succeed

• Support your teams by giving them a tool that can help them get their job done quickly and efficiently.

• Gain valuable business insight and see how your business is performing, and take corrective action when needed.

• Improve sales forecasting accuracy and make critical sales assessments against your business KPIs.

• Drive productivity by automating your key business processes and spend less time on administrative tasks.

• Sell smarter and accelerate sales team performance, never missing an important deal.

• Work anywhere, anytime and gain access to up-to-date customer information and prepare for important meetings while on the road.

• Collaborate effectively across teams and put processes in place that help everyone become more productive and efficient.

• Empower your service teams to deliver a world-class customer experience driving customer loyalty and retention.

An intuitive and adaptable solution your teams will want to use.

Our customers are reaping the rewards

60%revenue growth

from more effective data and

better visibility

40% improvement in customer service

efficiency

40%productivity

increase from streamlining processes

15%increase in sales team productivity

25%increase in customer

satisfaction levels

20%more successful

marketing campaigns

Benefits typically experienced by Sage customers.

Our solutions

Our solutions

As a Sage customer, you can choose from fully Integrated CRM or Sage Sales, Marketing, Service modules to suit your business needs.

Our flexible range of solutions are affordable, easy to use, highly adaptable, and deliver the insight you need to run and grow your business.

Integrated Sales, Marketing and Service modules

Integrated Sales, Marketing and Service modules of your Sage Business Management Solution deliver a better way to manage teams by leveraging your existing Sage solution across both the front and back office.

Marketing

Create highly targeted marketing campaigns, eliminate guesswork and optimise your marketing efforts.

Customer Service

Delight your customers at every touch point and outperform the competition.

Sales

Drive productivity across your sales team and direct all your sales efforts towards your most profitable and winnable deals

Gain business wide visibility, make accurate assessments and take the actions necessary to accelerate your business success.

Management

Accelerate your sales performanceKey features• Sales force automation

• Opportunity and pipeline management

• Forecasting and reporting

• Sales manager dashboards

• Quotes and orders

• Territory management

• Sales process automation (workflow)

• Lead management

• Calendar management

• Fully featured mobile CRM

• Dedicated sales apps

• Business collaboration powered by Yammer

Sales

Targeted measurable marketingKey features• Campaign management

• Campaign reporting and analysis

• Marketing dashboard

• List segmentation

• Rapid lead to opportunity management

• Campaign cloning

• Integrated telesales follow-up

• Reporting and analysis

• Email marketing

• Social CRM

Marketing

Deliver exceptional customer serviceKey features• Case management

• Escalation and notification alerts

• Process automation (workflow)

• Knowledge base management

• Workflow approval process

• Customer service dashboard

• Detailed analysis on call volumes and case resolution

• Traffic light monitoring

• Staff performance monitoring

• Reporting

CustomerService

Integrated CRM Our powerful integrated solution will help you manage your sales, marketing and customer information in one place and get more from your investment in Sage.

Sage Business Management Solutions with integrated CRM deliver better business insight, greater efficiencies, increased productivity, and a single, customer-centric view across your entire business.

What is you’re A/R Collections process like now?

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Powerful features driving your teams’ success

Evaluate how your business is performing in real-time

• Gain insight into key sales performance indicators so you can determine how effective your sales efforts are and what corrective action needs to be taken.

• Quickly assess how healthy your teams sales pipeline is for greater sales performance analysis.

• Gain insight into valuable information such as KPIs, sales performance, opened and closed sales opportunities and forecasting data.

• Use this information to quickly create visual reports, for at-a-glance assessments, business insight and informed decision-making.

Added business insight with Business Accelerators for Sales

• Business Accelerators for Sales* offer comprehensive sales-oriented data and insights, built-in alerts, sales workflows, dashboards, sales performance charts and KPIs, enabling better insight for actionable decision making.

• Management reports and dashboards provide at-a-glance insight into business performance through KPIs, comparisons and emerging trends.

• Pre-configured alerts and notifications help you and your sales managers get real-time updates on your business KPIs as they happen.

Automate your key business processes with Sage

• Sales, marketing and customer service workflows are available out-of-the-box so you can streamline processes in these key business areas.

• This eliminates the need to perform manual tasks around daily activities, improving the productivity of your teams.

• These workflows are fully customisable enabling you to write your own rules based on your unique business needs.

• Alternative workflows are also available to suit shorter sales processes, simplifying the sales follow-up process.

• Standardising working methods in these areas ensures nothing is missed, so valuable information doesn’t slip through the cracks.

Prepare for important sales meetings by accessing customer data on the go using our mobile apps for Android, iPhone and Windows 8.

• Perform key sales activities quickly and easily.

• Access key customer information, schedule and manage activities, view history, and record email, calls, and notes.

• Work effectively on the go and quickly search and update contacts, opportunities, leads and cases.

• Choose from fully-featured mobile CRM or our dedicated sales apps.

Go MobileAnywhere, anytime access to your key information

Email marketing made easy

Email marketing is one of the most effective marketing tools for small and medium sized companies. With minimal resources you can send personal, relevant emails to your customers.

• Create, send and track email campaigns and reach your contacts with the right message at the right time.

• Monitor open rates and responses to your campaigns in real-time and use this information to improve future campaigns.

Our customersOver 15,000 customers in 70 countries worldwide

Over 15,000 customers across every industry imaginable

Construction and Engineering

IT and Telecoms

Retail

Services

Financial services

ManufacturingDistribution

Government and non-profit

Used by over 15,000 companies in 70 countries worldwide

Questions?

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What can CRM do for your business?

Technology

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