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Find the right customer in seconds
Instead of spreading customer data across multiple systems, Sage CRM enables organisations to centralise everything in one system. As a result, customer addresses, communications history, purchase information, call logs, documents, financial detail, scheduled activities and much more is easily accessible from one interface.
Always deliver a professional service wherever staff are based
As a fully web accessible system, Sage CRM is available through Internet Explorer, Microsoft Outlook or mobile device giving everyone easy access to customer information regardless of wherever people are based.
Case management
Sage CRM tracks every customer issue to ensure that enquiries, questions, complaints and other high priority issues get the urgent attention they demand.
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Monitor performance against Service Level Agreements to prioritise the most important customers and apply rules to escalate cases that do not meet SLA response times.
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Get automatic notifications if cases exceed a SLA through on-screen alerts, by email or via text.
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See at a glance which cases need to be actioned, are being investigated or are solved with a graphical pipeline view. Filter to drill-down to the information you need and check cases for yourself or the entire team.
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Traffic lighting system automatically highlights cases that breach SLA response rules.
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Run reports to analyse case volumes, SLA adherence and see how effectively issues are being resolved.
Telephony Integration
Sage CRM offers CTI integration capability for inbound and outbound telephony automation. When customers call in, automatic screen pop-up functionality provides key customer information enabling staff to instantly access the complete contact history.
With telephony integration users can simply click on-screen phone numbers for auto-dialling. Sage CRM integrates with all standard third party telephony software to benefit from existing automation including call escalation, call queuing and reporting functionality.
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SAGE CRM
DEMONSTRATION VIDEO
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Customer service & support management
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Web self-service
Provide customers with web access to their own portal which they can use 24/7 to make service requests, log questions, check a query status and interact with your business.
By opening a new channel for people to make contact, Sage CRM extends service delivery giving customers the flexibility to do business with you whenever and however they want.
Knowledge management
Sage CRM provides a central knowledge base to share solutions to common problems and questions enabling users to find answers quickly and resolve issues faster.
To empower customers to help themselves the CRM knowledgebase can be published through a web self service portal.
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