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Use rich relationship detail to develop greater customer focus
Sage CRM shares complete relationship information helping businesses to sharpen their a customer focus and provide a more proactive service.
Emails, conversation logs, activities, sales opportunities and customer cases are all easily accessible in a single interface.
with Sage CRM users can see where customers are with sales opportunities and support cases to see each contact as an individual, spot trends and identify new selling opportunities. With this arsenal of information everyone can drive greater value from their customer interactions.
Web accessibility
Work from home, a hotel or overseas and simply log-on to your web-server through Internet Explorer for real-time CRM. Alternatively, work offline and automatically synchronise next time you go online.
Interactive Dashboards
Interactive CRM dashboards provide a fully customisable workspaces where users can co-ordinate and manage their daily tasks and activities.
Dashboards pull information and feeds from within Sage CRM, external websites, RSS feeds and integrated Sage ERP systems in real-time so users are equipped with all the information they need to provide an outstanding customer experience.
In-built dashboards for management, sales, marketing & service teams can be personalised based on user preferences and easily customised with drag and drop functionality.
Apply business rules for a consistent approach
Transfer your accepted business processes and practices into automated CRM workflows. Actions requiring attention or escalation are automatically routed to the appropriate team or individual.
By automating the flow of critical processes and alerts, Sage CRM creates confidence and enforces consistency in handling time critical tasks like enquiries, support requests and complaints.
Workflows can also be applied to guide users through routine tasks, enforce rules and achieve greater consistency. On-screen prompt direct users to follow the next logical action in line with accepted workflows to progress sales opportunities, customer cases, marketing campaigns and other processes.
Communicate more frequently, more effectively
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Minimise time sending e-mails by creating a library of your most frequently used templates so no-one wastes time typing the same repetitive messages.
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Send HTML & plain text emails. E-mail individual contacts or a list of people in just a few clicks or output to MS Word for mass mailings.
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With additional tools for telemarketing call scripting and CTI phone integration for caller recognition and automated outbound dialling, Sage CRM is truly an all encompassing communications centre.
Simple to learn, easy to master
An intuitive layout, simple click logic and on-screen coaching makes Sage CRM easily accessible to new users. Training videos and customised on-screen quick tips offer multiple ways for users to develop their expertise and maximise the benefits of Sage CRM for a quick return on investment.
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SAGE CRM
DEMONSTRATION VIDEO
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Sales, Marketing & Customer Service Automation
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