Sage CRM v7 On Premise Software

Sage CRM is a highly versatile, web accessible customer relationship management system that includes sales, marketing and customer service automation.

Highly extendable, Sage CRM from PREACT automates workflows and fully integrates with external applications to help everyone work more effectively and build better business practices.

With Sage CRM, all departments are connected to a fully customised database that perfectly fits their business.

• Automate processes and apply rules to improve working practices and streamline tasks.
• Automated workflows ensure that actions requiring escalation are automatically routed to the right people to ensure nothing 'falls through the cracks'.
• Plan every day effectively using interactive role based dashboards and calendars.
  Build a library of email and MS Word templates so people don't waste time typing repetitive messages.
• Work online or offline and automatically sync CRM updates.
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• Detailed sales insight through on-demand reports, forecasts and pipeline charts to instantly assess performance and make informed decisions.
• Sales pipelines provide on the spot analysis of individual and team performance with point & click reporting delivering real-time data for pipeline analysis and evaluation.
• Workflow rules provide sales teams with step-by-step guidance through bespoke sales processes to enforce your proven methodology for increased consistency and reduced processing costs
• Automated sales processes that escalate and assign leads to ensure the best qualified staff handle the right prospects. Trigger real time alerts to sales staff to ensure opportunities are never missed and deliver messages to sales mangers that summarise critical prospects and forecast information.
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Sage CRM for Customer Service Teams

Sage CRM empowers service teams to increase their customer focus and take an increasingly proactive approach by delivering service excellence that competitors will be unable to match:

• Enables staff to serve customers wherever they work.
• Case management module handles support questions, complaints and other high priority issues to ensure they receive urgent attention.
• Enforce Service Level Agreements with case escalation to prioritise the most profitable customers.
• CRM knowledgebase improves first call resolution.
• Web self-service CRM portals enable customers help themselves and reduce support costs.
• Integrate CRM with telephony technology for caller ID pop-up functionality and automated dialling.
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Sage CRM for Marketing Teams

Sage CRM stores attributes and preferences for every customer enabling marketing teams to send highly targeted communications. Supports multi-channel marketing campaigns and track all campaign responses for accurate marketing ROI to remove guesswork and help teams optimise their resources:

• Inbuilt marketing reports and profit vs. cost analysis provide accurate results for informed campaign planning.
• Build target lists using multiple fields and attributes to target the right people.
• Track each phased marketing campaign activity and assess performance at every stage.
• Communicate messages en-masse by email or mailer. Create personalised templates, choose your target list, send your message and wait for the phone to ring.
• Workflow automation enables campaign responses to be automatically routed to the right personnel and automated marketing processes enable target lists to be updated based customer actions.
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Accountancy, Finance & Back-Office Integration

Connect business departments by integrating CRM with accounting software, websites and other applications for a truly representative 360° view of each customer.

• Integrate CRM with accounting software to check transactions, review credit terms, see an account balance, post new orders and avoid the duplication of updating two separate systems.
• Automate the import of data feeds from other databases and web applications for up to the minute information in Sage CRM.
• Join up order processing to seamlessly convert quotes into orders to be invoiced and processed.
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