Sage SalesCRM :: CRM Knowledgebase
SageCRM
SageCRM provides a holistic customer relationship management software system, complete with sales and marketing tools and a CRM knowledgebase. It integrates your business from sales to marketing to customer service by keeping tabs on all your important client information, in one centralized database. This way, your teams can work together to generate and manage leads, as well as improve customer satisfaction.
SageCRM Sales gives your sales team instant visibility into the pipeline, allowing them to better manage prospects, leads and opportunities. SageCRM provides capabilities to schedule daily tasks and appointments, so opportunities never fall through the cracks. Marketing can also take advantage of SageCRM’s e-mail tracking software to manage e-mail blasts and other campaigns. Each call or e-mail with a prospect can be noted, so marketers can track which campaigns and activities spark interest. Services teams can use SageCRM to gain comprehensive client background before going into a support call. The Sage CRM knowledgebase can be accessed by your services organization, giving them access to previously resolved issues, that helps increase customer satisfaction. Saving time will save you money, which makes the CRM knowledgebase function of SageCRM essential to growing businesses.
By integrating your sales, marketing, and customer service functions, SageCRM makes it easier for everyone inside your company to work together and share critical information.
Select a feature below for more information:
- Sales
- Application Integration
- Marketing
- Productivity Tools
- Customer Support
- Outlook Integration
- Mobile Solutions
- SageCRM.com
Sales Force Automation
Sage CRM automates sales processes, enabling sales professionals to concentrate on their primary responsibility—selling. SageCRM tracks leads from first contact to final sales closure, helping you ensure that time and resources are invested into the deals that are most likely to close.
Key functionality:
- Provides instant access to calendars, accounts, reports, pipelines, contacts, and call lists
- Automates administrative tasks like quotes and order entry
- Easy to assign, reassign, and track leads to ensure they are being handled by the most qualified employees
- Enables the sales and lead processes to be defined to fit your company’s unique sales structure
- Bi-directional integration to Microsoft Outlook, saving time and increasing user adoption
For more information, download the SageCRM Overview PDF.
Application Integration
Integration between SageCRM and back-office accounting and financial applications provides organizations with a holistic CRM solution that offers a complete view of all customer interactions that is essential for making more insightful business decisions.
Key functionality:
- Quickly identify cross-sell and up-sell opportunities
- Easily access payment history information
- Identify additional purchasing power—or lack of
- Identify availability of products for Sales
- Quickly assist customers with order status
Marketing Automation
SageCRM Marketing empowers users to easily manage and track every element of every marketing campaign—from activities, objectives, and leads to specific activities including communications, opportunities, responses, and budgets.
Key functionality:
- Provides powerful tools for marketing teams to plan, execute, and audit highly targeted marketing campaigns
- Ability to assign and analyze marketing activities efficiently and easily
- Enables you to build a detailed profile of your customers and prospects over the course of the relationship and allows you to build lists based on multiple criteria from your database
- Ability to drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost, and lists of prospects
- Eliminate guesswork and help you maximize your marketing resources
Productivity Tools
To optimize the rich sales automation functionality and marketing and service features, SageCRM has sophisticated configuration capabilities, automated process workflow, as well as computer telephony integration (CTI), Web Self Service, and more.
Key Functionality:
- Workflow ensures that actions requiring attention or escalation are automatically routed to the correct employees
- Full on-screen auto-dial and phone functionality allows your support staff to perform necessary tasks through the system interface rather than the phone system
- SageCRM provides customization tools that allow businesses to rapidly modify all aspects of the system. SageCRM’s open architecture greatly reduces develo
- SageCRM provides multicurrency, multi-lingual support from a single code base
- SageCRM Web Self-Service allows customers to access or request services and support over the Web
Customer Support Automation
SageCRM Customer Care helps users adhere to workflow processes. The solution automatically escalates a case if it remains inactive for longer than the predefined period of time. This is a powerful automation ensures that each case is followed up on expeditiously.
Key functionality:
- Automates workflow to ensure cases are resolved in a timely manner
- Provides users with technical notes and solutions to known issues or questions which can be stored centrally in the Knowledge Base
- Reduces resolution time by enabling users to find information quickly and easily
- Profiles customers and their needs, enabling your customer care team to work to meet customer requirements faster based on the historical profiles
- Automatically escalates cases when they remain inactive for longer than the predefined period of time
Outlook Integration
SageCRM has complete, two-way synchronization with Microsoft Outlook contacts, calendar (appointments) and tasks, in addition to enhanced e-mail integration.
Key functionality:
- Enables your organization’s sales, marketing and customer care professionals to access up-to-date data regardless of where they are located
- Ability to schedule activities and appointments while in the field
- Populates the CRM system with data immediately ensuring it is not lost or forgotten
- Increases the levels of usage of SageCRM in your business and increase employee productivity and performance rates.
Mobile CRM Solutions
The SageCRM Mobile Access solution enables field sales people, service professionals, and executives to access critical CRM data while on the road via mobile device; view reports, view open opportunities, and contact details.
Key functionality:
- Enables your organization’s sales, marketing and customer care professionals to access up-to-date data regardless of where they are located
- Ability to schedule activities and appointments while in the field
- Populates the CRM system with data immediately ensuring it is not lost or forgotten
- Increases the levels of usage of SageCRM in your business and increase employee productivity and performance rates
SageCRM.com
The SageCRM.com on-demand CRM solution leverages the power and convenience of the Web to provide your marketing, sales, and customer care teams the tools they need to market and sell more effectively and provide industry-leading service.
Key Functionality:
- Manage and analyze your pipeline with real-time dashboards
- Integrate outbound calls into any marketing campaign, and set up target lists and follow-up calls
- Create point-and-click reports and graphs for on-the-spot analysis ad decision-making
- Deliver superior customer service with real-time access to relevant customer data
- Access a central repository for all customer data, resolving issues quickly
Register for a Free 30 Day Trial of Sage CRM.com.
