Sage software brings you CRM solution for small to large organization. This CRM gives you’re the leverage your businesses with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels. Sage CRM is an easy-to-use, quick-to-deploy Customer Relationship Management (CRM) solution comprising of sales, marketing and customer service automation.

BENEFITS

  • Full functionality across sales, marketing and customer service
  • Seamless integration with Sage ERP Accpac system
  • Easy to use and customize with interactive dashboard
  • Access to information wherever and whenever you need
  • Quick deployment
  • Choose on-demand or on premise

FEATURES

ACTIVITY MANAGEMENT

  • Contact Management (aCompany, Contact, Address, Phone Number, E-mail Management
  • Calendar/Diary Management
  • Document Management
  • Standard Dashboard
  • Interactive Dashboard
  • Reports
  • Keyword Search
  • Advanced Find
  • Manage Relationship Types

OPPORTUNITY AND LEAD MANAGEMENT

  • Sales Opportunities
  • Opportunity Pipeline Management
  • Opportunity Tracking
  • Quotes and Orders Management
  • Products Management
  • Sales Forecasting
  • Team Forecasting
  • Lead to Opportunity Workflow
  • Customer Support
  • Case Management
  • Knowledge Base/Solution Management

MARKETING

  • List Management (Saved Searches)
  • Dynamic and Static Group Management
  • Mass Tasks/Document/Export from Lists and Groups
  • Mass E-mail
  • Campaign Management
  • Outbound C all Handling

USER AND SECURITY MANAGEMENT

  • User Administration
  • My User Preferences
  • My CRM to Manage My Information
  • Team CRM to Manage My Team\’s Information
  • Ability to Change the Look and Feel of the UI
  • Field Level Security to Control Data Access
  • Territory Management
  • User Roles/Persona Management

ADD-ONS

  • Functionality On-Premise Sage CRM    On-Demand SageCRM.com
  • Outlook Integration
  • Mobile Access
  • Solo Offline Access
  • Self-service
  • E-mail Manager
  • CTI Integration
  • Crystal Reports Integration for Advanced Reports

CUSTOMIZATION CAPABILITIES

  • Caption Translation to Customize Screens
  • Component Manager for Adding New Entities
  • Field Management – Add/Remove Fields from Screens
  • Block/Screen Management
  • Tables Level Scripts
  • View Management
  • Notifications
  • Reports – Updating and Creating Reports
  • Dashboard Management
  • Escalation Rules
  • Workflow Management
  • Key Attributes to Record Dynamic Data, People, Companies, Leads, Opportunities and Cases
  • Button Groups
  • Tables and Databases

DATA MANAGEMENT

  • Data Upload
  • Data De-duplication
  • Company Name Clean-up
  • Currency Configuration
  • Download Database

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