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Sage CRM

Sage CRM. Sage CRM : Managing Customers’ Changing Requirements. Agenda. What is Sage CRM Why Sage CRM? Why CRM now? How can Sage CRM help members of your company Sage CRM Features Overview.

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Sage CRM

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  1. Sage CRM Sage CRM: Managing Customers’ Changing Requirements

  2. Agenda What is Sage CRM Why Sage CRM? Why CRM now? How can Sage CRM help members of your company Sage CRM Features Overview

  3. Did you know that on average it costs 5-7 times as muchto gain a new customer as it does to retain one?

  4. Sage CRM What? Sage Customer Symposium

  5. Sage CRM The Sage CRM Twitter integration enables you to establish, track, and respond to Twitter communication traffic in real time, and can be used for a variety of critical marketing and customer relationship requirements Sage CRM is an integrated solution designed for mid-market companies looking to empower their outside facing staff with tools that will allow them Greater mobility Better organization and structure of their activities Faster response to customer requests with instant real-time access Better understanding of customer needs Increased business productivity Increased engagement and collaboration Sage CRM for Twitter Sage CRM for LinkedIn

  6. Introducing Sage CRM • Powerful tool to manage customer relationship and gain customer insight • Easy to use & Quick to deploy (On-premise or Cloud) • Integratesquickly and seamlessly with Sage ERP • Scales up as needed to meet company’s growth needs • Cost Effective 70 countries 12,000+ customers Sales, Marketing and Customer Service Automation

  7. Sage CRM for Mobile Phones • Anytime, anywhere access to customer information Sage CRM for Twitter Sage CRM for LinkedIn

  8. Social CRM Features LinkedIn integration within Sage CRM allows you to build a professional network of possible customers and partners, as well as providing sales teams with valuable insight into prospective customers The Sage CRM Twitter integration enables you to establish, track, and respond to Twitter communication traffic in real time, and can be used for a variety of critical marketing and customer relationship requirements Sage CRM for Twitter Sage CRM for LinkedIn

  9. Sage CRM Why? Sage Customer Symposium

  10. Sage CRM Benefits All • Increases Sales Productivity • Improves Sales Opportunities and Increases Close Rates • Optimizes Marketing Spend and Maximizes ROI • Enhances Customer Experience and Delivers Excellent Service • Reduces Costs by Automating Processes and Delivering Better Service

  11. Sage CRM Reduces Costs Automated processes – less human errors, less administrative time, less paperwork Improved customer service – less returns, less customer attrition, better responses Better customer insight – effective marketing to help move slow moving products, quality information for better forecasts

  12. Integration with Sage ERP • Integrates quickly and seamlessly with Sage ERP • Eliminates duplication of efforts and data corruption • Supports end-to-end data strategy including mobility and social media • Fosters collaboration and Improves communications across business units • Accelerates customer responses to inquiries and Increases quality of information

  13. According to Gartner, CRM is…

  14. Sage CRM How Does it Help

  15. Organizations Needs & Priorities Operations IT Finance CEO VP Sales Salesperson • Increase Revenue • Increase Productivity • Simplify the order and sales process • Hit my quota • Easy to Use • Mobile and accessible from anywhere • Improve Customer Service • Streamline Operations • Reduce costs • Easy System Upgrades • Integrates seamlessly with existing systems • Ability to scale up and customize if needed • Fits in the Budget • Measurable ROI • Reduce costs • Grow the Business • Improve Customer Service • Monitor performance metrics

  16. What Management is looking to do “I need analytics tools to help me monitor the state of my business and measure performance metrics.” “I want to see how the company is delivering on customer service.” “I need to stay accessible to my top customers and know their business inside out.”

  17. What Sales Management is looking to do “I need to know what my sales pipeline looks like and identify immediate opportunities to close.” “I need to check on my team’s performance and customer interactions every day.” “It take me ages to roll up all the line-of-business forecasts and I just want to do it only once.”

  18. What Management will be able to do Track and Monitor sales performance with a customizable dashboard view Identify opportunities, revenue/budget variance, and assess forecast accuracy and product performance Generate powerful analytics reports including win/loss, forecasts, performance metrics and more

  19. What the Sales Team is looking to do “I wish it took me much less time to create my forecasts or track my opportunities. I get lost in my Excel sheet.” “I have to find more opportunities so I can hit my quota.” “I sometimes struggle trying to prioritize my daily calls. Who do I follow-up with first and which opportunity is hot?”

  20. What the Sales Team will be able to do Dashboard delivers complete view of sales activities for better productivity Real-time pipeline management ensures focus and priority on opportunities for higher close rates Better customer insight for greater cross and up-sell opportunities

  21. What Marketing is looking to do “I need to be able to calculate the cost per lead or click easily and accurately.” “I want to optimize my marketing spend by reaching out to as many prospects as possible, especially through social networks.” “I’d like to improve the quality of the campaigns and increase sales leads.”

  22. What Marketing will be able to do Target the right companies with highly focused campaigns across multiple criteria Calculate real return on investment on campaigns Plan & execute campaigns with sales for higher quality leads

  23. What Customer Support is trying to do “Sometimes it is hard to service customers because we don’t have a documented history of their previous calls.” “We want to give great service but we lack actionable real time information.” “Our processes are not automated so cases sometimes are not fully resolved.”

  24. What Customer Support will be able to do Monitor customer interactions with full visibility of service cases, updates and more Ensure complete case resolution with workflow from creation to resolution Increase call resolution and Improve quality of service with access to real-time information

  25. | Sage CRM | User Why do Companies Experience these Difficulties? Sage CRM Brings it All Together Information in Disparate Locations Throughout the Company

  26. Let’s Take a Tour

  27. Sage CRM Summary Sage Customer Symposium

  28. Sales Force Automation Features Opportunities, Leads & Sales Pipeline Management Forecasting and Reporting Quotes and Orders Processing Easy to use Access anywhere, anytime

  29. Marketing Automation Features Automatic campaign results tracking Powerful e-marketing capabilities Open, click and bounce rate tracking Rapid lead-to-opportunity management Customer profile and analysis Integrated telesales follow-up

  30. Customer Service Automation Features Case Management Notification alerts Workflow approvals Staff performance Knowledge base Detailed analysis on case resolution Self-service web portal

  31. Business Management Features Customizable interactive dashboard view (role based) Enhanced graphical reporting charts with interaction & drill-down Extensive suite of standard report categories right of the box Fully customizable reports to fit specific needs

  32. IT Features Support multi browser (IE, Chrome, Firefox) Powerful MS Exchange integration with easy point-and-click deployment Real-time synchronization with MS Exchange Single point of entry for managing current and adding new users Integrates with Twitter and LinkedIn 24-hr access to up-to-date data from anywhere

  33. Summary – Why Sage CRM Tracks business performance metrics and Helps your management team to effectively manage Focuses your sales on the right opportunities and Increases their productivity Enables marketing to deliver quality campaigns & optimize budgets Empowers your support organization to deliver exceptional customer service and Increases customer retention “We’ve been using the software like crazy and loving it! We’re getting an immediate return on investment and realizing big productivity gains, and we continue to tweak the product as needed.” Eric Robichaud, CEO, Mediaweave “Sage CRM has exactly what we need. The others only deliver about 50 percent.” Sean O’Neil, Vice President, Vendere Partners

  34. Q&A THANK YOU

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