Sage CRM
Sales Presentation
sagecrm.com
Contents
- About the Sage Group
- Why Sage?
- Our formula for success
- Why CRM?
- About Sage CRM
- Accelerating CRM success
- Deployment choice
- What the Analysts say
- Some of our customers
- Sage CRM features and benefits by role
- Social CRM
- Why Sage CRM Wins
- Next Steps
sagecrm.com
About
The Sage Group PLC
Sage is a leading supplier of business
management software and services to more
than 6 million customers worldwide.
From small start-ups to larger organizations,
we make it easier for companies to manage
their business processes.
Our customers receive continuous advice
and support through our global network of
local experts to help them solve their
business problems, giving them the
confidence to achieve their business
ambitions.
sagecrm.com
Our Vision is to be
recognized as the most
valuable supporter of
small and medium
sized companies by
creating greater
freedom for them to
succeed
Why…
Sage?
– We understand why each of our customers is unique.
– We provide customers with the products and services that suit their needs, are a
pleasure to use, and are secure and efficient. We are trusted to take care of the
basics, keeping everything simple, supporting and solving their issues through real
people.
– Our people have the inner confidence to respond intuitively and with agility to
enhance the Sage customer experience.
– We focus on giving our customers the freedom, confidence and control they need to
achieve their business ambitions.
sagecrm.com
Sage
Building business confidence
We stand apart through:
– The breadth and depth of our offering
– The flexibility of our solutions
– Superior support delivered locally by experts who
advise customers on technical matters and critical
business issues relevant to their market
– Providing services of the highest standard from
the best people
We aim to:
– Exceed expectations
– Deliver extraordinary customer experiences
– Enable our customers to be truly successful
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By being local and by
building long-term
powerful relationships
with customers, we can
deliver outstanding
service, which we
believe is unmatched in
our industry
Sage CRM
Our formula for success
–
–
–
Recognized by over 14,000
customers as easy to use
End-to-end business management
for a complete view of your business
Flexible deployment options
Award-wining
CRM
–
–
–
Direct presence in over
70 countries worldwide
Leading provider of
CRM for small and
medium sized
companies
30+ years business
software experience
Sage CRM
Sage
Group
PLC
Global
Partner
Base
–
–
–
sagecrm.com
Over 1,000 partners
globally
Easy to customize to
meet your business
needs
Experts in rapid
deployment
Did you know that on
average it costs 4 times
as much to gain a new
customer as it does to
retain a new one?
sagecrm.com
Why…
CRM?
Did you know that on average it costs 4 times as much to gain a new customer
as it does to retain a new one?
– Drives business productivity
– Accelerates your sales performance
– Enables businesses to deliver an
exceptional customer experience
– Ensures targeted measurable marketing
– Helps build a great customer experience
– Delivers a single view of all customer
activity across your entire business
sagecrm.com
Sage CRM
Award-winning CRM
Sage CRM enables our customers
accelerate sales, drive business productivity
and make every customer interaction count.
It is used by enterprising, growing
companies seeking new ways to interact
with customers, leverage the power of social
media and take advantage of the latest
mobile developments to further grow their
business.
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Sage CRM
Global strength,
Local focus.
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What makes Sage CRM
different?
With over 6 million customers worldwide, we understand what today’s companies need to be successful
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We recognize that the world you do business in is changing, and how you interact with
customers and grow your business is changing too
–
You need more than just great sales, marketing and customer service to manage all your
customer interactions and be successful
–
You need social interaction and collaboration; you need access anytime, anywhere; and you
need maximum productivity and efficiency across your entire business
–
You need solutions that are as individual as your business, can adapt to your changing needs
and that will grow as your business grows
–
Sage CRM is easy to use and adapt to how you work, both now and in the future
–
It is easy to deploy, install, manage, learn and maintain for companies who want to focus on
their business not on their software
–
Combined with Sage ERP, you can enjoy better business insight, greater efficiencies,
increased productivity, and a single, customer-centric view across your entire business
–
And critically, it’s affordable, so you can be assured you are getting the best possible value for
money
sagecrm.com
Our Value
Proposition
Easy to Use
Works with
Sage ERP
Drives
Productivity and
Efficiency
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Social and
Collaborative
Adapts
To Your
Business
Completely
Mobile
Cloud or On-Premise
Deployment
The flexibility you get with Sage CRM
extends to your deployment options.
Cloud or on-premise, its your choice.
sagecrm.com
Great Features…
To support your teams
Award winning CRM software to manage critical sales, marketing and
customer services activities every day.
Sales
Marketing
Drive productivity across your
sales team and direct all your
sales efforts towards your most
profitable and winnable deals
Create highly targeted marketing
campaigns and eliminate
guesswork
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Customer
Service
Delight your customers at every
touch point and outperform the
competition.
Sage CRM for Sales
Benefits
– Opportunity and Pipeline Management
– Territory Management
– Forecasting and Reporting
– Sales Workflow
– Lead Management
– Quotes and Orders Processing
– Calendar Management
– Full Mobile Solution supporting the latest devices
– Powerful networking through Integration
– Dedicated iPhone and Windows 8 sales apps
– Business Collaboration powered by Yammer
sagecrm.com
Sales
Sage CRM for Sales
Benefits
– Ensures transparency in sales pipeline
– Leads to better business planning from
accurate forecasting
– Provides visibility on sales performance
– Enables cross- and up-selling of opportunities
– Decreases time spent on administrative tasks
– Automates proposal and quotation processes
– Increases visibility on customer interactions
across organization
– Supports a mobile workforce with a full suite of
mobile solutions
sagecrm.com
“The system has played a
significant part in growing sales.
To compete in the market you
want to have accurate
information so you can make
quick decisions and that is
something we have achieved
with Sage CRM.”
Chakri Wicharn,
Information Manager,
Fuji Xerox,
Thailand.
Sage CRM for Marketing
Features
– Campaign management
– Campaign reporting and analysis
– Marketing Dashboard
– List segmentation
– Rapid lead to opportunity management
– Powerful e-marketing capabilities
– Campaign cloning
– Integrated telesales follow-up
– Customer profiling and analysis
sagecrm.com
Marketing
Sage CRM for Marketing
Benefits
– Produces highly targeted customer
communications
– Ensures customers receive the right message at
the right time
– Ensures accurate measurement of marketing
campaign RoI
– Enables users to quickly execute e-marketing
campaigns
– Extends customer and prospect conversation into
key social media channels
– Helps identify how online conversations are
affecting your brand
– Enables marketing budget to be tracked and
managed
– Enables users to share best practice with
colleagues and execute consistent campaigns
sagecrm.com
“Sage CRM adds a new level of
professionalism to our direct mail,
telemarketing and email campaigns.
The detailed reports we generate
give us immediate results, so we
can tweak a campaign for greater
effectiveness. Our campaigns are at
least 20 per cent more
successful due to Sage CRM.”
Tom Matheny,
Database Marketing Manager,
Buffalo Sabres
Sage CRM for Customer Service
Features
– Case Management
– Escalation and notification alerts
– Knowledge base
– Workflow approval process
– Detailed analysis on call volumes and case resolution
– Traffic light monitoring
– Web self-service
– Staff performance monitoring
Customer
Services
– Bespoke company dashboard for tighter account management
sagecrm.com
Sage CRM for Customer Service
Benefits
– Enables customer satisfaction measurement
and benchmarking
– Increases productivity of customer support
representatives
– Assists with performance management and
motivates staff
– Provides self-service facility to customers
around common issues
– Delivers a single view of relevant and
comprehensive information on the interactive
dashboard
– Empowers the customer service team to
provide a consistent and excellent service to
customers
sagecrm.com
“Everyone in the company can
now see all the information they
need about customers so that we
can service them better.”
John Goddard,
CEO,
Rockend Software
Sage CRM for IT & Management
Features
– Component Manager
– Fast, flexible deployment options
– MS Exchange Integration
– Affordable and scalable
– Library Management – get a full overview of your storage limits
– Reporting and analytics
– Integration to Sage ERP
– Budget control
sagecrm.com
IT &
Management
Sage CRM for IT & Management
Benefits
– Offers highly competitive total cost of ownership
– Requires minimum configuration out-of-the-box
– Easy to integrate with third-party applications
– Integrates with Sage ERP for a complete view
of customers across the entire business
– Drives revenue growth
– Improves productivity across the entire
organization
– Delivers at-a-glance business insight via the
interactive dashboard
sagecrm.com
“Since Sage CRM,
Boomerang Media has become
more efficient than ever. All the
information that we process and
require for our daily operation is
now more organized which has
really helped improve our
business efficiency.”
Daniel Martinez,
Product Manager,
Boomerang Media
Unlock new possibilities
with Social CRM
Sage CRM integrates with key social media
applications such as Facebook, Twitter and
LinkedIn so you can engage with prospects
and customers in a collaborative manner in
order to generate leads, foster loyalty and
increase revenue.
sagecrm.com
Sage CRM
& Social Media
Sage CRM for LinkedIn
–
Enables you to research prospects and connect with customers
–
Helps sales teams to better target prospects and prepare for sales calls
Sage CRM for Twitter
–
Enables you to view and manage Twitter feeds directly from within Sage
CRM
–
Provides marketing teams with the ability to extend and link marketing
campaigns to Twitter
Sage CRM for Facebook
–
Helps you gain instant information about customers and prospects associate Facebook profiles with prospect accounts for more detailed
information
Interactive Dashboard Gadget
–
Provides users with instant access to blogs and website feeds directly
from within Sage CRM
sagecrm.com
Go Mobile
Take your Sage CRM with you
Sage CRM’s mobile solution delivers a rich
user experience and provides sales teams
with the ability to work effectively regardless
of their location.
Sage CRM is available on the latest mobile
and tablet devices.
sagecrm.com
Sage CRM Business Collaboration
Powered by Yammer
Business collaboration across teams using
Sage CRM is made possible through socialstyle collaboration powered by Yammer,
making business conversations concerning
opportunities, leads and support cases more
social and transparent, providing greater
visibility for all employees.
sagecrm.com
Sage E-Marketing
For Sage CRM
Sage E-marketing for Sage CRM gives
businesses built-in email marketing to
quickly and easily execute high-quality,
targeted email marketing campaigns.
You benefit from a simple 3-step wizard to
easily create new email marketing
campaigns and a choice of over 90
templates to get started immediately.
sagecrm.com
Powerful Reporting
With Sage CRM
Sage CRM provides detailed business
insight data as well as graphical
interpretations on the state of the business
at any moment in time allowing businesses
to strategically plan and gain insights on
future performance.
sagecrm.com
Sage CRM 7.2
Feature Overview
Mobile CRM
Social CRM
– Sage CRM Sales Lite for
the iPhone
– Sage CRM Sales
Tracker for Windows 8
– Full support for the iPad
OS
– Adds to our existing
mobile features including
Sage CRM for iPhone,
iPad & Android devices
– Sage CRM for
Facebook
– Adds to our existing
social CRM features
including Sage CRM for
Twitter and LinkedIn
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Smarter Business
Reporting
– Enhanced reporting
functionality including
cloning and
alphabetising of reports
– Improved user-based
reporting security
Business Wide
Collaboration
– Sage CRM Collaboration
powered by Yammer
– Business collaboration
for individual users and
teams of users allowing
them to collaborate with
Yammer Groups, across
records using Yammer
Topics
What…
Does This Mean For Your Business
Mobile CRM
Social CRM
Smarter Reporting
Business Collaboration
Enhance sales team
productivity with two new
sales apps
Instant information about
customers and prospects
using Social CRM
Faster, secure, customized
reports, quickly populated
with the latest CRM
information.
Drive employee
collaboration and
knowledge exchange
Improved responsiveness
to customer queries from
sales teams
Increased speed in
accessing the right
information
At-a-glance business
insight and informed
decision-making
Increase employee
engagement through
shared information
sagecrm.com
What…
The Analysts say
Strengths include:
– Good economical solution for SMBs
– Strong SFA functionality, an intuitive UI and affordable pricing
– A sound choice with broad functionality and low cost.
Source: Gartner Magic Quadrant for Sales Force Automation July 2013
It’s key strengths primary strengths include a low price tag, strong usability, and
quick time-to-value. The solution offers strong sales and sound marketing
functionality. In addition, the product integrates well with other Sage back-office
software products such as Sage ERP.
Source: The Forrester Wave™: CRM Suites For Midsized Organizations, Q3 2012 , Forrester Research, Inc
"Sage CRM has the lowest TCO on the market and offers the most bang-for-thebuck, including a comprehensive feature set, usability, and architecture."
Source: Info-Tech Research Group CRM Suites for Small Enterprises vendor evaluations 2013
sagecrm.com
What…
Our customers say
“60% efficiency gains have been achieved across the entire business”.
Ayda Hornak, Infrastructure and Innovation Manager, Waivestar Group
We have, in the first three months of this fiscal year, achieved 60% of the prior year’s
sales“
Larry Leeds, CPA, Gibson Teldata
“The software can take some credit for an 8 per cent improvement in customer
satisfaction ratings as well as revenue growth.”
Chakri Wicharn, Information Manager, Fuji Xerox, Thailand
“The ease of use and flexibility of the system has allowed us to rapidly implement and
evolve our sales model helping to contribute to a 240% YOY revenue growth.”
Toby Pannell, Managing Director, Katalina Media
sagecrm.com
Just some of our…
customers
Automotive
Technology/
Software
Services/
Retail
Membership
Organizations
Health/Sport
/Leisure
sagecrm.com
Used by over 14,000 companies
in 70 countries worldwide
sagecrm.com
Accelerate your
business success
with Sage CRM
sagecrm.com