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A CRM solution will help your company with increasing revenue and profitability by driving sales performance and assisting with predictive and targeted marketing to establish a robust pipeline. But it is also the key to creating a customer-centric culture as it gives essential customer care tools that ultimately lead to customer loyalty. Along with key sales, marketing and customer service tools you get decision-driving information that assists with effective business management.

SageCRM
SageCRM is an easy to use, fast to deploy, feature–rich CRM system providing enterprise-wide access to vital customer information—anytime, anywhere. With SageCRM, you can better manage your business by integrating field sales, internal sales, customer care, and marketing information.

SageCRM integrates out–of–the–box with Sage Accpac ERP to help customers run their businesses more effectively, by helping them to gain greater insight into activities and automating processes across the business. By linking people, processes and workflows from inside and outside an organization, SageCRM helps our customers drive success

The best part is that a SageCRM user license is included as part of your Sage Accpac purchase (must be using version 5.5 and above). So you can put this powerful functionality to work for your business today.

Sales Automation

SageCRM puts you in complete control of your sales pipeline, allowing sales teams to effectively manage, forecast and report on all phases of the sales cycle. With SageCRM, you can easily manage and analyze all current and historical account details and activities, manage multiple accounts and opportunities and automatically distribute leads to sales professionals around the world.

With SageCRM, sales cycles can be dramatically shortened and more deals can close faster. Your sales team gets instant access to vital customer data including reports and graphs, quotes, forecasts and historical account details. You can quickly do on-the-spot analysis, make informed decisions you can trust, and eliminate bottlenecks that typically stretch sales cycle.

MAXIMIZE YOUR SALES TODAY

  • Pipeline Management
    Manage and analyze your pipeline, and maximize the ROI on every lead.
  • Territory Management
    Administer and change sales territories in the system.
  • Sales Forecasting
    Profit from a new level of control and predictability, and plan your operations with confidence.
  • Account Management
    Customer tracking, profiling and trend analysis tools facilitate better care of customer accounts. Easily identify and recruit new clients, and resell to existing ones. Financial and non-financial customer data for 360 degree view.
  • Opportunity Management
    Optimize focus on high-potential opportunities for maximum sales productivity and effectiveness. Real-time sales opportunity analysis provided instantly.
  • Reporting
    Create point-and-click reports and graphs for on-the-spot analysis and decision-making. Interactive dashboard for maximum productivity and ease-of-use.
  • Team Performance
    At-a-glance sales team’s performance with instant access to calendars, accounts, reports, pipelines, and more.
  • Anytime, Anywhere Access
    Access and download customer information remotely or offline to reduces time spent on sales admin (more time for sales calls). Automate the proposal and quotation processes and record data offline and synchronize later

Marketing Automation

Take control of your marketing dollars by automating and tracking every marketing campaign, from one-time e-mail communications to multi–faceted marketing programs. SageCRM provides accurate metrics on all of your marketing activities, enabling you to identify and leverage potentially lucrative cross– and up–sell opportunities.

With SageCRM, you can target the right customer at the right time, eliminate guesswork and put your company's marketing resources to their best use. Execute better campaigns, track responses faster and easier than ever before, and make sound decisions based on what your customers want and how they respond.

  • Campaign Management
  • Lead Management
  • E-mail Management
  • List Management
  • Outbound Call Management
  • Reporting
  • Marketing Management
  • Channel Marketing
  • Fully integrated, multi-channel marketing initiatives.
  • Enables accurate measurement of marketing campaign ROI
  • Efficiently and easily track and analyze marketing activities.
  • Monitor marketing budget and calculate direct revenue yields to increase ROI and maximize marketing spend.
  • Create point-and-click reports and graphs for on-the-spot analysis and decision-making.
  • Interactive dashboard delivers single view of marketing information.
  • Integrate outbound calls into any marketing campaign, and set up target lists and follow-up calls.
  • Create new target lists from selected criteria, re-use successful campaign lists and import mail-house lists.
  • Send HTML e-mails, create e-mail templates and send attachments to bulk e-mail messages.
  • Maintain close alignment with sales and key stakeholders with real-time access to the latest prospects and campaigns, keeping them in the loop each step of the way Optimizing resources by targeting the right customer at the right time with a deeper understanding of customers and their buying behavior.
  • Easily assign, schedule and track marketing activities within a campaign.

Customer Service and Support

With SageCRM, included as part of the Extended Enterprise Suite, you can make the most of every customer interaction, maximizing business opportunities and customer satisfaction. It empowers your organization with critical information to build and support long-term customer satisfaction and loyalty.

With fast online access to service requests, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, you'll have complete and accurate data at your fingertips—enabling you to quickly resolve client issues and easily create cross-sell or up-sell opportunities.

Check out these powerful features:

  • Contact Management
  • Knowledge Base
  • Call Center Support
  • Service Agreement Management
  • Tracking
  • Reporting
  • Deliver superior customer service with real-time access to relevant customer data.
  • Store support incidents and case solutions in a central Knowledge Base.
  • Access a central repository for all customer data, resolving issues quickly.
  • Easily track and meet your service level agreements.
  • Track your customers' needs and maintain a complete history of customer-related interaction.
  • Create point-and-click reports and graphs for on-the-spot analysis and decision-making. 

Web Self-Service


SageCRM Web Self-Service customers can track progress themselves and access front- or back-office data relevant to their needs at their convenience, increasing their satisfaction while reducing business overhead. This powerful tool allows customers and partners to access information, log cases, and request service and support over the web whenever they want. Customers receive information based on their preferences, requests, and history through customized customer and partner portals. When integrated with Sage ERP applications, SageCRM can be used by organizations to give customers controlled access to information normally held in the back-office such as customer account look-up, order deliver status, and the ability to create orders and quotes directly.

Computer Telephony Integration


In addition to automated process workflow, SageCRM combines a fully integrated CRM solution with interactive inbound and outbound telephony automation. Contact centers are provided access to the same single point of communication the rest of the enterprise shares. A customer's complete CRM history including, fax, personal visits, phone and email is viewed through automated screen "pop-up" functionality and gives the support employees an enterprise view of the customer experience. 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 full integration to all standard third party telephony software leveraging existing automation such as call escalation, routing, call queuing and reporting functionality. A central repository for all customer data SageCRM provides easy-to-use, real-time access to information your support staff needs to resolve customer issues quickly and efficiently, reducing call times and increasing the efficiency of your call center.

 

 
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