Sage CRM

CRM Software Designed with Your Business in Mind

Sage Customer Relationship Management (CRM) Software

SageCRM is an easy-to-use, fast-to-deploy on-site CRM solution with out-of-the-box but configurable business processes. It provides enterprise-wide access to vital customer information-anytime anywhere - so you can manage your business with an integrated approach to inside and field sales automation, customer care, and marketing.

Sales

Improve sales performance with sales automation tools that help sales professionals find and retrieve vital information quickly and easily. SageCRM provides a snapshot of the sales cycle from first contact to final sale, allowing sales teams to effectively analyze and manage the sales pipeline from within the CRM solution.

SageCRM puts you in complete control of your sales pipeline, allowing sales team members to effectively manage, forecast, and report on all phases of the sales cycle. With SageCRM SFA software, 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 shortened and more deals can close faster. The sales force automation (SFA) capabilities within SageCRM provide your sales team instant access to vital customer data including reports and graphs, quotes, forecasts, and historical account details. The SFA capabilities enable you to quickly do on-the-spot analysis, make informed decisions you can trust, and eliminate bottlenecks that typically lengthen the sales cycle.

Marketing

Manage and track every element of your campaigns with SageCRM. View activities, objectives, leads generated, and lead follow-up, and drill down to specific activities within a campaign. This user-friendly CRM solution provides you an in-depth view of your campaigns and enables you to eliminate the guesswork and put your company's marketing resources to their best use.

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 marketing automation provides accurate metrics on all of your marketing activities, enabling you to close more new business and capitalize on lucrative cross-sell and up-sell opportunities.

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

Customer Care

Resolve customer issues efficiently by providing customer service professionals with user-friendly tools to access relevant customer data including purchases, call and escalation histories, interactions, e-mail, and documents sent and received.

With SageCRM, 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. SageCRM customer support automation enables you to quickly resolve issues and easily capitalize on cross-sell or up-sell opportunities.

Mobile Solutions

The benefits of real-time access to your CRM solution are numerous and can have a positive impact on your business performance and profits. Placing customer information at the fingertips of mobile professionals ensures they always have the most up-to-date information.

SageCRM makes it easy for the sales force and road warriors to stay productive even when out of the office with Wireless PDA Access and Offline Synchronization.

Wireless PDA Access - The benefits of real-time access to your CRM solution and database are numerous and can have a positive impact on your business performance and profits. Wireless connectivity with enhanced support for Personal Digital Assistant (PDA) devices using the Microsoft Windows Mobile operating system brings real-time data to your fingertips - anywhere, anytime.

Offline Synchronization - A comprehensive CRM solution enables organizations to guarantee their sales, marketing, and customer care professionals have fast, up-to-date access to critical data - regardless of where these employees are located. Even when not connected to a network, mobile users can work offline and later synchronize with the central server, using the optional Offline Synchronization feature.

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.

One of the qualities that sets Sage CRM Solutions apart is our commitment to bringing integrated front-office and back-office solutions to our customers.

It's this tight integration between Sage CRM Solutions and Sage back-office solutions that enables everyone in your organization-from sales and marketing to accounting and finance to support and shipping-to work together, efficiently, in the business of building profitable customer relationships.

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. Learn More.

Outlook Integration

Microsoft Outlook runs within the framework of your SageCRM solution and has complete, two-way synchronization with Outlook contacts, calendar (appointments), and tasks, in addition to full-featured e-mail integration.

With Outlook integration, you also have the option to access your entire SageCRM contact database from within the standard Outlook interface. Lastly, Outlook integration enables you to synchronize your CRM data to devices such as mobile phones and PDAs that synchronize with Outlook.

With Outlook integration, you can:

  • Use all the features of Outlook entirely from within the SageCRM interface; no more switching from one application to the other.
  • Bi-directionally synchronize contacts, appointments, and tasks between Outlook and SageCRM.
  • Perform a one-way export from SageCRM to Microsoft Outlook.
  • Send e-mail within SageCRM using Outlook and automatically have the e-mail stored in the relevant customer contact history, including attachments.
  • Easily import e-mail from Outlook into the appropriate customer contact within SageCRM.
  • Choose which contacts and calendar items flow between applications, allowing you to work the way you want.