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Sage CRM/Sage 200 CRM
Sage CRM is a feature-rich Customer Relationship Management solution which is easy-to-use and fast to deploy. It offers out-of-the-box but configurable business process automation.
With Sage CRM, you can quickly analyse, manage, and synchronise sales, marketing, and customer care activities across all points of contact, giving you true business visibility. It links all departments to a single system that is deployed across an Internet architecture providing obvious efficiencies in terms of deployment, maintenance and access.
Designed to introduce the real benefits of CRM to your organisation, Sage CRM uses industry-leading technology to foster better business practices and improve information exchange throughout your organisation.
- Sales Force Automation – effectively manage, forecast and report on all phases of the sales cycle
- Marketing Automation – target the right customers & prospects at the right time, eliminate guesswork and put your marketing resources to their best use.
- Customer Service Automation – bring together all the critical information you need to support your customers including orders, call and escalation history, support cases, emails and documents
- Advanced Contact & Relationship Management – Store all business critical data and track complex business relationships using the Relationship Management tools
- Centralised Diary & Task Management – manage tasks & calendars of users and resources, synchronise entries with Outlook
- Training & Coaching – access online training videos, system quick tips, documentation and more
- CTI Compliant – Connect your CRM to your phone system to allow all your call automation and recognition tools to be integrated
- Online, Offline and PDA Access – access CRM from anywhere you have internet access via PC or PDA or use the replication and synchronisation solution (Solo) for full offline access.
- Web Self Service – Sage CRM allows customers to view data, submit customer service issues and more through a customisable Web Portal.
- Enhanced Outlook Integration – synchronise diary and tasks, file inbound and outbound emails and much more between Outlook and Sage CRM
- Automated Workflow Process – Use Graphical Workflow views to introduce automated, pre-determined business rules ensuring your business runs the way you want it to
- Dashboards - users can graphically access all data in one screen, dashboards can be customised for individual user requirements
- Customisable Tools – modify the out of the box system to match your exact requirements using the codeless customisation tools
- Full Development Platform – Create Custom Entities and more using our development team to meet your bespoke requirements
- Sage 200 Suite Integration* – View Account Information, create, view & edit quotes and orders. Drill down into related invoice and stock information.
* Requires compatible version of Sage 200 Accounts
There are a number of reasons why a user would choose Sage CRM as their core CRM application. A typical example would be an ACT! by Sage user who had outgrown their application due to the need for true Customer Service tracking or Marketing Campaign management.
Another reason that users choose Sage 200 is because of our ability to customise the application to suit almost any business requirement. This may be adding one additional field to the customer screen or creating a brand new area for you to store your information as required for your business need.
“Sage CRM has enabled us to take control of our connection with our customers, meaning we can reduce our response time to customer queries, both internally and externally increasing performance efficiency”
Support Manager
Sage CRM can be used in many ways depending upon the combination of modules and setup. When this is correctly specified Sage CRM can be tailored to fit almost any business. Our approach is to ensure that the solution is a best fit for your business from the start so we always recommend that we discuss your requirements and that we demonstrate the solution to ensure that it fully meets your requirements. For more information, to arrange an onsite or remote demonstration please complete our contact us form, email us at crm@smithcooper.co.uk or call directly on 0844 669 9998.
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