Sage 200 CRM is an integrated Customer Relationship Management solution with specific functions for Sales, Marketing and Customer Service
Sage 200 CRM is a feature-rich Customer Relationship Management solution which is easy-to-use and fast to deploy.
It offers out-of-the-box, configurable business process automation and can be fully integrated into your core Sage 200 back-office system.
With Sage 200 CRM, you can quickly analyse, manage and synchronise sales, marketing and customer care activities across all points of contact; giving you a true 360-degree view of your business. It links all departments to a single system that can be accessed locally or via the web.
Supporting businesses across the UK
Ideal for companies with:
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Big data in multiple systems
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Mobile salesforce
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Need to group data by multiple criteria
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A customer service team or helpdesk
Key Software Features
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Out of the box integration to Sage 200 back office
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Sales Force Automation
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Marketing Automation
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Customer Service Automation
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Centralised Data Management
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Integration to MailChimp
Features Explained
Sales Force Automation
- Effectively manage and report on all phases of the sales cycle. Easily allocate new leads and manage pipeline and forecasts for the team or specific individuals.
Marketing Automation
- Full campaign management including integrated E-Marketing helps you to target the right customers & prospects at the right time and monitor the performance of your campaigns.
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.
Centralised Data Management
- Retain all the contact information for your customers and suppliers in one place. Easily build lists and track all types of communication against any entity in the system.
Diary & Task Management
- Manage tasks & calendars of users and resources, synchronise entries with Outlook.
Social Media Integration
- Facebook, LinkedIn and Twitter can be used to listen, engage and learn about your customers and prospects, without having to leave your Sage CRM.
Web Self Service
- Sage CRM allows customers to view data, submit customer service issues and more through a customisable Web Portal.
Exchange / 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
- Easily add or amend fields screens or lists to match your exact requirements without the need for bespoke development.
Sage 200 Suite Integration
- View Account Information, create, view & edit quotes and orders. Drill down into related invoice and stock information.
Call us now for more information on 01332 587 515 or email sage@smithcooper.co.uk
