Sage CRM and SageCRM.com Features

Sales Force Automation - Sage CRM 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 Sage CRM, 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 Sage CRM, 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.

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. Sage CRM provides accurate metrics on all of your marketing activities, enabling you to identify and leverage potentially lucrative cross- and up-sell opportunities.

With Sage CRM, 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.

Customer Care - With Sage CRM, 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.

Microsoft Outlook and Lotus Domino Integration - Sage CRM has complete, two-way synchronization with Microsoft Outlook contacts, calendar (appointments) and tasks, in addition to enhanced e-mail integration. You also have the option to use your entire Sage CRM system from within the standard Microsoft Outlook interface. Lastly, this comprehensive integration also enables you to synchronize your CRM data to pocket devices such as mobile phones and PDAs that synchronize with Outlook.

With the powerful integration, you can:

• Use all the features of Sage CRM entirely from within the Outlook interface; no more switching from one application to the other.
• Bi-directionally synchronize contacts, appointments and tasks between Outlook and Sage CRM.
• Perform one-way export from Sage CRM to Microsoft Outlook.
• Send e-mail within Sage CRM 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 Sage CRM.
• Choose which contacts and calendar items flow between applications, allowing you to work the way you want.

Benefits of Microsoft Outlook Integration include:

• Improved customer service; all customer communication can be tracked in the CRM system even as employees work from Outlook.
• Enhanced efficiency and increased productivity; employees can have faster access to vital customer information from within Outlook.
• CRM implementation success; internal staff adoption rates are higher as staff can use the CRM system from within the familiar Outlook interface.

Web and Wireless 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 CE operating systems brings real-time data to your fingertips - anywhere, anytime.

PDA users such as field sales representatives can be connected online for real-time access or can operate offline when Internet access is not available. A full range of functions are accessible, enabling staff to view reports, update contacts and sales opportunities, qualify leads, track customer issues and manage tasks and calendars. Online PDA users get real-time interaction with the system, while offline personnel can easily synchronize the PDA and the central CRM system at a later time.

Wireless PDA access to your CRM solution simply makes you more productive, increasing productivity while reducing costs.

Benefits of remote access include:

• Access to important account contact and history information
• Maximize time while traveling
• Cultivate stronger sales relationships
• Improve customer service
• Update account information
• Add key account data
• Schedule activities and appointments
• Synchronize information at a later point in time
• And much more!

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.

As a result, Offline Synchronization simply makes your field sales, marketing and service personnel more productive and efficient because they can work anytime, anywhere irrespective of connectivity. Offline Synchronization is also cost effective since end users can install the offline client by downloading it directly from Sage CRM and does not require additional software such as Microsoft Internet Information Services (IIS) or Microsoft SQL Server Desktop Engine (MSDE).

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