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Sage Crm V7.1 Sales Presentation Astraia
- 1. Sage CRMSales Presentation Astraia Technology http://www.astraia.co.za
- 2. Contents About Astraia Technology About The Sage Group Why Sage? Our Formula For Success About Sage CRM Accelerating CRM Success Deployment Choice What the Analysts Say Some of Our Customers Sage CRM Features and Benefits by Role Sage CRM and Social Media Why Sage CRM Wins Next Steps Sage CRM
- 3. About Astraia Technology Astraia Technology is considered the leading Sage CRM Business Partner in South Africa. With a dedicated Sage CRM Team consisting of Consultants and Developers Astraia breathes life into your business vision. Astraia Technology – Breathing Life into Your Vision
- 4. About The Sage Group plc Sage is a leading supplier of business management software and services to over 6 million customers worldwide. From small start-ups to larger organisations, we make it easier for companies to manage their business processes. Our vision is to be the most admired and respected business software and services provider in the world
- 5. Why Sage? Sage is the leading global supplier of business management software and related products and services for small to mid-sized businesses (SMBs) Formed in 1981, the Sage Group is an innovative leader in CRM with over 3.1 million Sage CRM Solutions users worldwide Sage is a global company with 6.3 million customers, over 13,400 employees and 30 years experience Sage is backed by a network of over 30,000 Sage-certified business partners globally, ensuring you get local, on-the-ground support With a direct presence in 24 countries and over 13,400 employees focused on business applications, Sage is committed to delivering best-in-class business solutions to SMBs globally
- 7. Leading provider of CRM for small to medium-sized businesses
- 8. 30 years business software experience
- 9. Over 1,000 partners globally
- 10. Easy to customise to meet your business needs
- 15. Sage ERP integration
- 16. MS Exchange integration
- 17. MS Outlook integration
- 18. Social media integration
- 19. Web self-service
- 20. Easy integration with third party applications
- 21. Easy to use
- 22. Intuitive user interface
- 23. Easy to navigate
- 24. Easy to learn and adopt
- 25. Easy to personalise
- 26. Roles-based interactive dashboards out-of-the-box
- 27. Graphical workflow orchestration out-of-the-box
- 28. Available on-premise, hosted or in the Cloud
- 29. Fully web-based for rapid roll-out and ongoing administration
- 30. Easy to use for rapid user adoption
- 31. Rapid ROI
- 32. Low TCO
- 33. Fully web-based for anytime, anywhere access
- 34. Web access from any mobile device
- 35. Bespoke iPhone experience
- 36. Real-time synchronisation with MS Exchange
- 38. What The Analysts Say Gartner on Sage CRM Strengths include: End-user usability Core opportunity management End-to-end business process support, such as "opportunity to cash" Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010 Forrester on Sage CRM The solution’s primary strengths include a low price tag, strong usability, and quick time-to-value. The solution offers an intuitive admin UI, strong performance capabilities, and strong product help functionality. In addition, the product integrates well with other Sage back-office software products. Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010 Source: The Forrester Wave™: CRM Suites For Midsized Organizations, Q2 2010 , Forrester Research, Inc
- 39. Just Some of Our Customers Automotive Technology/ Software Services/ Retail Membership Organisations Leisure
- 40. Sage CRM for Sales - Features Opportunity and Pipeline Management Territory Management Forecasting and Reporting Sales Workflow Lead Management Quotes and Orders Processing Calendar Management Mobile Solution Powerful networking through LinkedIn Integration Sage CRM for iPhone
- 41. Sage CRM for Sales - Benefits Ensures transparency in sales pipeline Leads to better business planning from accurate forecasting Provides visibility on sales performance Enables cross- and up-selling of opportunities Decreases time spent on administrative tasks Automates proposal and quotation processes Increases visibility on customer interactions across organisation Leverages financial information from the back-office system
- 42. Sage CRM for Marketing - Features Powerful e-marketing capabilities Automatic campaign results tracking Open, click and bounce-rate tracking Over 90 attention-grabbing templates out-of-the-box Integrated telesales follow-up Campaign cloning Document store and share In-call data modification Customer profiling and analysis Rapid lead to opportunity management
- 43. Sage CRM for Marketing - Benefits Produces highly targeted customer communications Ensures customers receive the right message at the right time Enables accurate measurement of marketing campaign ROI Enables users to quickly execute e-marketing campaigns using pre-designed email templates Enables marketing budget to be tracked and managed Enables users to share best practice with colleagues and execute consistent campaigns
- 44. Sage CRM for Customer Service - Features Case Management Escalation and notification alerts Knowledge base Workflow approval process Detailed analysis on call volumes and case resolution Traffic light monitoring Web self-service Staff performance monitoring Bespoke company dashboard to provide tighter account management
- 45. Sage CRM for Customer Service - Benefits Enables customer satisfaction measurement and benchmarking Increases productivity of customer support representatives Assists with performance management and motivates staff Provides self-service facility to customers around common issues Delivers a single view of relevant and comprehensive information on the interactive dashboard Empowers the customer service team to provide a consistent and excellent service to customers
- 46. Sage CRM for IT & Management - Features Component Manager Fast, flexible deployment options On-premise, on-demand or Cloud-deployable SData support MS Exchange integration Affordable and scalable Reporting and analytics Integration to ERP systems Budget control Cloud-deployable Sage CRM SageCRM.com
- 47. Sage CRM for IT & Management - Benefits Offers highly competitive total cost of ownership Requires minimum configuration out-of-the-box Easy to integrate with third-party applications Integrates with Sage ERP for 360 degree view of customer Drives revenue growth Improves productivity across entire organisation Delivers at-a-glance business insight via the interactive dashboard
- 48. Sage CRM and Social Media – Features Sage CRM for Twitter LinkedIn Integration Interactive Dashboard RSS feed gadget Website gadget Twitter LinkedIn
- 49. Sage CRM and Social Media - Benefits LinkedIn Integration Enables sales team to better target prospects and prepare for sales call Sage CRM for Twitter Enables users to update, read and reply to Twitter directly from within Sage CRM Provides marketing teams with the ability to extend and link marketing campaigns to Twitter Interactive Dashboard Gadget Provides users with instant access to blogs, websites directly from within Sage CRM
- 50. Why Sage CRM Wins With Sage CRM we can see which publications, newsletters and updates customers have received and all interactions following the receipt of these. Customers calling in response to an update are now automatically informed of other services that are available thus ensuring we are making the most of every customer interaction. Mark O’Connell BDO Simpson Xavier This is one of the most flexible tools I have ever used. I can quickly and easily modify the way my screen looks by adding fields or making other changes. Kelly Wennik Leading Indicator Systems Sage CRM is going to allow me to continue to grow the efficiencies within the company without increasing the overhead which is very important. Penelope Pearce EcoWater I sometimes forget that SageCRM.com wasn’t built just for me. Jeffrey Newland Big Brothers Big Sisters Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010 Sage CRM is the tool we use all day long. It is vital in fact. We would lose sight of our opportunities if we didn’t have a system like Sage CRM. AineO’Mahony CarTrawler With Sage CRM, we now have a system that automates all of the administration in dealing with our customer base. Our operators have a full service and booking history of all the callers. Call resolution is down making it a more satisfying customer experience. Ann Gallagher Avis Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010
- 51. Helping over 10,000 Customers in 70 Countries Worldwide Communicate, Collaborate and Compete Sage CRM
- 52. Next Steps Visit the Sage CRM v7.1 microsite at www.sagecrm.com/v7.1 Contact Astraia Technology on +27 21 404 0560 sales@astraia.co.za Arrange a demo
- 53. Visit the Sage CRM Ecosystem at www.sagecrm.com Sage CRM wwwsagecrmcom wwwsagecrmcom Sage CRM (Official Group)
Notas do Editor
- Source: AMR
- Over 10,000 organisations across the globe use Sage CRM every day to manage and maximise the performance of their businessWith customers located in over 70 countries worldwide, Sage CRM is fully supported in English, French, German, Spanish and simplified Chinese. (Sage business partners have localised the product in several other languages)Sage CRM is a full suite CRM solution comprising sales, marketing and customer service automation – within these areas it offers deep functionality across a broad feature-setUnlike most CRM applications, Sage CRM integrates out-of-the-box with Sage ERP applications providing you with a 360 degree view across your businessSage CRM is easy-to-use with a choice of intuitive interfaces and on-screen coaching throughout to drive user adoption across your organisation Sage CRM is easy for users to customise to their own preferences, delivering a rich and personalised user experienceSage CRM boosts productivity by providing employees with an interactive dashboard from where they can manage all their daily tasks while delivering management with at-a-glance insight into overall business performanceSage CRM is fast to deploy – users can be up and running quickly increasing productivity, reducing administrative overhead and delivering rapid RoISage E-marketing for Sage CRM enables marketing users to communicate with prospects and existing customers in a compelling and timely manner using a bank of pre-designed quality templatesSage CRM is easy to customise – it provides extensive business process automation across the entire organisation and can be quickly adapted to capture new processes or modify existing onesBecause it can be deployed quickly and easily by Sage-certified Business Partners, it offers a low TCO which is ideal for SMBs in the current economic climateSage CRM is an award-winning solution and as has been listed by Gartner in the Magic Quadrant for Sales Force Automation since 2003
- Comprehensive list of benefits:Improves transparency in the sales pipelineEnhances sales forecast accuracyMonitors progress against quotaEnables quarterly sales performance monitoringLeads to improved win/loss ratioLeads to shortened sales cyclesIncreases prospect-to-customer conversion rateDelivers metrics on most valuable customersImproves consistency across the sales organisationEnables more effective identification of new market opportunitiesMaximises cross and up-sell opportunitiesReduces sales training costsEliminates manual/duplicated sales processesImproves team collaboration on opportunitiesDecreases time spent on administrative tasksImproves prospect targetingProvides visibility on sales team performance including identifying sales opportunities and pipeline potentialIncreases visibility on customer interaction across departments and activitiesAutomates proposal and quotation processesLeverages financial information from the back-office systemReduces time spent in the office on sales administration (more time on sales calls)Increases sales effectiveness through the ability to access and download customer information remotelyBoosts sales team productivity by delivering a single view of leads, opportunities, tasks and activities on the interactive dashboard
- Comprehensive list of benefitsProduces highly targeted customer communicationsEnsures customers receive the right marketing message at the right timeEnables pinpoint budget managementEnables accurate measurement of marketing campaign RoIImproves marketing campaign response rateEnables fully integrated, multi-channel marketing initiativesProvides improved intelligence to marketing on lead generation activitiesEnables automated response trackingLeads to decreased cost per lead and cost per customer acquiredReduces marketing campaign lead timeDelivers detailed information on the lifetime value of customers and enables profitable customers to be easily identifiedEnables real-time marketing performance analysisReduces marketing administrative overhead and enables marketing budget to be tracked and managedDelivers a single view of relevant and comprehensive marketing information on the interactive dashboardProvides users with fully integrated emarketing functionality which includes full response trackingComes with fully customisable marketing workflow out-of-the-box for rapid campaign executionEnables users to execute e-marketing campaign using pre-designed email templates that cover all communication needsTracks all e-marketing email interactions including open rates, clicks and bounces automatically through Sage CRMSupports multi-channel marketingMaximises customer communications and interactions through integrated social media channels
- Comprehensive list of benefits:Enables customer satisfaction measurement and benchmarkingIncreases productivity of customer support representativesAssists with performance management and motivates staffProvides self-service facility to customers around common issuesEnables customer issues to be tracked and responded to, regardless of who answers the phone or receives the e-mailEnsures issues never ‘get lost between the cracks’Monitors service performance against service level agreementsReduces customer support costsImproves response times to customer service requestsReduces hold times for customers requiring customer supportReduces the average time to resolve an issueIncreases the number of queries resolved on first contact rateLeads to decreased number of service escalationsDecreases the number of customer complaints receivedLeads to increased customer retentionLeads to decreased cost of customer retentionCaptures feedback from customers on product/service issuesEnables benchmarking/score carding of customer service operations on an on-going basisReduces time spent researching issues by recording and centralising customer interactionsEnables staff to meet customers’ expectationsIdentifies profile of most profitable customer to help with making out-bound callsDelivers a single view of relevant and comprehensive information on the interactive dashboardEmpowers the customer service team to provide a consistent and excellent service to customers
- Comprehensive list of benefits:Offers highly competitive total cost of ownership• Requires minimum configurationout-of-the-box• Lowers administration and deployment costs• Easy to integrate with third-party applications• Easy to integrate with on-demand services• Offers integration with leading Sage ERP systems• Leverages previous investments in back-office solutions and internet technologies• Avoids “rip and replace” in the future• Scalable solution to accommodate growth and change• Offers flexibility to adapt to unique business processes• Supports mobile staff• Empowers end-users to be self-reliant around reporting requirements• Delivers enhanced security and privacy of customer and corporate data• Enables decreased administration associated with regulatory compliancy• Enables IT to spend more time on strategic projects rather than day-to-day issue resolution• Enables quick and easy batch import of users from a Windows® network with standard logons, increasing IT productivity and eliminating administrative overhead• Administrators benefit from a single point of entry from where they can manage existing Exchange users and add new users for ease-of-administration• Drives revenue growth• Improves profitability• Provides improved support for strategic decision-making• Enables real-time corporate performance management• Drives productivity across the entire organisation• Improves business/shareholder value• Reduces margin erosion• Reduces cost-of-sale• Reduces customer attrition• Reduces administration cost• Eliminates process bottlenecks• Reduces budget and performance variance• Delivers at-a-glance business insight via the interactive dashboard
- – Extends conversations and collaboration with prospects and customersto social media channels– Enables users to identify how online conversations are affectingtheir brand– Helps organisations to identify their biggest online championsand influencers– Enables users to participate in online conversations with an engagedaudience without ever having to leave Sage CRM– Helps organisations to build and strengthen relationships with theircommunity of customers and prospects– Provides marketing teams with the ability to extend and link marketingcampaigns to social media channels– Enables users to easily manage and track competitors by monitoring theirpublic online conversations and blog articles
- – Extends conversations and collaboration with prospects and customersto social media channels– Enables users to identify how online conversations are affectingtheir brand– Helps organisations to identify their biggest online championsand influencers– Enables users to participate in online conversations with an engagedaudience without ever having to leave Sage CRM– Helps organisations to build and strengthen relationships with theircommunity of customers and prospects– Provides marketing teams with the ability to extend and link marketingcampaigns to social media channels– Enables users to easily manage and track competitors by monitoring theirpublic online conversations and blog articles