Sage CRM Overview - Chortek

Sage CRM Overview 2019 The Sage Group plc or its licensors. All rights reserved.

pical Sage CRM customers perate in almost every industry e majority ( 75%) have 20 or fewer users marketing, sales, service & operational roles ore than 17 000 customers across the globe Sage CRM customer breakdow seat size and % of customer b 2% 5% 1% No. of seat 3-9 10-1 17% 20-4 45% Help grow your business Win more customers and retain them The right insights to make business decision 50-9 10030% 200 *All Sage CRM licenses sinc 2019 The Sage Group plc or its licensors. All rights reserved.

pical customer needs Organising data of Sage BMS users cated their lack of munication between ams and across erent departments of respondents think they need the most vement in managing quotes and orders Tracking Sales 61% of respondents indicated their inability to track and manage sales opportunities and leads effectively. Delivering service Better visibility 19% of respondents think 29% of responden that they need the most indicated their lack improvement in managing insight across the en customer service business (KPI’s) (planning, tracking & customer communication) 30% of respondents indicated their missed sales opportunities. End Customer Self Service Customer Care & Support Accounts Receivable & Order Entry Shipping Purchasin Sage CRM User Roles Marketing Creation & Response Project & Works Delivery Sales Teams & Managers 2019 The Sage Group plc or its licensors. All rights reserved. F Pro Ov

hat people see & ask /1 a nges sed ons Business Owner / General Manager Sales Operations / Head of Sales Customer Service / Head of Operations Meeting sales numbers Opportunities are missed by lack of follow up Visibility into the pipeline for better management Needs easy pipeline management and reporting Needs easy forecasting of individuals and teams Measure and increase customer satisfaction Lacks visibility into full customer interaction across departments throughout the compan Wants process consistency in customer cas Wants to better manage services escalation SLAs Are you struggling to manage your business with just spreadsheets and folders? How many sales opportunities are you missing by not properly following up on? How do you track and measure your custom call resolution in order to determine your lev service? Do you have complete visibility into your business performance? How do you track & manage your sales opportunities and leads? Lacks visibility into performance metrics Seeks increase in operational efficiencies Sees operational inefficiencies Lack of information about customers, sales process leads to error in decision-making Are you able to tell how sales and other KPI’s are tracking? Do you have visibility to what’s going in sales? How well do your teams communicate and share information about customers? How does management track and measure individual performance How is your sales forecast entered and managed today? How do your sales people prepare for a call or appointment? What information do they have available? Is it accurate and current? Do you think you have outgrown spreadsheets/are you struggling to manage your business in this way? 2019 The Sage Group plc or its licensors. All rights reserved. How do you measure customer service satis levels? How do you manage specific proces solving customer service inquiries? What tools do you currently use to resolve a email, chat, self-service portal, etc.) and how working for you? Do you have the ability to see customer info one view across your company, including ac sales and support? What gain would you ha could?

hat people see & ask /2 a nges sed ons Business Owner / General Manager Sales Operations / Head of Sales Lacks visibility into performance metrics Seeks increase in operational efficiencies Opportunities are missed by lack of follow up Visibility into the pipeline for better management Needs easy pipeline management and reporting Needs easy forecasting of individuals and teams Sees operational inefficiencies Customer Service / Head of Operations Measure and increase customer satisfac retention Lacks visibility into full custome interaction history across departments th the company Wants process consistency in customer Lack of information about customers, sales process leads to error in decision-making Are you struggling to manage your business with just spreadsheets and folders? How many sales opportunities are you missing by not properly following up on? Do you have complete visibility into your business performance? How do you track & manage your sales opportunities and leads? How is your sales forecast entered and managed today? Are you able to tell how sales and other KPI’s are tracking? Do you have visibility to what’s going in sales? How well do your teams communicate and share information about customers? How does management track and measure individual performance How do your sales people prepare for a call or appointment? What information do they have available? Is it accurate and current? Do you think you have outgrown spreadsheets/are you struggling to manage your business in this way? 2019 The Sage Group plc or its licensors. All rights reserved. How do you track and measure your cus service call resolution in order to determ level of service? How do you measure customer service satisfaction levels? How do you manage processes for solving customer service i What tools do you currently use to resolv (i.e. email, chat, self-service portal, etc.) are working for you? Do you have the ability to see customer information in one view across your com including accounting, sales and support? gain would you have if you could?

hat people see & ask /3 a nges sed ons Business Owner / General Manager Sales Operations / Head of Sales Lacks visibility into performance metrics Seeks increase in operational efficiencies Customer Service / Head of Operations Opportunities are missed by lack of follow up Visibility into the pipeline for better management Needs easy pipeline management and reporting Needs easy forecasting of individuals and teams Measure and increase customer satisfac retention Lacks visibility into full custome interaction history across departments th the company Wants process consistency in customer Wants to better manage services escala SLAs Are you struggling to manage your business with just spreadsheets and folders? How many sales opportunities are you missing by not properly following up on? How do you track and measure your cus service call resolution in order to determ level of service? Do you have complete visibility into your business performance? How do you track & manage your sales opportunities and leads? How is your sales forecast entered and managed today? Sees operational inefficiencies Lack of information about customers, sales process leads to error in decision-making Are you able to tell how sales and other KPI’s are tracking? Do you have visibility to what’s going in sales? How well do your teams communicate and share information about customers? How does management track and measure individual performance How do your sales people prepare for a call or appointment? What information do they have available? Is it accurate and current? Do you think you have outgrown spreadsheets/are you struggling to manage your business in this way? 2019 The Sage Group plc or its licensors. All rights reserved. How do you measure customer service satisfaction levels? How do you manage processes for solving customer service i What tools do you currently use to resolv (i.e. email, chat, self-service portal, etc.) are working for you? Do you have the ability to see customer information in one view across your com including accounting, sales and support? gain would you have if you could?

Sage CRM Features 2019 The Sage Group plc or its licensors. All rights reserved.

ge CRM for Marketing /1 ur marketing features able you to: Plan marketing campaigns and track the results 2019 The Sage Group plc or its licensors. All rights reserved.

ge CRM for Marketing /2 ur marketing features able you to: Plan marketing campaigns and track the results Manage a marketing campaign across multiple channels 2019 The Sage Group plc or its licensors. All rights reserved.

ge CRM for Marketing /3 ur marketing features able you to: Plan marketing campaigns and track the results Manage a marketing campaign across multiple channels Track new leads and sales opportunities 2019 The Sage Group plc or its licensors. All rights reserved.

ge CRM for Sales /1 ur sales features enable u to: repare for important sales etings by accessing important tomer data ‘on the go’ 2019 The Sage Group plc or its licensors. All rights reserved.

ge CRM for Sales /2 ur sales features enable u to: repare for important sales etings by accessing important tomer data ‘on the go’ ollow compliance and ‘best ctice’ routines using integrated rkflow. 2019 The Sage Group plc or its licensors. All rights reserved.

ge CRM for Sales /3 ur sales features enable u to: repare for important sales etings by accessing important tomer data ‘on the go’ ollow compliance and ‘best ctice’ tines using integrated workflow. rack the performance of your es teams ng out-of-the-box sales reports 2019 The Sage Group plc or its licensors. All rights reserved.

ge CRM for Service /1 ur service features enable u to: Automate and manage customerr service cases, helping resolve cases faster 2019 The Sage Group plc or its licensors. All rights reserved.

ge CRM for Service /2 ur service features enable u to: Automate and manage customer service cases, helping resolve cases faster Manage service teams & assignments 2019 The Sage Group plc or its licensors. All rights reserved.

ge CRM for Service /3 ur service features enable u to: Automate and manage customer service cases, helping resolve cases faster Manage service teams & assignments Report on critical customer service metrics quickly and easily 2019 The Sage G Group plc l or its it licensors. li All rights i ht reserved. d

egrated Sage CRM for your accounting system /1 ur integration features able you to: Organize and consolidate accounts nformation into one reliable source 2019 The Sage Group plc or its licensors. All rights reserved.

egrated Sage CRM for your accounting system /2 ur integration features able you to: Organize and consolidate accounts nformation into one reliable source Easily see payment history, order status, customer cases, quotes, orders, shipments and more 2019 The Sage Group plc or its licensors. All rights reserved.

egrated Sage CRM for your accounting system /3 ur integration features able you to: Organize and consolidate accounts nformation into one reliable source Easily see payment history, order status, customer cases, quotes, orders, shipments and more Better manage supplier information such as purchase orders, payments and call history 2019 The Sage Group plc or its licensors. All rights reserved.

The Sage CRM message 2019 The Sage Group plc or its licensors. All rights reserved.