CRM

Delivering a 360 degree view of your customers helps you manage every aspect of your customer interactions

Sage 200 CRM provides outstanding sales, marketing and customer care functionality and has deep integration into the Financials and Commercials modules of Sage 200, delivering ‘straight-through’ business processes and related information.

The software is flexible can be tailored to match your individual business needs and help you streamline your internal processes.

One view of your customer

Sage 200 CRM allows you to take care of your new and existing customers by tightly integrating with strong financial and commercials, driving deep business process automation right across the organisation from back office to front office.

It provides you with a 360 degree view of your customer, enabling you to manage the complete customer lifecycle from first point of contact through to maintaining and building a valuable relationship with your customer.

By automating your customer service functions it ensures your resources are being used to maximum effect, empowering your staff to provide exceptional service to your customers.

Empower your customers

Sage 200 CRM drives online customer collaboration via the web self-service portal, allowing your customers to use the power of the web for their own business.

The self-service options enable you to extend your customer service function so you can improve productivity and give your staff greater opportunity to communicate more effectively with your customers.

Protect and grow your revenues

Sage 200 CRM offers a broad range of functionality with a low total cost of ownership. By automating your sales, marketing and customer service functions it equips those teams with the tools they need to boost productivity, reduce costs, find new customers, close sales faster and build lasting more profitable relationships.

Empower your sales teams

Sales executives have a single point of access for calendars, accounts, reports, pipeline management, contacts and call lists; all of which ensure that they are producing more revenue per sales hour. Easy to use analytical tools help them to identify latent sales opportunities which exist within your customer database, enabling you to create cross-sell and up-sell propositions.

Automated workflow and pipeline management means that opportunities will be progressed quickly so your sales are effective and efficient.

Optimise marketing spend

Sage 200 CRM provides powerful tools for marketing teams to plan, execute and audit highly targeted marketing campaigns.

It allows you to develop a deep understanding of your customer’s needs, enabling you to create a tailored proposition, so lead quality is improved and higher conversion rates achieved.

With effective controls for monitoring marketing budgets, you can calculate direct revenue yields per campaign. In addition, marketing analytics and reporting ensure absolute accountability at all stages in the cycle.

It allows you to track the source of leads, assess opportunities and help the team focus on prospects that are more likely to purchase, which means that ROI can be calculated with ease and the marketing budget is optimised at all times.

Deep integration of front and back office data

The combining of CRM with the financial and commercial back office data enables you to enter data once, improving accuracy and efficiency. You see one 360 degree picture of your customer so you make informed decisions which are right for the customer and your business.

Sales Force Automation

Sage 200 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. You can easily manage and analyse all current and historical details and activities, manage opportunities, and automatically distribute leads to sales professionals.

Using the configurable dashboard means your sales team can have all their sales information at their fingertips, enabling your sales team to make more sales with less effort.

Marketing Automation

Sage 200 CRM provides a single source of customer information to help you better manage your marketing efforts and make sound decisions based on the needs of your customers and prospects. You can target the right customer at the right time, eliminate guesswork, and put your company’s marketing resources to their best use.

Execute more effective campaigns, track responses faster and easier than ever before, and make sound decisions based on what your customers want and how they respond.

Customer Service Automation

With Sage 200 CRM Customer Service, you can build and effectively manage lasting customer relationships by providing the professional level of service your customers expect.

It provides real-time access to relevant customer data including orders, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received sales opportunities, and more.

Sage 200 CRM can enable you to provide better customer service which means happier customers, better retention rates and more profitable relationships.

Mobile access

Access key customer and opportunity data via a Blackberry smartphone, so you can always be up to date and more responsive to your customers no matter where you are. You can also create new or customised workspaces for your mobile so you can create views that are tailored to your role, and access the data remotely.

Outlook integration

Sage 200 CRM has complete, two-way synchronisation with Microsoft Outlook contacts, calendar (appointments) and tasks, in addition to enhanced e-mail integration.

Automated Process Workflow

Sage 200 CRM Workflow helps you to automate predetermined business rules across all channels, departments, and employees.

To help assess and design workflow, Sage 200 CRM provides graphical views of the process and its development patterns. The fully embedded workflow allows you to truly model how you would like your business to run and put in rules to ensure it happens.