Sage 200 CRM

Sage 200

Sage 200 CRM is customer relationship management software that provides 360 degree customer visibility to enable enhanced customer relationships and higher customer retention and loyalty rates.

store, track and report on all sales activities
plan, execute and audit highly targeted marketing campaigns
define business processes, track customer cases and solutions

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Features
Benefits
Case Studies

Key features of Sales automation

real-time pipeline management and forecasting for the most up-to-date information
leads can be escalated and automatically reassigned to an individual or multiple locations
track leads from first contact to final sales closure
a complete diary solution that includes reminders and notification alerts
integrates with Microsoft Outlook where you can send emails, view calendar and update contacts
graphical forecasting and reporting feature
have access to the data wherever you are, whether in the office or remotely
easy access to, and management of, all current and historical account details, activities and opportunities

Key features of Marketing automation

ability to analyse every element of a marketing campaign
mass email functionality – ability to create email templates, send HTML and attachments
profile and create target lists of the most profitable customers
integrated email response tracking
leads can be qualified as per selected criteria
allocate and schedule target lists, calls and follow-ups
record and save outcome of calls for cross departmental reference
analyse marketing campaigns by lead source or other campaign details

Key features of Customer Care automation

escalation process is built into the program
access technical notes and solutions to possible queries through knowledge base
customer communication histories are stored centrally
predefined reports are available in different formats – PDF and CSV
real-time visibility on customer satisfaction metrics

Key benefits of Sales management automation

ensures that time and resources are invested into the deals that are more likely to close
guarantees that leads are handled by the employees most qualified to assist the customer
gives sales teams and management access to data for immediate analysis and decision making
increases productivity by automating key aspects of the sales cycle
customer information is up to date, complete and easily retrievable
time is organised and admin tasks are reduced to a minimum
delivers insight into sales effectiveness and performance by territory
create profiles for offline users which optimises the download and synchronisation of data
enables users to deliver a better customer service and improve retention rates

Key benefits of Sage 200 Marketing automation

enables highly targeted marketing communications
automates manually intensive aspects of the marketing cycle
all customer data is visible to all team members
enables the user to review exact message received by prospect or customer
enables management to determine marketing ROI
allows profiling to identify the most and least profitable
concentrate efforts on most profitable customers
reuse successful marketing lists

Key benefits of Sage 200 Customer Service automation

employees have easy and immediate access to a central bank of information
improves efficiency and reduces administrative time and effort
allows easy analysis of case details
ensures that customer issues are dealt with in a timely manner
build lasting customer relationships and manage them more effectively
increase customer satisfaction levels and retention rates
maximises customer loyalty

Sage 200 CRM – ‘Making it Easy’ for Sign + Digital

Established in 2003, Sign + Digital is the leading Irish distributor of raw materials to sign makers and digital printers.

With sixteen staff based at its warehouse and customer showroom in Dublin and a regional sales team of four, Sign + Digital faced lots of challenges as the business grew substantially in the formative years.

Like any growing business start-up, with an increasing customer base, Sign + Digital found itself dealing with customer issues reactively. Rapid growth in sales put pressure on their internal processes and sales resources and they needed to make their staff more efficient and productive.

The Solution – Sage CRM

Sign + Digital realised that they needed to connect all functions and departments within the company so that it could truly serve its customers better. David Walsh, Financial Director for Sign + Digital explains, “As an existing Sage house, Sage was a logical choice for CRM”. Sign + Digital choose Enbu Consulting, Sage Business Partner, to implement this solution.

David continues, “Sage CRM was at the very heart of our ethos and was the key driver to help us not only service our customers better but also make our staff work more efficiently and productively. Once Sage CRM was implemented and integrated with the existing Sage 200 application, this ethos became an integral part of our business processes and dealing with existing and prospect customers. The concept throughout the whole implementation was that of one system that would become the main tool of our sales team and our customer support team”.

Sage 200 CRM

L-R: David Walsh, Sign + Digital, Fran Meggs, Enbu

Benefits

Sage 200 CRM has provided Sign + Digital with a 360 degree view of their customer across front- and back-office functions. It has enabled them to effectively and proactively manage the complete customer lifecycle from first point of contact to sales and resolution of customer queries.

“Sage CRM has allowed us to understand where all our customer support issues are, what issues are reoccurring and what actions we need to address”, David adds, “It’s also about making our sales team more proactive and getting value from the calls they make. Every call has to have a purpose or an opportunity. We customised the pipeline concept in Sage CRM to reflect this investigation of opportunities and automation of the sales process.”

David concludes, “When we started the process of implementing Sage 200 CRM the world was fully functioning. However, it’s only since the recession began that we are seeing the full benefits of having a CRM system. It’s about making it easy, having greater customer focus and providing a proactive service to our customers”.

Sage products

Sage 200 CRM