Using Sage CRM to Improve & Manage Your Business Processes

Transcription

1 Using Sage CRM to Improve & Manage Your Business Processes August 7, 2013 Robert Kramer Supervising Consultant BKD Technologies David Beard CRM Principal Sage

2 Improving & Managing Business Processes

3 The Sage CRM Proposition Sage ERP & Sage Suites On-Demand Services 3 rd Party Applications Connecting Your Business Your Sales, Marketing & Customer Service Teams Your Customers & Partners

4 Introduction Who Does Sage CRM Work for

5 Common Business Issues Faced by Companies Today I need to know what the revenue flow looks like quickly and easily It takes me ages to roll up all the line-ofbusiness forecasts I need a quick and easy way for me to see how the business is performing I want to maximize the productivity of all my employees I need to be able to calculate the cost per member easily and accurately Acquisition campaigns are difficult to manage and information can go missing Forecasts are difficult to create and timeconsuming I sometimes spend my whole morning trying to figure out who I m meant to follow-up with and when I want to have access to the same member information the customer team has so I understand any issues I don t want to be wasting time re-entering the same information into multiple places We don t have an upto-date log of all communications with members Our processes are not automated so issues sometimes fall through the cracks

6 Why Do Companies Experience These Difficulties? User CRM Brings It All Together Information in Disparate Locations Throughout the Company

7 Overview Complete Customer View Providing the Complete Customer View Visibility across sales, marketing, service & accounts Instant access to areas such as Opportunities Communications Cases Invoices Drill-down to underlying opportunity Drill-down to underlying communication Drill-down to underlying case Drill-down to underlying invoice*

8 Overview Ease-of-Use Within An Easy-to-Use Tool for Your Entire Business Tab The Fully structure Quick integrated Start tab facilitates ensures coaching that dynamic facility new swapping users become between key Specific information to screens, productive on the areas driving user adoption system as soon as possible. Hyperlinks enable quick Users drill-down benefit from to underlying a broad range data of video-based Main tutorials Menu on the provides product access to commonly used functionality Quick Tips section provides walk thro

9 Overview Full Activity Management Powerful Activity Management Capabilities Complete calendar & task management View by day, week, month & due-by dates Simple creation of activities by users

10 Overview Workflow Automation Extensive Cross-Business Process Design & Automation Design with intuitive drag-and-drop tools Minimize administration-intensive tasks Ensuring activities are carried out in accordance with policies

11 Overview Reporting & Analytics Complete with Powerful Reporting Capabilities Comprehensive standard report categories straight out of the box Customize & create new reports, using wizard-based tools

12 Overview Dashboards Fully Customizable Dashboards for All Users A range of fully configurable dashboards Monitor key performance metrics in real time Easily customized to address the requirements of individuals or teams Performance monitoring widget Saved searches widget Priority leads widget Web feed widget

13 Overview Configuration & Customization Simple & Quick Configuration Individual users can configure in line with individual preferences Managers can configure in line with team or departmental requirements Administrators can carry out basic & advanced customizations on a codeless basis

14 Overview Integration with Sage Back-Office Applications Delivering Out-of-the-Box Integration with Sage ERP Providing Sage CRM out-of-thebox, accessed front-to-back- through the can be office Outlook integration interface which Provides removes for the need to switch between Consistent data applications Straight-through processes Contacts, calendar activities Reducing and re-key tasks & are re-check synchronised processes seamlessly between Outlook and Sage CRM which means data only has to be captured once in either system to be

15 Overview Integration with Sage Back-Office Applications Working anytime, anywhere, any device Providing Sage CRM support can be for smartphones, accessed through tablets, the online Outlook & interface offline which Ensure removes access the need for to everybody, switch between all of the time applications Contacts, calendar activities and tasks are synchronised seamlessly between Outlook and Sage CRM which means data only has to be captured once in either system to be

16 Sage CRM Overview Presentation

17 Sage CRM Overview Presentation

18 Conclusion Key Features & Value Proposition Sage ERP & Sage Suites On-Demand Services Connecting Your Business Connecting Your Sales, Marketing & Customer Service Teams 3 rd Party Applications Connecting with Your Customers & Partners

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20 BKD Technologies Support Center Sage Support Center Monday - Friday, 8 a.m. - 5 p.m., Central time Support Center toll free

21 Robert Kramer Supervising Consultant David Beard CRM Principal Sage