Sales - Shorten sales cycles and close deals faster
SageCRM puts you in complete control of your sales pipeline, allowing your sales team to effectively manage, forecast, and report on all phases of the sales cycle.
- Gain instant access to vital customer data including reports and graphs, quotes, forecasts, and history.
- Integrate with back-office applications to view financial and non-financial data for a complete 360º view of customers.
- Automatically distribute leads to sales professionals.
- Stay productive even when out of the office, with mobile and offline solutions.
With SageCRM, you can identify your best opportunities, make informed decisions you can trust, and eliminate bottlenecks that typically lengthen the sales cycle.
Marketing - Better track and manage marketing campaigns
With SageCRM, you can target the right customer at the right time, eliminate guesswork, improve campaign management, and put your company's marketing resources to their best use.
- Automate and track every marketing campaign, from one-time email communications to multi-faceted marketing programs.
- Close more new business and capitalize on lucrative cross-sell and up-sell opportunities with accurate metrics on all of your marketing activities, including ROI.
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 Care - Make the most of every customer interaction
Empower your organization with critical information to build and support long-term customer satisfaction and loyalty.
- Get fast online access to service requests, call and escalation history, interactions, multiple contacts, support cases, email, and documents sent and received.
- Provide the level of professional service your customers expect with complete and accurate data at your fingertips.
SageCRM customer support automation enables you to quickly resolve issues and easily capitalize on cross-sell or up-sell opportunities.
Dashboard - Revolutionize how you manage information
The interactive dashboard transforms how you manage your business and how your employees manage their day.
- Manage all activities from one place, including calendar, tasks, and lists.
- View web and RSS feeds that deliver relevant content such as news headlines and blogs, and tap into social networking for instant knowledge about customers through integration with LinkedIn® and other social media sites.
- Quickly and easily personalize the layout and the information displayed on the interactive dashboard using innovative drag and drop functionality.
The interactive dashboard delivers a rich and personalized user experience that boosts productivity and helps drive user adoption across the business.
Mobile Solutions - Access CRM data and remain productive
SageCRM makes it easy for the sales force and road warriors to stay productive even when out of the office.
- Take advantage of real-time data at your fingertips—anywhere, anytime—with wireless connectivity with enhanced support for PDA devices using the Microsoft Windows Mobile operating system.
- Access and update contacts and sales opportunities or schedule activities and appointments while on the road.
- Work offline and later synchronize with the central server, using the Offline Synchronization feature.
Close more sales and satisfy more customers with CRM on-the-go.
Integration
SageCRM provides integration with leading ERP solutions as well as Microsoft Outlook, so you can view more complete data and make the most of your current solutions.
- Get a complete view of all customer interactions for more insightful business decisions with integration between SageCRM and back-office accounting and financial applications.
- Run Microsoft Outlook within the framework of your SageCRM solution and get complete, two-way synchronization with Outlook contacts, calendar (appointments), and tasks, in addition to full-featured email integration.
Work smarter and faster with integration within SageCRM.
SageCRM Documentation: