Sage 100 ERP and CRM Integration Slides

Sage CRM and 100 ERP

Sage CRM • Over 15,000 SageCRM Solutions users worldwide • The leading supplier of CRM solutions to SMB organizations worldwide

• Why Use CRM? • Benefits of Sage CRM • Mobility • Integration with Sage 100 ERP • Integration with Outlook • Social Media Integration

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Sage CRM Reduces Costs • Automated processes – less human errors, less administrative time, less paperwork • Improved customer service – less returns, less customer attrition, better responses • Better customer insight – effective marketing to help move slow moving products, quality information for better forecasts

Sage CRM Benefits All • Increases Sales Productivity • Improves Sales Opportunities and Increases Close Rates • Optimizes Marketing Spend and Maximizes ROI • Enhances Customer Experience and Delivers Excellent Service • Reduces Costs by Automating Processes and Delivering Better Service

All interactions with client on one page

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What Sales Management is looking to do “I need to know what my sales pipeline looks like and identify immediate opportunities to close.”

“I need to check on my team’s performance and customer interactions every day.”

“It take me ages to roll up all the line-ofbusiness forecasts and I just want to do it only once.”

What Sales Management will be able to do • Track and Monitor sales performance with a customizable dashboard view • Identify opportunities, revenue/budget variance, and assess forecast accuracy and product performance • Generate powerful analytics reports including win/loss, forecasts, performance metrics and more

What the Sales Team will be able to do • Dashboard delivers complete view of sales activities for better productivity • Real-time pipeline management ensures focus and priority on opportunities for higher close rates • Better customer insight for greater cross and up-sell opportunities

Sales Force Automation Features • Opportunities, Leads & Sales Pipeline Management • Forecasting and Reporting • Quotes and Orders Processing • Easy to use • Access anywhere, anytime

Going Mobile • iPad & Smart Phone • Where ever you have phone or internet access – you are connected

• 24-hr access to up-to-date data from anywhere – Sales staff and execs can work from anywhere, airport, car, hotel

What Marketing will be able to do • Target the right companies with highly focused campaigns across multiple criteria

• Calculate real return on investment on campaigns • Plan & execute campaigns with sales for higher quality leads

Marketing in CRM

Marketing Automation Features • • • •

Automatic campaign results tracking Powerful e-marketing capabilities Open, click and bounce rate tracking Rapid lead-to-opportunity management • Customer profile and analysis • Integrated telesales follow-up

Sage eMarketing for CRM

What Customer Support will be able to do • Monitor customer interactions with full visibility of service cases, updates and more • Ensure complete case resolution with workflow from creation to resolution • Increase call resolution and Improve quality of service with access to real-time information

Customer Service Automation Features • • • • • •

Case Management Notification alerts Workflow approvals Staff performance Knowledge base Detailed analysis on case resolution • Self-service web portal

IT Features • Support multi browser (IE, Chrome, Firefox) • Powerful MS Exchange integration with easy point-and-click deployment • Real-time synchronization with MS Exchange • Single point of entry for managing current and adding new users • Link multiple ERP databases to a single CRM database

What does integrated CRM mean? ~An End-to-End Approach~ Features and functionality of Sage ERP in CRM… •Total office integration - bi-directional flow of data: eliminates dual entry •Make customer record changes directly from the customer and update both front and back office users.

ERP

Integration Touch Points between CRM and Sage ERP • • • •

Integrated Customer Profile Promote Prospects to Customers Quote to Orders BIE views

Sage CRM Web Client – Quick Orders for Sage ERP Advanced Create Orders in a web interface • Allows users to create an order/quote outside the firewall • No launching of the Sales Order Screen • Users will have the choice of New or Old Screens • No Sage 100 ERP workstation setup required to use web client Tasks launched from Sage CRM do not use a Sage 100 ERP license ~Allows for distinct separation between front and back office~

Integrated Customer Profile

Quote and Sales Order Entry within CRM

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Sage CRM and MS Outlook synchronization for Tasks and Appointments, contacts and emails – Communications are associated with Accounts for ingoing and outgoing emails

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Forecasting

TWITTER AND LINKEDIN

Social Media Integration

The Sage CRM Community: • Documentation and Training Videos • What’s new datasheets for new product releases • User and Administrators Guides • Software Support Matrix • Datasheets for Sage CRM add-on components • Brochures & Datasheets • Cloud & On-Premise overview brochures • Sales, marketing & customer service feature datasheets • Success Stories •Where can I find these?

https://community.sagecrm.com