Sage CRM Functionality
Cloud Editions Comparison Guide Essentials
Professional
Base functionality
Functionality
Essentials
Professional
User administration
Personal user preferences
My CRM to manage my information
User management
Contact management - companies, people, address, phone, e-mail
Calendar management
Sage CRM Builder
Team CRM to manage workgroup information
Social media integration (Facebook, Twitter, LinkedIn)
Preloaded themes to change the look and feel of the UI
Business collaboration Interactive dashboard
Security
Cross-browser compatability
Reporting
Field Level Security to control data access
Microsoft Outlook Lite
Classic Microsoft Outlook plugin
Territory management
Roles-based security
Document management
Add, move, edit, merge, and rebalance territories
Export reports and lists to PDF
Customization capabilities
Export reports and lists to CSV
Screen/list management
Group management - mass tasks, document mail merge, group email, export
Field & caption management
Advanced find
Notifications
Multi-currency enabled
Advanced customizations
View management
Mobile CRM iPhone/Android phone optimized theme
Tablet optimized theme
Sales Lite for Apple iPhone Sales Tracker for Windows 8
Escalation rules (*Pre-configured only)
Sales opportunities
Opportunity pipeline management
Opportunity tracking
Sales forecasting
Quotes and orders management
Product management
Lead to opportunity conversion
Web to lead
Marketing & customer services Marketing automation Campaign management
Campaign group actions - email, outbound call list, export to CSV, mail merge
Outbound call handling
Knowledge base/solution management
Workflow/Workflow management
Integrations
Developer interfaces SOAP web services API
Data management Data upload from CSV
Product list management
De-duplication
Forecast management
Database export
Manage relationship types
Key attribute data
Email & documents Spellchecking
Library management
Customer care Case management
Edit escalation rules (*Pre-configured only)
Real time SData feeds
Sales force management
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About Sage CRM Over 14,000 small and medium sized businesses across the globe use Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of social media and take advantage of the latest mobile developments to further grow their business. When combined with Sage ERP, our customers enjoy better business insight, increased efficiencies and productivity, and gain a single, customer-centric view across their entire business. So whether you’re just starting out or have already grown to several hundred employees, Sage CRM can help accelerate your business success. Start your 30-day journey to business success now at www.sagecrm.com
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