Introduction

Sage CRM Key Features

 Overview
Ease-of-use

Sage CRM provides unprecedented ease-of-use

 Overview
360 Degree Customer View

Sage CRM provides a 3600 view of customer data

Drill-down to Drill-down to Drill-down to Drill-down to

underlying underlying underlying underlying
opportunity communication case Invoice*
 Overview
Full Activity Management

Sage CRM provides for full activity management

 Overview
Outlook Integration

Sage CRM works seamlessly with Outlook E-mail

 Overview
Workflow Automation

Sage CRM provides for extensive workflow automation

 Overview
Reporting and Analytics

Sage CRM provides powerful reporting tools

 Overview
Dashboards

Sage CRM provides dashboards for all users

Performance Saved searches Priority leads Web feed

monitoring portlet portlet portlet
portlet
 Overview
Configuration and Customisation

Sage CRM is easy to configure and customise

 Overview
Branding Toolkit

Sage CRM user interface can be easily customised

 Overview
Offline Access and Mobile Access

Sage CRM provides for offline access and mobile access

• Sage CRM can be
accessed through the
Outlook interface
which removes the
need to switch
between applications

• Contacts, calendar
activities and tasks are
synchronised seamlessly
between Outlook and
Calendar view Pipeline view Opportunity view
Sage CRM which means
data only has to be
captured once in either
system to be available in
both
 Overview
Integration with Sage Back-Office Applications

Sage CRM integrates natively with Sage ERP systems

• Sage CRM can be
accessed through the
Outlook interface
which removes the
need to switch
between 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 available in
both