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
underlying
opportunity
Drill-down to
underlying
communication
Drill-down to
underlying
case
Drill-down to
underlying
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
monitoring
portlet
Saved searches
portlet
Priority leads
portlet
Web feed
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
Sage CRM which means
data only has to be
captured once in either
system to be available in
both
Calendar view
Pipeline view
Opportunity view
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