Sage CRM Essentials

Perfect for:

• Automatingthesalesprocessquicklyandeasily

• Focusingonthemostprofitablesalesopportunities

• Gettingtheinformationyouneedintheofficeoronthemove

• Havingasinglesharedviewofeverysale

• Developingadeeperunderstandingofyoursalesperformance

SageCRMEssentialsgivesyouasinglesourceofsalesinformationinasimpletodeployandadministercloud-basedsolution.Automatedworkflowandpipelinemanagementcapabilitieshelpyoutoprogresssalesopportunities,whileensuringthatdataiscanbeaccessedbyanyonethatneedsit.Byhelpingtodrivesalesproductivityitcanhelpyoutoprotectmargins,reduceyourcostofsaleandcustomerattritionwhilealsoeliminatingprocessbottlenecks.

Fully cloud-based, Sage CRM Essentials delivers contact management and helps you manage your sales function, for a low and predictable monthly cost

Sage CRM Essentials includes:

• ContactManagement

• OpportunityManagement

• SalesForecasting

• Quotes&Orders

• LeadManagement

• InteractiveDashboard

• Reporting

• Find/AdvancedFind

• Groups

• OutlookIntegration(Lite)

• Mobile

• StandardCustomisations

• DataImport

• EssentialsUserManagement

ExperiencethedifferenceSageCRMcanmaketoyourbusinesswithourfree30day,noobligationtrial–visit

www.sagecrm.com

A cloud-based solution, Sage CRM Essentials helps manage your sales pipeline and co-ordinate calendars, while giving you instant and transparent access to the information you need. Get up and running immediately, accelerate your sales performance, and analyse, manage and collaborate on all your opportunities with Sage CRM Essentials.

Sage CRM3096LakeDrive,CitywestBusinessPark,Dublin24.Tel:1890882522Email:[email protected]

Sage CRM Editions

Functionality Essentials Professional

ContactManagement

ContactManagement(Companies,People,Address,Phonenumber,E-mailmanagement)

CalendarFeature

DocumentManagement

InteractiveDashboard

ExportreportsandliststoPDF

ExportreportsandliststoCSV

GroupManagement-Masstasks/document/massemail/export

AdvancedFind

SalesForceManagement

SalesOpportunities

OpportunityPipelineManagement

OpportunityTracking

SalesForecasting

QuotesandOrdersManagement

ProductManagement

LeadtoOpportunityConversion

WebtoLead *

Marketing & Customer Services

Marketing Automation

Campaign Management

Sage E-Marketing for Sage CRM* *

Mass Email Management

Outbound Call Handling

Customer Care

Case Management

Knowledge Base / Solution Management

User Management

User Administration

My User Preferences

My CRM to manage my information

Team CRM to manage my teams information

Preloaded themes to change the look and feel of the UI

Security

Field Level Security to control data access

Territory Management

Set up security profiles and security policies

Add, move, edit, merge, and rebalance territories

Functionality Essentials Professional

StandardCustomisations

CaptionTranslationtocustomisescreens

FieldManagement–Add/Edit/DeleteFields

ScreenManagement–EditScreensOnly

ListManagement–EditListsOnly

FieldlevelCustomContent/OnChangeScripts

ViewManagement

Notifications

Reports–Add/Edit/DeleteReports

AdvancedCustomisations

Escalation rules (*Pre-Configured Only)

Edit Escalation rules (*Pre-Configured Only)

Workflow Management

Add Client Side actions to workflows

Integrations

Real Time SData Feeds

Sage CRM Connector for Sage 50 (Pilot)

*

Add-Ons

Classic Outlook Integration (*Standard/Advanced Upgrade Only)

Lite Outlook Integration

Mobile Access

Developer Interfaces

SOAP web services API

Data Management

Data Upload from CSV

Product Management

Match Rules (Pre-Configured)

Company Name Cleanup (Pre-Configured)

Currency Configuration

Forecast Management

Download Database

Manage Relationship Types

Email & Documents

Standard spellchecking

*availablein2012,datestobeconfirmed