Customer Relationship Management (CRM)
Download a whitepaper entitled "Social CRM: Customer Relationship Management in the Age of the Socially-Empowered Customer".
Sage CRM
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Sage CRM software uses industry-leading technology to foster better business practices and effortless
information exchange throughout your enterprise. No matter how, when or where your customers,
partners and prospects choose to interact with your company,
Sage CRM software provides a decisive
advantage by delivering comprehensive, easy-to-use tools that help you confidently manage these relationships.
Available in two editions, Sage CRM 100 and 200 install quickly and offer immediate out-of-the-box integration with your back-office accounting system, saving both time and implementation costs.
As your company grows, Sage CRM can grow right along with it, providing scalable upgrades designed to keep pace with your expanding business.
Sage CRM is also available as a hosted application at Sage CRM.com (www.sagecrmsolutions.com). SageCRM.com delivers a comprehensive and easy-to-use hosted CRM solution that offers the combined advantage of seamless migration to an onsite CRM system plus out-of-the-box accounting integration. Extremely affordable, SageCRM.com is rapidly deployable and provides maximum productivity, immediate ROI and multiple security layers to protect your valuable data.
Our experienced consultants can review your business with you and come up with a CRM solution to fit your needs.
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SageCRM Resources
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Sage CRM v7 Product Brochure - Learn about the new features in the latest version of Sage CRM. |
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Enhance Your Business Relationships With Sage CRM |
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On-Demand or On-Premise CRM |
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The Benefits of CRM Internet Architecture |
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Front to Back Office Integration |
SageCRM v7.1
Sage CRM v7.1 is the new and improved version of the Sage CRM v7.0 software. Sage CRM v7.1 offers enormous benefits to businesses looking to accelerate marketing success by delivering the tools companies need to communicate more effectively, collaborate better internally and compete in today�s marketplace.
By updating your current version of Sage CRM software from v7.0 to v7.1, you will be provided with a whole new realm of ways to organize and infiltrate your company�s information and research via the newest software tools and innovative features. It will enable you to access an abundance of savvy new software tools and innovative features that will boost your productivity rate.
This new Sage CRM software version update, Sage CRM v7.1, provides access to all of the prior v7.0 features as well as supplementary, innovative features that are helpful marketing tools as well as organizational tools.
Sage CRM v7.1 is packed with new features which will make a real and immediate impact to businesses looking to stay ahead in today's competitive marketplace.
Features Include:
- Fully integrated E-marketing
- Powerful interactive dashboards
- Point-&-click integration w/ MS Exchange for seamless calendar & communications management - regardless of device or location
- Full iPhone support
- Twitter integration
- Linked-In integration
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Communicate, Collaborate, Compete with Sage CRM v7.1 - Video Tutorial |
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Sage CRM v7.1 - Datasheet |
SageCRM v7.1: LinkedIn Integration
LinkedIn is a well known social networking tool for individual professionals; however, for small business owners, it is also an invaluable tool for finding new customers, researching suppliers, contacting vendors and growing your small business in the international market. Sage CRM integrates with key social media applications like LinkedIn to enable users to engage with prospects and customers in a collaborative manner in order to generate leads, foster loyalty, build customer retention and increase revenue.
Sage CRM provides LinkedIn integration through its Interactive Dashboard. Out-of-the-box integration with LinkedIn enables users to tap into the endless possibilities of social networking for instant knowledge about customers and prospects. Without any configuration, a SageCRM user may research contacts to see possible connections to better prepare for meetings with potential clients and to quickly discover information on existing customers and prospects. The LinkedIn integration provides an instant productivity gain for users since they don't have to leave Sage CRM to search for a contact in LinkedIn.
Features Include:
- Build a professional network of possible customers & partners
- Post updates for the user's company from within CRM
- Identify prospects or generate leads directly through a LinkedIn search
- Search for a contact's LinkedIn profile directly from the Sage CRM Interactive Dashboard
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Sage CRM Linked-In Integration - Datasheet |
SageCRM v7.1: Twitter Integration
Sage CRM v7.1 includes Twitter integration to help manage your communications more effectively. Twitter accounts may be set up for marketing campaigns in Sage CRM, and tweets may be viewed and posted from within the Sage CRM marketing area for seamless social media campaign management. This enables users to effectively engage and connect with customers and prospects directly through Sage CRM.
Features Include:
- Save tweet contents to a note within Sage CRM
- Track brand names, user mentions & company mentions from within Sage CRM
- Find people talking about things you�re interested in via keyword searches
- Find people who live nearby via geographic searches
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Sage CRM Twitter Integration - Datasheet |
SageCRM for iPhone
Sage CRM's new iPhone app provides instant access to the same information provided by your SageCRM web link. Sage CRM's mobile solution for iPhone delivers a rich user experience and provides sales teams with the ability to work effectively regardless of their location via online access through the Apple iPhone.
The Sage CRM for iPhone add-on's main features/benefits include:
- Gives users the ability to get basic information while out in the field
- It's clean, crisp, and very readable
- Incorporates native iPhone controls such as the date spinner and the accelerometer
- Improves customer service by enabling users to access real-time customer information, view customer cases, and manage opportunities and leads
- Enables users to quickly search and update contacts, opportunities, leads, and cases
- Increases sales team productivity by providing them with the ability to access customer information in real-time
- Facilitates users to run and view reports on the move
- Enables users to get started quickly and easily thanks to rapid deployment and set-up
Read More - Click Here for the Sage CRM for iPhone Article
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Watch the Video Tutorial for SageCRM's New iPhone App. |
Serversys sCRM for iPhone
sCRM extends Sage CRM to let you work the way that suits you best!
Serversys sCRM elegantly extends the power of Sage CRM beyond the enterprise, giving you 'anytime anywhere' access to your SageCRM data directly from your iPhone. With sCRM, you are able to retrieve customer records, appointments, opportunities, cases and more with ease. sCRM ensures you can exploit your iPhone's capabilities to the fullest, like using your 'click-to-dial' to call from any customer record, or 'click-to-map' to view locations from any address. Advanced features allow you to customize which fields are displayed, view records near your current location, click-to-email and My CRM on the move.
sCRM is available in two options: sCRM Lite and sCRM Enterprise Edition, to let you select the level of functionality for your business needs. sCRM Lite gives you instantaneous 'view only' access to your SageCRM data. sCRM Enterprise Edition is a fully configurable solution that boosts your productivity to the max and delivers interactive workflow connectivity tailored to the exact needs of your business.
Features Include:
- Access your data when you have no connection
- Customize which fields are displayed on screen
- Find companies near you
- Support for mobile Workflow
- Support on custom entities
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SageCRM on the iPhone by Serversys (sCRM Lite / Sage sCRM Enterprise Edition) |
AR Collections Manager
The AR Collections Manager is a
Sage CRM add-on component
that helps to speed up the collections process by setting up to-do and
call lists using the task automation capabilities with in
Sage CRM. The AR Collections Manager also allows you to track follow-up
tasks and communications that are linked to the overdue invoice and customer
record. The AR Collections add on for
Sage CRM allows your company to:
- Access all relevant information regarding each outstanding account in one location
- Eliminate steps in, and stay on top of, the AR collection process
- Prioritize follow-up collections calls, and
- Flag potential risks or trends early enough to take corrective action.
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AR Collections Manager demonstration video |
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Five Ways SageCRM Delivers Value to the Accounting Team - Includes information about the new SageCRM AR Collections Manager. |
Sage E-Marketing
Sage E-Marketing is a powerful, cost-effective e-mail marketing tool that integrates with Sage CRM. With Sage E-Marketing, you have the ability to profile your database, improve marketing communications, present your products and services, and increase customer retention. Sage E-marketing for Sage CRM gives users the opportunity to gain new customers and get closer to existing customers without ever having to leave Sage CRM.
Features Include:
- Simple 3-step wizard for rapid campaign execution
- Over 90 attention-grabbing templates available out-of-the-box
- Editable templates that can be personalized quickly and easily
- Rapid creation of groups from segmented prospects and customer lists
- Smart-sending features
- Automated drip marketing campaigns
- Campaign filtering at each drip stage
- Open, click and bounce rate tracking
- Auto-feed of metrics into Sage CRM for rapid ROI calculation
- Integrated telesales follow-up
- Simple campaign cloning for consistent execution and departmental collaboration
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Sage E-Marketing for Sage CRM - Datasheet |
Swiftpage
Swiftpage is an email marketing company that is changing the way traditional email is used, bringing enterprise level sales and marketing solutions to the small business marketplace. Swiftpage uses the results of email blasts to drive sales activities that help engage the most interested contacts. In addition, Swiftpage brings enterprise level marketing automation functionality to the small business marketplace through their Drip Marketing service. Using database integrations and auto-mated online technologies, Swiftpage will help you grow your business. Swiftpage is proud to integrate with the leading small business database applications including ACT! by Sage.
Features Include:
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On Demand Marketing Services - Swiftpage's core is it's email marketing solution that helps you create, send and track email blasts directly from your database application. In addition, integrated print and call center pieces add to and nurture your marketing initiatives.
- Sales Force Automation Solutions - We know who the most interested contacts are in your database. We give you the tools to create qualified Call Lists and give managers the ability to assign sales reps to a set of contacts. In addition, Swiftpage provides the tools for one manager to deliver marketing content on behalf of each member of the sales team with a single click.
- Marketing Automation Platform - You're busy! Put your online and offline sales and marketing initiatives on auto-pilot. Build and deliver multi�step marketing sequences that intelligently and automatically drive your sales process, interact with your database and ultimately generate more revenue.
- Database Integration - Your data is in your database, why move it to manage your marketing processes? Swiftpage is fully integrated into ACT! By Sage, Sage Sales Logix, Sage CRM and the Microsoft Office Suite - integration is meant to be two way communication, meaning we not only take data provided from the database to deliver content, we write back into the database with results. The Swiftpage integration with Google enables Gmail contacts to be automatically imported into the Swiftpage service so they may be marketed to.
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Swiftpage Brochure - Datasheet |
Sage CRM News
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