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Sage CRM offers many positive benefits, but one that’s guaranteed to make a sales and marketing manager smile is its ability to provide a seamless multi-channel customer experience. No matter where a customer chooses to connect with your company, be it through phone, email, or social media, they receive the same response and service, period. Many legacy systems offer only one inbound channel. Most companies use inbound call centers to handle customer service. Yet customers today expect more. When your competitors offer instant chat or responses to Facebook queries, it sets a whole new standard for your company too. You can ignore it only at your own peril. Now with Sage CRM, it’s actually easier than ever to embrace multichannel CRM. How Much Is CRM Worth to Your Company? Forrester Research offers assistance to help your company evaluate the potential value of a CRM system to your business. Look at the following metrics as you evaluate Sage CRM and other CRM systems: Revenue: What opportunities does Sage CRM offer to increase revenues? With add-on sales, special communications, and targeted marketing, you can evaluate the impact of your CRM system on revenues by assessing the many ways in which it can […]

It is time to refresh and renew your Sage CRM system? If it’s been more than a year since the implementation of your CRM system, it may be time to take a new look at your entire CRM program. Like any project, assessing goals and objectives annually in your CRM program ensures that you’re not doing the same thing repeatedly just because it’s always been done that way. It can help you pinpoint your goals and tailor CRM projects to achieve those goals. Common CRM Objectives Good CRM objectives align with your company’s core goals. CRM is a philosophy of conducting business, not just a software. Good CRM objectives infuse that philosophy throughout your organization. Most CRM systems have at their core three sales and marketing objectives: Acquisition: Quantify, monitor, and acquire new customers. Retention: Retain or keep customers. How long you keep a customer may be determined by your industry average. Satisfaction: Satisfaction can also be called loyalty. As an offshoot of retention, it’s a mark of a company that is building long-term customer relationships. Align CRM Objectives to Corporate Goals Your Sage CRM goals should be aligned to corporate goals. Most companies evaluate and update their goals annually. […]

Sage software can help your manufacturing company build a better sales department. Sure, you’ve hired terrific sales people who are good at what they do. They may have all the talent, skills, and experience needed to do their jobs well … but if they lack the tools to do the job, what then? They can’t be as efficient and productive as they could be. That’s where Sage software comes into the picture. Solutions like Sage CRM and other Sage software products connect real-time data with mobile access that puts information at your sales team’s fingertips, no matter where they are. They may be traveling to customer sites or on the road between appointments, but if a question arises about customer shipments or inventory, they can answer it quickly. Let’s take a look at three ways in which your manufacturing business can build a better sales department through Sage software and other enterprise resource planning and business intelligence systems: Mobile Access Sales teams don’t sit still for very long. They’re visiting manufacturing plants and warehouses, checking on customer orders, and visiting customer locations to ensure that their accounts are happy and receiving what they need. A static, location-specific tool doesn’t give […]

Increased productivity is just one of the many benefits derived from ERP systems, according to a new white paper. The paper, entitled Conducting a Cost-Benefit Analysis for ERP, outlines numerous benefits to companies who implement enterprise systems. Building the Economic Case for ERP Systems If you plan to propose an ERP system for your company, it’s important to build a solid economic case for its implementation. Conducting a cost-benefit analysis can help you easily articulate the financial benefits to your company in return for their investment. The first step in the process is to gather the costs of implementation. Obvious costs include acquiring the system, customizing it, testing it, training the staff to use it and upgrading it as necessary. Cost should be calculated on a monthly, quarterly and annual basis for comparison. Next, assess the economic returns. The paper suggests that the returns on investment include: Streamlined procedures Greater intelligence Increased productivity Greater reliability Improved reporting One way to build your case is to focus on any one of these issues that may be exceptionally germane to your company. For example, if your current system lacks a robust business intelligence reporting system, emphasizing the benefits to your company of […]

Over the past month we have been discussing the benefits of using client relationship management (CRM) software to improve client relationships and streamline sales, marketing, and customer service processes. From accurate sales forecasting to providing companies with a complete sales order history, CRM software adds value to the organization in practically every area. As we discussed last week, even ERP software is strengthened by an effective client relationship management solution! Earlier this year, Sage Software released the latest version of Sage CRM, Version 7.3. This new edition features several new features and enhancements, including a new suite of business accelerators for sales, email marketing integration, and mobile options. This upgrade extends the capabilities of Sage CRM, allowing businesses to further improve their client relationships and more effectively meet sales goals. By addressing the key business challenges busy sales departments face every day, Sage has created a client relationship management system built to last. Take a look at some of the most noteworthy enhancements: Client Relationship Management with a New, Contemporary Look Sage has improved user experience by giving Sage CRM a modern facelift. New navigation options and the new UI theme make navigating the software more intuitive and easier than […]

In order to achieve success in integrating Customer Relationship Management (CRM) software with business processes to ensure that customer data is delivered to users of it across an entire enterprise, three fundamental elements need to be in place. To learn more about these fundamentals of integration, visit here. Now that we know the fundamentals, let’s dive in to the capabilities achieved by Sage CRM when integrated with other Sage ERP products. If a business in the Greater Toronto Area or beyond has Sage ERP products, they can quickly and cost effectively leverage their data to both front- and back-office environments. Here are the capabilities of Sage CRM’s integration with Sage ERP that is directly linked to the three fundamentals of integration: Front-to-Back Office Data Consistency From its out-of-the-box state, Sage ERP can integrate with Sage CRM. This leads to bidirectional synchronization of customer information, both financial and nonfinancial, between the Sage ERP front office and back office environments. This ensures that information is captured once at the source and then automatically shared to all relevant fields throughout the Sage ERP environments without having to wait for it to be rekeyed and revalidated. This allows updated customer data to be available […]