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Sage CRM

Overview

Sage CRM is a feature-rich Customer Relationship Management solution which is easy-to-use and fast to deploy. It is available as a standalone application, and also as part of the Sage 200 Suite which also includes software to manage operations across Accounts, Stock, Distribution, Construction and other areas of the business. Find out more about the benefits of integration.

Standalone or part of the suite, Sage CRM offers out-of-the-box but configurable business process automation. With Sage CRM, you can quickly analyse, manage, and synchronise sales, marketing, and customer care activities across all points of contact, giving you true business visibility. It links all departments to a single system that is deployed across an Internet architecture providing obvious efficiencies in terms of deployment, maintenance and access.

The sophisticated yet easy to use Web Services interface means it's also easy to integrate Sage CRM with other applications.

Designed to introduce the real benefits of CRM to your organisation, Sage CRM uses industry-leading technology to foster better business practices and improve information exchange throughout your organisation. Sage CRM Can Help Your Company to:
- Improve Sales Performance
  Sage CRM gives you the tools you need to sell more effectively. Sales users have instant access to calendars, accounts, reports, pipelines, contacts and call lists and all sales information is stored centrally making it easy to track and report on.
- Plan, execute and audit more targeted marketing campaigns
  Sage CRM makes it easy for you to track each phase of a marketing campaign and provides all the tools you need for meaningful analysis and powerful campaign measurement. You can profile customers and prospects based on specific criteria and this, along with direct integration to mass email and CTI functionality, makes Sage CRM an invaluable tool for successful marketing.
- Efficiently resolve customer issues
  Sage CRM provides customer service professionals with user-friendly tools to access relevant customer data including purchases, call and escalation histories, interactions, emails and documents sent and received. Armed with this customer knowledge they can handle customer queries more efficiently, which in turn enhances and strengthens the customer experience whilst improving job satisfaction.
Once armed with your business aims and budget allowances we will recommend the solution options most suitable for you. If you would like further information on Sage CRM, please download the PDFs from the More Information box on the left, or contact us.

Sage Implementation

Overview

We understand the needs of our customers for reduced project costs without affecting the quality in the delivery of projects. Over the years we have developed an implementation method that reduces the installation time required for a project, without compromising the necessary disciplines and controls. This means lower project costs and thus cost of ownership, reduced business disruption and a much faster return on investment for our customers.

Implementation Steps

Project Planning Meeting (PPM)	In this initial meeting the scope, objectives and responsibilities are set. The project plan is discussed and finalised.
Bespoke Development	If your software project needs any bespoke development, it will be designed, discussed and signed off within the sales process which allows for the developers to complete the bespoke before your software installation allowing for a cohesive project.
System Setup and Testing	The software is set up and comprehensively tested to ensure the solution will be able to meet your company's needs and processes.
Data Migration	For many of our clients, data migration is crucial to the continuation of their business processes so we will we migrate the data from the legacy system into your new solution with Profile. Customers can add a great deal of value to the project by filtering and cleansing data prior to it being imported. On most installations, this will overlap with setup and testing.
User Training	Your project manager will train the users for the role and processes that they perform. This is as close to go live as possible so that the experience is fresh.
Go Live Support	This is normally the critical time for the project and when our customers need the most support. The consultant will be on site when the system goes live to address any issues that arise and deal with them directly. This includes modifying reports, changing permissions, modifying processes and forms as well as supporting users with their normal day-to-day activities on the new system. This will continue until the project is smoothly handed over to the SystemCare Team.
Post Implementation Audit (PIA)	Your project manager will return to site at a time suitable to yourselves to discuss the implementation. This gives you the opportunity to feedback freely and to discuss further possibilities in the management of your system infrastructure.
Post Implementation Support	At Profile, we want to ensure your business and employees have all the support for your new business solutions. Alongside your normal support contracts, we can also provide tailored services such as Managed Service Days to give regular check ups. We understand that every company has their individual needs, so please feel free to discuss these with our Account Management team on 08000 195 101. We also send out monthly newsletters to keep you up to date with the latest news and we use Twitter to make sure you keep up to date with the latest technological information.

Total Business Solutions from Profile

Sage CRM

Sage Implementation

Business Hours

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