Benefits of Sage CRM to the Sales Director
Name: John Maye
Title: Director of Sales
As Director of Sales, John Maye needs access to information at-a-glance about his sales team’s performance. With Sage CRM, all sales information is stored, tracked and reported, and information is displayed on the interactive dashboard. This gives John immediate insight into sales team performance while the easy-to-read graphics give him an instant view of how his pipeline is doing at any point in time.
Sage CRM automates the sales process for maximum effectiveness, ensuring no deal ‘falls through the cracks’. It boosts his sales team’s productivity by delivering a single view of leads, opportunities, tasks and activities on the interactive dashboard, thereby maximizing their time.
With Sage CRM Sales Force Automation, real-time sales opportunity analysis is provided instantly. Sage CRM provides a snapshot of all opportunities within the sales pipeline, allowing John’s sales team to effectively analyze and manage deals at every stage.
Benefits of Sage CRM to the Sales Director
- Improves transparency in the sales pipeline
- Offers exception monitoring/alerts
- Enables corrective action against variance earlier in the sales cycle
- Enhances sales forecast accuracy
- Monitors progress against quota
- Enables quarterly sales performance monitoring
- Optimizes sales resource against high potential opportunities
- Accelerates opportunity development
- Leads to improved win/loss ratio
- Leads to shortened sales cycles
- Increases prospect-to-customer conversion rate
- Delivers metrics on most valuable customers
- Reporting and analytics features to identify customer trends and profiles
- Improves consistency across the sales organization
- Enables more effective identification of new market opportunities
- Maximizes cross and up-sell opportunities
- Reduces sales training costs
- Reduces sales administration
- Eliminates manual/duplicated sales processes
- Improves team collaboration on opportunities
- Decreases time spent on administrative tasks
- Improves prospect targeting
- Increases revenue yield per opportunity and account
- Leverages intelligence from back-office applications
- Provides visibility on sales team performance including identifying sales opportunities and pipeline potential
- Boosts sales team productivity by delivering a single view of leads, opportunities, tasks and activities on the interactive dashboard
Benefits of Sage CRM to the Marketing Director
Name: Brandon Miller
Title: Marketing Director
As Marketing Director, Brandon Miller is responsible for the overall marketing plan and marketing budget. In recent times, his budget and resources have been severely cut, meaning he now has to do more with less and is under increased pressure to demonstrate return on marketing investment.
Sage CRM provides marketing users with the tools to target the right customer at the right time, eliminating guesswork and optimizing marketing resources. With Sage CRM, Brandon can track and analyze marketing activities efficiently and easily.
Sage CRM provides effective controls for monitoring marketing budget and can also calculate direct revenue yields. Sage CRM’s reporting capabilities helps Brandon track lead sources so he can focus his marketing activity on prospects that are more likely to purchase, increasing RoI and maximizing marketing spend. Graphs and reports can be displayed on the interactive dashboard for quick reference, enabling Brandon to analyze data in real-time. And integration with leading Sage ERP systems enables Brandon to generate accurate ROI calculations for better marketing measurement.
Benefits of Sage CRM to the Marketing Director
- Reduces marketing administrative overhead and enables marketing budget to be tracked and managed
- Leads to decreased cost per lead
- Leads to decreased cost per customer acquired
- Reduces marketing campaign lead times
- Delivers detailed information on the lifetime value of customers and enables profitable customers to be easily identified
- Enables real-time marketing performance analysis
- Optimizes marketing spend
- Enables tracking of variance against targets
- Enables close alignment with the sales department and other key stakeholders
- Provides improved intelligence to marketing on lead generation activities
- Enables accurate measurement of marketing campaign ROI
- Ensures customers receive the right marketing message at the right time
- Delivers the ability to identify and provide customized products/services to different customer segments
- Delivers a single view of relevant and comprehensive marketing information on the interactive dashboard
Benefits of Sage CRM to IT Management
IT Administrator
Name: Sue Chang
Title: IT Administrator
Sue Chang has the challenge of ensuring that all systems are working at their optimum level and that disruption to systems is minimized. Her role in choosing the right CRM solution was critical because it had to be one that could be rapidly deployed and easily customized with minimum cost or disruption to the business.
Her organization wanted a CRM solution that they could deploy quickly and easily so Sage CRM was the perfect choice for them. They were up and running in a week thanks to the expertise of Sage’s local on-the-ground business partner who really understood their requirements and helped ensure Sage CRM mapped to their specific business needs.
For Sue, Sage CRM’s deep integration with their Sage ERP system was an added bonus. And because Sage CRM provides extensive configuration and codeless customization capabilities, Sue has been able to easily tailor the solution to her organization’s particular needs. Sage CRM’s open architecture reduced development time for seamless integration with other third party applications, speeding up deployment time and reducing the total cost of ownership.
The on-screen coaching throughout Sage CRM and the easy-to-navigate interface has also meant that Sue’s training time for new users has been kept to a minimum.
Benefits of Sage CRM to IT Management
- Offers reduced TCO
- Requires minimum configuration out-of-the-box
- Lowers administration and deployment costs
- Modern web services, service oriented architecture
- Easy to integrate with third party applications
- Easy to integrate with on-demand services
- Offers integration with leading Sage ERP systems
- Leverages previous investments in back-office solutions and internet technologies
- Avoids “rip and replace” in the future
- Offers system scalability and performance
- Scalable solution to accommodate growth and change
- Offers flexibility to adapt to unique business processes
- Supports mobile and disconnected staff
- Empowers end-users to be self-reliant around reporting requirements
- Delivers enhanced security and privacy of customer and corporate data
- Enables decreased administration associated with regulatory compliancy
- Enables IT to spend more time on strategic projects rather than day-to-day issue resolution
Benefits of Sage CRM to the Sales Executive
Sales Executive
Name: Aaron James
Title: Sales Executive
Aaron James’ role as Sales Executive requires him to sell his organization’s product and hit sales targets every month. Sage CRM empowers him to do this from day one by giving him instant access to calendars, accounts, reports, pipelines, contacts and call lists.
All the information he needs to do his job effectively is available on the Sage CRM interactive dashboard for maximum productivity and ease-of-use. From here, Aaron can control and manage all his daily activities and tasks. Integration of Sage CRM with a leading Sage ERP system gives Aaron access to both financial and non-financial customer data, giving him a 360 degree view of his customer. Having the most up-to-date and complete customer information at his fingertips means Aaron has a better view of his customers and prospects at all times.
With Sage CRM Sales Force Automation, real-time sales opportunity analysis is provided instantly. Sage CRM provides a snapshot of all opportunities within the sales pipeline, enabling Aaron to effectively analyze and manage deals at every stage.
Benefits of Sage CRM to the Sales Executive
- Increases visibility on customer interaction across departments and activities
- Automates proposal and quotation processes
- Eliminates manual/duplicated sales processes
- Enables more effective collaboration with other sales executives and sales management
- Optimizes focus on high-potential opportunities
- Leverages financial information from the back-office system
- Leverages market and competitive intelligence to improve win rates
- Reduces time spent in the office (more time on sales calls) on sales administration
- Enables data entry to be done once only
- Reduces the amount of time spent forecasting
- Assists to better organize and co-ordinate meetings and tasks
- Ability to access and download customer information remotely or offline increasing sales effectiveness
Benefits of Sage CRM to the Customer Service and Support Executive
Name: Amanda Hughes
Title: Customer Service and Support Executive
Amanda Hughes is responsible for ensuring that customers receive an adequate level of service at all times; responding to information requests, handling and resolving customer complaints and updating and maintaining all this information in the organization’s system.
The intuitive Sage CRM interactive dashboard allows Amanda to easily view real-time customer information and resolve their issues effortlessly by employing the escalation features of Sage CRM.
Sage CRM provides Amanda and her colleagues with the ability to record customer queries/incidents which need to be followed-up. If a case is not followed-up within the time allocated, it will automatically trigger an escalation procedure to inform her manager. This ensures that customer cases are attended to in a timely manner and that issues do not ‘get lost between the cracks’. Cases can be tracked and actioned directly from the interactive dashboard without the need to switch between screens, enabling Amanda to get more done every day.
Additionally, integration with their Sage ERP system gives Amanda access to back- and front-office customer data for a complete 360 degree view of every customer, making every customer interaction more informative and effective.
Benefits of Sage CRM to the Customer Service and Support Executive
- Enables customer satisfaction measurement and benchmarking
- Assists with performance management and motivates staff
- Captures feedback from customers on product/service issues
- Ensures issues never ‘get lost between the cracks’
- Reduces time spent researching issues by recording and centralizing customer interactions
- Enables customer issues to be tracked and responded to, regardless of who answers the phone or received the e-mail
- Enables staff to meet customer’s expectations
- Identifies profile of most profitable customer to help with making out-bound calls
- Improves response times to customer service requests
- Ability to multi-task to service customer calls while accessing multiple resources for solutions
- Reduces hold times for customers requiring customer support
- Reduces the average time to resolve an issue
- Increases the number of queries resolved on first contact rate
- Leads to decreased number of service escalations
- Decreases the number of customer complaints received
- Extends customer service through 24×7 self-service options
- Enables benchmarking/score carding of customer service operations on an on-going basis
- Leads to increased customer retention
- Leads to decreased cost of customer retention
Benefits of Sage CRM to the Marketing Programs Manager
Name: Yvette Fournier
Title: Marketing Programs Manager
As Marketing Programs Manager, Yvette Fournier is responsible for planning and executing effective marketing campaigns. With less budget at her disposal than in previous years, she needs to ensure that every campaign can be tracked and measured easily and effectively.
Gaining a deeper understanding of her customers and their buying behavior is critical in today’s competitive marketplace and Sage CRM provides the tools that Yvette needs to plan, execute and audit highly targeted marketing campaigns. Sage CRM can track and manage marketing campaigns from lead to close of sale, enabling Yvette to effectively assess the efficiency of her campaigns.
Benefits of Sage CRM to the Marketing Programs Manager
- Enables marketing programs to be planned more efficiently and effectively
- Improves marketing campaign response rate
- Reduces marketing campaign lead times
- Produces highly targeted customer communications
- Enables fully integrated, multi-channel marketing initiatives
- Enables automated response tracking
- Leads to decreased cost per lead
- Leads to decreased cost per customer acquired
- Provides improved intelligence to marketing on lead generation activities
- Enables accurate measurement of marketing campaign ROI
- Ensures customers receive the right marketing message at the right time
- Delivers the ability to identify and provide customized products/services to different customer segments
- Delivers a single view of relevant and comprehensive marketing information on the interactive dashboard
Benefits of Sage CRM to the Finance Director
Name: Paul Forde
Title: Director of Finance
Budget management and cost control are the key responsibilities of Paul Forde as Director of Finance. Due to the challenging economic climate, he keeps an even tighter grip on the purse strings these days, and only considers solutions that offer a low total cost of ownership and a fast return on investment.
Thanks to its ease of use and speed of deployment, Sage CRM is effective from day one, meaning it starts paying for itself immediately, delivering rapid ROI. As Sage CRM is quick and easy to customize, it was deployed quickly in Paul’s organization by their Sage-accredited Business Partner, reducing the total cost of ownership.
With Sage CRM, Paul has greater visibility on key performance metrics across his organization which he accesses daily through his bespoke interactive dashboard. Thanks to Sage CRM’s tight integration with his Sage ERP system, he now has a 360 degree view of the business across the front- and back-office, for more accurate business performance visibility. He can also drill down into the sales forecast and pipeline for greater insight and better business management.
Benefits of Sage CRM to the Finance Director
- Drives revenue growth
- Improves market share
- Improves business/shareholder value
- Improves profitability
- Offers depth and breadth of functionality at a competitive price with a low TCO
- Delivers rapid ROI
- Leverages financial information from the back-office system for a complete view of the business
- Measures customer value and identifies the most profitable customers
- Enables easy management of revenue/budget variance
- Enables real-time corporate performance management
- Improves corporate visibility and control
- Improved responsiveness to critical business needs
- Offers flexible payment and deployment options, on-premise and on-demand
Benefits of Sage CRM to the General Manager
Name: Jon Delahaye
Title: General Manager
As the General Manager of his business, Jon Delahaye is responsible for strategic planning and management right across his organization. Understanding all the business areas, especially the commercial functions and having access to business performance metrics from right across the business to help critical decision-making are key to him.
Reporting and dashboards within Sage CRM give Jon instant insight into business and employee performance, facilitating informed business decision-making. By providing management with real-time analysis of the current situation, this enables him to monitor and take action on changing performance indicators.
Sage CRM assists Jon’s organization in accurately preparing sales forecasts; every day, senior executives can track exactly what deals are coming in from where, and identify emerging trends in different regions and market segments.
Sage CRM’s interactive dashboard delivers at-a-glance business performance metrics that enable Jon and his management team to make critical business decisions and conduct effective business planning as trading conditions change.
Sage CRM provides extensive central control over operations and budgets, helping senior management to control these areas more effectively in a highly cost-conscious world. Additionally, out-of-the-box integration with Jon’s Sage ERP systems gives him a 360 degree view of the business from front- to back-office for maximum visibility of business performance.
Benefits of Sage CRM to the General Manager
- Drives revenue growth
- Improves market share
- Improves business/shareholder value
- Improves profitability
- Offers depth and breadth of functionality at a competitive price with a low TCO
- Delivers rapid ROI
- Leverages financial information from the back-office system for a complete view of the business
- Measures customer value and identifies the most profitable customers
- Increases customer acquisition rate
- Reduces customer attrition rate
- Enables easy management of revenue/budget variance
- Enables real-time corporate performance management
- Improves corporate visibility and control
- Improved responsiveness to critical business needs
- Improves sales forecast accuracy
- Improves sales conversion rate
- Improves competitive win rate
Benefits of Sage CRM to the Customer Service and Support Manager
Name: Johan Kloenne
Title: Customer Service and Support Manager
Johan Kloenne has direct responsibility for managing the customer service and support team, resolution of customer queries and provision of feedback on customer needs. He is responsible for the delivery of world-class service to customers and needs a system that enables him to achieve this effectively.
Sage CRM provides customer service management with a powerful tool to monitor agents’ performance. With Sage CRM, Johan can assess quantitative metrics such as case volume and case resolution times, as well as qualitative metrics such as the prioritization of cases and overall customer satisfaction. Customer queries are monitored in real-time to ensure that SLAs are reached. Information is displayed on the Sage CRM interactive dashboard for Johan’s ease of reference.
Using Sage CRM’s customizable workflow, Johan has been able to define customer care processes and escalation points. If a customer service case or query remains unresolved for longer than the predefined time, the workflow process triggers an automatic escalation notification to him, thereby ensuring no customer issues ‘fall through the cracks’.
Providing quality customer care and maintaining satisfied customers is a challenge for every business, now more than ever – Sage CRM’s customer service capabilities enable Johan and his team to deliver an exceptional customer experience to his customers every time.
Benefits of Sage CRM to the Customer Service and Support Manager
- Enables customer satisfaction measurement and benchmarking
- Increases productivity of customer support representatives
- Provides self service to customers around common issues
- Ensures issues never ‘get lost between the cracks’
- Monitors service performance against service level agreements
- Enables customer issues to be tracked and responded to, regardless of who answers the phone or received the e-mail
- Reduces customer support costs
- Improves response times to customer service requests
- Reduces hold times for customers requiring customer support
- Reduces the average time to resolve an issue
- Increases the number of queries resolved on first contact rate
- Leads to decreased number of service escalations
- Decreases the number of customer complaints received
- Extends customer service through 24×7 self service options
- Enables benchmarking/score carding of customer service operations on an on-going basis
- Leads to increased customer retention
- Leads to decreased cost of customer retention
Source of information: www.sagecrm.com
For more information contatct Rick Chase at E2E Management 800-294-2900
www.e2emanagement.com