Sage CRM in the Cloud Presentation

1. Sage CRM v7.1 Cloud
Expand your horizons

2. Contents
1. About The Sage Group
2. Why Sage?
3. Our Formula For Success
4. Why CRM?
5. About Sage CRM
6. On-Premise vs. Cloud
7. Sage CRM v7.1 Cloud
8. Sage CRM Professional
9. Cloud Computing Demystified
10. The benefits of Cloud CRM
11. Sage CRM v7.1 Cloud for Sales, Marketing & Customer Care
12. Customer Evidence

3. About The Sage Group plc
Sage is a leading supplier of business management software and services to
more than 6 million customers worldwide.
From small start-ups to larger organizations, we make it easier for companies to
manage their business processes.
Our vision is to be the most admired and respected
business software provider in the world.
3

4. Why Sage?
• Sage is the leading global supplier of business management software and
related products and services for small to mid-sized businesses (SMBs).
• Formed in 1981, the Sage Group is an innovative leader in CRM with over
3.1 million Sage CRM Solutions users worldwide.
• Sage is a global company with 6.3 million customers, over 13,400 employees
and 30 years experience.
• Sage is backed by a network of over 30,000 Sage-certified business partners
globally, ensuring you get local, on-the-ground support.
• With a direct presence in 24 countries and over 13,400 employees focused
on business applications, Sage is committed to delivering best-in-class
business solutions to SMBs globally.

5. Why Sage?
We stand apart through:
• The breadth and depth of our offering
• The flexibility of our solutions
• Superior support delivered locally by experts
who advise customers on technical matters and
critical business issues relevant to their market
• Providing services of the highest standard from
By being local and by
the best people
building long-term powerful
relationships with
We aim to: customers, we can deliver
• Exceed expectations outstanding service, which
• Deliver extraordinary customer experiences we believe is unmatched in
• Enable our customers to be our industry
truly successful

6. Our Formula For Success
• End-to-end business management
for a front- to back-office view of
the business
• Recognized by over 12,000 • Quick to deploy with on-premise,
customers as easy to use Award-winning hosted and Cloud-deployment
options
CRM
• Direct presence in over 70 Sage Global
countries worldwide Group Partner
• Leading provider of CRM for • Over 1,000 partners globally
small to medium-sized Plc Base
• Easy to customize to meet
businesses your business needs
• 30 years business software • Experts in rapid deployment
experience

7. CRM & what it can do for your business
CRM is a business strategy that optimizes profitability, operational efficiency
and customer satisfaction by implementing customer-centric processes.
Gartner
Customer Relationship Management (CRM)
• Delivers important insight into customer information across multiple departments
• Provides a single view of the customer for better customer relationship management,
delivering real competitive advantage
• Helps create and build a loyal customer base maximizing customer retention
• Provides real-time access to vital information ensuring decisions can be based on a
deep understanding of what is really happening in every area of your business

8. Sage CRM – An Overview
Why Cloud?
What can
Sage CRM do for
your business? Who are
our customers?

9. Sage CRM – Your rapid route to success
Sage CRM is optimized specifically for
small and medium businesses. Easy to
use and quick to deploy in the cloud
or on-premise, it delivers a rapid
return on investment so you see a
positive impact on your business
straight away.

10. Why Sage CRM
• Ensures your sales, marketing and
customer services resources are being
used to maximum effect
• Reduces your cost-of-sale
“We’ve been using the software
• Reduces the cost of your marketing like crazy and loving it! We’re
leads getting an immediate return on
investment and realizing big
productivity gains, and we
• Ensures you meet customer service level continue to tweak the product
agreements as needed.”
Eric Robichaud,
CEO,
Mediaweave

11. Why Sage CRM
• Minimizes administration costs
• Reduces the potential for customer
attrition
• Empowers your staff to provide
exceptional service to your customers “Sage CRM has exactly what we
need. The others only deliver
• Boosts productivity and enables staff about 50 percent.”
to accomplish more in their working
Sean O’Neil,
day Vice President,
Vendere Partners

12. Cloud or On-Premise Deployment
Cloud-based CRM
• Get up-and-running immediately
• Some, but not full, customization capabilities
• Ideal for business with limited or no in-house IT skills
or expertise
• Don’t need servers to manage, databases to
administer, or nightly backups to perform
On-Premise CRM
• Advanced customization and integration capabilities
• Low total cost of ownership
• Ideal for business with an in-house IT resources to
manage their CRM solution
• Keep control of your data on your own site

13. What is Cloud Computing?
Cloud is a style of computing where scalable
and elastic IT-related capabilities are
provided as a service to external customers
using Internet technologies. Cloud
computing can help enterprises improve the
creation and delivery of IT solutions by
allowing them to access services more
flexibly and cost-effectively.
Gartner 2010

14. Sage CRM Cloud Platform
• Sage CRM is built on the premise of delivering
rapid route to value achieved through a
comprehensive out-of-the-box feature set
combined with exceptional ease-of-use with
easy configuration and deployment.
• Sage CRM offers rapid scalability & cost
benefits of a public cloud combined with high
levels of security through
interlinked, dedicated server technology.

15. The benefits of Cloud CRM
Get up and
running
immediately
Make better Reduce costs
business & improve
decisions profitability
Instant Deliver
access to excellent
information customer
you need service
Manage &
track entire
marketing
campaigns

16. Accelerate your business growth with Sage CRM
Use our award-winning Sage CRM software to manage your
sales, marketing and customer services activities every day.
Sales Marketing Customer Service
The only place you’ll need Generate more leads Manage every element of
to look for everything you through highly targeted your customer relationships
need to know about campaigns. with ease.
prospects and customers.

17. What’s new in Sage CRM Cloud
Interactive Dashboard Total Campaign Report Charts Email Integration
Management
A customizable and Highly graphical report Sage CRM Professional is
intuitive workspace from Full campaign workflow so charts providing at-a-glance available with the Classic
where users can manage organizations can business insight. Report Microsoft Outlook Plugin
and co–ordinate their map campaigns to their charts & graphics are now allowing users add Outlook
daily activities and tasks business processes for more visually impactful so contacts to CRM from
from one location consistent execution users can see within Outlook and file
comparisons, patterns, and single or multiple e-mails
trends in their data. against contacts in CRM

18. Sage CRM Professional
Supports all elements of marketing, sales and customer service giving a single
source of information across all customer facing operations. It equips you with
the tools you need to find new customers, close sales faster and build
lasting, more profitable relationships.
Perfect for:
• Enhancing the operation of sales, marketing and customer service functions
• Deploying quickly and simply
• Executing marketing campaigns
• Progressing sales opportunities
• Making customer interactions more effective and profitable
• Using in the office or on the move

19. Sage CRM for Sales
Features:
• Opportunity Lead and Pipeline Management
• Territory Management
• Forecasting and Reporting
• Sales Workflow
• Quotes and Orders Processing
“The ease of use and flexibility
• Calendar Management of the system has allowed us to
• Sage CRM for iPhone rapidly implement and evolve
our sales model helping to
contribute to a 240% YOY
Benefits:
revenue growth.”
• Ensures transparency in sales pipeline
• Better business planning from accurate Toby Pannell,
forecasting Managing Director,
Katalina Media
• Provides visibility on sales performance
• Enables cross- and up-selling of opportunities
• Decreases time spent on administrative tasks
• Automates proposal and quotation processes

20. Sage CRM for Marketing
Features:
• Plan, execute, and measure the success of
every marketing campaign
• Plan and track activities, tasks, budgets and
details for each marketing activity
• Enables real-time marketing performance
analysis and pinpoint budget management “Timely contact with prospects
• Fully customizable marketing workflow out- and clients has helped us land
of-the-box for rapid campaign execution new accounts. If we were still
relying on our old manual
processes, we would risk losing
Benefits: business to someone else.”
• Produces highly targeted customer
communications Steve Parker,
Vice president,
• Ensures customers receive the right message Digitell Inc.
at the right time
• Ensures accurate measurement of marketing
campaign RoI
• Enables marketing budget to be tracked and
managed

21. Sage CRM for Customer Service
Features:
• Case Management
• Escalation and notification alerts
• Workflow approval process
• Detailed analysis on call volumes and case resolution
• Traffic light monitoring
“This program does it all.
• Web self-service We’re getting the benefits of a
• Staff performance monitoring full-featured CRM solution at
significantly less cost than
comparable onsite CRM packages.”
Benefits:
• Enables customer satisfaction measurement and Kelly Wennik,
benchmarking Business Development Manager,
Leading Indicator Systems
• Increases productivity of customer support
representatives
• Assists with performance management and
motivates staff
• Provides self-service facility to customers around
common issues

22. Just Some of Our Customers
Automotive
Technology/
Software
Services/
Retail
Membership
Organizations
Health/Sport
/Leisure

23. Sage CRM is used by over 12,000
organizations in 70 countries worldwide

24. m-Computers Consulting GmbH
Your Contact:
Michael Reischer Thank you for your
CEO
Attention
+1 (520) 363-1559
+49 (30) 374 900-15 www.m-computers.de
m.reischer@m-Computers.de www.crm-ag.com

25. See for yourself the difference Sage
CRM could make to your business.
www.sagecrm.com
Sage CRM Sage CRM (Official Group)
wwwsagecrmcom wwwsagecrmcom