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Sage CRM™ In-Depth Content
This page contains in-depth information on the Sage CRM™ software we primarily use to implement our CRM solutions.
We also have Sage's renowned "17 Rules of the Road" for CRM paper, and a white paper on CRM you will find beneficial in learning about CRM and how it can benefit you.
What to Look for in a CRM system
17 Rules of the Road
When it comes to choosing the right customer relationship management (CRM)
system for your business, it’s important to understand all the benefits of an
integrated CRM system before beginning your selection process.
When you launch a CRM implementation, your choices can impact nearly everyone
in your company. That’s why Sage created this booklet. These 17 “rules of
the road” for CRM were collected from executives, managers, employees, and
consultants who shared their experiences with us. Our goal is to provide you with
useful information as you choose your own CRM system.
 Click here to read the '17 Rules of the Road' PDF
CRM White Paper
This document describes the underlying architecture of Sage CRM and explains how the application
of its Internet architecture can become a competitive advantage for your firm.
Click here to read the 'CRM White Paper' PDF
10 Questions to Address when reviewing CRM Solutions
10 Questions to ask yourself and your business when reviewing CRM Solutions.
10 Questions to address while reviewing CRM software
Sage CRM™ Product Overview
Sage CRM Product Overview
An overview of Sage CRM™.
Click here for an in-depth overview of Sage CRM
CRM and Sales
How Sage CRM can work with your sales team to boost results.
Click here read about Sage CRM and sales automation
CRM and Marketing
How Sage CRM can enhance your marketing efforts.
Click here read about Sage CRM and marketing automation
CRM and Customer Care
How Sage CRM can enhance your Customer Care operations
Click here read about Sage CRM and customer care automation
Sage CRM™Feature Descriptions
Training and coaching
SageCRM features a host of training and coaching tools included with the software to assist new
and existing users, ensuring that SageCRM is understood, adopted, embraced and used across
the organization. These tools assist all users in companies with new installations of Sage CRM.
Click here to read about the Training and coaching features of Sage CRM
Outlook Integration
SageCRM offers powerful integration with Microsoft Outlook. In addition to e-mail integration, the
SageCRM and Microsoft Outlook integration enables bi-directional synchronization of appointments,
tasks, and contacts—resulting in a convenient, straightforward, seamless user experience.
Click here to read more...
Quickstart Guide
This guide gives you a quick start to core Sage CRM functionality – Basic skills, Sales, Marketing, Customer Care, and Administration.
Click here to view the Sage CRM 6.0 Quickstart Guide
Glossary
A Glossary of CRM terms.
Click here to view the CRM Glossary Guide
Datasheet
Sage CRM offers unmatched flexibility and performance with advanced features,
industry-leading technology, and a robust architecture built to stand the test of time.
It integrates seamlessly with industry-leading Sage Software business management
applications, and also works with applications from other vendors.
Click here to read more...
Whats new in 6.0
Read about the new features in Sage CRM 6.0
Click here to read more...
Sage CRM v.6 Feature Comparison Chart
A pdf illustrating the comparisons of features between the different versions of Sage CRM v.6.
Click here to view the feature comparisons...
Sage CRM™Feature Descriptions Continued
Sage CRM Dashboard
SageCRM Dashboards are designed to allow users organize the way they view and work with
information in accordance with their personal preferences. Click below to learn more.
Click here to see how CRM Dashboard presents information
Mobile Access Update
A comprehensive CRM solution enables organisations to guarantee their sales, marketing and customer care professionals have fast, up-to-date access to critical data -
regardless of where these employees are located.
Click here to read about Sage CRM Mobile Access
Offline Synchronization
The Sage CRM Offline Synchronisation feature enables users to work anytime, anywhere irrespective of connectivity. Offline Synchronisation is also cost effective since users
can install it directly from Sage CRM and no additional software is required.
Click here to read about Sage CRM Offline Synchronisation
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