baass connect 2015 crm working in a finance role with sage 300 & need to understand the power of...
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The Sage CRM Proposition To help your business … Manage relationships Gain insight Gain rapid resultsTRANSCRIPT
BAASS Connect 2015
CRMWorking in a Finance Role with Sage 300 & Need
to Understand the Power of the CRM Module?
BAASS Moderator: Zainab Salihi Guest Speaker: David
Beard, Sage CRM
@baassbiz #BAASSConnect15
Track A, 3:05 PM
Sitting comfortably?
The Sage CRM PropositionTo help your business …
• Manage relationships• Gain insight• Gain rapid results
BAASS Connect 2015
@baassbiz #BAASSConnect15
Reduce CostsAvoidCosts
IncreaseRevenue
ImproveService
The IRACIS drivers
Sage Connect 2014: Australia, New Zealand and the Pacific Islands
5@talkcrmDemonstration
BAASS Connect 2015
@baassbiz #BAASSConnect15
Add-ons in Sage CRM that extend the built-in functionality, or provide additional capabilities
Plug and play quickly to any Sage CRM install with almost no development/installation effort
Leveraging BAASS‘ extensive Sage CRM development experience and expertise.
What are they?
Add-on #1 – Operations Inquiry
Add-on #1 – Operations Inquiry
Allows creation of Groups based off of real-time querying of the Sage 300 ERP system.
Targeted to Sales and Marketing staff for cross-sell, up-sell opportunities
Uses Sage’s ERP Query tool as the base but takes it to the next level!
Add-on #2 - Advanced ERP Query Tool
Add-on #2 - Advanced ERP Query Tool
Add-on #2 - Advanced ERP Query Tool
Displays the Google Map for addresses in various areas of the CRM system including at the Company level, Address screen and within Groups.
Map directions from each user’s office address.
Add-on #3: Google Maps view
Add-on #3: Google Maps view
A complete bi-directional synchronization between Sage CRM and Eloqua
Access to client behavior and marketing communications within CRM
On a scheduled basis, Eloqua pulls recently modified and newly created leads in your CRM database which then populates the related records in Eloqua
Add-on #4: Eloqua Integration
Add-on #4: Eloqua Integration
Add-on #4: Eloqua Integration
Add-on #5: ERP Dashboard in CRM
Add-on #5: ERP Dashboard in CRM
Add-on #5: ERP Dashboard in CRM
The Sage CRM PropositionTo help your business …
• Manage relationships• Gain insight• Gain rapid results
That integrates an entire business …
• Supports “end-to-end” data• Facilitates collaboration• Accelerates responses • Increases quality
of information
The Sage CRM Proposition
For every type of business …
• From 1 to 100’s of seats• Working in 15,000 companies• 250,000 users around the globe
Retail Financial Waste Management Real EstateGovernment Media Personal Services LeisureConsulting Machinery Engineering AutomotiveHealthcare Property Bioscience Insurance
The Sage CRM Proposition
Think about the “data & processes” in your company.What can BAASS bring to your business – programs of delivery + proven add-ons
Talk to us here, now, or your invite your account manager in to speak about how Sage CRM can help your business.
Summary & Takeaways