sage 300cre and crm...sage 300 system freed from the shackles of a traditional client server windows...
TRANSCRIPT
Sage CRM and Sage 300 CRE
How CRM can help your business
Agenda
What is CRM?
Common business issues faced by companies todayHow CRM can help your company
What is CRM4CRE and how does it work?
Live Demo of Sage CRM and CRM4CREQ & A
What is CRM ?Holistic view of all company information and activity
Contact Management
Centralized Activity Management
Customer Service / Warranty Management
Process Management
Business Development
Marketing Automation
Mobile Data Access
Social Media interaction
Common Business Issues Faced by Companies Today
SALES
MANAGER
SALES
EXECUTIVECUSTOMER
SERVICE
MARKETING
MANAGER
BUSINESS
OWNER
“Sales forecasts
are difficult to
create and time-
consuming” “I sometimes spend
my whole morning
trying to figure out
who I’m meant to
follow-up with and
when”
“I need to
know what
the sales
pipeline
looks like
quickly and
easily”
“It take me ages
to roll up all the
reps’ forecasts
into a team
forecast for my
boss”
“I need a quick
and easy way for
me to see how
the business is
performing at
any given time” “I want to
maximize the
productivity of
all my
employees”
“I need to be able
to calculate the
cost per lead
easily and
accurately”
“Marketing
campaigns are
difficult to manage
and leads can go
missing”
“We don’t have an up
to date log of all
communications with
customers” “Our
processes
are not
automated so
customer
issues
sometimes
fall through
the cracks”
BACK OFFICE
“I want to have
access to the
same customer
information the
front office has
so I understand
any customer
issues when I
am chasing
payments”
“I don’t want to be
wasting time re-
entering the same
information into
multiple places”
How CRM Helps Management• Workflows ensure your way of “doing business” is followed easily every time
• Reports provide instant insight into business performance across multiple criteria
• Delivers the ability to “sanity check” forecast data with full drill-down to underlying details
• Enables easy insight into revenue/budget variance
• Enables real-time corporate performance management/insight at-a-glance through
dashboards
• Improves responsiveness to critical business issues
• Improves sales forecast accuracy and pipeline management
• Marketing budget and return-on-investment can be monitored in real-time
• Drives revenue business efficiency and performance leading to increased revenue
growth and profitability – knowledge of what customers, job sizes or types are most
successful
• Leverages financial information from the front and back-office for a complete view of the
business
How CRM Helps Sales• Dashboards deliver a unified view of all key
sales information
• Real-time pipeline management ensures
focused sales activity
• Accurate forecasts can be prepared and
submitted in minutes
• Increases visibility on customer interaction
across departments
• Reduces time spent on administration
increasing productivity
• Consistent centralized tracking of Bid/Job data
• Minimizes sales administration and maximizes
sales staff productivity
• Leverages financial information from the back-
office system for accurate pricing, quotes and
orders
• Empowers sales staff to sell more effectively
• Enables sales staff to focus on the most
important sales opportunities
How CRM Helps Customer Service• Helps reduce the amount of time spent on customer service
administration thereby increasing the productivity of customer
support representatives
• Monitors service performance against SLAs
• Extends customer service through 24x7 web self-service
• Provides Field Service with mobile access to Service and
Warranty information
• Enables customer service staff to leverage the knowledge of
colleagues through a centralized knowledge base
• Delivers a 360 degree view of customer information across front
and back office systems for easier issue resolution and
improved cross-selling opportunities
• Workflow automatically manages case allocation, progression
and escalation; improving response times and ensuring no one
‘falls through the cracks’
• Enables customer satisfaction measurement and benchmarking
• Dashboards deliver a unified view of all key customer service
performance information in real time
How CRM Helps Marketing• Empowers marketing staff to plan and execute highly effective campaigns
• Enables highly targeted customer communications
• Results in decreased cost-per-lead through automation
• Delivers insight into the lifetime value of customers
• Enables close alignment with the sales department and other key stakeholders
• Enables market segmentation based on financial data from the back office
• Enables marketing staff to target the right companies at the right time
• Helps eliminate guesswork and optimize marketing resources
• Delivers full campaign planning encompassing above-the-line and below-the-line activities
as well as costs
• Combines actual campaign results with actual campaign costs to calculate the real return
on marketing investment
From Sage CRM
What is Integrated CRM ?• Connects to back end Accounting data
• Connects to Social Media, LinkedIn, Facebook, Twitter, Yammer
• Connects to Outlook• Synchronizes with Microsoft Exchange• Connects with e-Marketing• Multi browser• Mobile access
What is CRM4CRE?CRM4CRE is the integration between Sage 300 CRE and Sage CRM
Creates automatic synchronization between Sage 300 CRE Address Book and Sage CRM Company and Persons
Connects to Sage 300 CRE data tables to show data inside Sage CRM web pages
Allows mobile access to the data of server based Sage 300 CRE through any web browser, tablet or phone
Examples of Customizations IncludedJob Cost and Project Management Information from Sage 300 CRE
Customer Data from Sage 300
Vendor Data from Sage 300
Service Data from Service Management
CRM Customer Service with SM Integration
So, What’s your Point ??We are using Sage CRM to demonstrate a concept
The point is to invite you to imagine the possibilities of a Sage 300 system freed from the shackles of a traditional Client Server Windows App
A Sage 300 system freed from the pre-designed and Sage controlled Windows user interface with respect to how data is presented
And a Sage 300 system with a highly customizable Mobile interface
Are there limitations?Yes and No.
Almost anything can be read and presented for consumption in CRM.
However, there are limits to what can be written back into Sage 300 CRE.
Sage publishes API’s that permit us to update and insert certain data and not others.
While there are sometimes ways to bypass Business logic and directly write into Tables via ODBC its like “playing with fire”, sooner or later you get burned.
Currently only integration with single CRE database.
Deployment Options
• Traditional On Premise deployment
• Private Cloud / Hosted deployment
• CRM and Sage 300 CRE must be co-located
Not Supported:
• Hybrid Cloud is not supported at this time
• Multi Tenant Public Cloud is not supported
LIVE DEMONSTRATION / Q&A
Now its time to show you how it works on both PC and Mobile Tablet Interface.
Laura S. [email protected]
KasTech Consulting Inc.1643 Highland AvenueLanghorne, PA 19047
215-702-8155www.kastechco.com
Thank you for your attention! If you have any questions, please contact: