Sage CRMSales Presentation

ContentsAbout The Sage GroupWhy Sage?Our Formula For SuccessAbout Sage CRMAccelerating CRM SuccessDeployment ChoiceWhat the Analysts SaySome of Our CustomersSage CRM Features and Benefits by RoleSage CRM and Social MediaWhy Sage CRM WinsNext Steps

Sage CRM

Sage is a leading supplier of business management software and services to over 6 million customers worldwide. From small start-ups to larger organisations, we make it easier for companies to manage their business processes.

About The Sage Group plc

Our vision is to be the most admired and respected business software and services provider in the world

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

• Recognised by over 10,000 customers as easy to use• End-to-end business management for a front- to

back-office view of the business• Quick to deploy with on-premise, hosted and Cloud-

deployment options

• Direct presence in over 30 countries worldwide

• Leading provider of CRM for small to medium-sized businesses

• 30 years business software experience

• Over 1,000 partners globally• Easy to customise to meet

your business needs• Experts in rapid deployment

Award-winningCRM

SageGroup

Plc

GlobalPartner

Base

Our Formula For Success

About Sage CRM

Sage CRM offers customers a rapid route to success and value through its focus on ease-of-use, ease-of-deployment, ease-of-customisation, ease-of-integration, and ease-of-access anytime, anywhere.

Ease-of-Customisation

• Open architecture for easy customisation

• Codeless customisation

• Fully customisable business process workflow orchestration

• Fully customisable dashboards

Business Integration• Sage ERP integration

• MS Exchange integration

• MS Outlook integration

• Social media integration

• Web self-service

• Easy integration with third party applications

Ease-of-Use

• Easy to use

• Intuitive user interface

• Easy to navigate

• Easy to learn and adopt

• Easy to personalise

• Roles-based interactive dashboards out-of-the-box

• Graphical workflow orchestration out-of-the-box

Fast, Flexible Deployment• Available on-premise, hosted or in the Cloud

• Fully web-based for rapid roll-out and ongoing administration

• Easy to use for rapid user adoption

• Rapid ROI

• Low TCO

Ease-of-Anywhere Access• Fully web-based for anytime, anywhere access

• Web access from any mobile device

• Bespoke iPhone experience

• Real-time synchronisation with MS Exchange

• 24hr access to up-to-date communications, calendar and contacts regardless of device or location

Accelerating CRM Success

Delivering Maximum Deployment Choice to Customers

Powerful CRM deployed On-Premise

Powerful CRM deployed in the Cloud

On-Demand CRM managed by Sage

What The Analysts Say

Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010

Gartner on Sage CRMStrengths include:

End-user usability Core opportunity management End-to-end business process support, such as "opportunity to cash"

Forrester on Sage CRM The solution’s primary strengths include a low price tag, strong usability, and quick time-to-value. The solution offers an intuitive admin UI, strong performance capabilities, and strong product help functionality. In addition, the product integrates well with other Sage back-office software products.

Source: The Forrester Wave™: CRM Suites For Midsized Organizations, Q2 2010 , Forrester Research, Inc

Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010

Just Some of Our Customers

Automotive

Technology/ Software

Services/ Retail

Membership Organisations

Leisure

Opportunity and Pipeline ManagementTerritory ManagementForecasting and ReportingSales WorkflowLead ManagementQuotes and Orders ProcessingCalendar ManagementMobile SolutionPowerful networking through LinkedIn IntegrationSage CRM for iPhone

Sage CRM for Sales - Features

Sage CRM for Sales - BenefitsEnsures transparency in sales pipelineLeads to better business planning from accurate forecastingProvides visibility on sales performance Enables cross- and up-selling of opportunitiesDecreases time spent on administrative tasksAutomates proposal and quotation processesIncreases visibility on customer interactions across organisationLeverages financial information from the back-office system

Powerful e-marketing capabilitiesAutomatic campaign results trackingOpen, click and bounce-rate trackingOver 90 attention-grabbing templates out-of-the-boxIntegrated telesales follow-upCampaign cloningDocument store and shareIn-call data modificationCustomer profiling and analysisRapid lead to opportunity management

Sage CRM for Marketing - Features

Sage CRM for Marketing - BenefitsProduces highly targeted customer communicationsEnsures customers receive the right message at the right timeEnables accurate measurement of marketing campaign ROIEnables users to quickly execute e-marketing campaigns using pre-designed email templates Enables marketing budget to be tracked and managedEnables users to share best practice with colleagues and execute consistent campaigns

Case ManagementEscalation and notification alertsKnowledge baseWorkflow approval processDetailed analysis on call volumes and case resolution Traffic light monitoringWeb self-serviceStaff performance monitoringBespoke company dashboard to provide tighter account management

Sage CRM for Customer Service - Features

Sage CRM for Customer Service - BenefitsEnables customer satisfaction measurement and benchmarkingIncreases productivity of customer support representativesAssists with performance management and motivates staffProvides self-service facility to customers around common issuesDelivers a single view of relevant and comprehensive information on the interactive dashboardEmpowers the customer service team to provide a consistent and excellent service to customers

Component ManagerFast, flexible deployment options

On-premise, on-demand or Cloud-deployable

SData supportMS Exchange integrationAffordable and scalableReporting and analyticsIntegration to ERP systemsBudget control

Sage CRM for IT & Management - Features

Sage CRM SageCRM.com Cloud-deployable

Sage CRM for IT & Management - BenefitsOffers highly competitive total cost of ownershipRequires minimum configuration out-of-the-boxEasy to integrate with third-party applicationsIntegrates with Sage ERP for 360 degree view of customerDrives revenue growthImproves productivity across entire organisationDelivers at-a-glance business insight via the interactive dashboard

Sage CRM for Twitter

LinkedIn Integration

Interactive DashboardRSS feed gadgetWebsite gadget

Sage CRM and Social Media – Features

LinkedIn Twitter

Sage CRM and Social Media - BenefitsLinkedIn Integration

Enables sales team to better target prospects and prepare for sales call

Sage CRM for TwitterEnables users to update, read and reply

to Twitter directly from within Sage CRMProvides marketing teams with the

ability to extend and link marketing campaigns to Twitter

Interactive Dashboard GadgetProvides users with instant access to blogs,

websites directly from within Sage CRM

Why Sage CRM Wins

Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010

I sometimes forget that SageCRM.com wasn’t built just

for me.Jeffrey Newland

Big Brothers Big Sisters

Sage CRM is going to allow me to continue to grow the

efficiencies within the company without increasing the overhead

which is very important.Penelope Pearce

EcoWater

With Sage CRM we can see which publications, newsletters and updates

customers have received and all interactions following the receipt of these.

Customers calling in response to an update are now automatically informed of other

services that are available thus ensuring we are making the most of every customer

interaction.Mark O’Connell

BDO Simpson Xavier

Source: Gartner Magic Quadrant for Sales Force Automation 28 July 2010

With Sage CRM, we now have a system that automates all of the administration in dealing with our customer base. Our

operators have a full service and booking history of all the callers. Call resolution is down making it a more

satisfying customer experience.Ann Gallagher

Avis

This is one of the most flexible tools I have ever used. I can

quickly and easily modify the way my screen looks by adding fields or making other changes.

Kelly WennikLeading Indicator Systems

Sage CRM is the tool we use all day long. It is vital in fact. We

would lose sight of our opportunities if we didn’t have a

system like Sage CRM.Aine O’Mahony

CarTrawler

Helping over 10,000 Customers in 70 Countries Worldwide Communicate, Collaborate and Compete

Sage CRM

Next StepsVisit the Sage CRM v7.1 microsite at www.sagecrm.com/v7.1

Join the Sage CRM CommunityUser CommunityPartner CommunityExclusive materials and downloadsBlogs and forums

Watch the Sage CRM Overview Video

Arrange a demo Contact your local Sage office or your authorised Sage business partner