sagecrm.com Sage CRM More than just an application…

sagecrm.com Contents - What is CRM? - Why Sage? - Our formula for success - Why CRM? - About Sage CRM - Accelerating CRM success - Deployment choice - What the Analysts say - Some of our customers - Sage CRM features and benefits by Role - Social CRM - Why Sage CRM Wins - Feature comparison - Market placement - Integration with Sage Evolution ERP

sagecrm.com Sage What is CRM? CRM Call, & Meeting history Accounts History Marketing Results Customer Profile Sales tracking Reporting Social Media 360 ̊̊ view on clients & vendors

sagecrm.com Why… Sage? –We understand why each of our customers is unique. –We provide customers with the products and services that suit their needs, are a pleasure to use, and are secure and efficient. We are trusted to take care of the basics, keeping everything simple, supporting and solving their issues through real people. –Our people have the inner confidence to respond intuitively and with agility to enhance the Sage customer experience. –We focus on giving our customers the freedom, confidence and control they need to achieve their business ambitions.

sagecrm.com Sage Building business confidence 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 the best people By being local and by building long-term powerful relationships with customers, we can deliver outstanding service, which we believe is unmatched in our industry We aim to: –Exceed expectations –Deliver extraordinary customer experiences –Enable our customers to be truly successful

sagecrm.com Sage CRM Our formula for success Award-wining CRM Global Partner Base Sage Group PLC Sage CRM –Direct presence in over 70 countries worldwide –Leading provider of CRM & ERP for small and medium sized companies –30+ years business software experience –Over 1,000 partners globally –Easy to customize to meet your business needs –Experts in rapid deployment –Recognized by over 14,000 customers as easy to use –End-to-end business management for a complete view of your business –Flexible deployment options

sagecrm.com Why… CRM? –Drives business productivity –Enables businesses to deliver an exceptional customer experience –Delivers a single view of all customer activity across your entire business –Accelerates your sales performance –Ensures targeted measurable marketing –Helps build a great customer experience Did you know that on average it costs 4 times as much to gain a new customer as it does to retain a new one?

sagecrm.com Sage CRM Award-winning CRM Sage CRM enables our customers accelerate sales, drive business productivity and make every customer interaction count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of social media and take advantage of the latest mobile developments to further grow their business.

sagecrm.com Sage CRM Global strength, Local focus.

sagecrm.com –We recognize that the world you do business in is changing, and how you interact with customers and grow your business is changing too –You need more than just great sales, marketing and customer service to manage all your customer interactions and be successful –You need social interaction and collaboration; you need access anytime, anywhere; and you need maximum productivity and efficiency across your entire business –You need solutions that are as individual as your business, can adapt to your changing needs and that will grow as your business grows YOUR CHALLENGEYOUR CHALLENGE OUR COMMITMENTOUR COMMITMENT –Sage CRM is easy to use and adapt to how you work, both now and in the future –It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business not on their software –Combined with Sage ERP, you can enjoy better business insight, greater efficiencies, increased productivity, and a single, customer-centric view across your entire business –And critically, it’s affordable, so you can be assured you are getting the best possible value for money With over 6 million customers worldwide, we understand what today’s companies need to be successful What makes Sage CRM different?

sagecrm.com Easy to Use Social and Collaborative Adapts To Your Business Completely Mobile Drives Productivity and Efficiency Works with Sage ERP Our Value Proposition

sagecrm.com Great Features… To support your teams Award winning CRM software to manage critical sales, marketing and customer services activities every day. Marketing Create highly targeted marketing campaigns and eliminate guesswork Customer Service Delight your customers at every touch point and outperform the competition. Sales Drive productivity across your sales team and direct all your sales efforts towards your most profitable and winnable deals

sagecrm.com Sage CRM for Sales Features –Opportunity and Pipeline Management –Territory Management –Forecasting and Reporting –Sales Workflow –Lead Management –Quotes and Orders Processing –Calendar Management –Full Mobile Solution supporting the latest devices –Powerful networking through Integration –Dedicated iPhone and Windows 8 sales apps –Business Collaboration powered by Yammer Sales

sagecrm.com Sage CRM for Sales Benefits –Ensures transparency in sales pipeline –Leads to better business planning from accurate forecasting –Provides visibility on sales performance –Enables cross- and up-selling of opportunities –Decreases time spent on administrative tasks –Automates proposal and quotation processes –Increases visibility on customer interactions across organization –Supports a mobile workforce with a full suite of mobile solutions “The system has played a significant part in growing sales. To compete in the market you want to have accurate information so you can make quick decisions and that is something we have achieved with Sage CRM.” Chakri Wicharn, Information Manager, Fuji Xerox, Thailand.

sagecrm.com Sage CRM for Marketing Features Marketing –Campaign management –Campaign reporting and analysis –Marketing Dashboard –List segmentation –Rapid lead to opportunity management –Powerful e-marketing capabilities –Campaign cloning –Integrated telesales follow-up –Customer profiling and analysis

sagecrm.com Sage CRM for Marketing Benefits –Produces highly targeted customer communications –Ensures customers receive the right message at the right time –Ensures accurate measurement of marketing campaign ROI –Enables users to quickly execute e-marketing campaigns –Extends customer and prospect conversation into key social media channels –Helps identify how online conversations are affecting your brand –Enables marketing budget to be tracked and managed –Enables users to share best practice with colleagues and execute consistent campaigns “Sage CRM adds a new level of professionalism to our direct mail, telemarketing and campaigns. The detailed reports we generate give us immediate results, so we can tweak a campaign for greater effectiveness. Our campaigns are at least 20 per cent more successful due to Sage CRM.” Tom Matheny, Database Marketing Manager, Buffalo Sabres

sagecrm.com Sage CRM for Customer Service Features –Case Management –Escalation and notification alerts –Knowledge base –Workflow approval process –Detailed analysis on call volumes and case resolution –Traffic light monitoring –Web self-service –Staff performance monitoring –Bespoke company dashboard for tighter account management Customer Services

sagecrm.com Sage CRM for Customer Service Benefits –Enables customer satisfaction measurement and benchmarking –Increases productivity of customer support representatives –Assists with performance management and motivates staff –Provides self-service facility to customers around common issues –Delivers a single view of relevant and comprehensive information on the interactive dashboard –Empowers the customer service team to provide a consistent and excellent service to customers “Everyone in the company can now see all the information they need about customers so that we can service them better.” John Goddard, CEO, Rockend Software

sagecrm.com Sage CRM for IT & Management Features –Component Manager –Fast, flexible deployment options –MS Exchange Integration –Affordable and scalable –Library Management – get a full overview of your storage limits –Reporting and analytics –Integration to Sage ERP –Budget control IT & Management

sagecrm.com Sage CRM for IT & Management Benefits –Offers highly competitive total cost of ownership –Requires minimum configuration out-of-the-box –Easy to integrate with third-party applications –Integrates with Sage ERP for a complete view of customers across the entire business –Drives revenue growth –Improves productivity across the entire organization –Delivers at-a-glance business insight via the interactive dashboard “Since Sage CRM, Boomerang Media has become more efficient than ever. All the information that we process and require for our daily operation is now more organized which has really helped improve our business efficiency.” Daniel Martinez, Product Manager, Boomerang Media

sagecrm.com Unlock new possibilities with Social CRM Sage CRM integrates with key social media applications such as Facebook, Twitter, LinkedIn and Yammer so you can engage with prospects and customers in a collaborative manner in order to generate leads, foster loyalty and increase revenue.

sagecrm.com Sage CRM & Social Media Sage CRM for LinkedIn –Enables you to research prospects and connect with customers –Helps sales teams to better target prospects and prepare for sales calls Sage CRM for Twitter –Enables you to view and manage Twitter feeds directly from within Sage CRM –Provides marketing teams with the ability to extend and link marketing campaigns to Twitter Sage CRM for Facebook –Helps you gain instant information about customers and prospects - associate Facebook profiles with prospect accounts for more detailed information Interactive Dashboard Gadget –Provides users with instant access to blogs and website feeds directly from within Sage CRM

sagecrm.com Go Mobile Take your Sage CRM with you Sage CRM’s mobile solution delivers a rich user experience and provides sales teams with the ability to work effectively regardless of their location. Sage CRM is available on the latest mobile and tablet devices.

sagecrm.com Sage CRM Business Collaboration Powered by Yammer Business collaboration across teams using Sage CRM is made possible through social- style collaboration powered by Yammer, making business conversations concerning opportunities, leads and support cases more social and transparent, providing greater visibility for all employees.

sagecrm.com Sage E-Marketing For Sage CRM Sage E-marketing for Sage CRM gives businesses built-in marketing to quickly and easily execute high-quality, targeted marketing campaigns. You benefit from a simple 3-step wizard to easily create new marketing campaigns and a choice of over 90 templates to get started immediately.

sagecrm.com Powerful Reporting With Sage CRM Sage CRM provides detailed business insight data as well as graphical interpretations on the state of the business at any moment in time allowing businesses to strategically plan and gain insights on future performance.

sagecrm.com Sage CRM 7.2 Feature Overview Mobile CRM –Sage CRM Sales Lite for the iPhone –Sage CRM Sales Tracker for Windows 8 –Full support for the iPad OS –Adds to our existing mobile features including Sage CRM for iPhone, iPad & Android devices Social CRM –Sage CRM for Facebook –Adds to our existing social CRM features including Sage CRM for Twitter and LinkedIn Smarter Business Reporting –Enhanced reporting functionality including cloning and alphabetising of reports –Improved user-based reporting security Business Wide Collaboration –Sage CRM Collaboration powered by Yammer –Business collaboration for individual users and teams of users allowing them to collaborate with Yammer Groups, across records using Yammer Topics

sagecrm.com What… Does This Mean For Your Business Mobile CRM Enhance sales team productivity with two new sales apps Improved responsiveness to customer queries from sales teams Social CRM Instant information about customers and prospects using Social CRM Increased speed in accessing the right information Smarter Reporting Faster, secure, customized reports, quickly populated with the latest CRM information. At-a-glance business insight and informed decision-making Business Collaboration Drive employee collaboration and knowledge exchange Increase employee engagement through shared information

sagecrm.com What… The Analysts say It’s key strengths primary strengths include a low price tag, strong usability, and quick time-to-value. The solution offers strong sales and sound marketing functionality. In addition, the product integrates well with other Sage back-office software products such as Sage ERP. Source: The Forrester Wave™: CRM Suites For Midsized Organizations, Q3 2012, Forrester Research, Inc Strengths include: –Good economical solution for SMBs –Strong SFA functionality, an intuitive UI and affordable pricing –A sound choice with broad functionality and low cost. Source: Gartner Magic Quadrant for Sales Force Automation July 2013 "Sage CRM has the lowest TCO on the market and offers the most bang-for-the- buck, including a comprehensive feature set, usability, and architecture." Source: Info-Tech Research Group CRM Suites for Small Enterprises vendor evaluations 2013

sagecrm.com What… Our customers say “60% efficiency gains have been achieved across the entire business”. Ayda Hornak, Infrastructure and Innovation Manager, Waivestar Group We have, in the first three months of this fiscal year, achieved 60% of the prior year’s sales“ Larry Leeds, CPA, Gibson Teldata “The software can take some credit for an 8 per cent improvement in customer satisfaction ratings as well as revenue growth.” Chakri Wicharn, Information Manager, Fuji Xerox, Thailand “The ease of use and flexibility of the system has allowed us to rapidly implement and evolve our sales model helping to contribute to a 240% YOY revenue growth.” Toby Pannell, Managing Director, Katalina Media

sagecrm.com Just some of our… customers Automotive Membership Organizations Technology/ Software Health/Sport /Leisure Services/ Retail

sagecrm.com Just some of our… customers in SA

sagecrm.com Used by over 14,000 companies in 70 countries worldwide

sagecrm.com Supported by 1,000 Partners Globally 14,000 Customers Over 250,000 Users Across 70 Countries Sage CRM

sagecrm.com FeatureSage CRM Sage Evolution CRM Premium Sage Evolution CRM Standard Contact ManagementYes Marketing CampaignsYes-- Activity Scheduling And DiaryYes-- Customer Service TrackingYesPartial Purchase order creation with workflowNoYesPartial Outlook IntegrationYes Word MergeYes-- Social Media IntegrationYes-- Report WriterYes Sales Force AutomationYes - DashboardsYes Automated WorkflowsYesPartial- Multi CurrencyYesOption Multi LanguagesYesOption Iphone/Smartphone AccessYes-- Remote Offline AccessYes-- Form CustomisationYesPartial Customer Access / Self ServiceYesOption Import From Another DatabaseYes Free Trial AvailableYes API integration into Sage EvolutionYes Feature comparison Sage CRM vs. Resolve. vs Contact Management

sagecrm.com Market Placement Sage CRM vs. Resolve. vs Contact Management

sagecrm.com Bi-directional sync of master data Accounts Receivable Accounts Payable People User defined fields View only Inventory Pricelists Master data metadata Quotation creation for SFA purposes, invoicing to happen in Evolution View only on transactions with drill down to source document: Accounts receivable Accounts payable Runs as a service Integration features Sage CRM with Sage Evolution

sagecrm.com CRM is the ideal development platform due to: –Customisable fields, screens, forms –Embedded workflow –Web-native –Embedded features such as document management –ERP back-office Integration XRM is growing rapidly – manage relations with vendors, clients and all role players. Solutions available include: –Project Management –Loans Management –Event Management –Service and Maintenance Sage CRM XRM or CRM?

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