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SageCRM T ravant Solutions® is expanding its CRM solution approach to focus on Sage CRM, a robust and flexible CRM software product that is published by Sage Software, Inc. Travant has obtained extensive experience with defining requirements, implementing and integrating Sage CRM. In doing so, Travant has produced a robust solution using its Travant CRM Solutions LibraryŠ. With this toolset, Travant leverages the power of Sage CRM and applies it to mechanize and track information associated with many different processes inside a business

Customer Relationship Management (CRM) software provides the solution to manage the lifeblood of a company: integrating marketing, lead management, account management and communications, field sales, internal sales, customer care, sales and pipeline management and mission critical activities, such as product development and delivery. Travant has extensive experience in the implementation of CRM solutions, including the selection, installation, and integration of CRM software products.

What is CRM and CRM Software?

Simplistically defined, CRM pertains to all aspects of how a business relates to and manages its customers and prospective customers. CRM software is used to track activities, touch-points and opportunities with customers and prospective customers, but a robust CRM solution can do much more than that. The Sage CRM software solution impacts not only the bottom line of an organization with its efficiencies and cost reductions, but it also impacts the top line of an organization. The following are some of the ways that Sage CRM can grow revenues and reduce expenses.

Marketing Automation

Sage CRM provides sophisticated facilities for all aspects of an organization's marketing processes, including the following:
  • Campaign Management - Assign, schedule and track marketing activities within a campaign. Sage CRM enables precise measurement of results for each wave of a marketing campaign.
  • De-duplication - Establish rules to identify duplicate entry of key customer contacts to avoid unnecessary confusion, missteps and expense, such as mailing costs.
  • Email Management - Send HTML e-mails, create e-mail templates and send attachments to bulk e-mail messages.
  • Outbound Call Management - Integrate outbound calls into any marketing campaign, and set up target lists and follow-up calls. Sage CRM provides task creation and reminder facilities to ensure that resulting opportunities are not forgotten.
  • Lead Management - Give your sales team real-time access to the latest prospects and campaigns, keeping them in the loop each step of the way. Sage CRM tracks leads separately from established accounts, and they can be viewed by an assigned sales representative or an entire team. They can be promoted to new accounts or opportunities within existing accounts, and Sage CRM tracks the occurrence of such promotions for trend analysis.
  • List Management - Create new target lists from selected criteria across your prospect and customer database, reuse successful campaign lists, and import mail-house lists.
  • Reporting - Create point-and-click reports and graphs for immediate analysis and decision-making. Analyze campaign measurements, productivity and the value of lists used in the process.

Sales Automation

Sage CRM provides controls for managing the sales pipeline and forecasting results including an extensive selection of delivered reports. The software ensures that opportunities are not forgotten and provides analytics to learn how to manage different types of opportunities. Sage CRM provides a rich set of features for sales automation, including the following:
  • Pipeline Management - Manage and analyze your pipeline, and maximize the ROI on every lead.
  • Sales Forecasting - Profit from a new level of control and predictability, and plan your operations with confidence.
  • Territory Management - Administer and change sales territories in the system.
  • Account Management - Identify and recruit new clients, and resell to existing ones.
  • Opportunity Management - Manage all key opportunity data for maximum sales productivity and effectiveness.
  • Reporting - Create point-and-click reports and graphs for on-the-spot analysis and decision-making.

Customer Care

There is nothing more important to any company than its customers. Sage CRM will make sure that care of those customers is not left to chance. Sage CRM enables you to track each interaction with a customer, record interests and escalate concerns that they have with products and services, and build a knowledge base of solutions to provide better customer support. Sage CRM provides a rich, comprehensive set of features for customer care, including the following:
  • Contact Management - Deliver superior customer service with real-time access to relevant customer data.
  • Call Center Support - Access a central repository for all customer data, resolving issues quickly.
  • Knowledge Base - Store support incidents and case solutions in a central Knowledge Base which may be made accessible to customers to increase efficiency.
  • Service Agreement Management - Easily track and meet your service level agreements.
  • Tracking - Track your customers' needs and maintain a complete history of customer-related interaction.
  • Reporting - Create point-and-click reports and graphs for on-the-spot analysis and decision-making.

Special Features of the Sage CRM Solution

Implementing a CRM solution can be straightforward, and as pervasive as CRM is across an organization, it can be surprisingly easy to accept and adapt to. There are a number of published horror stories about CRM implementations that didn't satisfy objectives, but these risks are easily mitigated by a product that integrates diverse functions across the organization, offers a straightforward user interface, and can be flexible enough to take on the uniqueness of an organization. This is why Sage CRM is such a powerful solution.

Technical Environment

Sage CRM runs on a Windows 2003 Server environment and utilizes SQL Server, Oracle, or DB2 as its database management system. The software uses ASP and can be integrated with ASP.NET applications. The web-based user interface utilizes ActiveX components to create a rich user experience and enable extended features, such as Computer Telephony Interface (CTI). Sage CRM also integrates with Microsoft Outlook and allows the user to manage emails and appointments simultaneously in Outlook and the centralized CRM database. Sage CRM provides its own ad-hoc reporting functionality, and SQL Server Reporting Services, Crystal Reports, and other reporting tools can also be leveraged with Sage CRM.

Outlook Integration

The Sage CRM solution is truly integrated with the Microsoft Outlook email system, allowing for two way synchronization and remote synchronization (e.g., untethered laptops, PDAs and mobile phones) of contact, appointment and task information.

Workflow

Sage CRM includes comprehensive facilities to build workflows tailored to the specific needs of your organization. The workflow ensures that the appropriate steps are taken in the proper order so that critical activities are not overlooked.

International Capabilities

Sage CRM can be configured to label fields on its screens in multiple languages. User preferences allow for default international date settings, and the software supports the use of multiple currencies.

Low Total Cost of Ownership

The return on investment from Sage CRM is further enhanced because the total cost of ownership is low. An organization can implement this powerful CRM solution at a very low cost, particularly when compared to other CRM solutions that make similar claims of capability and flexibility. Sage CRM will cost far less to implement than Siebel, PeopleSoft, and other competing products. Ongoing maintenance of the software is straightforward through updates that are provided by Sage. Sage CRM fits into your current technical environment and does not require additional personnel to support it. Because it is web-based, the software can be deployed across an organization without the need to conduct workstation installations, and it can be used easily from remote locations. We also offer a hosted version of Sage CRM for organizations that want to outsource the support of their software applications.

Tailoring and Configuring the Sage CRM Solution

Sage CRM is easy to use and fast to deploy, and its features are robust right out of the box. It is natural for businesses to have unique processes that stand to be optimized by CRM software that embodies those processes. Sage CRM offers maximum flexibility and can be configured to carry out very unique business processes.

Flexibility

The Sage CRM user interface is designed to be tailored to reflect the vocabulary and data of the organization that implements it. Labels for each field on each screen can be named as desired. The same is true for screen tabs and the names of screens. Fields can be easily moved on screens, and new fields can be added as desired. Workflows can be implemented to direct users in decision making and track the status of various activities, such as sales opportunities and customer help sessions. All of these enhancements are fully supported by Sage and Travant.

Configurability

Sage CRM is ultimately configurable because every element of data and every screen detail is tracked by the software's engine. This allows entirely new screens and processes to be implemented within Sage CRM, creating very tailored and powerful solutions for organizations. Travant has extensive experience with configuring Sage CRM to achieve these results. As a result of this experience, Travant has created the Travant CRM Solutions LibraryŠ, which allows for very rapid development of new CRM screens and workflows. Travant brings to the table many years of software engineering experience, and we have applied this to the Sage CRM solution to arrive at a thorough methodology for rapidly implementing Sage CRM. All configurations that we implement are supported by Sage and Travant.

Reporting

As employees carry out daily processes and enter information into Sage CRM, an extensive base of information is built. Sage CRM provides multiple ways to analyze this information and obtain critical measurements from it. Not only does the software provide an impressive suite of delivered reports it also supports an ad-hoc reporting tool to rapidly view information online, export it to Microsoft Excel, or to Adobe PDF for storage or printing. Graphical views, such as pie charts and bar graphs are also provided. Sage CRM leverages a very flexible database structure that can be used to support any type of reporting application. This applies to any custom tailored portions of the software as well. Any reporting tool supported in your business can be utilized with Sage CRM.

Learn More

To learn more about Sage CRM and how it can work for you, please go to our Request More Information form or contact us at 847-680-4700 or SageCRM@travant.com.



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