Qnet Group Ltd

Sage 200 CRM

Sage CRM is a feature-rich Customer Relationship Management solution which is easy-to-use and fast to deploy. Standalone or part of the suite, Sage CRM offers out-of-the-box configurable business process automation. With Sage CRM, you can quickly analyse, manage, and synchronise sales, marketing, and customer care activities across all points of contact, giving you true business visibility. It links all departments to a single system that is deployed across an Internet architecture providing obvious efficiencies in terms of deployment, maintenance and access.

Designed to introduce the real benefits of CRM to your organisation, Sage CRM uses industry-leading technology to foster better business practices and improve information exchange throughout your organisation.

Sage CRM Can Help Your Company to :

Improve Sales Performance

Sage CRM gives you the tools you need to sell more effectively. Sales users have instant access to calendars, accounts, reports, pipelines, contacts and call lists and all sales information is stored centrally making it easy to track and report on.

Plan, execute and audit more targeted marketing campaigns

Sage CRM makes it easy for you to track each phase of a marketing campaign and provides all the tools you need for meaningful analysis and powerful campaign measurement. You can profile customers and prospects based on specific criteria and this, along with direct integration to mass email and CTI functionality, makes Sage CRM an invaluable tool for successful marketing.

Efficiently resolve customer issues

Sage CRM provides customer service professionals with user-friendly tools to access relevant customer data including purchases, call and escalation histories, interactions, emails and documents sent and received. Armed with this customer knowledge they can handle customer queries more efficiently, which in turn enhances and strengthens the customer experience whilst improving job satisfaction.

Sage CRM and Sage 200 CRM - Sales

Sage CRM provides organisations with the tools needed to sell more effectively. It is an easy-to-use application that provides thousands of sales users ever day with instant access to diaries, accounts, reports, pipelines, contacts, and call lists - in short everything sales people need to get their job done. For an organisation all this information is rolled up, tracked and reported on, giving continuous, meaningful and accurate reports on just how a sales organisation is performing.

Features:

Sales Forecasting and Reporting

• Accurate, timely forecasts allowing sales people and managers to make their own assessments of all leads, and sales opportunities.
• Point and Click reporting and graphs that allow sales teams to access data for on the spot analysis and decision-making.

Management of Vital Opportunities and Leads

• Sage CRM assists you with the tracking of leads from first contact to final sales, ensuring time and energy is spent on the deals that are most likely to close.
• With Sage CRM, you can manage and analyse all current and historical account details, enabling your sales team to easily identify and recruit new customers and resell to existing ones.

Build and Maintain Profitable Customer Relationships

• Deliver superior customer service by having the most up to date and complete customer information at your fingertips.
• Information captured about your customers creates cross-sell and up-sell opportunities.

Account and Activity Management

• Escalation and reassignment of leads ensure that leads can be allocated to the most qualified employee.
• Configure alerts to trigger literature fulfilment, follow-up appointments, callbacks, daily tasks and much more.
• Check-box, field-level security makes sure people only see information relevant to them.

Territory Management

• You can also set the system up to automatically assign leads to sales people, based on territories.
• Sage CRM lets you view marketing campaigns, response rates and associate sales revenue by territory.
• In addition to the creation of new territories, with Sage CRM, it's easy to merge and move territories and the data associated with them.

Enhanced Outlook Integration

• All contacts, tasks and appointments can be shared between diaries in both Sage CRM and Microsoft Outl.
• You can view Sage CRM entirely through Outlook, using Sage CRM to enhance the quality and retention of information available to the user.
• Continue to run your email, diaries and contacts through Outlook with auto-synch recording all interactions in CRM.

Graphical Reporting

• Graphical forecasting and reporting features allow you to filter data any way you choose.
• Use system default reports or easily create new reports with a reporting wizard that walks you through the process.

Escalation and Notification Alerts

• Sage CRM helps you to ensure business opportunities are never missed by sending real-time alerts to the right individuals based on their roles.
• Deliver periodic messages to sales managers summarising critical opportunity and forecast information for the staff that report to them.

Quotes and Order Entry

• Generate sales proposals reflecting local customer currency, customs and taxes.
• Access current product information, integrate your systems with our accounting or legacy systems and deliver the most up-to-date quotes.

Stay on Top Time Management

• Onscreen reminders, notification alerts, automation of literature fulfilment and the simplification of other non-revenue generating activities all support business and personal performance.
• Ability to monitor data proactively and notify management automatically of key business indicators.

Campaign Management

• Sage CRM allows sales teams to easily set up, run and maintain their own marketing campaigns such as letter or email campaigns.
• It's easy to view responses to each campaign, replicate effective initiatives and assign return of investment statistics.
• Integrates completely with the marketing functions to allow instant feedback and information from campaign to sales person.

Access Anywhere Anytime

• Work offline or work online over a network or the Web and seamlessly synchronise between the two.

Sage CRM and Sage 200 CRM - Marketing

Sage CRM provides powerful tools for managing, tracking and analysing targeted marketing campaigns. It is an easy-to-use application that provides you with the tools to target the right customer at the right time, eliminate guesswork and put your company's marketing resources to their best use. With Sage CRM, it's straightforward to assign, schedule and track marketing activities and view every detail of each campaign at a glance.

Features:

Campaign Management

• Assign, schedule and track marketing activities within a campaign and view every detail of each campaign at a glance.
• Drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost and target prospect lists.
• Segment your audience (based on product interest, demographics etc) and create messages for the specific audience.
• Retain successful data for future campaign.

Email Management

• Send HTML emails, create email templates and send attachments.
• Store all communications about a particular campaign, so that employees can easily look up the exact email message received by a specific customer or prospect.
• Using the separate Sage E-Marketing application, manage fully-fledged e-mail campaigns.

Segmentation & Groups

• Groups functionality allows you to organise records based on common characteristics enabling better data segmentation for use by Sales or Marketing.
• Deliver targeted messages to a carefully selected audience.
• Export marketing lists to Microsoft Excel for external agencies.

Campaign Reporting

• Get real-time information into the success of individual and ongoing campaigns by tracking them from initial lead generation right through to close.
• Match sales revenues to specific campaigns, providing immediate cost vs. sales analysis data..
• Analyse marketing campaigns by lead source with user-friendly tools and reports.

Outbound Call Management

• Easily integrated into any marketing campaign.
• Target lists and calls can be allocated and scheduled.
• CTI integration delivers advanced call automation and recognition tools.
• Details of calls can be saved and shared throughout the company.

List Management

• Create target lists from selected criteria, re-use successful campaign lists or import lists bought from mailing houses.
• Merge documents with target customer lists for mass mailings.
• Create communications to record marketing pieces sent for future reference.

Lead Management

• Qualify leads into your chosen criteria for follow-up.
• Prioritise leads ensuring a lead never gets lost or goes cold.
• Lead tracking enables you to view the lead at every stage.

Sage CRM and Sage 200 CRM - Customer Care

Features:

Case Management

• Capture and track every interaction with every customer regardless of customer touch point or communication method.
• Maintain a complete case history with instant access to all previous issues and customer interactions.

Activities & Communications

• Assign, schedule and track phone calls and meetings and view records of previous meetings.
• Send emails (plain text or HTML), include attachments and record communications for future reference.
• Attach documents - white papers, quotes and literature from the document library.

Reporting

• View and measure call turn around time and understand what is taking longer to resolve and why.
• View issues by category, outstanding and unresolved issues.
• Run graphical reports at the touch of a button for real-time information during management meetings.

Knowledge Management

• Share information internally or externally to allow customers and partners to resolve their own issues.
• Build a library of solutions to common customer issues to help the customer service team resolve issues faster.

Ticket Tracking

• Sage CRM helps you to never lose an issue/service request thanks to comprehensive tracking and recording of all requests through all stages of responses.
• All issues are date stamped at time of resolution or escalation for internal management and for external auditing of service success rates.
• The representative working on each issue is clear as the request is moved through the organisation, ensuring ownership and accountability over requests as they progress.

Customer Self-Service Portal

• Provide your customers with web-access to their own "customer portals" which they can access at their convenience 24/7.
• Empower customers to log queries, make service requests, view the status of existing or past requests.
• Customise your self-service portal to match the look and feel of your company identity, ensuring your own brand is consistent through all customer touch points.

Escalation and Notification

• Set up rules to automatically escalate cases if they are not closed within a certain time period.
• Receive notifications automatically when cases are not resolved within a certain amount of time, through email, web browser, phone etc.

Sage CRM and Sage 200 CRM - Integration

Developing a series of integrated systems is the simplest way to realise the hidden value in your IT investment. Integrated systems mean eliminating the double entry of customer details. It provides key financial information to those that need it allowing customer-facing staff to check immediately on credit status, to generate orders and quotes or to complete a transaction on the phone all through a single CRM system. Sage has developed leading edge integration technology. Using this technology, certified Business Partners can integrate Sage CRM with a variety of ERP, accounting and web applications.

As a recognized Sage business partner and developer, Qnet can integrate Sage products into your existing systems or if your needs require we can develop a bespoke solution to maximize efficiency and effectiveness in day-to-day situations within an actual working environment.