Sage CRM

Company size: 1 - 250+ employees

Number of users: Up To 500 Users

Support options:Support from business partners

Operating Systems:Browser-based

• Award-winning fully-featured, web-based CRM solution
• Easy to use and quick to set up
• Seamless integration with Sage 200 and 1000 ERP software
• Ability to migrate from hosted to on-site CRM provides choice and a very quick return on your investment

Sage CRM is a comprehensive, award winning, internet based Customer Relationship Management system that provides access to everyone who has the need to know instantly.
 
Sage CRM works entirely through a web browser taking advantage of the efficiency that the internet has to offer delivering business applications. Sage CRM offers a full range of hosted or on premises deployment. As your needs change it is easy to switch environments from hosted to on premises as all the data and customisations move with you.
 
Sage CRM is easy to use, fast to deploy, feature rich with a low cost of ownership giving real benefits of CRM to midsized companies.
 
Sage CRM makes individual and group efforts across sales, marketing and support teams making teams making of people and individuals more efficient at their individual roles across a company.

Understand your customers

Enabling you to target prospects and build strong relationships with customers, Sage CRM supports effective marketing campaigns, manages sales and helps improve customer service.

• Easy to use and fast to set-up, it can be tailored to match your individual business needs.
• The web interface allows access to vital customer information wherever you are in the world
• Provide your people with the data and processes they need to work effectively
• Save time with automatic processes
• Highly customisable and can easily adapt to your business requirements
• Personalise the CRM software to mirror your unique business processes and user preference

Share information

CRM allows your staff to share vital customer information. Our easy-to-use software allows you to get up and running quickly.

• Everyone can easily get to the information and processes they need, speeding up workflows and reducing the possibility for error
• Displaying dashboard information in real-time eliminates the need to switch screens, improving productivity
• Provide your people with detailed contact and account information and sophisticated information management tools
• Integration with popular applications like Microsoft Outlook gives users a consistent experience
• Handle complex processes by automating them. This improves effectiveness and ensures nothing is overlooked when dealing with customers or prospects.

Re-use data from other software

Sage CRM can access data from other solutions you may be using. This helps you to be consistent with everyone you interact with.

• Information can come from within the CRM software, from external websites or from integrated systems
• Integrate with Microsoft Outlook
• Integrate with finance software from Sage (Sage 200 and Sage 1000)
• Additional customisation lets you integrate web services such as LinkedIn, Facebook and Hoovers, for a richer, more personal view of information

Quickly create your own flexible solution

Sage CRM is highly flexible, and can be easily configured and customised to meet your specific business requirements.

• Predefined reports and templates will meet the majority of your needs, so that you can quickly begin to benefit from your new software
• A highly configurable report designer lets you create reports and documents that match your exact needs
• Quick to install and easy to use, you can be up and running within days
• Drive more sales with effective marketing communications and e-marketing campaigns, sales process automation, lead management and reporting
• Easily extend your CRM software solution, so it grows with your changing business. You can use your internal development resources or access our large network of outside expertise to do this.

Make the right strategic decisions

Sage CRM helps you make strategic decisions about your business. You can identify and categorise your most profitable customers, understand their priorities and how much they cost you to sell to and to keep.

• Protect margins, reduce cost of sale, customer attrition and administration costs, while also eliminating process bottlenecks
• Eliminate the duplication of information
• Leverage revenue opportunities by identifying who is most likely to buy which products or services and why
• Ensure that customer service level agreements are adhered to, pinpoint underlying issues and take corrective action accordingly
• Increasing company-wide awareness of your customers needs, identify areas to improve product development and service delivery processes

The following sections provide general recommendations for Sage CRM installations, as well as specifications for large Sage CRM installations. These are general recommendations only and we require that you liaise with our technical team before purchase.
 
General Recommendations

• Level 5 RAID disk array system- The level 5 RAID provides significantly better performance whilst allowing you to swap out a failed drive with minimal disruption to your production environment
• Each supported server should have access to 5MB broadband for remote support and RAS
• Each site must have adequate backup and recovery capabilities, for example DAT / DLT tape drives Uninterruptible Power Supply

"hot stand-by" system that has a backup database- the standby system should have a very similar configuration to the primary production system. The standby system can also be used for development and testing
 
N.B. The amount of disk space required varies widely based on the number of customer records, archiving plans, and backup policies. The disk space can also vary widely based on the amount of information held for each customer. Therefore, it is important to try to estimate this prior to installation and purchase sufficient disk storage to allow for significant growth in the volume of data.
 
Solo Installations
 
Regardless of number of users, every Solo CRM system should have a dedicated database server. The database is regularly used for heavier synchronisation processes coming from Solo Clients.

Installations with over 50 Users
Servers
 
Split the Database server and Web server across two machines.
 
Memory
 
The amount of memory in the Database server should be no less than 50 percent of the anticipated database size after one year. Planning for a ratio of 75 percent provides additional performance and room for errors in the size estimate.
 
Processor
 
The processors in each of the machines should be high specification, for example 2.8 Ghz Dual Core Xeon or better.
 
Installations with over 100 Users
 
Servers
 
At a minimum, the Database server should be dual processor. Ideally both machines should be dual processor.
 
Memory
 
The amount of memory in the Database server should be no less than 50 percent of the anticipated database size after one year. Planning for a ratio of 75 percent provides additional performance and room for errors in the size estimate.
 
Processors
 
The processors in each of the machines should be high specification, for example 2.8 Ghz Dual Core Xeon or better.

Installations with Several Hundred Users
 
The specifications below assume that users are fairly interactive, for example, users working in a Call Centre. You may get more users on a lower specification if the users are lower-usage users.
 
Servers
 
At a minimum, the Database server should be quad processor. Ideally both machines should be quad processor.
 
Memory
 
The amount of memory in the Database server should be no less than 50 percent of the anticipated database size after one year. Planning for a ratio of 75 percent provides additional performance and room for errors in the size estimate.
 
Processors
 
The processors in each of the machines should be high specification, for example 2.8 Ghz Dual Core Xeon or better.