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Sage CRM.

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Presentation on theme: "Sage CRM."— Presentation transcript:

1 Sage CRM

2 Key facts about Sage Market Global company with over 12,700 employees*
Over 6 million customers worldwide* One of the market leaders in the UK, North America, Europe, South Africa, Asia and Brazil Finances Revenue of £1,376.1** million for FY2013* Organic revenue growth of 4% for 2013 (2012: 2%)* EBITA £375.8m* Market capitalisation of approximately £4 billion* More than 40 acquisitions since 1991 Customers Provide advice to customers through 1.9 million support contracts* Manage around 36,000 customer calls each day* Work with 22,600 reseller partners and more than 40,000* accountants worldwide An introduction to The Sage Group plc *Data for financial year ending September 2013 ** Statutory revenue

3 How Sage started An introduction to The Sage Group plc

4 Sage groups themselves into three regional businesses
Europe UK, Ireland, Germany, Switzerland, Poland, Austria, France, Spain, Portugal, Belgium plus a subsidiary in Morocco One of the market leaders in the UK, France, Ireland, Spain, Switzerland and Poland 7,200 employees* Revenue £776.9 million* EBITA £220.2 million* Americas US, Canada and Brazil Strong presence in small business, a market leader in Canada and Brazil 3,540 employees* Revenue £448.2 million* EBITA £115.0 million* AAMEA South Africa, Australia, Singapore, Malaysia, India, Dubai, Botswana, Namibia, Kenya and Nigeria One of the market leaders in South Africa, Australia and Malaysia 2,000 employees* Revenue £151.0 million* EBITA £40.6 million* An introduction to The Sage Group plc * Data for financial year ending September 2013

5 Financial performance fiscal years 2006-2013
*Statutory revenue; An introduction to The Sage Group plc

6 Sage is the 3rd largest ERP solution provider to businesses worldwide
Market leadership Sage is the 3rd largest ERP solution provider to businesses worldwide SAP 24.6% OTHERS 47% ORACLE 12.8% INFOR 6.2% Source: Gartner, ERP Software Market Share Top 10. Published March 2013. MICROSOFT 4.6% An introduction to The Sage Group plc

7 Across every industry vertical imaginable
Sage CRM Over 15,000 Customers In 70 Countries Across every industry vertical imaginable

8 Accelerate your business success with Sage CRM - an affordable, adaptable and easy to use CRM solution. sagecrm.com

9 Sage CRM A leading solution for sales organizations
“Sage CRM has strong SFA functionality, an intuitive UI and affordable pricing.” Gartner 2014 “SMB sales organizations will find Sage CRM to be a sound choice with broad functionality and low cost.” Gartner 2013 Source: Gartner Magic Quadrant for Sales Force Automation, Robert DeSisto. Published July 2013 and July 2014

10 Champions: Value Award: Trend Setter Award: Info-Tech Insight
1. Lack of social creates a “ripple” effect hurting vendors’ commodity features. In 2013, Info-Tech expects vendors to incorporate social capabilities into their commodity sales, marketing, and service management features. Some social capabilities are still unavailable from certain vendors or they require third-party add-ons. Organizations may need to acquire these capabilities elsewhere. Mobile is improving, but employee-to-employee collaboration remains weak. 2012 marked an improvement in mobile tools; SMBs with high collaboration needs should consider third-party solutions. SaaS is the norm, not the exception. The majority of small enterprise CRM vendors profiled by Info-Tech offer hosted deployment models, and some forego the on-premise deployment altogether. Info-Tech Insight Info-Tech evaluated seven competitors in the small enterprise CRM market, including the following notable performers: Champions: Sage CRM offers a host of deployment options, a modernized UI that provides a true mobile experience, and some social functionality that differentiates the product from competitors. Salesforce.com provides the most comprehensive feature set with three of its popular products: Sales Cloud, Service Cloud, and Marketing Cloud. Value Award: 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. Trend Setter Award: SugarCRM ships with an innovative forecasting engine that allows sales agents to predict the most effective strategy for meeting quotas by trying various “what if” scenarios.

11 Sage CRM Quick Summary Sage CRM is a powerful, flexible and intuitive CRM solution. It easily adapts to the unique needs your organization. A contemporary user experience and intuitive design Can enhance your customer relationships by giving you access to all customer information at all times. New screens can be added as required (Builder). Workflows can be added to manage processes.

12 Supporting management with valuable business insight
Gain insight into key performance indicators so you can determine how effective your efforts are and what corrective action needs to be taken. Quickly assess how healthy your teams workloads for performance analysis. Use this information to quickly create visual reports, for at-a-glance assessments, business insight and informed decision-making.

13 Cloud or On-premise Deployment
The flexibility you get with Sage CRM extends to your deployment options Cloud On-premise …it’s your choice.

14 Adapt Sage CRM to suit the unique needs of your organization
sagecrm.com

15 Control your Processes Market leading Workflow engine
Sage CRM’s industry leading ‘Workflow Engine’ allows you to set defined controls for how information progresses through your different departments.

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17 Control your Processes Market leading Workflow engine

18 Extend out the application quickly and easily Using Builder
sagecrm.com

19 Sage CRM Builder Adapt Sage CRM for your business
Sage CRM Builder is intuitive Sage CRM Builder is accessible Sage CRM Builder is powerful We created a drag and drop interface for Sage CRM Builder making it our most intuitive tool to date. You and your team can: Create custom business modules in just six simple steps Upload important business data to Sage CRM Anything you create with Sage CRM Builder is accessible online, through the cloud. You and your team can: Act on information stored within Sage CRM with your desktop, tablet or mobile device Use your custom business modules in the office or on the road Sage CRM Builder provides powerful reporting tools for making smarter business decisions. You and your team can: Gain business insight by reporting on the details of what you create Make business decisions faster using at-a-glance reporting tools

20 Sage CRM Builder Adapt Sage CRM for your business

21 Sage CRM Builder Adapt Sage CRM for your business

22 Integration Options

23 Sage CRM Cloud Custom Integrations – Today
Sage CRM Cloud has two key API’s that can be used to integrate external applications with a Sage CRM Cloud account. Sage CRM Cloud External API’s: SDATA API This is a REST based API which provides read-only access to data in a CRM account. Web Services API This is a SOAP based API which provides CRUD access to data in a CRM account. Resources: Web Services Developer Guide: https://community.sagecrm.com/user_community/m/cloud_documentation/27397.aspx SData:

24 Customization through Client Side API – Today
Consists of Documentation and Code This is a simplified and specialised set of code libraries that will allow easy screen customizations Based on JQuery syntax. (Knowledge of JQuery is not needed) Part of the QA process so all supported and safe Easier than full JavaScript as knowledge of underlying screen structure is not needed. Easy to extend Custom Content . Designed to make customisations more upgrade friendly.

25 Next Wave Integration – External API
SDATA REST json Full CRUD on all entities Implemented for SE post R2 Application Services and functions Workflow

26 Future: Integrated SCRM
Sage CRM syncs data from/to Sage Data Clouds (Hermes, Pegasus) Sage CRM integrated with provisioning/user management endpoints Native SCRM apps talking to Sage Data Clouds directly HTML5 consumers show SCRM UI SData generic/ specific consumers talk to Sage CRM via API Client side Vector Clock synchronisation engines (e.g. Sage50) exchange data SCRM app integrations one/two ways – Exchange, Social, eMarketing

27 Empower your support teams to be more productive and efficient
sagecrm.com

28 Deliver exceptional customer service Key features
Services Case Management Escalation and notification alerts Knowledge base Management Workflow approval process Customer Service Dashboard Detailed analysis on call volumes and case resolution Traffic light monitoring Staff performance monitoring Reporting

29 Leverage the power of social media and mobile CRM to further grow your business
sagecrm.com

30 Unlock new possibilities with Social CRM
Sage CRM integrates with key social media applications such as Facebook, Twitter and LinkedIn. Now you can engage with prospects and customers collaboratively and generate leads, foster loyalty and increase revenues.

31 Social CRM Sage CRM for LinkedIn
Research prospects and connect with customers from within Sage CRM. Sage CRM for Twitter View and manage Twitter feeds directly from within Sage CRM Update your company Twitter feed and track your brand or company mentions, all from within Sage CRM. Sage CRM for Facebook Gain instant information about customers and prospects by associating Facebook profiles with prospect accounts for more detailed information

32 Sage CRM Business Collaboration Powered by Yammer
Drive employee productivity and knowledge exchange with social-style collaboration powered by Yammer. Increase employee engagement Facilitate peer-to-peer learning Drive productivity through collaboration Collaborate across teams

33 What our customers and key industry analysts say about Sage CRM
sagecrm.com

34 What the analysts say “SMB sales organizations will find Sage CRM to be a sound choice with broad functionality and low cost.” Source: Gartner Magic Quadrant for Sales Force Automation July 2014 “In analyzing the experience of customers, Nucleus has found that the competitive price point, ease of configuration, and relatively seamless integration with Microsoft Outlook are key reasons why customers choose Sage over competitors” Source: Nucleus Research, Technology Value Matrix, September 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 “Overall, there is little to argue about Sage CRM's applicability in the target market (SMB). “Sage CRM's feature set and roadmap align well with contemporary CRM requirements, such as social and SaaS.” Source: Ovum Decision Matrix, July 2013

35 What… Our customers say
“60 percent 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 pecent 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 “Over the last four years our company’s revenue has grown about 60 percent and we would not have been able to do that without Sage CRM” Karen Zfaty, Director, Marketing Info Systems, PARS

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

37 Used by over 15,000 companies in 70 countries worldwide

38 Sage CRM Global strength,
Local focus.

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41 In our 11th year of business
Over 100 projects Sage CRM development Partner Methodical approach (am PMP)


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