1. Learn how Sage CRM partner add-ons can help you target new customers
Peter Wolf
President
Azamba Consulting
Joe Cassidy
Director
Team Knowledge

2. Ensure your partners have exclusive access to the Sage CRM Ecosystem
1st Step: Register as a user at
2nd Step: to get full access rights

3. Introduction Introduction to the Apps and Extra Section
Sage CRM Business Partners
Azamba Consulting
Team Knowledge
Q & A
Wrap Up

4. 2 Key Ways Apps and Extra’s can benefit you!1
Leverage partner add-ons in your CRM deals
SAGE
CRM BP
Apps &
Extras 2
Build your own add-ons
SAGE CRM BP
Competency
Development Capability

5. Apps & Extras: Located on www.sagecrm.com
Key App Areas include:
‘000s’ of visitors every month!
Approx 100 different Add-ons
Customer Management
Maps & LBS
The ‘Sage CRM Platform’
Project Management
Apps & Extras
Custom Development
Mobile
Solutions
Marketing
Integration
Tools
Data Management

6. Sage CRM Extended Solutions
Peter Wolf / Azamba

7. Who is Azamba Consulting?
We are a consulting firm that helps Sage partners introduce, sell and implement Sage CRM to their accounting system clients.

8. Azamba Highlights 260+ successful Sage CRM installation
10+ years of Sage CRM
9+ Sage CRM dedicated employees
Partner focused – represent 90% of our revenue
Success-oriented methodology
Sage Spirit Award winner
Sage President’s Circle member

9. Sharing our Knowledge Ignite – monthly online Sage CRM magazine
Azamba Partners – resource for partners

10. Sage CRM Extensions TechnoTropic Azamba Op Suite
Azamba sub-brand focused on usability and productivity tools and widgets
Person Multi-Link (brokers and agent management)
ERP Multi-Link (one company record in CRM can point to multiple accounting system records)
Advanced Document Management (check-in / out, version control, proper file naming, more)
Collections Call Management (one-click call notes and follow-ups, slice and dice reporting, more)
Advanced Communications Management (archiving, prioritization at grid level, more)
Tune-up Wizard (optimizes CRM performance – typical 30+% boost experienced)
Advanced Grid Management (quickly build advanced grids beyond standard Sage CRM grids)
More (call / check site for details)
Azamba Op Suite
Full distribution functionality built within Sage CRM

11. Why Azamba Op Suite?
Op Suite is designed for distributors to put the power of CRM in the hands of the people that needs it the most:
Sales
Customer Service
Field Agents
Purchasing
Management
Executives

12. As Opposed to Traditional Deployments
Traditionally, everyone in a distributor organization is using accounting software to do their jobs.
Problem! Accounting software isn’t designed for all roles.
The front office folks want and need CRM.

13. Azamba Op Suite Benefits
The people in the front office get the right tool to do their job the right way and receive all the advantages of the built-in Sage CRM functionality:
Workflows and notifications
Op Suite comes with best practice workflows that can be customized
Shared calendar and task management
Follow ups and activity in a central place for all front office tasks
integration
Common templates for quotes, orders, purchasing, follow-ups
Ease of customization
Every screen, every area can be tweaked to specific needs
And all the rest of the built-in powerful Sage CRM functionality

14. What Resellers Receive
Great margins
30% ongoing margins via subscription model
Marketing and sales assistance
Our team will help with any and all presentations
Implementation assistance
Our team will help with any and all implementations (first project required)
Opportunity to differentiate
Present a strategic solution vs traditional accounting solution
Opportunity to customize system to customer needs
All the power of Sage CRM customization combined with accounting functionality

15. Call Scripting for Sage CRM in Customer Services
Joe Cassidy
Team Knowledge Limited

16. TKDialogs: international

17. The Business Issue
Delivering quality Customer Services across multiple channels with Sage CRM

18. What do TKDialogs and CRM deliver?
A single user interface for the Agent
Provides unified access to multiple CRM modules
Provides unified access to multiple data sources
Automates business logic based on user input, calculations and multiple data sources
Launched from CRM or CTI

22. What do TKDialogs and CRM deliver?
Generates documentation from multiple modules and data sources
Populates CRM records and links to other products
Automates CRM activities

23. Automation

24. Benefits Reduction in transaction time
Reduction in training costs, initially and on-going
Resolution of enquiries at the first point of contact
Ensures consistency
Better staff utilisation - multi-skilling
Increased back office productivity
Better customer service

25. Dialog Builder Easy-to-use, flowcharting design tool
Automatically generates web pages
CRM integration wizard
Integration with other data sources
Extensible through custom plugins

28. Partner Benefits Extend existing CRM deployments
Win new business opportunities in the contact center market
Win additional services business

29. Summary Special thanks to Team Knowledge & Azamba Consulting
Leverage the Apps and Extras Section for
your deals
Get involved yourself !
Over 100 different add-ons – do you have one?
for more info

30. Visit the Sage CRM Ecosystem at www.sagecrm.com
Sage CRM (Official Group)
Visit the Sage CRM Ecosystem at
Facebook: Sage CRM
Twitter: wwwsagecrmcom
LinkedIn: Sage CRM (Official Group)
YouTube: wwwsagecrmcom
wwwsagecrmcom