Sage CRM Cloud

Is Sage CRM right for me?

Sage CRM Cloud is perfect for small and medium-sized companies, enabling them to share and manage customer information across all departments.

Sage CRM Cloud allows you to reach new levels of customer profitability while retaining loyal customers:

• Quick to implement, easy to use, and loaded with powerful features, Sage CRM Cloud allows key personnel to access common, client-focused information and provide a better, more personalised service.
• Manage your sales pipeline and forecast and report on key sales metrics.
• Access account details and all relevant customer information, including sales opportunities, calls and escalation history, support cases, e-mail, quotes, orders and documents sent and received.
• Sage CRM Cloud provides the tools to plan, execute and audit highly targeted marketing campaigns.
• Instant access to calendars, accounts, reports, pipeline, contacts and call lists empower your sales team to hit their targets every month.
• Anytime, Anywhere access – Sage CRM Cloud works on a Blackberry and Apple iPhone.
• With Sage CRM Cloud, your business can reach new levels of customer profitability while retaining loyal customers.
• One monthly fee gets you everything - your Sage CRM application, support, training, backups and upgrades
• There are no servers to purchase and manage, no databases to administer and no nightly backups to perform.
• We take care of securely hosting and managing your system
• On screen coaching throughout Sage CRM Cloud and an easy-to-navigate interface makes training a doddle.
• As your business expands and process integration becomes critical, simply migrate your Sage CRM Cloud database to an in-house CRM system. Sage CRM Cloud offers seamless migration to our on-site system, Sage CRM

For more information contact our Customer Development team on 0845 1119988

See the features & benefits tab to find out more.

Is Sage CRM right for me?

Sales Management Information at a Glance
With Sage CRM Cloud, all sales information is stored, tracked, reported and displayed on your sales manager’s dashboard.  Easy to read graphics provide an instant view of how the sales pipeline is performing.  Sage CRM Cloud automates the sales process for maximum effectiveness, ensuring no deals “fall through the cracks”.   Sage CRM Cloud boosts your sales team’s productivity by delivering a single view of leads and opportunities on their dashboard, thereby enabling them to do their job effectively.
With Sage CRM Cloud Sales Force Automation, real-time sales opportunity analysis is provided instantly.  Sage CRM Cloud provides a snapshot of all opportunities within the sales pipeline, allowing your sales team to effectively analyse and manage deals at every stage.

Complete Marketing Campaign Management
In today’s tough economic client, every pound spent has to show a return.  Sage CRM Cloud provides marketing users with the tools to target customer at the right time, eliminating guess work and optimising marketing investment.  Sage CRM Cloud provides effective tools for monitoring marketing budget and calculating direct revenue yields.  Its advanced reporting capabilities help you to track lead sources and focus your marketing activity on prospects that are more likely to purchase – thus increasing ROI.

Customer Care Automation
Providing quality customer care and maintaining satisfied customers is a challenge for every business – now even more that ever.  Sage CRM Cloud makes it easy to build customer loyalty by providing you with the tools you need to deliver world-class service to your customers.  By using Sage CRM Cloud’s workflow, you can define customer care processes and escalation points, thus ensuring that no customer issues “fall through the cracks”.

Business Management
The reporting and dashboards within Sage CRM Cloud give your senior managers instant insight into all the business performance metrics from right across the business, allowing them to analyse emerging trends in different regions and market segments and help make critical decisions.

Client Software

No installation is required on your PC or laptop for core Sage CRM Cloud functions, as the web browser is usually pre-installed. Some features of your Sage CRM Cloud account, such as Mail Merge, Reporting, and Outlook Integration will require the installation of plugins and external applications. These are outlined in the next section.

The following Web browser is supported:

Microsoft Internet Explorer (6.0, 7.0 and 8.0).
Note: If you experience performance issues with IE, it may be due to the number of HTTP connections open at any one time. To prevent this issue affecting CRM performance, it is recommended that CRM is opened in its own browser window.

Files and Applications you may need on the Client

Mail Merge Plugin

To use the mail merge functionality: The first time a user encounters one of the features requiring the plugin (for example, the My CRM | Calendar page displaying the Document Drop icon), they are prompted to download a plugin. Instructions are provided on-screen and you must be an administrator or power user of your machine to install the Mail Merge Plugin. Your browser must also be configured to accept plugins. Contact your System Administrator if you do not have these rights.
Note: If you experience errors while using IE 7 in combination with the Skype plugin, Mastermind, it is recommended that you temporarily disable the Mastermind plugin,or upgrade Skype to the latest version.More information can be found on Skype's web site.

Adobe Reader

Reports generated by your Sage CRM Cloud account are produced as a PDF. To view these reports Adobe Reader must be installed on the client machine. The Adobe Reader can be downloaded from www.adobe.com.

Outlook Plugin

To install the Sage CRM Cloud Outlook Integration, users download the Outlook Plugin from within Sage CRM Cloud in the My CRM | Preferences tab. You must be an administrator or power user of your machine to install the Outlook Plugin. Contact your System Administrator if you do not have these rights.
The Outlook Plugin requires XML Parser and the .NET Framework to be on the client. These are checked for during the install process and installed if not present.
Note: Users are required to have either Outlook 2003 or Outlook 2007 to use the CRM Outlook Integration. Sage CRM Outlook client integration is supported for e-mail accounts running on Microsoft Exchange Server MAPI or POP3.

Microsoft Office Applications

Sage CRM Cloud users who wish to use the mail merge and document merge features supported by Sage CRM Cloud should have Microsoft Office Word 2003 or 2007 installed on their machines.

Recommendations for Client Hardware

As the application uses a web browser, the client hardware specification is determined by the minimum web browser requirements for the client operating system.

Recommendations for Offline Sychronization

Recommendations for Solo Clients. A Core 2 Duo (or comparable) processor with at least 1 GB of RAM is required. 65 MB of disk space is required for the Client installation. The disk space required for the Client’s filtered data will vary depending on your offline profile.

Access for Mobile Users

Mobile users have a choice of how to access the system:
Your Sage CRM Cloud account can be accessed from anywhere in the world through a standard broadband internet connection. Sage CRM Cloud only delivers HTML and JavaScript to the user's web browser so it is ideally suited to this type of usage.

Sage CRM Cloud offers an offline synchronization solution called Solo. Once a Solo license is purchased, a Sage CRM Cloud user can download their Sage CRM Cloud database, work offline, and synchronize with their Sage CRM Cloud account via a standard broadband internet connection. Typical data synchronization time for an offline user is two or three minutes, dependant on connection type, number of updates made to the offline solo database and the users Sage CRM Cloud account, and amount of data to be transferred.

Your Sage CRM Cloud account can also be accessed through a mobile device such as an iPhone or Blackberry.

Either option has security implications, which can be overcome via firewall software, ensuring the integrity of data at all times and by encrypting all data transferred.