Advanced Features
Automated Process Workflow
With Sage CRM Workflow businesses can automate pre-determined business rules across all
channels, departments and employees. To help assess and design workflow Sage CRM provides
graphical views of the process and its development patterns. In combination with e-mail
integration, workflow ensures that actions requiring attention or escalation are
automatically being routed to the correct employees or partners. Sage CRM creates a
confidence among employees that issues are not going to fall through the cracks and frees
their time to perform more important tasks.
Computer Telephony Integration
Sage CRM combines a fully integrated CRM solution with interactive inbound and outbound
telephony automation. Contact centers are provided access to the same single point of
communication the rest of the enterprise shares. A customers complete CRM history including,
fax, personal visits, phone and email is viewed through automated screen “pop-up” functionality
and gives the support employees an enterprise view of the customer experience. Full on-screen
auto-dial and phone functionality allows your support staff to perform necessary tasks through
the system interface rather than the phone system. Sage CRM provides full integration to all
standard third party telephony software leveraging existing automation such as call escalation,
routing, call queuing and reporting functionality. A central repository for all customer data
Sage CRM provides easy-to-use, real-time access to information your support staff needs to
resolve customer issues quickly and efficiently, reducing call times and increasing the
efficiency of your call center.
Customizations
Sage CRM provides customization tools that allow businesses to rapidly modify all aspects of the
system. Sage CRM’s open architecture greatly reduces development and maintenance costs and allows
seamless integration with other mission-critical applications across your enterprise. With
easy-to-use, onscreen tools, managers and administrators can create and modify fields, screens,
tabs, tables, views, scripts, and security settings on the fly. Sage CRM customization
functionality allows quick-and-easy user-specific modifications to interfaces and data and
ensures Sage CRM can be easily adapted to your business requirements.
Global Deployment
Sage CRM provides multicurrency, multi-lingual support from a single code
base—English, U.K. English, French, German, Spanish, Dutch and Japanese—making this solution
the logical choice for businesses around the world. Sage CRM's single server installation and
web browser access, allow employees, partners and customers alike to view the information they
need to get the job done, anytime, from anywhere in the world.
Web Self Service
Sage CRM Web Self Service allows customers to access or request services and support
over the web. Customers can receive information based on their preferences, requests and
histories, providing them a single point of contact for information about your products and
company through designed customer and partner portals. Allow your channel partners access to
shared workflow, lead-tracking, inquiries, invoicing and customer information. Sage CRM allows
your customers 24/7 access to information they want.
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