Bringing Customer Focus to your Business
Sage CRM

Sage CRM
Delivering CRM Solutions
500 Staff Worldwide
Small, Medium and Corporate Divisions
ACT! and SalesLogix
5,600 Companies use SalesLogix Worldwide
SalesLogix installed and integrated at 50+ Sage Enterprise sites
UK HQ in Winnersh, Berkshire

What is CRM?

What is CRM?

What is CRM?

What is CRM?

What is CRM?

What is CRM?

Customer Relationship Management
CRM is a business strategy to create and sustain long term profitable customer relationships
 CRM requires a customer centric business philosophy and culture to support effective marketing, sales  and service processes.
CRM applications can enable effective customer relationship management, provided that the enterprise has the right leadership, strategy and culture

CRM is

The Customer Relationship Lifecycle
Marketing
Sales
Commercial Transactions
Service & Support

An Introduction to SalesLogix
The Market Leading CRM Solution

Slide 13

The Sales View

The Marketing View

The Support View

The Finance View

The Single View from
Sage CRM Solutions

Slide 19

Slide 20

SalesLogix Suite

Slide 22

The Single View
Integration to Sage Enterprise

Integrating the Front Office & Back Office

Sage Products for the SME

Integration Benefits
Deliver all relevant customer information to staff
Sales, Marketing, Service & Financial
Fully enable the customer cycle through to purchase
Improve Customer Service Levels & Loyalty
Improve business intelligence

Sage Enterprise and SalesLogix Users

Sage Enterprise and SalesLogix Users
Building Products/Construction
Ultraframe Plc Clitheroe
Pilkington UK Limited St. Helens
St Helens Glass Co-Ltd. Merseyside
The Saville Group Ltd. Nether Poppleton
Chemicals
Fosroc Limited Tamworth
Hubron Ltd Manchester
Multisol Limited Nantwich
Distrupol Ltd Chertsey
Barrettine Products Ltd Bristol

Sage Enterprise and SalesLogix Users
Communications
Comunica PLC Eastcote
Convergent Telecom Pocklington
Corporate 4U Ltd. Crewe
Dextra Accessories Crewe
Premises Networks Management Altrincham
Computers/High Tech
Alpha Business Computers Ltd Hazel Grove
Phoenix Software Ltd York
H M Associates Marlow
Version One Stockport

Sage Enterprise and SalesLogix Users
Electronics
Elcometer Instruments Ltd Manchester
AICO LTD. Oswestry
Meteor Controls International Ltd. Cookstown
Engineering
Leco Instruments - UK Stockport
Industrial Power Units Ltd. Oldbury
Healthcare/Medical/Pharmaceutical
Scrivens Hearing & Optical Birmingham
Skillbond Direct Ltd High Wycombe
VernaCare Bolton

Sage Enterprise and SalesLogix Users
Heating and Ventilation
Resource Environmental Services Midgham
Hamworthy Heating Ltd Dorset
Manufacturing
Beech Tree Manufacturing Ltd Halifax
Cutler-Hammer Ottery
Gaskell Plc Accrington
Seoul Nassau (UK) Ltd West Sussex
Laybond Products Ltd Chester
Office Supplies/Equipment
Stanford Marsh Worcester
Broadstock Office Furniture Ltd Macclesfield

Sage Enterprise and SalesLogix Users
Other
Kappa Corrugated UK Limited Northampton
John Blee (Tools) Ltd Birmingham
Dowlis Group Ltd Byfleet
Firwood Paints Ltd Bolton
The Cheese Cellar London
Roxspur Measurement & Control Sheffield
Collectible World Studios Stoke on Trent
Arbil Ltd Stourbridge
Misys Insurance Management Peterborough
Jas Bowman & Sons Ltd Hitchin
Stanley Gibbons Limited Hampshire

Sage
Application Integration Server
Provides a practical, real-life solution by creating a bridge between SalesLogix and Sage L500 accounting application and reduces time consuming data replication by a "smart link" technology
Supports one-off customer import, credit application, ongoing account synchronisation, sales order submission, read-only access to relevant accounting data, product data exchange, accounting events
Works with SalesLogix remote users
Fully customisable

The Value Proposition
For SalesLogix
An efficient framework to integrate various accounting applications in a timely and consistent manner
Ownership of a sound and highly customisable integration technology
For the Channel
A powerful tool to address individual customer requirements
Ability to develop own adapters and so integrate other applications into the Sage solution stack (èAIS Development Partner Programme)
For the Customer
A robust engine that turns multiple best-of-breed applications into an integrated business solution

Partner & Customer Benefits
Single integration tool to learn, customize and use
Sage can deliver more robust integrations
Improves compatibility between versions of integrated systems

Demonstration

CRM
Definitely A Business Benefit

Benefits - Revenue Enhancement
Increased average revenue per sale
Increased customer retention rate
Improved close rate
Increased number of sales opportunities
Increased share of wallet
Increased customer Life Time Value
Improved new representative performance
Improved new CSR performance
Increased campaign response rate
Increased campaign conversion rate
Increased number of campaigns

Benefits – Cost Reduction
Reduced customer acquisition cost
Reduced training cost
Reduced employee turnover rate
Reduced order errors
Reduced average call time
Reduced employee turnover rate
Reduced cost of providing service
Reduced campaign execution costs

Has CRM Produced The Benefits?

Stanford Marsh Group

Next Steps
SAGECRM.COM
Case Studies including integration to Sage Enterprise
Call SAGE CRM 0845 245 0276
Brian.Macgregor@sage.com
Sage Enterprise & Saleslogix Resellers

SalesLogix and Sage Enterprise Resellers

Bringing Customer Focus to your Business
Sage CRM