Sage CRM for Marketing

Interactive Dashboard

Marketing teams work more efficiently thanks to the interactive dashboard. This is an intuitive and customisable workspace from which they can manage all their daily tasks and activities for maximum productivity. The interactive dashboard can be customised to display relevant information from within Sage CRM, feeds from websites and information from integrated Sage ERP system. Gadgets within the dashboard can be linked to provide a real-time view of campaign or lead information.

A pre-installed marketing dashboard is available out-of-the-box or users can customise their own dashboard or team dashboard with content that is relevant to them and their role. The sales team can monitor their opportunities and pipeline, manage their calendar and appointments, and identify powerful networking opportunities from LinkedIn® all from this customisable workspace.

The Sage CRM dashboard removes the need for users to switch between screens, maximising the efficient use of their time and boosting productivity. Gadgets can be positioned and sized accordingly providing users with maximum flexibility on the layout of their dashboard and delivering a rich and personalised user experience.

Key Benefits

• Boost Productivity by having all relevant information in one place
• Keep all team members up-to-date by having real-time information on the dashboard

Campaign Management

Sage CRM’s total campaign management functionality comes with marketing campaign workflow out-of-the-box so organisations can easily structure campaigns for consistent execution. Marketing users can execute multi-channel marketing campaigns for maximum reach and impact. With Sage CRM, every phase of every marketing campaign can be tracked to provide meaningful analysis and campaign measurement.

Sage CRM empowers the marketing team to view activities, leads and follow-ups, and to drill down to specific activities including ommunications, opportunities, reponses, budget and costs, managing and tracking every element of every marketing campaign.

Sage CRM makes it easier to roll out automated marketing campaigns, putting marketing resources to their best use. The success of individual or ongoing campaigns can be tracked in realtime, at any stage from the initial lead to the close. Users can also clone campaigns easily. This drives marketing-wide collaboration by enabling marketing users to share best practice within teams and re-create campaigns quickly and easily.

With user-friendly tools and highly graphical reports, the marketing team have the ability to match sales revenues to specific campaigns and to analyse marketing campaigns per lead source. Powerful and flexible profiling of customers and prospects based on criteria selected by the marketing team as well as direct integration to mass e-mail and CTI functionality, makes Sage CRM an invaluable tool for organisations and marketers. Sage CRM not only tracks response rates, it also permits the matching of sales revenues to specific campaigns. Management can use invaluable analysis tools in Sage CRM to determine marketing RoI and cost versus sales analysis.

Users can also define a marketing budget which alerts them when they are running over budget for pinpoint budget management.

• Create highly targeted marketing campaigns
• Improve response rate and return on investment
• Monitor campaign performance in detail and copy successful ones
• Manage campaign budgets more easily

Lead Management

Managing and tracking leads is vital to ensure that sales opportunities are not missed and are actioned accordingly. With Sage CRM, leads can be qualified per selected criteria for follow-up and tracked at each stage in the process.

Full workflow management ensures that leads are maximised at all times. They can be assigned to relevant team members to follow up or converted accordingly. Sage CRM provides users with a number of predefined reports to help analyse and track the source of leads. Customised reports can also be designed and displayed on the interactive dashboard for quick reference.

Key Benefits

• Ensure all leads are followed up
• Get reports on the source of leads and link leads to specific marketing campaigns

List Management

With Sage CRM it is possible to create targeted lists of prospects and customers that can be used for sales calls/mailings. Customer data and prospect lists can be segmented based on desired criteria such as interest or demographics via user-friendly tools. Sage CRM allows users to focus marketing efforts on prospects that are most likely to purchase, thereby increasing return on investment and maximising marketing budget and spend.

Sage CRM can be configured so that campaign responses trigger sub-lists for the next wave of the campaign, with successful responses moved to sales and non-responses kept on a reminder list (or removed if required).

Marketing lists can be recorded for future reference and Sage CRM provides the option to re-use successful campaign lists or import mail house lists. Detailed profiles of customers and prospects over the course of the relationship can be created and this information can be stored, reported and segmented for future campaigns.

Key Benefits

• Obtain better focus of marketing activities
• Follow through on responses easily

Sage E-Marketing

Sage E-marketing for Sage CRM, available separately, delivers all the power of e-marketing software directly through Sage CRM for end-to-end marketing campaign management. With a library of over 90 highly designed templates, users can executed targeted email marketing campaigns and drip marketing campaigns to the right people at the right time for maximum impact.

Open, click and bounce rates are automatically tracked enabling users to calculate accurate RoI and deliver hot leads to the sales team. Please refer to the Sage E-marketing for Sage CRM Datasheet for more information.

Key Benefits

• Automate your e-marketing processes
• Get detailed reports on repsonses
• Fully integrated with Sage CRM

CTI Integration

Sage CRM schedules calls for telemarketers and triggers followups dependent on the outcome of the calls while the details of the call, such as length and results, are saved for cross departmental future reference. In addition, CTI (Computer Telephony Integration) integration delivers advanced call automation and recognition tools providing telemarketers with the tools necessary for effective and efficient telemarketing campaigns.

Key Benefits

• Utilise telemarketing resources more effectively
• Monitor relevant information in depth

Reporting & Analysis

Sage CRM enables users to take control of their marketing budget by providing extensive planning and reporting tools across all levels of marketing activity. Leads, opportunities and closed sales are all associated back to their originating marketing campaign, so the direct revenue yield for each programme can be calculated accurately. Alerts can be created to notify users when they are over budget for pinpoint and accurate budget management.

Key Benefits

• Get more accurate information on the success of all marketing activities
• Keep projects to budget

ERP Integration

Front-to-back-office integration between Sage CRM and Sage ERP systems allows marketing staff to leverage account information, enabling them to identify buying trends or suitable target segments. Access to financial information on customers, provides the marketing team with the ability to create marketing lists based on financial profiles and target customers with good credit ratings and purchase histories. Information from the Sage ERP system can be displayed on the interactive dashboard for quick and easy access, providing marketing teams with access to powerful customer data.

Integration between Sage CRM and ERP enables marketing staff to execute highly targeted campaigns based on customers’ financial history and enables pin-point measurement of marketing RoI.

Key Benefits

• Get a truly full picture of your relationship with the customer
• Integrate information from ERP system
• Easily access financial data from a customer account