P.C. Consulting - London, Ontario

SageCRM

A good Customer Relationship Management (CRM) system should provide your business with more than just a centralized database of customer and prospect contact information.  To realize the full benefit of a well-implemented CRM strategy, the software solution should provide everything you need to nurture your relationships and turn prospects into customers, and satisfied customers into loyal customers.

SageCRM is an easy-to-use, feature-rich CRM software solution that delivers the robust functionality needed to provide enterprise-wide access to vital customer information with the flexibility to accommodate the unique ways that you do business.  SageCRM integrates your prospect information, sales details, up-to-the-minute communication history, customer care and marketing information to unify all of your customer-facing activities and create an effective, personalized customer experience.

Sales Force Automation

SageCRM sales force automation puts you in complete control of your sales pipeline, allowing sales team members to effectively manage, forecast and report on all phases of the sales cycle. You can easily manage and analyze all current and historical account details and activities, manage multiple accounts and opportunities and automatically distribute leads to your sales people.

With SageCRM, sales cycles can be shortened and more deals can close faster. The sales force automation capabilities within SageCRM provide your sales team instant access to vital customer data including reports and graphs, quotes, forecasts, and historical account details.  It also provides you the ability to quickly do on-the-spot analysis, make informed decisions you can trust and eliminate bottlenecks that typically lengthen the sales cycle.

Marketing

Take control of your marketing dollars by automating and tracking every marketing campaign, from one-time e-mail communications to multi-faceted marketing programs.  SageCRM marketing automation provides accurate metrics on all of your marketing activities, enabling you to close more new business and capitalize on lucrative cross-sell and up-sell opportunities.

With SageCRM, you can target the right customer at the right time, eliminate guesswork, improve campaign management and put your company's marketing resources to their best use.  Execute more effective campaigns, track responses faster and easier than ever before and make sound decisions based on what your customers want and how they respond.

Customer Care

With SageCRM customer support automation you can make the most of every customer interaction, maximizing business opportunities and customer satisfaction. It empowers your organization with critical information to build and support long-term customer satisfaction and loyalty.
With fast online access to service requests, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, you'll have complete and accurate data at your fingertips. SageCRM customer support automation enables you to quickly resolve issues and easily capitalize on cross-sell or up-sell opportunities.


Mobile CRM Solutions

Wireless PDA Access

The benefits of real-time access to your CRM solution and database are numerous and can have a positive impact on your business performance and profits.  Wireless connectivity with enhanced support for Personal Digital Assistant (PDA) devices using the Microsoft Windows Mobile operating system brings real-time data to your fingertips—anywhere, anytime.

With online Internet access, PDA users such as field sales representatives, can stay connected for real-time access, enabling staff to view reports and update contacts and sales opportunities. They also can continue to qualify leads, track customer issues, and manage tasks and calendars.
Wireless PDA access to your CRM solution simply makes you more productive, increasing productivity while reducing costs.
Benefits of remote access include:

  • Access important account, contact, and history information
  • Maximize time while traveling
  • Cultivate stronger sales relationships
  • Improve customer service
  • Update account information
  • Add key account data
  • Schedule activities and appointments
  • Synchronize information at a later point in time
  • And much more!

Offline Synchronization

A comprehensive CRM solution enables organizations to guarantee their sales, marketing and customer care professionals have fast, up-to-date access to critical data—regardless of where these employees are located. Even when not connected to a network, mobile users can work offline and later synchronize with the central server, using the optional Offline Synchronization feature.

As a result, Offline Synchronization simply makes your field sales, marketing, and service personnel more productive and efficient because they can work anytime, anywhere regardless of connectivity. Offline Synchronization is also cost effective since end users can install the offline client by downloading it directly from SageCRM, without requiring additional software such as Microsoft Internet Information Services (IIS) or Microsoft SQL Server Desktop Engine (MSDE).
Benefits of Offline Synchronization include:

  • Access important account, contact, and history information
  • Maximize time while traveling
  • Cultivate stronger sales relationships
  • Improve customer service
  • Update account information
  • Add key account data
  • Schedule activities and appointments
  • Synchronize information at a later point in time

Application Integration

It’s this tight integration between Sage CRM and Sage back-office solutions that enables everyone in your organization—from sales and marketing to accounting and finance to support and shipping—to work together, efficiently, in the business of building profitable customer relationships.
Integrating Sage CRM Solutions with your back-office applications gives your employees greater customer insight by enabling them to:

  • Quickly identify cross-sell and up-sell opportunities
  • Easily access payment history information
  • Identify additional purchasing power—or lack of
  • Identify availability of products for Sales
  • Quickly assist customers with order status
  • Generate more accurate quotes and proposals

Everyone wins with front- to back-office, customer-centric integration because orders move to accounting more quickly and accurately, customers receive products sooner, the company gets paid faster, salespeople receive commission checks earlier, and customers receive higher levels of customer service.


Productivity Tools

Automated Process Workflow

With SageCRM's workflow capabilities, businesses can automate pre-determined business processes across all channels, departments, and employees. To help assess and design workflow, SageCRM 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 routed to the correct employees. SageCRM 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

SageCRM combines a fully-integrated CRM solution with interactive inbound and outbound telephony automation. Contact centres are provided access to the same single point of communication the rest of the enterprise shares.  A customer’s complete CRM history including fax, personal visits, phone and e-mail is viewed through automated screen pop functionality and provides support employees an overview of the entire 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. SageCRM 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, SageCRM 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 contact centre.

Customization

SageCRM provides customization tools that allow businesses to rapidly modify all aspects of the system.  SageCRM’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, on-screen tools, managers and administrators can create and modify fields, screens, tabs, tables, views, scripts, and security settings on the fly. SageCRM customization functionality allows quick-and-easy user-specific modifications to interfaces and data and ensures SageCRM can be easily adapted to your business requirements.

Global Deployment

SageCRM provides multicurrency, multi-lingual support from a single code base—U.S. English, U.K. English, French, German, and Spanish—making this solution the logical choice for businesses around the world.  SageCRM'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

SageCRM 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. SageCRM allows your customers 24/7 access to information they want.

Outlook Integration

SageCRM has complete, two-way synchronization with Outlook contacts, calendar (appointments), and tasks, in addition to enhanced e-mail integration. With Outlook integration you also have the option to access your entire SageCRM contact database from within the standard Outlook interface. Lastly, Outlook integration enables you to synchronize your CRM data to devices such as mobile phones and PDAs that synchronize with Outlook.
With Outlook integration, you can:

  • Use all the features of SageCRM entirely from within the Outlook interface; no more switching from one application to the other.
  • Bi-directionally synchronize contacts, appointments, and tasks between Outlook and SageCRM.
  • Perform a one-way export from SageCRM to Microsoft Outlook.
  • Send e-mail within SageCRM using Outlook and automatically have the e-mail stored in the relevant customer contact history, including attachments.
  • Easily import e-mail from Outlook into the appropriate customer contact within SageCRM.
  • Choose which contacts and calendar items flow between applications, allowing you to work the way you want.