BTerrell Group Blog

You've heard us talk about SageCRM, but what are some of the top features that benefit the different departments in your company? Take a look below to find out.

FOR ALL USERS
• Interactive and role-based dashboards
• Advanced customization capabilities
• Built-in user tutorials, user guide, and quick tips
• Flexible deployment options
• Easy-to-use layout
• Ability to personalize interface designs

FOR MARKETING PROFESSIONALS
• Campaign management and analysis
• Lead qualification and management
• Comprehensive email formatting options
• Mail merge functionality
• Outbound calling
• List management
• Customer segmentation

FOR SALES PROFESSIONALS
• Account, contact, and opportunity management
• Comprehensive reporting and analytical tools
• Sales forecasting and territory alignment
• Process and workflow automation
• Mobile solutions and offline synchronization
• Escalation and auto notifications
• Quote and order entry

FOR CUSTOMER SERVICE PROFESSIONALS
• Customer self-service portal
• Case tracking and management
• Workflow automation
• Knowledgebase recording customer service solutions
• Address maintenance and linking tools
• Escalation and auto notifications
• Reporting

FOR IT PROFESSIONALS
• Out-of-the-box customization
• Easy to install and fast to deploy
• Easy to integrate
• Flexible deployment options

INTEGRATION CAPABILITIES
• Microsoft Outlook Integration
• Integrates out-of-the-box with many leading Sage ERP products
• Computer telephony integration

Contact us to learn more, or read more on our website.