BTerrell Group Blog

SageCRM Features for Sales, Marketing, IT, and Customer Service

Posted by Meredith Gooch on Wed, May 04, 2011

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.

Tags: SageCRM, Sage CRM, SageCRM features, Sage CRM feautes, CRM for sale, CRM for markting, CRM for IT, CRM for customer service