BTerrell Group Blog

What is CRM and Why Do I Need It?

Posted by Meredith Gooch on Tue, Mar 20, 2012

CRM stands for Customer Relationship Management, and it is more than just a software application. CRM is a business solution for all customer-centric processes. It covers every interaction with customers across the entire business. It improves internal business processes, enables closer management of new and existing customer relationships, increases revenues and decreases inefficiencies and provides management with timely and reliable insight to guide decisions.

With customers in over 70 countries worldwide, Sage CRM is an award-winning, web-based customer relationship management solution. It is a full suite CRM solution comprising sales, marketing and customer service automation.

Over ten thousand customers across the globe use Sage CRM every day to manage and maximize the performance of their business and in particular their sales, marketing and customer service activities.

Benefits of Sage CRM to Your Business:

  • Ensures your sales, marketing and customer services resources are being used to maximum effect

  • Reduces your cost-of-sale

  • Reduces the cost of your marketing leads

  • Ensures you meet customer service level agreements

  • Minimizes administration costs

  • Protects and grows your revenues

  • Ensures that your investments are all aligned to revenue development

  • Enables you to pinpoint underlying issues and take corrective action accordingly

  • Reduces the potential for customer attrition

  • Enables you to leverage further revenue opportunities within your current customer base

  • Empowers your staff to provide exceptional service to your customers

  • Reduces your opportunity cost

  • Boosts productivity and enables staff to accomplish more in their working day

  • Maximizes customer communications and interactions through integrated social media channels

Sage CRM offers customers a rapid route to value through its focus on ease-of use, ease-of-deployment, ease-of-integration, and ease of access anytime, anywhere. In my next blog post I'll talk about some of the features for specific functional roles including sales, IT, customer service, and marketing professionals.

Tags: CRM, Sage CRM, what is crm

Benefits of Integrating SageCRM and Social Media

Posted by Meredith Gooch on Wed, Dec 14, 2011

– Enable your sales teams to better target prospects and prepare for sales calls
– Uncover leads and networking opportunities quickly and easily
– Enable users to update and read twitter timeline and feeds directly from within Sage CRM
– Extend conversations and collaboration with prospects and customers to social media channels
– Enable users to identify how online conversations are affecting their brand
– Help organizations to identify their biggest online champions and influencers
– Enable users to participate in online conversations with an engaged audience without ever having to leave Sage CRM
– Help organizations build and strengthen relationships with their community of customers and prospects
– Provide marketing teams with the ability to extend and link marketing campaigns to social media channels
– Enable users to easily manage and track competitors by monitoring their public online conversations and blog articles

Want to read more?

Contact us today to learn how SageCRM's social media capabilities can help your company.

Tags: SageCRM, Sage CRM, SageCRM and Social Media, social media

SageCRM for iPhone

Posted by Meredith Gooch on Fri, Dec 09, 2011

Equipping your sales team with the necessary tools to enable them to do their job effectively is crucial in today’s competitive market. Having access to critical customer information when sales people are on the road or at customer sites can help drive revenue and keep customers satisfied.

SageCRM’s mobile solution for iPhone delivers a rich user experience and provides sales teams with the ability to work effectively regardless of their location via online access through the Apple iPhone. SageCRM for iPhone maximizes user productivity by enabling users to access critical real-time customer data while on the move and increase sales and service effectiveness at every stage of the sales cycle.

Sage CRM for iPhone

SageCRM for iPhone takes advantage of native Apple iPhone functionality such as the date spinner and the accelerometer, which senses when the phone is turned on its side automatically shifting the display to landscape mode. Users can also leverage the capabilities of
the iPhone whilst on the road with the ‘click-to-dial’ feature, which enables users to call contacts directly from any SageCRM record. SageCRM for iPhone incorporates Google Maps functionality enabling users to map the address of a contact without having to leave the application.

Equipped with all the existing SageCRM mobile functionality, SageCRM for iPhone is available in SageCRM v7.1 for users with a mobile user license.

Tags: SageCRM, Sage CRM, iPhone, SageCRM 7.1, SageCRM for iPhone

Sending an Email to a Group Using SageCRM

Posted by Meredith Gooch on Fri, Oct 28, 2011

Do you regularly send emails to a group of people?

Do you dread having to remember who is included in the group every time you need to send the group an email?

Do you own SageCRM? (If you are current on software maintenance for Sage ERP Accpac, then you do own a license of SageCRM.)

If you answered yes to these questions, take a look below at the basic steps to send emails to a group in SageCRM. It takes a little bit of setup in the beginning, but it is worth it in the end!

  • Assuming you have entered your contacts in CRM, the first step is to select "My CRM" from the home screen
  • Select "Groups" from inside "My CRM"
  • Click "New Group"
  • Create a new group using the people you regularly send emails to
  • Once the group has been created, you can view or edit it at any time
  • Assuming you created your new group and you are now viewing the list of people in the group, you can now send them an email
  • While viewing the list, click "New Email" on the right side of the page. The following screen should appear

Send Email SageCRM

  • On the screen above you can do several different things:
    • Select a template for a regularly sent email type
    • Choose who you want the email to come from
    • Select who you want recipients to reply to
    • Enter the subject and the body of the email
    • You can even attach documents or images inside the email from this screen!
    • One tip I've learned is that you can even type a command that will make SageCRM insert the recipient's first name in the body of the message. This helps make it a little more personalized for each recipient. #pers_firstname#
  • Once you have entered the "to," "from," "subject," and "body" of the email, you can send yourself a test or just go ahead and send the email. Sending a test will allow you to receive a copy to make sure everything looks the way you want it to look. If you click "Send" on this screen, the email will automatically be sent to the list you created.

 Send Email Button SageCRM

 Good Luck and Happy Emailing! Contact us for more useful tips for SageCRM!

Tags: SageCRM, Sage CRM, Send email to group in SageCRM, Send email to group in Sage CRM, Sage CRM send email, SageCRM send email

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