Bringing it Together with SageCRMDerrick Lildhar, Sage

AgendaWhat is CRM?

Why CRM?

What challenges can CRM address for your organization?

Q & A

2

What is CRM?CRM (Customer Relationship Management)

– Sales – Marketing– Customer Service– Productivity and task management– Process automation– Calendaring– Alerts and escalation

What is Customer?– Client, patron, shopper, consumer, vendor, partner, home buyer/seller, subscriber, distributor, etc…

CRM is not just Customer Relationship Management

CRM empowers your organization to manage relationships

3

Enterprise CollaborationCRM

Rolodex

Evolution of CRM

Sales Force Automation Contact and Calendar Management

Why would I need CRM?Is everyone working through a central portal to access data?

Do you track as many interactions with people as possible?

Does your sales, marketing, finance, support, and consulting teams interact with the same customers and prospects?

Are leads potentially falling through the cracks?

Can anyone in your team pickup when someone is sick or on vacation?

5

CRM facilitates internal and external collaboration for maximum customer satisfaction

Customers & Partners

Web self-service

Internal External

CRM

Sales Marketing Support Finance

CRM Facilitates Collaboration

Managing ALL INTERACTIONS. Both internal and external.

CUSTOMER SERVICESALES

PERSON

SALESMANAGER

MARKETINGMANAGER

BUSINESS OWNER

BACK OFFICE

Productivity Management

SageCRM Productivity Management & Process Workflow

Request Credit Increase Automation

What is your AR Collections process like now?

SageCRM AR Collection Manager

11

AR Collections Manager

Why would you need SageCRM?

Free anytime learning coursewww.sageu.com/accpac

5 minute overview videowww.youtube.com/watch?v=HYUErIxYiPg

The Sage ERP Learning Channelwww.youtube.com/user/SageUERPLearning

Interactive Documentationwww.youtube.com/user/SageAccpacDoc

Learn more at:www.sageaccpac.com/sagecrm

Thank you!

Derrick Lildhar