Close More Deals Using Sage CRM

Host: Calvin O’Driscoll

June 13, 2013

Agenda

• GoToMeeting housekeeping

• 5 Easy Ways To Close More Deals Through Integrated CRM

• Demonstration of Sage CRM

• Q & A

Housekeeping

• During the Webinar, all attendees will be muted and placed in listen only mode. I will open the lines at the end of each section and address questions. I will open the lines again during the Q&A session.

• If you have a question, you may enter it in the chat window and I will answer promptly during the Q&A session.

5 Easy Ways To Close More Deals

1. Mobile access to customer information

2. Better communication and collaboration

3. Clearly defined sales process

4. Integration of CRM and ERP

5. Simple reporting for measuring sales activities

Overview of Sage CRM

General information:

• Sage CRM provides a 360° view of what’s going on in your business, provides you with accurate real-time information to enable you to make decisions, and will lead to increased profitability.

• Sage CRM is a fully web-based solution. This functionality will allow access to customer data from anywhere in the world with internet access.

• Track opportunities in each stage of your sales cycle.

• Brings together information from sales, marketing, customer service, and finance into user-friendly screens, menus, and dashboards.

Overview of Sage CRM

General information:

• Sage CRM provides organizations with powerful and simple customizations to mold the solution to their specific requirements and business processes.

• Sage CRM empowers your sales staff to sell more effectively, enabling them to focus on most import opportunities and reduce time spent on administrative tasks.

• The visual sales pipeline provides a quick view of opportunities. Great for the sales team and the sales manager.

• Everyone should be tracking customer data in a CRM solution. What solution are you using?

5 Easy Ways To Close More Deals

1. Mobile access to customer information

• Customer data is accessible by the sales team where ever they have internet access. This is enables access to critical data pre site visit, during site visit, and post site visit without being in your office.

• Having your sales team mobile and not tied to your office translates to more time out selling and visiting customers.

• Benefits: o Stronger sales & service teams o More value from your CRM investment o Increased productivity with less effort o Freedom of choice regarding mobile device

5 Easy Ways To Close More Deals

2. Better communication and collaboration

• Members of sales team can view individual opportunities and all opportunities of the sales team. This will allow the team to work together to discuss and close more deals.

• Sales team can view all activities occurring on an opportunity. Some of the activities include: email (in & out), notes, appointments, and visual sales pipeline.

• Benefits: o Increased creativity o Inspiration & support o Shared ownership

5 Easy Ways To Close More Deals

3. Clearly defined sales process

• Modify opportunity screen to track relevant information on sales opportunities.

• Create steps in sales process .

• Benefits: o Increase productivity & wins o Shorten sales cycle length o Improve visibility to the sales pipeline o Obtain measureable sales metrics

5 Easy Ways To Close More Deals

4. Integration of CRM and ERP

• View sales transactions.

• Create customer quotes and sales orders.

• Benefits: o Contact integration o Quote & order management o Sales history

5 Easy Ways To Close More Deals

5. Simple reporting for measuring sales activities

• Dashboards.

• Groups .

• Reports.

Benefits: o No need to ask accounting department for reports o Simple to create & display o View on mobile devices

Sage CRM Demonstration

Demo

• Customer information.

• Sales pipeline.

• Sales opportunities

• Customer order.

• Dashboards, groups, and Reports.

Q & A

Contact Details: Calvin O’Driscoll, ERP Manager

(709) 726 – 8347 ext. 419 calvin.odriscoll@atlanticdatasystems.com