BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the...
-
Upload
cassandra-farmer -
Category
Documents
-
view
218 -
download
0
description
Transcript of BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the...
![Page 1: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/1.jpg)
BAASS Connect 2015
CRMWorking in a Finance Role with Sage 300 & Need
to Understand the Power of the CRM Module?
BAASS Moderator: Zainab Salihi Guest Speaker: David
Beard, Sage CRM
@baassbiz #BAASSConnect15
Track A, 3:05 PM
![Page 2: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/2.jpg)
Sitting comfortably?
![Page 3: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/3.jpg)
The Sage CRM PropositionTo help your business …
• Manage relationships• Gain insight• Gain rapid results
![Page 4: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/4.jpg)
BAASS Connect 2015
@baassbiz #BAASSConnect15
Reduce CostsAvoidCosts
IncreaseRevenue
ImproveService
The IRACIS drivers
![Page 5: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/5.jpg)
Sage Connect 2014: Australia, New Zealand and the Pacific Islands
5@talkcrmDemonstration
![Page 6: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/6.jpg)
BAASS Connect 2015
@baassbiz #BAASSConnect15
![Page 7: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/7.jpg)
Add-ons in Sage CRM that extend the built-in functionality, or provide additional capabilities
Plug and play quickly to any Sage CRM install with almost no development/installation effort
Leveraging BAASS‘ extensive Sage CRM development experience and expertise.
What are they?
![Page 8: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/8.jpg)
Add-on #1 – Operations Inquiry
![Page 9: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/9.jpg)
Add-on #1 – Operations Inquiry
![Page 10: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/10.jpg)
Allows creation of Groups based off of real-time querying of the Sage 300 ERP system.
Targeted to Sales and Marketing staff for cross-sell, up-sell opportunities
Uses Sage’s ERP Query tool as the base but takes it to the next level!
Add-on #2 - Advanced ERP Query Tool
![Page 11: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/11.jpg)
Add-on #2 - Advanced ERP Query Tool
![Page 12: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/12.jpg)
Add-on #2 - Advanced ERP Query Tool
![Page 13: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/13.jpg)
Displays the Google Map for addresses in various areas of the CRM system including at the Company level, Address screen and within Groups.
Map directions from each user’s office address.
Add-on #3: Google Maps view
![Page 14: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/14.jpg)
Add-on #3: Google Maps view
![Page 15: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/15.jpg)
A complete bi-directional synchronization between Sage CRM and Eloqua
Access to client behavior and marketing communications within CRM
On a scheduled basis, Eloqua pulls recently modified and newly created leads in your CRM database which then populates the related records in Eloqua
Add-on #4: Eloqua Integration
![Page 16: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/16.jpg)
Add-on #4: Eloqua Integration
![Page 17: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/17.jpg)
Add-on #4: Eloqua Integration
![Page 18: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/18.jpg)
Add-on #5: ERP Dashboard in CRM
![Page 19: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/19.jpg)
Add-on #5: ERP Dashboard in CRM
![Page 20: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/20.jpg)
Add-on #5: ERP Dashboard in CRM
![Page 21: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/21.jpg)
The Sage CRM PropositionTo help your business …
• Manage relationships• Gain insight• Gain rapid results
![Page 22: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/22.jpg)
That integrates an entire business …
• Supports “end-to-end” data• Facilitates collaboration• Accelerates responses • Increases quality
of information
The Sage CRM Proposition
![Page 23: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/23.jpg)
For every type of business …
• From 1 to 100’s of seats• Working in 15,000 companies• 250,000 users around the globe
Retail Financial Waste Management Real EstateGovernment Media Personal Services LeisureConsulting Machinery Engineering AutomotiveHealthcare Property Bioscience Insurance
The Sage CRM Proposition
![Page 24: BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker:](https://reader036.fdocuments.net/reader036/viewer/2022062503/5a4d1aec7f8b9ab05997b707/html5/thumbnails/24.jpg)
Think about the “data & processes” in your company.What can BAASS bring to your business – programs of delivery + proven add-ons
Talk to us here, now, or your invite your account manager in to speak about how Sage CRM can help your business.
Summary & Takeaways