Sage CRM Professional Full Features Data Sheet

Sage CRM Professional
A cloud-based solution, Sage CRM Professional supports all elements of marketing, sales and
customer service. It gives you a single source of information across all your customer facing
operations and equips you with the tools you need to find new customers, close sales faster and
build lasting, more profitable relationships.
Get up and running immediately with our powerful,
web-based Sage CRM solution
This cloud-based edition dramatically simplifies
deployment and administration while providing you with
a fully featured Sage CRM solution. Its 100% web-based
architecture, easy to use wizards, plus support from Sage
mean that you won’t need dedicated IT resources to get
the best from this solution.
Sage CRM Professional automates marketing, sales and
customer service operations in a simple to deploy, cloudbased solution.
Sage CRM Professional includes:
• Contact Management
• Opportunity Management
• Sales Forecasting
• Quotes & Orders
• Lead Management
• Interactive Dashboard
• Reporting
• Find/Advanced Find
• Group Management
• Classic Microsoft Outlook Plug-in
• Mobile Device Support (Apple iPhone and AndroidTM)
• Data Import
• Case Management
• Solutions/Knowledgebase Management
• Campaign Management
• Outbound Call Handling
• Manage Relationship Types
• Email Management
• User Management
• Territory/Security Management
• Workflow
• Preconfigured Escalations
• Professional User Management
Perfect for:
• Enhancing the operation of sales, marketing and
customer service functions
• Deploying quickly and simply
• Executing marketing campaigns
• Progressing sales opportunities
• Making customer interactions more effective and
profitable
• Using in the office or on the move
The Sage CRM Interactive Dashboard is a customisable and
intuitive workspace from where users can manage and coordinate their daily activities and tasks from one location.
Experience the difference Sage CRM can
make to your business with our free 30 day,
no obligation trial – visit
sagecrm.com/ireland
Sage CRM Editions
Functionality
Essentials
Professional
Base Functionality
Functionality
Essentials
Professional
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Security
Contact Management - Companies,
People, Address, Phone number,
E-mail
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Calendar Feature
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Document Management
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Interactive Dashboard
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Export reports and lists to PDF
Field Level Security to control data
access
Territory Management
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Roles-based security
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Add, move, edit, merge, and
rebalance territories
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Customisation Capabilities
Export reports and lists to CSV
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Screen/List Management
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Group Management - Mass Tasks,
Document Mail Merge, Group Email,
Export
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Field & Caption Management
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Advanced Find
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Microsoft Outlook Lite
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View Management
Notifications
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Advanced Customisations
Classic Microsoft Outlook Plugin
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Mobile Device Management
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Escalation rules (*Pre-Configured Only)
Reporting
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Edit Escalation rules (*Pre-Configured Only)
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Multi-currency enabled
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Workflow Management
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Add Client Side actions to workflows
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Sales Force Management
Sales Opportunities
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Integrations
Opportunity Pipeline Management
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Real Time SData Feeds
Opportunity Tracking
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Developer Interfaces
Sales Forecasting
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SOAP web services API
Quotes and Orders Management
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Data Management
Product Management
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Data Upload from CSV
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Lead to Opportunity Conversion
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Product List Management
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Web to Lead
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De-Duplication
Marketing & Customer Services
Marketing Automation
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Forecast Management
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Database Export
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Campaign Management
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Manage Relationship Types
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Campaign Group Actions - Email,
Outbound Call List, Export to CSV,
Mail Merge
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Key Attribute Data
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Outbound Call Handling
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Email & Documents
Spellchecking
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Customer Care
Case Management

Knowledge Base/Solution
Management
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Sage CRM
User Management
User Administration

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3096 Lake Drive, Citywest Business Park, Dublin 24.
Personal User Preferences
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Tel: 1890 88 25 22
My CRM to manage my information
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Email: [email protected]sage.com
Team CRM to manage workgroup
information
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sagecrm.com/ireland
Preloaded themes to change the look
and feel of the UI
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