Sage CRM
Accelerated sales
Focus the power of intelligence and data.
Sage CRM helps to create, clarify and organise many vital elements of your sales effort. You can monitor opportunities and pipelines while managing calendars, appointments and key accounts from one place. Consolidating forecast information rapidly across teams, it’s simple to export this vital material to Excel for analysis. View custom sales forecasts using a range of information, automate follow-up action for enhanced efficiency and escalate or reassign leads straight from your interactive dashboard – every process is seamless. With the ability to create quotes and orders with a couple of clicks and provide customers with timely accurate information, your sales and marketing initiatives can only benefit.
Mobile CRM
Better for business wherever you go.
With Sage Mobile CRM, good business goes everywhere. You have access to key customer information and you can schedule and manage activities, search and update contacts, leads and cases, or run and review reports – all on the move. There are no barriers to making informed decisions or optimising opportunities and tasks – you can access them and map appointments in iOS. It’s also easy to keep track of important customer communications this way. In Windows 8 tablets, sales opportunities can be clearly displayed as pie charts and you can build watch lists of opportunities in your pipeline, plus company and individual records.
Social CRM
Communication is a powerful asset.
With Sage CRM it’s possible to view specific company Twitter feeds, save Tweets to notes and update your own feeds. With a superb ‘birds eye view’ of social media activity, you can track brand or company mentions, identify qualified prospects, generate leads, participate in conversations and view Facebook profiles from your CRM records. It’s easy to search and save Facebook profiles or view a company’s feed. The advantages are numerous and diverse, with increased employee engagement, effective peer-to-peer learning and increased productivity through collaboration.
Exceptional service
Accurate answers for rapid resolutions.
Sage CRM makes it much easier to deliver a superior customer experience. All relevant up-to-date information can be accessed on a single screen and it’s simple to create dedicated company or customer dashboards for specific accounts. Now users can view and input data on personalised web pages, whilst all customer queries and incidents can be recorded to facilitate quick follow-up action where it’s needed – a capability enhanced by the automatic trigger function. Key metrics such as case volumes and case resolution times are easily monitored, plus, crucially, so is overall customer satisfaction.
CRM and ERP integration
Combined force. Serious benefits.
Sage CRM and Sage ERP integrate effortlessly and you are able to transform customer service with a clear view of their interaction. Using these combined forces your company can market with greater effectiveness and drive productivity. Automated workflows allow faster and smarter working, while increased business-wide visibility and insight drive profitability. This greatly enhanced view also means that you can pitch new products to the right audience with pinpoint accuracy.
Email marketing
Fine tune the message and the medium.
Through Sage CRM there is a choice of over 90 professional and stylish email templates, and it’s effortless to create complete new e-marketing campaigns with the three-step set up wizard. Users can edit templates and personalise them with their logo, contact details, hyperlinks and call to action. Campaigns can also be cloned to allow best practice to be shared amongst colleagues. Other features include call lists, which can be based on e-marketing responses and close the gap between email and telesales, automated messaging which you can personalise using smart sending features, and campaign effectiveness tracking monitored through rates, clicks and unsubscribes.
Expert Support
Peerless back up for peace of mind.
Codis are perfectly placed to support your sage systems, address any concerns and fix any technical problems. Our team is highly experienced, knowledgeable and includes many ex-Sage employees. You can access dedicated support via phone, email, or through the web portal integrated directly with the Codis Case Management System (CCMS).
Effective training
Getting the most from your system.
With our unrivalled knowledge and experience, Codis can provide your team with effective training, to ensure that the full potential of your Sage 1000 ERP system is exploited and maximum return on investment is realised.