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Sage CRM supports multiple interaction points to provide a comprehensive and personalised view of your customers, partners and prospects – so you can seize business opportunities anywhere, anytime.

Web and wireless access

Using a standard Web browser you can access the full functionality of Sage CRM anywhere - in your office or on the road. When a desktop browser isn't handy, you can access the system with your cell phone or wireless PDA. Sage CRM also provides full support for mobile users even when they are not connected to a network, allowing them to work offline and later synchronise with the central server.




Document Library

The Sage CRM Document Library provides a central repository for key files, allowing enterprise-wide access anytime. Sage CRM allows you to store white papers, FAQs, marketing materials, letters, thank-you notes, quotes, pricing - whatever your team needs - in the Document Library for immediate access to support resources. The drag-and-drop feature allows you to insert documents from anywhere in your Microsoft® Windows® system directly into a client's record. For example, you can automatically log a communication with a customer and place the document in the library where it is accessible across your enterprise.

Computer telephony integration
Sage CRM combines a fully-integrated CRM solution with interactive inbound and outbound telephony automation. When a customer calls in, automatic screen "pop-up" functionality provides key customer information, enabling you to access quickly a complete customer history. Integration to a telephony enabled network allows users to simply click phone numbers on the screen for fast auto-dialing. Sage CRM integrates all standard third-party telephony software, leveraging existing automation such as call escalation, routing, call queuing and reporting functionality.

Web self-service

Sage CRM Web self-service allows customers to access information or request services and support over the Web, whenever they want. Customers can receive information based on their preferences, requests and history through customised customer and partner portals, which provide a single point of contact for information about your products and company. With Sage CRM, you can also allow your channel partners access to shared workflow, lead-tracking, inquiries, invoicing, customer information and more.



To discuss Sage CRM in more detail please contact one of our product specialists on 01491 870 100 or email us at sales@serversys.com