Targeted Marketing Effectiveness
Gaining a deeper understanding of your customers and their buying behaviour is critical
in today’s competitive marketplace. Sage CRM provides powerful tools for marketing
teams to plan, execute and audit highly targeted marketing campaigns.
Easy-to-use, Sage CRM provides marketing users with the tools to target the right
customer at the right time, eliminating guesswork and optimising marketing resources.
With Sage CRM, users have the ability to assign and analyse marketing activities
efficiently and easily.
Sage CRM provides effective controls for monitoring marketing budget and can also
calculate direct revenue yields. Reporting can help track source of leads and assess
opportunities and help focus on prospects that are more likely to purchase, increasing
RoI and maximising the marketing budget and spend. Graphs and reports can be
displayed on the interactive dashboard for quick reference and enable users to analyse
data in real-time.
Integration with leading Sage ERP systems gives marketing staff the ability to create
campaigns based on the financial profile, order information and purchase history of
customers, and enables marketing managers to generate accurate RoI calculations for
better marketing measurement. Sage ERP information can also be displayed on the
interactive dashboard providing users with an instant 360 degree view of customers.

Sage CRM can track and manage marketing campaigns right through from leads to close of sales to enable marketing teams to effectively assess the efficiency of their campaigns
Campaign Management
With Sage CRM, every phase of every marketing campaign can be
tracked to provide meaningful analysis and campaign measurement.
Sage CRM empowers the marketing team to view activities,
objectives, leads and follow-ups, and to drill down to specific
activities including communications, opportunities, responses,
budget, costs and prospects, managing and tracking every element
of every marketing campaign.
Sage CRM makes it easier and more automated to roll out
marketing campaigns putting marketing resources to their best use
as it delivering detailed information. The success of individual or
ongoing campaigns can be tracked in real-time, at any stage from
the initial lead to the close.
With user-friendly tools and reports, the marketing team have
the ability to match sales revenues to specific campaigns and to
analyse marketing campaigns per lead source. Powerful and flexible
profiling of customers and prospects based on criteria selected
by the marketing team as well as direct integration to mass e-mail
and CTI functionality, makes Sage CRM an invaluable tool for
organisations and marketers. Sage CRM can be used to analyse
marketing campaigns by lead source or evaluate other important
campaign details by using powerful yet user-friendly tools and
reports. Sage CRM not only tracks response rates, it also permits
the matching of sales revenues to specific campaigns. Management
can use invaluable analysis tools in Sage CRM to determine
marketing RoI and cost versus sales analysis.
Lead Management
Managing and tracking leads is vital to ensure that sales
opportunities are not missed and are actioned accordingly. With
Sage CRM, leads can be qualified per selected criteria for follow-up
and tracked at each stage in the process.
Full workflow management ensures that leads are maximised at all
times. They can be assigned to relevant team members to follow up
or converted accordingly. Sage CRM provides users with a number
of predefined reports to help analyse and track the source of leads.
Customised reports can also be designed and displayed on the
interactive dashboard for quick reference.

Sage CRM provides powerful tools to record, track and assign leads allowing your team accurately measure the quality of leads, effectiveness of the marketing campaigns and the RoI achieved
List Management and Segmentation
With Sage CRM it is possible to create targeted lists of
prospects and customers that can be used for sales calls/
mailings. Customer data and prospect lists can be segmented
based on desired criteria such as interest or demographics via
user-friendly tools. Sage CRM allows users to focus marketing
efforts on prospects that are most likely to purchase, thereby
increasing return on investment and maximising marketing
budget and spend.
Sage CRM can be configured so that campaign responses
trigger sub-lists for the next wave of the campaign, with
successful responses moved to sales and non-responses
kept on a reminder list (or removed if required).
Marketing lists can be recorded for future reference and Sage
CRM provides the option to re-use successful campaign lists
or import mail house lists. Detailed profiles of customers and
prospects over the course of the relationship can be created
and this information can be stored, reported and segmented
for future campaigns. |
Benefits Snapshot
Produces highly targeted customer
communications
Ensures customers receive the right marketing message at the right time
Ability to identify and provide customised products/services to different customer segments
Enables accurate measurement of marketing campaign RoI
Improves marketing campaign response rate
Enables fully integrated, multi-channel
marketing initiatives
Provides improved intelligence to marketing on lead generation activities
Enables automated response tracking
Leads to decreased cost per lead
Leads to decreased cost per customer
acquired
Reduces marketing campaign lead time
Delivers detailed information on the lifetime value of customers and enables profitable customers to be easily identified
Enables real-time marketing performance analysis
Optimises marketing spend
Enables tracking of variance against targets
Reduces marketing administrative
overhead and enables marketing budget to be tracked and managed
Delivers a single view of relevant and
comprehensive marketing information on the interactive dashboard
Email marketing
Sage CRM provides the functionality to mass email efficiently.
Users can create e-mail templates, send HTML and attachments
as well as store communications per campaign.
All communications are recorded to enable staff to review the
exact e-mail message received by a specific user or prospect.
Sage CRM provides enhanced formatting options for emails, including a spell checker.

Creating highly visual and targeted email campaigns is easy with Sage CRM
Sage ERP Integration
Front-to-back-office integration between Sage CRM and Sage ERP systems allows
marketing staff to leverage account information, enabling them to identify buying trends
or suitable target segments. Access to financial information on customers, provides the
marketing team with the ability to create marketing lists based on financial profiles and
target customers with good credit ratings and purchase histories. Information from the
Sage ERP system can be displayed on the interactive dashboard for quick and easy
access, providing marketing teams with access to powerful customer data.
Return on marketing investment can be measured more accurately thanks to backoffice
integration. Integration between Sage CRM and ERP enables marketing staff to
execute highly targeted campaigns based on customers’ financial history and enables
pin-point measurement of marketing RoI.

With Sage CRM and ERP integration, marketing teams can leverage financial information to target their most profitable customer
Reporting and Analysis
Sage CRM enables users to take control of their marketing budget by providing
extensive planning and reporting tools across all levels of marketing activity.
Leads, opportunities and closed sales are all associated back to their originating
marketing campaign, so the direct revenue yield for each programme can be
calculated accurately. Graphs, charts and reports can be generated and displayed
on the interactive dashboard for quick and easy analysis.
The Interactive Dashboard
The interactive dashboard is an intuitive workspace from
where the marketing team can view and monitor marketing
campaigns and activities. A pre-installed marketing dashboard
is available out-of-the-box or users can customise their own
dashboard or team dashboard with content that is relevant to
them and their role.
With the interactive dashboard, the marketing team can link
to reports to track the success of marketing campaigns and
activities. The dashboard also display feeds from websites
such as news monitoring which will keep them up-to-date with
published news on their business and on their competitors.
Users can also link to LinkedIn® and other social networking
sites to identify networking and marketing opportunities with
customers and prospects.

The marketing dashboard provides users with a single view of relevant and comprehensive marketing information for quick and ease of reference
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