This presentation covers Sage CRM and its functional breadth

1. Presentation to
Julphar

2. Sage CRM AAMEA 2
Agenda
About You
Products and Services
Sage Solution
About Us
Sage Company Overview
Product Positioning
Strategic Vision
Key Modules
Roadmap
Mobility
Sage CRM Customers
Key Accounts

3. <Company Name>
About You

4. Company Details and Divisions
– Detail
Company Details and Divisions
– Detail
Company Details and Divisions
– Detail
Products and Services
<Company Name>

5. Sage CRM
–Sales
–Marketing
–E-Marketing
–Customer Service
–Call Center / Contact Center (Add-Ons)
Solutions from Sage

6. Enterprise Service Bus (ESBApps Mobility)
–ESBApps, a solution where you can manage your complete business.
You can Track, Monitor and Control
–Sales/ Purchases
–Inventory / Samples
–Field Employees
–Dashboards - Analyze and Forecast your Business based on widgets
on Dashboard. Widgets can be customized to the customer’s
Requirements.
–Locations Intelligent, Track your Sales/ Service/ Support/ Delivery etc.
Employee, Which not only increases company’s productivity, but also
helps your employee planning their routes & optimizing the same.
–Location based search, Assign a task on the move, Search for the
people in x Km radius in x Location to attend a new Lead/ Service.
Solutions from Sage Continued

7. Sage Middle East
Sage Group Plc
About Us

8. Sage Group Plc
AAMEA
Revenue £400m
26% margin
2395 employees
Revenue £12m
15% margin
1300 employees
Revenue £776m
28% margin
7885 employees
Revenue £153m
25% margin
1920 employees

9. • Total revenue in AAMEA grew by 10% to
£152.7m / R2.1bn (2011: £138.2m).
• Organic revenue grew 12% (2011:
10%).
• Organic subscription revenue showed
strong growth of 15% (2011: 13%).
• South Africa continued to deliver strong
organic revenue growth of 16%.
• Sage ERP X3 has made significant
progress in the country during the
year.
• Sales into the broader African continent
have continued to grow well and remain
a good future opportunity.
• The EBITA margin was 27% (2011:
25%*), reflecting strong revenue growth
and cost discipline.
Sage Group plc
AAMEA

10. Upper mid-market
Tier 2
Lower mid-market
Tier 3
Entry-Level
Tier 4
Enterprise
Tier 1
Core Focus of Sage ERP
X3 Standard/Premium for
Core Mid Market & Sage
300 ERP Premium
Core Focus of Sage
300 ERP and a fit for
Sage ERP X3
Standard Edition
Core Focus of Sage
ERP X3 Premium for
Upper Mid Market and
Enterprise
To What Business?
AAMEA

11. Our…
Formula for Success
Award-wining
CRM
Global
Partner
Base
Sage
Group
PLC
Sage CRM
– Direct presence in over
70 countries worldwide
– Leading provider of
CRM for small to
medium-sized
businesses
– 30 years business
software experience
– Over 1,000 partners
globally
– Easy to customise to
meet your business
needs
– Experts in rapid
deployment
– Recognised by over 12,000
customers as easy to use
– End-to-end business management
for a complete view of your business
– Flexible deployment options on-
premise or in the cloud

12. sagecrm.com/trial
Did you know that on
average it costs 4 times as
much to gain a new
customer as it does to
retain a new one?
sagecrm.com/trial

13. Sage CRM
For Small & Medium Businesses
Sage CRM is optimised specifically for small
and medium businesses.
Easy to use and quick to deploy in the cloud
or on-premise, it delivers a rapid return on
investment so you see a positive impact on
your business straight away.

14. Sage CRM
Global Strength, Local Focus

15. Cloud or On-Premise
Deployment
The flexibility you get with Sage CRM
extends to your deployment options.
Whatever route you choose, you won’t be
locked in as you can migrate between
cloud-based Sage CRM and on-premise
Sage CRM.

16. Great Features…
To Support Your Teams
Award winning CRM software to manage critical sales, marketing and
customer services activities every day.
Marketing
Generate more leads through
highly targeted campaigns.
Customer
Service
Manage every element of your
customer relationships with ease.
Sales
The only place you’ll need to look
for everything you need to know
about prospects and customers in
the office or on the road.

17. Sage CRM for Sales
Features
– Opportunity and Pipeline Management
– Territory Management
– Forecasting and Reporting
– Sales Workflow
– Lead Management
– Quotes and Orders Processing
– Calendar Management
– Full Mobile Solution supporting the latest devices
– Powerful networking through Integration
– Dedicated iPhone and Windows 8 sales apps
– Collaborate with your sales teams with Business Collaboration
powered by Yammer
Sales

18. Sage CRM for Sales
Benefits
– Ensures transparency in sales pipeline
– Leads to better business planning from
accurate forecasting
– Provides visibility on sales performance
– Enables cross- and up-selling of opportunities
– Decreases time spent on administrative tasks
– Automates proposal and quotation processes
– Increases visibility on customer interactions
across organisation
– Supports a mobile workforce with a full suite of
mobile solutions
“The system has played a
significant part in growing sales.
To compete in the market you
want to have accurate
information so you can make
quick decisions and that is
something we have achieved
with Sage CRM.”
Chakri Wicharn,
Information Manager,
Fuji Xerox,
Thailand.

19. Sage CRM for Marketing
Features
Marketing
– Powerful e-marketing capabilities
– Automatic campaign results tracking
– Open, click and bounce-rate tracking
– Over 90 attention-grabbing templates out-of-the-box
– Integrated telesales follow-up
– Campaign cloning
– Integrates with key social media platforms
– Document store and share
– Customer profiling and analysis
– Rapid lead to opportunity management

20. Sage CRM for Marketing
Benefits
– Produces highly targeted customer
communications
– Ensures customers receive the right message at
the right time
– Ensures accurate measurement of marketing
campaign RoI
– Enables users to quickly execute e-marketing
campaigns using pre-designed email templates
– Extend customer and prospect conversation into
key social media channels
– Identify how online conversations are affecting your
brand
– Enables marketing budget to be tracked and
managed
– Enables users to share best practice with
colleagues and execute consistent campaigns
“Sage CRM adds a new level of
professionalism to our direct
mail, telemarketing and email
campaigns. The detailed reports we
generate give us immediate
results, so we can tweak a
campaign for greater effectiveness.
Our campaigns are at least 20 per
cent more
successful due to Sage CRM.”
Tom Matheny,
Database Marketing Manager,
Buffalo Sabres

21. Sage CRM for Customer Service
Features
– Case Management
– Escalation and notification alerts
– Knowledge base
– Workflow approval process
– Detailed analysis on call volumes and case resolution
– Traffic light monitoring
– Web self-service
– Staff performance monitoring
– Bespoke company dashboard to provide tighter account
management
Customer
Services

22. Sage CRM for Customer Service
Benefits
– Enables customer satisfaction measurement
and benchmarking
– Increases productivity of customer support
representatives
– Assists with performance management and
motivates staff
– Provides self-service facility to customers
around common issues
– Delivers a single view of relevant and
comprehensive information on the interactive
dashboard
– Empowers the customer service team to
provide a consistent and excellent service to
customers
“Everyone in the company can
now see all the information they
need about customers so that we
can service them better.”
John Goddard,
CEO,
Rockend Software

23. Sage CRM for IT & Management
Features
– Component Manager
– Fast, flexible deployment options – on-premise or in the cloud
– MS Exchange Integration
– Affordable and scalable
– Library Management – get a full overview of your storage limits
– Reporting and analytics
– Integration to Sage ERP systems
– Budget control IT &
Management

24. Sage CRM for IT & Management
Benefits
– Offers highly competitive total cost of ownership
– Requires minimum configuration out-of-the-box
– Easy to integrate with third-party applications
– Integrates with Sage ERP for a complete view
of customers across the business
– Drives revenue growth
– Improves productivity across the entire
organisation
– Delivers at-a-glance business insight via the
interactive dashboard
“Since Sage CRM,
Boomerang Media has become
more efficient than ever. All the
information that we process and
require for our daily operation is
now more organised which has
really helped improve our
business efficiency.”
Daniel Martinez,
Product Manager,
Boomerang Media

25. Sage CRM
& Social Media
LinkedIn & Sage CRM
– Enables sales team to better target prospects and prepare
for sales call
Sage CRM for Twitter
– Enables users to update, read and reply to Twitter directly
from within Sage CRM
– Provides marketing teams with the ability to extend and link
marketing campaigns to Twitter
Sage CRM for Facebook
– Instant information about customers and prospects -
associate Facebook profiles with prospect accounts for
more detailed information
Interactive Dashboard Gadget
– Provides users with instant access to blogs and website
feeds directly from within Sage CRM

26. Go Mobile
Take your Sage CRM with you
Sage CRM’s mobile solution delivers a rich
user experience and provides sales teams
with the ability to work effectively regardless
of their location.
Sage CRM is available on the latest mobile
and tablet devices.

28. Access Sage CRM
From the browser of your Choice
Cross-browser compatibility with
Firefox, Chrome, and Safari (on Safari OSX)
in all Main Menu areas.
Supported browsers include Internet
Explorer 7, 8 & 9 and the latest versions of
Safari, Firefox and Chrome.

29. Powerful Reporting
With Sage CRM
Sage CRM provides detailed business
insight data as well as graphical
interpretations on the state of the business
at any moment in time allowing businesses
to strategically plan and gain insights on
future performance.

30. Sage CRM
Feature Overview
Mobile CRM
– Sage CRM Sales Lite for
the iPhone
– Sage CRM Sales
Tracker for Windows 8
– Full support for the iPad
OS
– Adds to our existing
mobile features including
Sage CRM for iPhone,
iPad & Android devices
Social CRM
– Sage CRM for
Facebook
– Adds to our existing
social CRM features
including Sage CRM for
Twitter and LinkedIn
Smarter Business
Reporting
– Enhanced reporting
functionality including
cloning and
alphabetising of reports
– Improved user-based
reporting security
Business Wide
Collaboration
– Sage CRM Collaboration
powered by Yammer
– Business collaboration
for individual users and
teams of users allowing
them to collaborate with
Yammer Groups, across
records using Yammer
Topics

31. What…
Does This Mean For Your Business
Mobile CRM
Enhance sales team
productivity with two new
sales apps
Improved responsiveness
to customer queries from
sales teams
Social CRM
Instant information about
customers and prospects
using Social CRM
Increased speed in
accessing the right
information
Smarter Reporting
Faster, secure, customised
reports, quickly populated
with the latest CRM
information.
At-a-glance business
insight and informed
decision-making
Business Collaboration
Drive employee
collaboration and
knowledge exchange
Increase employee
engagement through
shared information

32. Sage CRM Mobile
Enterprise Business Apps
for Secondary Sales

33. Offline Online

34. Sage CRM
Dashboards & Reporting

36. Sage CRM & ESBApps
System Architecture

37. Sage CRM Business Collaboration
Powered by Yammer
Business collaboration across teams using
Sage CRM is made possible through social-
style collaboration powered by
Yammer, making business conversations
concerning opportunities, leads and support
cases more social and
transparent, providing greater visibility for all
employees.

38. Sage E-Marketing
For Sage CRM
Sage E-marketing for Sage CRM provides
easy to use functionality to enable users to
execute high-quality, targeted e-marketing
campaigns.
Users benefit from a simple 3-step wizard to
easily create new e-marketing campaigns
and a choice of over 90 templates to get
started immediately.

39. Info-Tech Research Group
Vendor Landscape Evaluations
– Info-Tech evaluated seven competitors in
the small enterprise CRM market -
Maximizer, Microsoft Dynamics CRM,
NetSuite, OnContact, Sage CRM,
Salesforce.com and SugarCRM.
– The Value Score indexes each vendor’s
product offering and business strength
relative to their price point.
– Champions receive high scores for most
evaluation criteria and offer excellent
value. They have a strong market
presence and are usually the trend
setters for the industry

40. Info-Tech Research Group
Vendor Landscape Evaluations Results
– Further Praise
Sage CRM was also praised
by Info-Tech for exemplary
marketing capabilities, ERP and
social media integration, and
mobile support

41. The Info-Tech CRM
Vendor Landscape
Champions receive high scores for most
evaluation criteria and offer excellent value.
They have a strong market presence and
are usually the trend setters for the industry.
Innovators have demonstrated innovative
product strengths that act as their
competitive advantage in appealing to niche
segments of the market.
Market Pillars are established players with
very strong vendor credentials, but with
more average product scores.
Emerging players are newer vendors who
are starting to gain a foothold in the
marketplace. They balance product and
vendor attributes, though score lower
relative to market Champions.

42. What…
The Analysts Say
It’s key strengths primary strengths include a low price tag, strong usability, and
quick time-to-value. The solution offers strong sales and sound marketing
functionality. In addition, the product integrates well with other Sage back-office
software products such as Sage ERP.
Source: The Forrester Wave™: CRM Suites For Midsized Organizations, Q3 2012 , Forrester Research, Inc
Strengths include:
– End-user usability
– Core opportunity management is an asset
– Sage CRM's customisation environment is user-friendly
– Vision for mobility on smartphones is an asset
Source: Gartner Magic Quadrant for Sales Force Automation July 2012
“Sage CRM had the highest vendor score in the small enterprise market primarily
driven by its reach and channel strength, and is exemplary for ERP and social
media integration.”
Source: Info-Tech Research Group Mid-Market ERP, Large Enterprise CRM and Small Enterprise CRM vendor evaluations 2012

43. What…
Our Customers Say
“In the sales department, Sage CRM is the tool that we use all day long. It is vital in fact,
because we log all our customer contact in Sage CRM and all our opportunities are
tracked in Sage CRM. We would actually lose sight of our opportunities if we didn’t have
a system like Sage CRM.”
Aine O’Mahony, Business Development Team Leader, CarTrawler
“Sage CRM adds a new level of professionalism to our direct mail, telemarketing and
email campaigns. The detailed reports we generate give us immediate results, so we can
tweak a campaign for greater effectiveness. Our campaigns are at least 20 percent more
successful due to Sage CRM.”
Tom Matheny, Database Marketing Manager, Buffalo Sabres
“The software can take some credit for an 8 per cent improvement in customer
satisfaction ratings as well as revenue growth.”
Chakri Wicharn, Information Manager, Fuji Xerox, Thailand
“The ease of use and flexibility of the system has allowed us to rapidly implement and
evolve our sales model helping to contribute to a 240% YOY revenue growth.”
Toby Pannell, Managing Director, Katalina Media

44. Just Some of Our…
Customers
Automotive
Manufacturing
Distribution
Services
Retail/Financial

45. Sage CRM is used by…
Over 12,000 Organisations in 70
countries worldwide

46. Sage CRM Global Customers
Making Customer Relationships Smooth…

47. Sage CRM Middle East Customers
Making Customer Relationships Smooth…

48. Sage CRM Middle East Customers
Making Customer Relationships Smooth…

49. sagecrm.com/trial
See for yourself the
difference that
Sage CRM could make
to your business
www.sagecrm.com
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