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. รายละเอียดของโซลูชั่น สามารถสอบถามได้ที่ บริษัท ซันเด โซลูชันส์​จำกัด T| 026348899 E| sales@sundae.co.th W| www.sundae.co.th

1. 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.
Perfect for: Sage CRM Professional includes:
• Enhancing the operation of sales, marketing and • Case Management
customer service functions • Solutions / Knowledgebase Management
• Deploying quickly and simply • Campaign Management
• Executing marketing campaigns • Outbound Call Handling
• Progressing sales opportunities • Manage Relationship Types
• Making customer interactions more effective and • Mass Email
profitable • User Management
• Using in the office or on the move • Territory / Security Management
• This cloud-based edition dramatically simplifies • Workflow
deployment and administration while providing you
• Preconfigured Escalations
with a fully featured Sage CRM solution. Its 100% web
based architecture, easy to use wizards, plus support • Professional User Management
from Sage mean that you won’t need dedicated IT • Contact Management
resources to get the best from this solution. • Opportunity Management
Sage CRM Professional automates marketing, sales and • Sales Forecasting
customer service operations in a simple to deploy, cloud- • Quotes & Orders
based solution.
• Lead Management
• Interactive Dashboard
• Reporting
• Find / Advanced Find
• Groups
• Outlook Integration (Lite)
• Mobile
• Standard Customisations
• Data Import
• Essentials User Management
Dashboard
Experience the difference Sage CRM can
make to your business with our free 30 day,
no obligation trial – visit
Sage CRM www.sagecrm.com
3096 Lake Drive, Citywest Business Park, Dublin 24.
For Thailand, please contact Sage CRM representative:
Tel: 1890 88 25 22
Email: irl.crmsales@sage.com Sundae Solutions Co., Ltd.
Tel: + 66 2634 8899
www.sagecrm.com
Email: sales@sundae.co.th
www.sundae.co.th

2. Sage CRM Editions
Functionality Essentials Professional Functionality Essentials Professional
Contact Management Standard Customisations
Contact Management (Companies,  Caption Translation to customise  
People, Address, Phone number, screens
E-mail management)
Field Management – Add/Edit/Delete  
Calendar Feature   Fields
Document Management   Screen Management –  
Edit Screens Only
Interactive Dashboard  
List Management – Edit Lists Only  
Export reports and lists to PDF  
Field level Custom Content/On  
Export reports and lists to CSV   Change Scripts
Group Management - Mass tasks /   View Management 
document/ mass email / export
Notifications  
Advanced Find  
Reports – Add/Edit/Delete Reports  
Sales Force Management
Advanced Customisations
Sales Opportunities  
Escalation rules  
Opportunity Pipeline Management   (*Pre-Configured Only)
Opportunity Tracking   Edit Escalation rules 
(*Pre-Configured Only)
Sales Forecasting  
Workflow Management 
Quotes and Orders Management  
Add Client Side actions to 
Product Management   workflows
Lead to Opportunity Conversion   Integrations
Web to Lead * Real Time SData Feeds  
Marketing & Customer Services Sage CRM Connector for Sage 50 *
(Pilot)
Marketing Automation
Add-Ons
Campaign Management 
Classic Outlook Integration 
Sage E-Marketing for Sage CRM* * (*Standard/Advanced Upgrade
Only)
Mass Email Management 
Lite Outlook Integration  
Outbound Call Handling 
Mobile Access  
Customer Care
Developer Interfaces
Case Management 
SOAP web services API 
Knowledge Base / Solution 
Management Data Management
User Management Data Upload from CSV  
User Administration   Product Management  
My User Preferences   Match Rules (Pre-Configured) 
My CRM to manage my information   Company Name Cleanup (Pre- 
Configured)
Team CRM to manage my teams  
information Currency Configuration  
Preloaded themes to change the   Forecast Management  
look and feel of the UI
Download Database  
Security
Manage Relationship Types 
Field Level Security to control data  
access Email & Documents
Territory Management  Standard spellchecking  
Set up security profiles and security 
policies
*available in 2012, dates to be confirmed
Add, move, edit, merge, and 
rebalance territories