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Bringing it Together with SageCRM
Derrick Lildhar, Sage
Agenda
What is CRM?
Why CRM?
What challenges can CRM address for 
your organization?
Q & A




                                       2
What is CRM?
CRM (Customer Relationship Management)
–   Sales 
–   Marketing
–   Customer Service
–   Productivity and task management
–   Process automation
–   Calendaring
–   Alerts and escalation

What is Customer?
– Client, patron, shopper, consumer, vendor, partner, home buyer/seller, subscriber, 
  distributor, etc…

CRM is not just Customer Relationship Management
CRM empowers your organization to manage relationships


                                                                                        3
Evolution of CRM



                         Contact and Calendar Management            Rolodex
Sales Force Automation




         CRM
                                               Enterprise Collaboration
Why would I need CRM?
Is everyone working through a central portal to access 
data?
Do you track as many interactions with people as possible?
Does your sales, marketing, finance, support, and 
consulting teams interact with the same customers and 
prospects?
Are leads potentially falling through the cracks?
Can anyone in your team pickup when someone is sick or 
on vacation?



                                                             5
CRM Facilitates Collaboration
                         Internal                              External


Sales        Marketing              Support   Finance   Customers & Partners




                           CRM




                                                             Web self-service

        CRM facilitates internal and external collaboration for
                   maximum customer satisfaction
Productivity                      BUSINESS
Management                         OWNER

                                                MARKETING
                     SALES                       MANAGER
                    MANAGER




                                                 CUSTOMER
                     SALES
                                                  SERVICE
                     PERSON


                                 BACK OFFICE



       Managing ALL INTERACTIONS. Both internal and
                        external.
SageCRM Productivity Management 
      & Process Workflow
Request Credit Increase 
     Automation
What is your AR Collections 
   process like now?
 SageCRM AR Collection Manager
11
AR Collections Manager
Why would you need 
    SageCRM?
Free anytime learning course
                  www.sageu.com/accpac

Thank you!
                  5 minute overview video
Derrick Lildhar   www.youtube.com/watch?v=HYUErIxYiPg

                  The Sage ERP Learning Channel
                  www.youtube.com/user/SageUERPLearning

                  Interactive Documentation
                  www.youtube.com/user/SageAccpacDoc
         Learn more at:
 www.sageaccpac.com/sagecrm

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Derrick lildhar bringing it together with sage crm