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Balgord Software Solutions Product Review

Balgord Software Solutions Product Review
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SageCRM Product Review
SageCRM is an easy-to-use, fast-to-deploy, feature-rich, low-cost, Internet-based CRM solution designed to introduce the real benefits of CRM to your organization.

Feature         Description/Benefit    
Microsoft Outlook Integration   

SageCRM offers instant integration with today’s most popular e-mail and calendar management system, Microsoft Outlook.

Benefit - Increases return on investment and user adoption rates.


Sales Force Automation  

SageCRM Sales Force Automation enables easy access to and management of all current and historical account details, activities, and opportunities and automatically distributes leads to sales professionals around the world. Point-and-click reporting and graphs offer sales teams access to real-time data for on-the-spot analysis and evaluation.

Benefit - Allows sales teams to effectively manage, forecast, and report on all phases of the sales cycle.


Marketing Automation  

SageCRM Marketing Automation enables the scheduling and tracking of marketing activities within a campaign and makes every detail of each campaign visible, providing a single source of customer information which eliminates guesswork and ensures that marketing resources are put to their best use.

Benefit - Improves marketing campaign management and decision making. Increased ROI with accurate metrics on all of your marketing activities, to readily identify and leverage potentially lucrative cross- and up-sell opportunities.


Customer Care Automation  

With SageCRM Customer Care Automation, it is possible to build and effectively manage lasting customer relationships. SageCRM provides real-time access to relevant customer data including purchase, call, and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, sales opportunities, and can automate escalation processes via the SageCRM workflow.        
Benefit - Empowers your organization with critical information to build and support long-term customer satisfaction and loyalty while maximizing every customer interaction and experience.   


Offline Synchronization  

SageCRM enables mobile users to work offline and synchronize at their convenience with the central server, using the optional SageCRM Offline Synchronization (SOLO) feature. Users can also access the system using a wireless PDA device.

Benefit - Access critical customer data anytime, anywhere.   


Web Self Service  

SageCRM offers unmatched flexibility and performance with advanced features, industry-leading technology, and a robust architecture built to stand the test of time. SageCRM Web Self Service allows customers and partners to access information, log cases, and request services and support over the Web whenever they want. Customers receive information based on their preferences, requests, and history through customized customer and partner portals.

Benefit - Customers and partners can track progress on the system or access customized data relevant to their needs via customer and partner portals.  


Web Services     

It is possible to create applications that securely access data in the SageCRM system, via the SageCRM Web Services interface. This allows you to exchange information between your SageCRM system and other corporate applications.  

Benefit - The open architecture reduces development and maintenance costs and allows seamless integration with other applications.


Automated Workflow  

Integrating business processes and rules across all channels, departments, and employees is easy with SageCRM automated and customizable workflows.

Benefit - Ensuring that actions requiring attention or escalation are automatically routed to the appropriate employees or partners while automating your most critical business processes.


Highly Configurable  

SageCRM provides configuration tools to rapidly modify all aspects of the system. Users can add or modify fields as required or change names and titles of fields and tabs.

Deploy SageCRM in the way that best fits your organization, increasing user adoption and ensuring efficiency.


Computer Telephony Integration (CTI)  

SageCRM CTI links the SageCRM system to phone switches, enables click-to-dial functionality, and offers inbound caller recognition.

Benefit - Optimize call center efficiency and meet the needs of each particular call center.



ABOUT SAGE SOFTWARE: Sage Software supports the needs, challenges, and dreams of more than 2.7 million small and midsized business customers in North America through easy-to-use, scalable, and customizable software and services. Their products help manage a complete range of accounting, operations, customer relationship management, human resources, time tracking, merchant services and the specialized needs of the distribution, healthcare, manufacturing, nonprofit, and real estate industries.