Sage 200 CRM
Sage 200 CRM is a Customer Relationship Management (CRM) system designed to help manage every aspect of customer interactions, from first contact through to purchase and post-sales.
The system provides outstanding sales, marketing and customer care functionality and has deep integration into the Financials and Commercials modules of Sage 200, delivering ’straight-through’ business processes and related information.
- Real-time access to relevant customer data including orders, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, sales opportunities, and more.
- Track and manage each customers and prospect contact points from anywhere in the world with web and wireless access.
- Manage and analyse all current and historical details and activities, manage opportunities, and automatically distribute leads to sales professionals.
- Execute more effective integrated marketing campaigns.
- View, profile and report on customer behaviour and propensity to react to communications by using data captured by all areas of the Sage 200 Suite.
Sage 200 Financials and Sage 200 CRM Brochure
Our Sage 200 CRM Services
We offer a full suite of Sage 200 CRM services covering;
- Software Sales - Dayta Designs is a Sage Business Partner and is authorised to sell Sage 200 CRM software.
- Project Scoping - working with the customer to match the needs of their business to the capabilities of the Sage 200 CRM software. This will result in the confirmation of which functionality should be implemented and where bespoke development needs exist, if any. This will be documented in a fully priced project proposal document. This stage can a number of days to complete given the large business process footprint of CRM within an organisation.
- Project Implementation - we have developed a tried and trusted implementation approach for Sage 200 projects, as follows;
- Kick-Off Meeting - working with the customer we agree task responsibilities, the project timetable and staff training needs.
- Data Migration Assessment & Testing - one of the first tasks in a Sage 200 CRM implementation project is to define the ‘ease’ with which historic data can be migrated into the Sage environment. Tackling this first allows the project team to make certain configuration decisions earlier than otherwise which can save time and project risk. It also allows the customer to enact any data cleansing activity ahead of the need for the live data. Throughout this stage Dayta Designs strongly recommends that a pragmatic approach be taken to deciding on the value of migrating historic marketing, sales and service data as this can be very complex. If required, Dayta Designs can develop bespoke applications to help migrate data.
- Sage Software Installation - the Sage 200 CRM software is installed on a server and the administration configured, including setting up users.
- Sage Software Configuration - working with the customer’s project team, we will configure the various elements of the Sage 200 CRM software. This stage often runs very quickly as many of the detailed decisions have been identified and resolved during the Project Scoping stage.
- Bespoke Developments - if required, bespoke developments are undertaken in parallel to the Sage Software Configuration stage.
- Key User Functionality Step-Through & Testing - once the main configuration settings have been implemented, key users are stepped-through the system functionality to ensure that the settings are correct and that no adverse ’ripple’ consequences have been created.
- End-User Training - users not involved in the implementation project are now trained using the final system configuration.
- Live Data Migration - the live data from the historic system can now be migrated into the new Sage 200 environment by whatever means have been defined during the earlier assessment and testing phase. Historic systems are typically archived at this point and no longer used for live transactions, though may still be required for reporting purposes.
- Go Live - once the data is loaded and has been quality assured, the Sage 200 CRM system can go live and be used for all future transactions. Dayta Designs staff will be on customer site for the go live day.
- Project Review Meeting - after about 3 months of live running the project team re-assemble to review its status. System changes can be discussed and scheduled if needed.
- Telephone Support - once the Sage 200 CRM system has gone live it will be fully supported by Dayta Designs through our comprehensive telephone support service. The fee for the first 12 months of support is normally included in the project implementation pricing.
- Bespoke Development - Dayta Designs is a Development Partner of Sage and is approved to undertake bespoke software developments within the Sage 200 environment, whether we implemented the Sage 200 system or not.