Solutions
Which CRM?
To ascertain which CRM application is right for your business, please ask yourself the following questions:
1. Is your business made up of…?
- Business owners and managers who need to track customers, prospects, vendors and business associates.
- Sales professionals and consultants who need to manage clients and prospects.
- Real estate agents who need to maintain relationships with buyers, sellers, referrers, property owners and other agents.
- Financial planners and brokers who need to maintain contacts with clients, build financial strategies and communicate with financial product providers.
- Public relations and advertising professionals who need to manage clients, media, prospects, writers, designers, and vendors.
- Recruiters who need to track job candidates and clients to match job seekers and employers efficiently.
- Seminar and training professionals who need to manage interactions with instructors, promoters, attendees, facility managers, and equipment suppliers.
- Manufacturers’ representatives who need to track transactions and interactions with manufacturers and customers.
- Workgroups or teams (up to 10 users) that need to capture and share information about contacts and customers.
If you fall into one of the above categories and have less than 10 users, we recommend Sage ACT!.
2. Do you fall into one of the above categories yet have 10 or more staff that need to use the system? OR Do you require any of the functionality below?
- Scalability to accommodate larger workgroups and teams (10+ users)
- Automatic database synchronisation and backup to ensure up-to-date customer information
- Ability to distribute ACT! to your entire team with silent install
- Group Scheduling for your entire workgroup to increase team efficiency
- Customisable Opportunity fields to tailor ACT! to your unique business
- Grant contact access en masse to get users up and running quickly
- Easily view team membership
- Maintain database security with custom user permissions
If you answered “Yes” to one of the items in question 2, we recommend Sage ACT! Premium Solutions.
Still haven’t found what you are looking for? Are you looking for...?
- A comprehensive Customer Relationship Management solution for sale force automation, campaign management and customer support?
- A system designed for account centric sales team?
- A solution that can be extensively customised to meet you business needs?
- A CRM solution which can either stand alone or be fully integrated into existing systems to give a single view of all customer and contact activity?
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Please contact us to discuss your CRM requirements. If ACT! does not suit your requirement, we can suggest SageCRM. |