Sage CRM MME (Mid-Market Edition)
Now part of the Sage 200 Suite
Sage CRM MME is an easy to use, fast to deploy, feature rich low cost of ownership CRM solution designed to introduce the real benefits of CRM to middle-sized companies.
Sage CRM MME aggregates individual and group efforts across sales, marketing and support teams making people and companies more efficient at their roles.
Sage CRM MME delivers the tools entirely through a web browser to take advantage of the huge efficiencies that the Internet offers in delivering business applications whether the system is hosted on the user's premises or by Sage.
Features
- Enhanced Offline/Laptop Client
- A New Global Document Library
- Quotes & Order Entry
- Product Line Information
- Enhanced Outlook Integration
- Online Help
- Web Services
- Escalation and Notification Enhancements
Enhanced Offline/Laptop Client
- Benefit from a revised offline client, designed to be used with our CRM system when using an unconnected laptop
- The Offline Client is easy to install, simply download the CRM Offline Client Installer and install the Offline Client on your laptop
- Offline Client is compatible with all databases supported by CRM
A New Global Document Library
- Utilise the new Global Document Library to make corporate documents more accessible to all users
- Documents can be easily created and uploaded to the Global Document Library
- Users can perform document merges for templates they have saved locally, or they can merge Global Template.
- Access documents in the central library and send them as email Attachments
Quotes & Order Entry
- Sage CRM adds a stand-alone quoting and order entry module, for customers who do not wish to integrate to their existing accounting system
- Produce and save multiple quotes per opportunity, promote quotes within Sage CRM
- View quote and order information in pre-defined templates
Product Line Information
- Benefit from the upgraded Product Line Data Entry that allows for full pricing and product information to be held, changed and outputted within the Sage CRM system
- View multi-currency pricing, region-specific pricing, units of measure, product families - all a sales team needs to quote and invoice within the CRM system itself
Enhanced Outlook Integration
- Continue to run your email, diaries and contacts through Outlook with auto-synch recording all interactions in CRM
- All contacts, tasks, appointments, can be shared between systems to allow this information to be used throughout organisation
- View CRM entirely through Outlook, using CRM to enhance the quality and retention of information available to the user
Online Help
- Receive enhanced online help to provide a better user experience
- Improved context sensitivity, easier navigation and an enhanced user interface
- Increased useful hyperlinks to help you find the information you need Quickly
Web Services
- The enhanced Web Service API (application programming interface) enables developers to securely access and manipulate CRM records remotely with SOAP (Simple Object Access Protocol) over HTTP using XML (Extensible Markup Language).
- It is possible to access a CRM server from another machine (typically another server) in order to read CRM data, add new data into the CRM system, and to update CRM records such as Companies, People, Opportunities, Cases or other exposed entities in the system.
Escalation and Notification Enhancements
- All notification and escalation records will be stored on a dedicated
- Escalations Table. A new escalation service has been developed for polling to the Escalations Table
- Separate notification intervals are available to be set for each escalation rule
Please contact us to discuss your software requirements: info@bhpit.co.uk