Sage CRM Customer Successes

Sage CRM Customer Successes

Services

Digitell Source Technologies Vedere Partners Mediaweave Asbestway Abatement

Government

Louisiana Economic Development

Thai Ministry of Commerce

Sport and Leisure

Buffalo Sabres Club One

Manufacturing

Kayserberg Plastics YoCream Sirromet Precision Tensar Horizon

Banking and Finance

ifs School of Finance Alliance and Leicester BDO Simpson Xavier Tilney Wealth Management Insight Investment First Active

Automotive Avis Stapletons Tyre Services Acme

IT

IONA ITG ITM Nexus Solutions

Life Sciences

Metrohm-Peak Scientific and

Chemicals Inortech

Services

“Timely contact with prospects and clients has helped us land new

accounts. Even though we invested in SageCRM.com primarily to manage our

sales and marketing efforts, it has served as a great overall solution.”

Steve Parker, Vice PresidentDigitell

Digitell Uses SageCRM.com to Maximise Sales Opportunities

USA

Who:Digitell Inc, multimedia conference education, recording and marketing

Requirement: Burdened by an inefficient, manual system, Digitell struggled to manage a rapidly expanding customer database and a burgeoning sales / marketing pipeline

Solution:SageCRM.com

Benefits:Digitell can now better manage its pipeline, provide enhanced customer service, optimise sales opportunities, and manage marketing activities with confidence

Source Technologies Improves Forecasting with Integrated Sage CRM

“We knew that if we could centralize all information, we would increase service levels, optimize sales force efficiency,

improve accuracy and inventory control, and streamline just about every other

business process.”Tim Baker, Director of Information Systems,

Source Technologies

Who:Source Technologies, printing solutions

Requirement: An up-to-date, scalable accounting and CRM solution that could handle detailed project accounting, complex sales orders, and sales data tracking and management

Solution:Sage CRM and Accpac ERP

Benefits: Earned immediate investment return with improved customer service, forecasting accuracy, and inventory control

USA

Vendere Partners Improves Staff Communication with SageCRM.com

“SageCRM.com has exactly what we need. The others only deliver about 50

percent.”Sean O’Neil, Vice President,

Vendere Partners

Who: Vendere Partners, business sales solutions

Requirement:Previous CRM tool has limited visibility and hindered the company from implementing its own processes and systems

Solution:SageCRM.com

Benefits:Opening up of communications within the organisation; distribution of leads and opportunities to territories; yielding large ROI

USA

Mediaweave Strengthens Client Relationships with Sage CRM

“We’ve been using the software like crazy and loving it! We’re getting an immediate return on investment and

realizing big productivity gains, and we continue to tweak the product as

needed.”Eric Robichaud, CEO

Mediaweave

USA

Who:Mediaweave, marketing, communications and technology solutions

Requirement: With no centralized location for storing sales and marketing information, Mediaweave had trouble managing multiple users and a rapidly expanding database

Solution:Sage CRM

Benefits:After implementing Sage CRM, Mediaweave realized an immediate return on investment and significant productivity gains

Asbestway Cleans up Customer-Facing Processes with Sage CRM

“We’re able to hire less, even though we’re doing more business because of

Sage CRM.”Mendy Gorodetsky, President

Asbestway

USA

Who: Asbestway Abatement Corporation, asbestos removal

Requirement:Replace manual systems with a CRM solution to improve service, facilitate intra-department communication, and streamline labour intensive processes

Solution:Sage CRM

Benefits:Improvements to customer service, communication, and processes enabling Asbestway to grow 40-50% in revenues, without increasing its workforce

Asbestway Abatement

Government

Louisiana Economic Development Weathers the Storm with Sage CRM

USA

“Based on our past experiences, LED assumed all CRM packages would be cumbersome and inflexible. That myth was quickly dispelled when we had to take a crash course on Sage CRM.”

Linda Regina, Director of Policy & Planning Louisiana Economic Development

Who: Louisiana Economic Development, state agency supporting local businesses

Requirement:Replace GoldMine® with a more robust CRM solution, while managing disaster recovery efforts for businesses struck by hurricanes

Solution:Sage CRM

Benefits:

Successfully assisted thousands of businesses, including providing temporary housing to more than 1000 displaced workers; improved marketing and project tracking, and financial accountability

Thai Ministry of Commerce Drives Customer Service Excellence with Sage CRM

“There was minimal impact on our business operations during the

implementation process. We did not need a huge budget to maintain and run the

system, which saves us money.”Kru Kate, Director

Thai Ministry of Commerce

Who: International Business Consulting Centre, Ministry of Commerce - Thailand

Requirement:Call centre relied on pen and paper to record enquiries made by customers through calls or walk-ins and were unable to leverage customer information across divisions

Solution:Sage CRM

Benefits:Call centre and International Business Consulting Centre has seen immediate return on investment with improved internal operations and customer service

Thailand

IT

IONA Improves Decision Making with Sage CRM

“With the aid of Sage CRM’s forecasting tool, we have been able to make

strategic decisions. This has helped us to determine how our customers’

business models change, critical to maintaining competitive advantage.”

Cormac Ó Foghlú, Worldwide Infrastructure Manager, IONA

Who: IONA, IT integration products and services

Requirement:An automated system for tracking and assigning customer leads and a way to deliver more timely and accurate reports

Solution:Sage CRM

Benefits:Common selling system for all regions, complete picture of customer lifecycle, accurate data for basing product strategy decisions on, ROI analysis of marketing campaigns, real-time view of sales processes, SAP integration

Ireland

ITG Benefits From Better Productivity with Sage CRM

“Sage CRM is a fantastic product. The more we use it, the more we appreciate it. We see it as a critical component of

our success for years to come.”Mark Severance, Director of Sales &

Marketing, ITG

Who: Information Technology Group Inc, IT consulting firm

Requirement:Previously, sales and marketing could not provide adequate reporting functions or remote access to match busy consulting group’s growth

Solution:Sage CRM

Benefits:Cut reporting time in half; sales efficiency went up by 10 percent; sales have risen 15 percent thanks to better information

USA

ITM Group Delivers Superior Customer Service with Sage CRM

“We managed a complete exhibition project within Sage CRM, from attaining prospects, tracking leads and enquiries

that arose from the exhibition, to evaluating the return on investment and reporting on the overall success of the

exhibition.”Neil Curtis, Head of Marketing

ITM Group

Who: The ITM Group, communications infrastructure provider

Requirement:Following a period of growth and acquisition, the ITM Group needed to consolidate disparate systems to improve customer service

Solution:Sage CRM

Benefits:

Improved sales process, more targeted campaigns, real-time knowledge, and better data sharing and information retention, resulting in the delivery of superior customer service

UK

Clear Direction for Nexus Solutions with Sage CRM

“I have received several comments from clients saying that they are more

satisfied with our support service as we respond to their needs faster and in a more efficient manner. In the end, our

success comes from the satisfaction of our customers.”

Mr. Astley Yip, Sales ManagerNexus

Who: Nexus Solutions Limited, integrated network communication, infrastructure and security

Requirement:Replacing low-tier solution with a robust multi-region system to manage sales and marketing and standardise workflow to create holistic customer service approach

Solution:Sage CRM

Benefits:Standardised lead processing, coordination between departments, easy tracking for outstanding leads, formulating coherent marketing strategies and events

Hong Kong

Sport and Leisure

Buffalo Sabres Serves Fans Better with Sage CRM

USA

“The greatest thing about Sage CRM is the way it ties everything together for

us... This has streamlined our administration by 20 percent — and

made our fans much happier.”Tom Matheny, Database Marketing

ManagerBuffalo Sabres

Who: Buffalo Sabres, North American Hockey League team

Requirement:Combination of customer databases required multiple data entry, prevented strategic sales efforts, and produced errors

Solution:Sage CRM

Benefits:Customer service administration time reduced by 20 percent; detailed activity and demographic reports boosted sales significantly

Club One Improves Health with Integrated Sage CRM

USA

“We needed one system with aunified reporting structure, that

still met the needs of each ofthe divisions.”

Carey White, CFOClub One

Who:Club One, large fitness clubs

Requirement: Through rapid growth, the need to centralise customer information and integrate to ERP to improve the way the business and customers were managed

Solution: Sage CRM and Accpac ERP

Benefits: A real-time view of cash flow, visibility into the accounts of each business, and its customer base. Productivity has improved by eradicating duplication of effort

Banking and Finance

ifs School of Finance Uses Sage CRM to Improve Sales

“Sage CRM has helped us to open up more sales opportunities through better

client management, without further expanding our sales force.”

Gary Millner, Corporate Relations andCommunications Director

ifs School of Finance

Who: ifs School of Finance, educational body for finance professionals

Requirement:To counteract a decline in members, a comprehensive, centralised and synchronised store of customer information was needed to support sales teams on the road

Solution:Sage CRM

Benefits:Higher revenue and stronger client relationships with the same sales force, and the ability to measure sales effort precisely against targets

UK

Alliance & Leicester Banks on Customer Service with Sage CRM

“With the combination of the innate usability of the system and its

integration with Outlook™, we have found the feedback from users on the

usability of the system to be a key factor in its success so far.”

Howard Worthington, Senior Manager Database Development

Alliance & Leicester

Who:Alliance & Leicester, commercial bank

Requirement: A number of systems were not delivering a complete customer view across divisions, restricting service, resulting in missed cross and up sell opportunities Solution:Sage CRM

Benefits: Access to information across the organization, targeted marketing, greater call centre accuracy, improved customer service, insight into sales performance, more sales closed, better lead qualification

UK

BDO Uses Sage CRM to Enhance Marketing

"There have been a considerable amount of cross-selling opportunities

generated. Customers are now automatically informed of other services

that are available, ensuring we are making the most of every customer

interaction.”Mark O’Connell, Marketing Manager

BDO

Who: BDO Simpson Xavier, accountancy firm and business consultancy

Requirement:BDO viewed customers at a department level and wanted a more holistic view to take advantage of cross and up-sell opportunities

Solution:Sage CRM

Benefits:Easier tracking and management of marketing efforts, more targeted campaigns, improved customer service through real-time access to information, increased support for cross-selling and up-selling

Ireland

Sage CRM Opens New Markets for Tilney

"There were several reasons why we chose Sage - but the main one was the flexibility of the system. I found Sage CRM a very good implementation - it does exactly what it says on the tin. Lee Wilson, Group Marketing Manager

Tilney Private Wealth Management

Who: Tilney Private Wealth Management, wealthand asset management firm

Requirement:To foster closer relationships with customers and intermediaries using technology

Solution:Sage CRM

Benefits:Better segmentation, monitoring and control of marketing activities, highly customised solution, on the road access for sales people, full relationship management for their key customers and influencers

UK

Insight Investment Sees Customer-Centric Services with Sage CRM

“We wanted to create a company that took its direction from potential

customers and investors. The feedback clarified our mission to build a company

with CRM at the core of our business functions.”

Adam Pope, Sales & Marketing Manager Insight Investment

Who: Insight Investment manages funds for institutional and retail clients including HBOS plc

Requirement:As a new organisation, Insight Investment needed a solution flexible enough to adapt to its changing needs

Solution:Sage CRM

Benefits:Improved forecasting, instant analysis, better customer information and improved service through insight into communication between prospects and clients

UK

First Active Builds a Better Bank with Sage CRM

“We needed a solution to achieve our business goal — to offer customers new and easier ways of doing business with us. The Sage approach, customizability

and integration, made it a successful choice to rapidly deploy new channels.”

Paul O’Neill, General Manager ITFirst Active

Who: First Active, financial institution specialising in mortgages and loans

Requirement:Expand routes to market through phone and Internet banking both for tactical and competitive reasons as new entrants offering phone-only mortgages were establishing foothold in market

SolutionSage CRM

Benefits:Built a single web-based access method that could be used throughout organisation; enabled First Active to offer mortgage and loan products entirely by phone and online

Ireland

Manufacturing

Kaysersberg Plastics Co-ordinates Operations with Sage CRM

“With Sage CRM, the next step is automatically built into the process, so we’re always moving forward to make the most of sales opportunities and

build closer customer relationships.”Mark Lightowler, Managing Director

Kaysersberg Plastics

Who: Kaysersberg Plastics, plastics manufacturer

Requirement:To build and share knowledge, stored in different manual systems, for tighter management of project pipelines, improved communication across multiple sites, and automated reporting

Solution:Sage CRM

Benefits:Increased sales efficiency, improved communication, 360º view of customers, convenient, low-cost, real-time 24/7 access, easy deployment in new territories with multi-language capabilities

UK

YOCREAM Improves Lead Management with Sage CRM

USA

“It’s been smooth sailing. The biggest gain is the ability to share customer and prospect databases with users. We want to better manage leads and accomplish sales growth, which we are seeing as a

result of Sage CRM.”Brad Gaylor, Information Systems

Manager, YoCream

Who: YoCream International, Inc, wholesale food products manufacturing

Requirement:Counter-productive sales activity due to lack of consistent communication between field sales reps and managers located all over the U.S.

Solution:Sage CRM

Benefits:Better management of sales leads and increased sales growth due to increased communication among the sales team

Sage CRM Brings Cheers to Sirromet Wines

“It’s not just the wine that needs to flow smoothly when you’re trying to build a

great reputation for wine making. A transparent exchange of information

between sales, distribution and marketing is just as critical an

ingredient for success.”Ian Parker, IT Manager

Sirromet Wines

Who: Sirromet Wines, premier winery

Requirement:To build a one stop communications centre for sales, distribution and marketing to process orders quickly, respond to customers and plan for strategic growth

Solution:Sage CRM

Benefits:

Reduction in paperwork, better customer service through faster ordering, more accurate sales process, enhanced communication between departments and enhanced reporting

Australia

Seamless Workflow for Precision Valve Singapore with Sage CRM

“By automating workflow and providing a bird’s eye view of our customers, Sage CRM empowers us to take fast actions

to make and keep customers happy and satisfied.”

Peter Ho, Managing DirectorPrecision Valve Singapore

Who: Precision Valve, aerosol valve manufacturer - Singapore

Requirement:Improve access to customer information and service across regions, standardise workflow and increase control over sales processes

Solution:Sage CRM

Benefits:Easy handling of multiple currencies and languages, seamless integration and better governing of workflow process, a streamlined workflow and unified database, boosting productivity

Singapore

Tensar International Streamlines Sales Process with Sage CRM

"Sage CRM was the only solution that addressed our requirements in all three areas – customer database, workflow automation & content management.”Tim Oliver, Group Marketing Manager,

Tensar International

Who: Tensar International Ltd, manufacturer of reinforcing polymer

Requirement:A consolidated resource for tracking, monitoring and evaluating interactions with individuals and content for projects

Solution:Sage CRM

Benefits:Five country system, smooth sales processes – even when individuals are reassigned, improved productivity, error reduction, visible sales process, improved efficiency

UK

Horizon Spa & Pool Parts Makes Big Splash with Sage CRM Integration

USA

“Sage CRM is a critical part of our company. If we didn’t have it, we’d be dead meat — and couldn’t even do $1

million a year, rather than the $7 million we do today.”

Becky Moore, ControllerHorizon Spa & Pool Parts

Who: Horizon Spa & Pool Parts, Inc, wholesale Spa and pool parts

Requirement:Automate processing of 500 orders per day, including order entry, financials, warehouse management, and returns

Solution:Sage CRM and Accpac ERP

Benefits:Without Sage software, Horizon would have to hire two people in shipping, three in the warehouse, and could only do 1/7 of its current business volume

Automotive

Avis Enhances Customer Service with Sage CRM

“Our operators have a full service and booking history of callers, so we can

build a much deeper impression of the ‘Avis experience’. Call resolution time is

down, making it a more satisfying customer experience.”

Ann Gallagher, Customer Relations Manager, Avis

Who:Avis UK, car hire firm

Requirement: A non paper-based system to cope with service centre enquiries and a single integrated method of recording and responding to customer interactions

Solution:Sage CRM

Benefits: Centrally stored information, rapid return on investment, effective distribution of workload across customer service teams, reduction of incoming call abandon rate

UK

Stapletons Tyre Services Improves Sales with Sage CRM

UK

"In a highly competitive market, you need a sharp edge. Sage helps by

creating a centralized repository of data, shared by all our teams – making it as easy as possible for any of the team to pick up and handle customer queries.”

Andy Scaplehorn, IT ManagerStapletons

Who: Stapletons Tyre Services, tyre wholesalers and retailers - UK

Requirement:Stapletons wanted to improve sales forecasting and analysis to design marketing campaigns based on accurate information

Solution:Sage CRM

Benefits:Access for users in multiple locations, integration with existing specialist application, customer service excellence, improved response times, targeted marketing campaigns

ACME Truck Line Drives Customer Service with Sage CRM

USA

“By giving our managers, sales staff, and dispatchers the information they need to address all customer issues,

this solution lets us streamline operational overhead and strengthen

customer relationships with outstanding service.”

Mike Coatney, PresidentACME Truck Line

Who:ACME Truck Line Inc, flatbed trucking

Requirement:To facilitate operational improvements, a web-based CRM solution capable of delivering a consolidated view of customer activities to every staff member involved with clients was required

Solution:Sage CRM

Benefits:An integrated framework for applying value-added services and support to new and existing customers. Using Sage CRM, the company was able to simplify many of its procedures

Life Sciences

Metrohm-Peak Streamlines Business with Integrated Sage CRM

USA

“By automating and streamlining our business, we are able to provide a

higher level of service while reducing our cost of doing business.”

Kim Brewer, CFOMetrohm-Peak

Who:Metrohm-Peak, laboratory equipment distribution and services - USA

Requirement: Metrohm-Peak needed to implement a streamlined system for company-wide communications and global business processes

Solution:Sage CRM and Accpac ERP

Benefits: Metrohm-Peak is able to increase sales productivity, give remote users access to synchronized data, and support multilingual, multicurrency accounting transactions

Scientific & Chemicals Supplies Finds Growth Formula with Sage CRM

UK

“Our Sage solution is at the heart of our business in helping us to focus on our customers and to process their orders

more efficiently.”Philip Palser, Operations Director Scientific

& Chemical Supplies

Who: Scientific & Chemicals Supplies Ltd, supplies local industry with laboratory equipment and chemicals - UK

Requirement:A rapidly growing product range meant it needed a more robust system to integrate with an existing Sage ERP solution (Line 500)

Solution:Sage CRM

Benefits:Shared view for customer service teams and sales reps, fast informed responses to customer queries, complete visibility of orders, web access 24/7 for a low cost

Inortech Optimises Customer Loyalty with Sage CRM Integration

Canada

“With all information readily available, sales representatives can deliver

unparalleled customer service and strengthen client relationships. In short,

Sage CRM delivers the business management capabilities we need to

stay competitive.”Jean-Marc Pigeon, President

Inortech

Who:Inortech, chemical distribution - Canada

Requirement: Inortech needed to speed up collections; enhance the tracking of customer information; improve sales processes; and minimise training time and related costs for new sales representatives.

Solution:Sage CRM and Accpac ERP

Benefits:Inortech has quicker, more reliable access to information; optimizes staff productivity and customer satisfaction; reduces training time; and closes more sales