Driving Results with Sage CRM Solutions

and Simplesoft Solutions

CRM is a business strategy designed to optimize profitability, revenue, and

customer satisfaction

Common Business Issues Faced by Companies Today

SALESMANAGER

SALES EXECUTIVE

CUSTOMERSERVICE

MARKETINGMANAGER

BUSINESS OWNER

“Sales forecasts are difficult to create and time-consuming” “I sometimes spend

my whole morning trying to figure out

who I’m meant to follow-up with and

when”

“I need to know what the sales pipeline looks like quickly and easily”

“It take me ages to roll up all the reps’ forecasts

into a team forecast for my

boss”

“I need a quick and easy way for me to see how the business is performing at any given time” “I want to

maximize the productivity of

all my employees”

“I need to be able to calculate the cost per lead easily and accurately”

“Marketing campaigns are

difficult to manage and leads can go

missing”

“We don’t have an up to date log of all communications with customers” “Our

processes are not

automated so customer

issues sometimes

fall through the cracks”

BACK OFFICE

“I want to have access to the same customer information the front office has so I understand any customer issues when I am chasing payments”

“I don’t want to be wasting time re-

entering the same information into multiple places”

Why Do Companies Experience These Difficulties?CRM can help address these issues by bringing all elements together

Customer information is typically held in disparate locations right across the company – leading to a myriad of problems

Outlook Marketing Remote Workers Finance Sales

CRM

User

5

Three Categories of CRM

• Operational CRM Tactical tools for employees

• Analytical CRM - Strategic tools for management

• Collaborative CRM Communication tools for customers and employee interactions

Simplesoft Solutions – Who we are

Unique Business Approach to CRM

Focused Experience

Sage Certified

Local Presence Offices in Springboro, OH, Wauconda, IL, and Ripley, WV. Incorporated in February 1994, Simplesoft is privately held and currently has 12 full time employees.

A Sample of our Clients

A Sample of our Work

Quoting Automation

A Sample of what Other’s Say

"The ability to enter and manage leads separate from the main database with Sage SalesLogix Marketing is keeping our database from getting junked up. It will also allow me to more accurately determine conversion rate of leads to customers (leads to sales)."

-Kim White, Marketing Coordinator

"We have grown the amount of new accounts we are bringing on board by 20- 30% while lowering the cost of a sale."

-Mark Current, National Market Manager

A Sample of our Results

Technical ConceptsManager of Customer Service and Demand Creation

We have seen steady improvement each month in appointment setting since the training. We are also coming off of our best month year to date and both Outbound Associates have doubled their monthly average.

Sage Software OverviewComprehensive Product Portfolio

– Variety of horizontal and vertical solutions including accounting, CRM, e-commerce, ERP, HR/payroll, time tracking, construction, financial services, healthcare, manufacturing, real estate…

– Acquired targeted business management solutions valued at over $1.8 billion in the last few years to extend product portfolio

Financial Viability – Consistent year over year growth– FY07 revenue (year end 9/30/07) = $1.01 billion in North America, an

increase of 54%– Worldwide revenue = $2.29 billion, and increase of 30%

Strong Customer Presence– Nearly 2.8 million customers in North America and 5.5 million customers

worldwide

Schedule a CRM Needs Analysis or Custom Demo

937-885-1204 x 3204