A cloud-based solution, Sage CRM Essentials helps manage your sales pipeline and co-ordinate calendars, while giving you instant and transparent access to the information you need. Get up and running immediately, accelerate your sales performance, and analyse, manage and collaborate on all your opportunities with Sage CRM Essentials. รายละเอียดของโซลูชั่น สามารถสอบถามได้ที่ บริษัท ซันเด โซลูชันส์​ จำกัด T| 026348899 E| sales@sundae.co.th W| www.sundae.co.th

1. Sage CRM Essentials
A cloud-based solution, Sage CRM Essentials helps manage your sales pipeline and co-ordinate
calendars, while giving you instant and transparent access to the information you need. Get
up and running immediately, accelerate your sales performance, and analyse, manage and
collaborate on all your opportunities with Sage CRM Essentials.
Perfect for: Sage CRM Essentials includes:
• Automating the sales process quickly and easily • Contact Management
• Focusing on the most profitable sales opportunities • Opportunity Management
• Getting the information you need in the office or on the • Sales Forecasting
move
• Quotes & Orders
• Having a single shared view of every sale
• Lead Management
• Developing a deeper understanding of your sales
• Interactive Dashboard
performance
• Reporting
Sage CRM Essentials gives you a single source of
sales information in a simple to deploy and administer • Find / Advanced Find
cloud-based solution. Automated workflow and
• Groups
pipeline management capabilities help you to progress
sales opportunities, while ensuring that data is can be • Outlook Integration (Lite)
accessed by anyone that needs it. By helping to drive • Mobile
sales productivity it can help you to protect margins,
reduce your cost of sale and customer attrition while also • Standard Customisations
eliminating process bottlenecks. • Data Import
• Essentials User Management
Experience the difference Sage CRM can
make to your business with our free 30 day,
no obligation trial – visit
www.sagecrm.com
Fully cloud-based, Sage CRM Essentials delivers contact
management and helps you manage your sales function, for
a low and predictable monthly cost
For Thailand, please contact Sage CRM representative:
Sage CRM Sundae Solutions Co., Ltd.
3096 Lake Drive, Citywest Business Park, Dublin 24. Tel: + 66 2634 8899
Tel: 1890 88 25 22 Email: sales@sundae.co.th
Email: irl.crmsales@sage.com www.sundae.co.th
www.sagecrm.com

2. Sage CRM Editions
Functionality Essentials Professional Functionality Essentials Professional
Contact Management Standard Customisations
Contact Management (Companies,  Caption Translation to customise  
People, Address, Phone number, screens
E-mail management)
Field Management – Add/Edit/Delete  
Calendar Feature   Fields
Document Management   Screen Management –  
Edit Screens Only
Interactive Dashboard  
List Management – Edit Lists Only  
Export reports and lists to PDF  
Field level Custom Content/On  
Export reports and lists to CSV   Change Scripts
Group Management - Mass tasks /   View Management 
document/ mass email / export
Notifications  
Advanced Find  
Reports – Add/Edit/Delete Reports  
Sales Force Management
Advanced Customisations
Sales Opportunities  
Escalation rules  
Opportunity Pipeline Management   (*Pre-Configured Only)
Opportunity Tracking   Edit Escalation rules 
(*Pre-Configured Only)
Sales Forecasting  
Workflow Management 
Quotes and Orders Management  
Add Client Side actions to 
Product Management   workflows
Lead to Opportunity Conversion   Integrations
Web to Lead * Real Time SData Feeds  
Marketing & Customer Services Sage CRM Connector for Sage 50 *
(Pilot)
Marketing Automation
Add-Ons
Campaign Management 
Classic Outlook Integration 
Sage E-Marketing for Sage CRM* * (*Standard/Advanced Upgrade
Only)
Mass Email Management 
Lite Outlook Integration  
Outbound Call Handling 
Mobile Access  
Customer Care
Developer Interfaces
Case Management 
SOAP web services API 
Knowledge Base / Solution 
Management Data Management
User Management Data Upload from CSV  
User Administration   Product Management  
My User Preferences   Match Rules (Pre-Configured) 
My CRM to manage my information   Company Name Cleanup (Pre- 
Configured)
Team CRM to manage my teams  
information Currency Configuration  
Preloaded themes to change the   Forecast Management  
look and feel of the UI
Download Database  
Security
Manage Relationship Types 
Field Level Security to control data  
access Email & Documents
Territory Management  Standard spellchecking  
Set up security profiles and security 
policies
*available in 2012, dates to be confirmed
Add, move, edit, merge, and 
rebalance territories