Sage CRM
How Sage CRM helps your business
From Sales, Marketing and Service modules, to fully integrated CRM, we help extend the power of your Sage Business Management Solution right across your business. You’ll get access to the accurate data you need to make informed business decisions.
Gain reliable insight and act
Evaluate where your business stands, and make more informed business decisions you can be confident about.
Understand your customers
Deliver an exceptional customer experience to improve customer retention and drive revenue growth.
Collaborate effectively
Avoid duplication of work, empowering your teams to work faster and smarter. With a single solution, everyone becomes more productive and efficient.
Accelerate performance
With access to a wealth of sales information, your salespeople are equipped to sell smarter and more efficiently, never missing an important deal.
Driving productivity and efficiency
As your business grows, managing your pipeline, sales reps, and accurately forecasting and reporting on your sales activities can be challenging. Your business needs to be organised so you can avoid mishandling leads, ensure every opportunity is followed up on, and know what your sales team should be focusing on at any given time.
Sage CRM provides you and your sales team with the tools and information you need to close sales faster and monitor sales performance. It puts detailed account and pipeline information at your fingertips, and helps you manage every aspect of the sales process more effectively, from initial lead through to close.
- Track your KPIs, help sales people become more productive and close sales faster with Business Accelerators for Sales.
- Manage new and existing customer relationships with accurate business performance information.
- Help identify high value customers or prospects and improve the performance of your marketing campaigns.
- Monitor team performance and ensure each team member is equipped to resolve customer issues.
Managing your internal processes
Differentiation is a key to competitive advantage. Sage CRM can boost your business performance by defining critical processes, setting goals, and tracking progress.
Sage CRM helps you automate your business processes so that no opportunity goes missed. It provides easy visibility into all current and historical account details, activities and opportunities so you know where to focus your best efforts.
- Optimise your Marketing-to-Sales lead lifecycle by implementing sales criteria and ensure quality leads are sent to Sales for closure.
- Create workflows to capture alerts and trigger notifications.
- Customise the stages and steps of your preferred business processes as per your requirements.
- Connect your website to the web self-service portal and at the same time enable your customers to input data through custom web pages.
- Implement support escalation processes based on predefined service level agreements.