UNLOCK YOUR BUSINESS GROWTH POTENTIAL BY REINFORCING YOUR SALES PIPELINES
Sage CRM can be fully integrated with your Sage 300cloud solution, providing you with an end-to-end visibility of your business with a single view of your customers in order to easily and seamlessly maintain both your prospects and existing customers. Sage CRM is a highly customisable CRM solution designed to suit the needs of small to medium organisations at its core. It offers a cloud-based solution coupled with a modern web interface which can get you started within minutes, allowing you to access your CRM database at any time, anywhere in the world. Sage CRM provides efficient and effective tools that can be immediately utilised to unlock your business growth potential by reinforcing your sales pipelines and will transform your business into a more customer-centric and efficient company by improving and automating your workflow where required.
Manage sales & opportunities
Sage CRM has proven itself as an excellent tool to accelerate sales growth and optimise sales productivity. Users can enter leads and opportunities against customers and prospects in the system. It allows the sales team to take actions on each sales opportunity at the right time by tracking them at every stages, shortening the length of sales cycle and helping you to focus sales effort on the deals that are most likely to be won. It also ensures that leads are sorted, analyzed and followed up, eliminating the cost of lost sales which often get overlooked.
Automate your workflow
Sage CRM is ideal to manage and allocate sales related tasks throughout your business. It is easy to follow the flow of the tasks and assign it to the next person required. A well-designed workflow will allow you to easily identify bottlenecks and redundant tasks that needs attention in the system.
Improve your sales forecast accuracy
Sales forecasting is the preferred sales tool of most managers. The Sage CRM solution spare users from compiling and sharing forecasts through multiple spreadsheets and offers a quick and simple sales forecast module. Sage CRM allows you to enter multiple forecast scenario based on the sales opportunities entered in the system. Users can select which opportunity to include in the their sales forecast based on the certainty and each opportunity included will update the representative’s sales forecast. The forecast can be submitted to another user which can provide a secondary assessment and review.
Collaborate with your team
Sage CRM streamlines your business process by introducing Team CRM. This feature removes the need to record and check meetings and tasks through multiple systems and allows individual CRM users to easily view the availability of their colleagues. Appointments, tasks, leads and opportunities allocated to each team member are all shared within the team helping employees to share and plan their work in a more effective manner
Have it your way
Sage CRM is an extremely versatile system that is able to adapt to your business. Various customisation can be done inside the CRM itself so that it represents your company better. Sage CRM allows you to create new fields on any screen, rename existing fields as required and even create a whole new entity, that is, if you require more than leads, contacts and companies, you can simply create a new entity and link it the way you want against the existing entities in the system. This way you can ensure that your business can capture any additional information required and restructure follow-up actions based on unique business needs.