AN INTRODUCTION TO SAGE CRM - SALES PIPELINES

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.

​MANAGE SALES & OPPORTUNITIES

Sage CRM has proven itself as an excellent tool to accelerate sales growth. 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.

SALES FORECAST

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.
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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.

​TEAM COLLABORATION

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.

Contact us on sales@wmssoft.com.au for a FREE demo of Sage CRM and download our FREE Sage CRM brochure below and boost your sales pipelines.