IMPROVE YOUR WORKFLOW WITH SAGE CRM

As the famous quote goes: "to err is human", but as any business in the world, we aim at eliminating errors and manual entries while improving the efficiency of our business process to maximise profits. As a means to reduce duplicate entries and benefit from a more efficient, consistent and reliable process, Sage CRM offers various features to firstly tailor itself around your business in order to do exactly what you require from it and more importantly to automate and control the most crucial parts of your business workflow.

​VERSATILE CRM

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.

​SALES 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.

If the workflows are correctly defined, Sage CRM can assist you in your day to day actions and create triggers and alerts to ensure that the best-practices are being followed by all the users. A few examples of what Sage CRM offers include:

• Automate the creation and follow up call reminders in your calendar
• Automate a thank you email following a sale
• Force sales persons to fill in some fields at some defined stages in order to standardise the workflow
• Force sales persons to attach documents before progressing to the next step
• Alert a manager when a defined threshold has been exceeded for a new opportunity

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The options are infinite although the end result is the same: build the correct workflow in order to eliminate mistakes and adhere to best-practices.

Contact us on sales@wmssoft.com.au for a FREE demo of Sage CRM and start automating your sales workflow. Download our FREE Sage CRM brochure to learn more about the product.