Sage CRM
Sage CRM is a cloud-based customer relationship management solution designed to help small and midsize businesses optimize their customer experience by offering tools to manage new and existing client relationships. The software can be deployed in the cloud and on-premise.
Sage CRM tools help you focus on customers and helps businesses improve customer relationships by organizing and automating communications and activities across all customer-facing departments including sales, marketing and customer service.
Sage CRM is an affordable, adaptable and easy to use CRM solution designed with the needs of small and medium sized companies at its core. Using Sage CRM our customers save time, increase productivity and gain greater visibility across the business for actionable decision making
With Sage CRM, business-wide visibility ensures you can see where your business stands at any moment in time. This means you can make accurate assessments and take the actions necessary to accelerate your business success.
Sage CRM provides a level of automation that enables businesses to run smoothly and efficiently. And because every customer interaction is stored in one place, you and your team can nurture these relationships at every stage. As a manager, you can also gain insight into how your sales and marketing campaigns are performing, helping you make better informed business decisions.
Intuitive Dashboard
Visual dashboards, charts and KPIs enable you to see how your business is performing at any time.
Insight-driven sales management
Sage CRM offers business owners and managers dedicated tools to gain a complete view of how their how sales teams are performing against targets. Visual reports, charts and dashboards enable at-a-glance assessments and informed decision-making. Business Accelerators for Sales help your business accelerate sales performance and drive sales productivity. They work by providing managers in your business with comprehensive sales-oriented data and insight, built-in alerts, sales workflows, dashboards, sales performance charts and KPIs for more actionable decision-making.
Business Accelerators for Sales deliver powerful insight to optimise sales performance including:
Drive productivity across your sales team and make critical sales performance assessments and decisions rapidly.
Management Dashboards that display a range of KPIs, charts, reports and leaderboards for better insight and trend analysis.
Preconfigured alerts and notifications help ensure management are getting real-time updates on their business KPIs as they happen.
Sales workflows that can be optimised to suit your unique business needs. These include workflows for shorter sales cycles as well as longer sales processes and cross-selling.
Supporting managers with valuable
business insight
With Sage CRM you and your management team can evaluate where your business stands and then make more informed decisions for your business. Using Sage CRM’s dashboards, charts and out-of-the-box reports, you can see how your business is performing in real-time. You can see a breakdown of your sales pipeline, customer cases and marketing campaigns, and evaluate their performance. Sage CRM also enables you to easily track your performance against targets with access to a wealth of information for effective forecasting. This includes information such as opportunities, how many leads are in the sales pipeline and which reps are performing best.
This valuable insight allows you to make rapid assessments and make the critical business decisions necessary to run your business. Our mobile CRM solutions ensure Sage CRM is just as powerful on your tablet or mobile as it is on your desktop. This enables you to access your important customer and sales information and gain valuable business insight into how your business is performing whether in the office or on the road.
Supporting your sales, marketing and customer service teams
Sage CRM supports your business by giving your sales, marketing and customer service teams a tool that can help them get their job done quickly and efficiently. Completely mobile, social and collaborative, it puts customer information at your fingertips, in the office or on the road, for maximum productivity and efficiency across your organization.
Accelerated sales
Sage CRM supports your business by giving your sales, marketing and customer service teams a tool that can help them get their job done quickly and efficiently. Completely mobile, social and collaborative, it puts customer information at your fingertips, in the office or on the road, for maximum productivity and efficiency across your organization.
Which opportunities are set to close and how much are they worth?
Are we hitting our targets for the quarter?
At what stage are we losing prospects?
What are our top deals?
Which sales reps are closing more effectively than others?
Targeted measurable marketing
Now you can eliminate guesswork, create highly targeted marketing campaigns and get more from marketing resources. With Sage CRM, you can:
Organize your customer and prospect information and create relevant campaign lists
Plan marketing campaigns with precision, track the results of these campaigns and run campaign reports within minutes
Send relevant and engaging email marketing campaigns around special offers and promotions.
Manage your relationships with prospects, leads and customers on social media networks like Linkedin, Facebook and Twitter
Exceptional customer service
Thousands of businesses use Sage CRM every day to deliver exceptional customer service and to provide a world-class customer experience. Sage CRM offers case management, SLA tracking, a central knowledgebase and powerful reporting, giving you the tools, you need to offer your customers an excellent customer service experience.
Capture, manage, and resolve customer issues quickly and efficiently.
Automate and manage the progress of customer service cases through standard workflows
Manage your team's cases and monitor metrics like case volume and resolution times using graphical pipelines
Access the latest customer and support information from anywhere within the business
Manage your relationships with prospects, leads and customers on social media networks like Linkedin, Facebook and Twitter
Engage in more meaninful conversations with customers based on the latest informtion from your teams
Report on critical customer service metrics quickly and easily
Sage CRM & Sage ERP
Improve interdepartmental communications by enabling different departments to work with the same information and collaborate effectively.
Reduce duplication of data and of work by giving employees a means of updating a single, central database
Make more informed business decisions by providing managers a better view of your business and of customers
Drive profitability with more productive employees and efficient business processes
A range of options to suit your individual business needs
Sage CRM is available in a variety of options to suit your individual business needs, with both cloud and on-premise deployment options available.
Sage CRM Essentials is a cost-efficient, cloud-based sales and contact management solution, ideal for growing businesses looking for a smarter way to manage their customer interactions across the entire sales process.
Sage CRM Professional is our most comprehensive and popular cloud-based edition that offers a wide range of features designed to support your current sales, marketing and customer service activities. And it can easily grow and adapt to your future business needs.
Sage CRM Essentials and Sage CRM Professional are perfect for small and medium sized companies who want to spend less time setting up and maintaining their software and more time getting things done. And because they are cloud-based solutions, you don’t have to worry about installation, updates or maintenance. We take care of the heavy lifting for you.
Sage CRM On-Premise offers all the great features and functionality of our cloud-based solutions in addition to advanced customisation capabilities, Sage ERP integration and email marketing.