Its web-based application means it is highly customisable to precisely match your business operation and be integrated with your other business systems. For the user, the clever design means its wide range of tools is easy to use. The result is an industry leading low cost of ownership that has strong appeal for the financial director.
Sage CRM efficiently supports the sales, marketing and service teams. The list of features that Sage CRM offers is extensive; here are a few to give a flavour of why it is so well received:
- Reporting
- Library of standard reports – or design your own
- Real time or scheduled reporting for anything that you record
- Sales:
- Tailor the sales and lead process to match how you run your business
- Prioritise leads at each sales stage, focusing on the most important
- Instantly generate orders, quotes and invoices
- Integrate sales with marketing and customer service for a 360 degree view
- Define and create cross-sell and up-sell opportunities
- Marketing
- Merge documents with segmented lists for targeted, mass, mail outs
- Qualify and prioritise leads according to your criteria.
- Customer Care
- Customers self service via web site portal
- Use call turn analysis to improve the service you offer
- Improve employee and customer satisfaction with correct, up to date, information
- Integration with Sage 200 Accounts and Sage Applications
- Eliminate the need for double entry into accounts software
- Check financial status of customers immediately, including any on credit stop
Once your CRM solution has been agreed, we will make sure it is set up to properly support your business operation by tailoring its design, managing and cleansing all data that is loaded, and creating reports that deliver the information you need. For more information see Business Solution - Services.
To read more about all that Sage CRM has to offer, please visit our library for product information, white papers, case studies and many other resources.
For an on line demonstration, contact us.


