Decreasing your costs of customer acquisition

Nick Rainbird • October 3, 2023

As a Sage accounting customer, you can add Sage CRM to your business. Easily configured to the way you work, it can help you deliver excellent service, sales, and marketing capability for your business.

Making the most of your marketing spend

Last time, we discussed the value of ‘one view’ of a customer across your business. This time let’s focus on how CRM can target your marketing effectively and share information about campaigns across the business. It means that everyone in your business can share product or service offers with suitable customers, making sure you make the most of every interaction and opportunity.

Increasing your sales effectiveness

An effective sales process is key to driving up your revenues. By integrating CRM into your business, you can make it possible for your sales team to increase the time they spend with customers. Providing a consistent platform from which to manage customers, CRM helps to ensure that your sales efforts are directed in the right place. By integrating calendars and automating much of the administration associated with the sales function, you can focus on efficient customer contact and maximising your revenue potential.

In addition, by bringing all the information relating to sales into one solution it becomes much easier for senior management to see what is going on across the whole sales team. Common themes and patterns behind success or failure can be identified and the number of calls being made can be easily tracked. The sales funnel can be analysed for both individual salespeople and business as a whole. It is also becomes possible, with an integrated solution, to combine sales information from accounting, giving a much fuller picture of the shape of your business.

We would encourage you to read Sage CRM HQ's own piece on why it takes an entire company to deliver an amazing customer experience and use that thinking to help form your own internal planning.

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Managing Contracts and Recurring Billing with SageCRM

By Nick Rainbird • May 15, 2026

ERBS's Contracts module for SageCRM allows businesses to easily create and manage contracts, renewals and automatically generate sales orders based on the contract billing frequency, helping teams streamline operations, reduce manual effort, and improve billing accuracy. Fully integrated with Sage50 and Sage200 the auto generated sales orders can then be posted from SageCRM directly at a click of a button. Key Features: Contracts can be created directly from sales quotations or orders Supports multiple and custom billing frequencies (4 weekly, monthly, quarterly, annually) Contract and Product level Site management Process contract amendments midterm tracking historic changes and authorisations if required Easy Management of Annual Price Increases at product level Renewal and purchase order reminders and dashboards On Hold and Cancellation processes By connecting contracts directly to automated sales order generation, businesses can create a more reliable and scalable process for recurring business that help teams work smarter, improve visibility, and accelerate growth If you would like to find out more about the Contracts module for SageCRM please feel free to get in touch on 01494 490409 or email me at nick@rainbirdbusiness-solutions.com to discuss these further.

SageCRM 2026 R1: Strengthening the Foundation for Future Innovation

By Nick Rainbird • April 9, 2026

SageCRM 2026 R1 is positioned as a Security and Compatibility release, focused on reinforcing the platform’s resilience, reliability, future readiness and long-term sustainability.

Sales team using SageCRM integrated with telephony system to manage customer calls

Increase Conversions and Call Efficiency with SageCRM Telephony Integration

By Nick Rainbird • December 5, 2025

Learn how integrating SageCRM with your telephony system increases sales efficiency, improves customer engagement, and accelerates deal closures.