How can a CRM help your business from day-to-day communication to sales?

Nick Rainbird • January 10, 2025

SageCRM, and Pipedrive CRM can help yes!

Here are 8 basic and clear ways that a CRM system like these 2 can help SME’s like yours. From customer service to sales to knowledge and streamlining, and also the automation of processes.

Customer service

1. Customer service – in today’s not so loyal word, good customer service is key. From tracking interactions and orders to understanding insights, to provide a better service to customers.

Sales

2. Create and track – creating marketing campaigns to upsell and cross sell take time if done properly, so you want them to be as effective as possible. Tracking campaigns helps gauge ROI, and a CRM does just this.

3. Sell more – don’t leave money on the table by not following up on leads. Use your CRM to sure contact and sales info.

4. Sales and more sales - Streamline sales opportunities, your pipeline and sales processes. Key for sales success.

Knowledge and streamlining

5. How do customers behave - knowing this and collecting data on this helps understand behaviours, preferences and trends.

6. Make better decisions – the best decisions are based on solid information and knowledge and a well populated CRM helps use product info, service info, marketing tracking and communications helps with this very thing.

7. Cross departmental info – CRMs allow all departments to be up to speed and informed which enables a better service for customers and a more streamlined service for the staff and the customers alike.

8. Keep it central – as per the above point too, a good CRM that is packed with info and detail enables data to be stored in a centralised place. Easier all round for all involved.

SageCRM Advice and Consultancy

If you are a Sage business partner looking for advice, support and guidance to demonstrate the benefits of both SageCRM and integrated SageCRM to your existing SageCRM, 50, 200, 1000 customer base we can work with you to provide you the following services.

• Presales Support services

• Business Requirements Workshops

• Functional Specification design

• System health checks & Audits

If you an existing Sage customer using Sage 50 or 200 and you are looking for advice, support and guidance on how SageCRM can help improve your business please contact us to have an initial chat to discuss your requirements further.

What next?

To find out more or to ask any questions, get in touch with Nick Rainbird on +44 1494 490409 or info@rainbirdbusiness-solutions.com

Or head over to our website

< Older Post

Newer Post >

Tracking Multiple Project Bids made easy with SageCRM

By Nick Rainbird • September 9, 2025

Have you ever found yourself juggling multiple quotes for a single, large project where your customers are all bidding against each other? For sub-tier suppliers , managing these complex sales scenarios can feel like a labyrinth. This article will show you how to gain clarity and control. This requirement is quite common in project-based or contract-driven industries. Think of a government agency, construction suppliers / manufacturers, or a large enterprise inviting multiple vendors or subcontractors to bid. As a supplier, you might be asked by several of those bidders to provide pricing. This creates a many-to-one relationship between your quotes and a single ultimate project. This is a common pattern where your company acts as a sub-tier supplier, and needs to: Quote to multiple potential prime bidders. Track all activity against the same external project or end customer. Ensure transparency, avoid conflicts, and consolidate visibility across sales engagements.

Bringing the Front & Back Office Together

By Nick Rainbird • February 24, 2025

Extend the power of your Sage Business Management Solution right across your business, giving end-to-end visibility, so you can make better informed business decisions across your business teams, whenever and wherever they work together. Help your business flow. Our range of sales, marketing and service modules help meet the needs of agile businesses. • Create targeted marketing campaigns Help marketing teams reach the right people, at the right time. • Accelerate and focus sales activities - work on the most profitable activities to grow a business, provide an excellent customer experience, delight customers and outperform the competition. • Harness the power of an integrated CRM solution. • Automate processes within any business and do more for less.

Six reasons why Sage CRM is the ideal choice for growing businesses

By Nick Rainbird • February 10, 2025

1. Intuitive CRM your teams will want to use At ERBS, we believe software shouldn’t be difficult to learn, hard to update or challenging to use. This is the approach we took when we created Sage CRM. It’s an intuitive CRM solution and one which you and your team can get started with and experience within minutes.