Sage Solutions

What is SageCRM? 

SageCRM is a customer relationship management system used by individuals and or businesses to increase sales, generate marketing campaign engagement as well as building valuable customer relationships. The wide range of service modules available on SageCRM provides customers with accurate data to make better informed business decisions based on the current market and historical trends.  


How  SageCRM can help your business to build outstanding customer relationships whilst delivering excellent service

SageCRM embeds retention and growth within a customer base, through accurate up-to-date data using a simplified easy to manage sales processes.


SageCRM software automates sales tasks such as creating quotes, viewing transactional details such as orders and invoices as well as a clear view of your sales pipeline. This helps customers to grow revenue and increase profitability through better prospecting and selling for new business. SageCRM delivers better ‘across the business’ insights to make improved business decisions. This enables businesses to make the most of every sales opportunity by progressing leads and converting these to opportunities.  


Using SageCRM your marketing teams are able to stay up to date with lead sources, send out targeted email campaigns, and view customer interactions amongst all digital channels. All customer orders generated from specific marketing campaigns or promotional emails can be tracked to identify the original source and financial information shown from ERP or business management solutions such as Sage 50 or 200.


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Key features of SageCRM

SageCRM can benefit your business by helping you centralise, optimise and streamline your customer communications throughout numerous departments.  


Sales 

SageCRM Sales feature enables customers to track the performance of sales activities in real time using sales reports. Accurate performance forecasts can also be generated using powerful sales dashboards, allowing businesses to make informed decisions faster using the real time sales reports. All customer data is easily accessible via Sage’s mobile application for up-to-date reports when on the go.  

Marketing 

The SageCRM Marketing feature enables customers to plan and manage marketing campaigns across multiple channels, following tracking features which can be used to measure engagement and customer interaction. The ability to review new leads, sales opportunities and your campaigns response rate is crucial when building a strong client base. 

Service 

The SageCRM Service feature enables customers to automate and manage customer service cases using a simplified process to manage customer stages. This process ensures a smooth communication process from start to end making sure that no customer information is left out and cases are resolved faster. Businesses can also save time by storing all information in a central knowledge base as well as accessing reporting on critical customer service metrics efficiently.  

Integration 

The SageCRM Integration feature enables customers to automate workflows to connect departments together to make processes run smoothly alongside one another. Real time transactional information can help benefit businesses by identifying sales patterns and cross sell opportunities. Overall, the integration feature will increase your businesses productivity due to a decrease in admin work with all databases being stored in one place with updated, reliable information. 


SageCRM

Provide your company with the best Customer Relationship Management tools and unlock your success with SageCRM, by downloading our free brochure.

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