CRM software for Sales Automation
Sage CRM
Sage CRM automates the sales process, increases efficiency and helps you generate more sales. It equips your sales team with a complete picture of customers and prospects in a central database and gives them a software tool to help them to do their job effectively. It is easy to use and gives sales users instant access to calendars, contacts, call lists, pipeline data and reports. With the ability to schedule follow-up actions which remind your sales team when to make the next contact, you can be sure that your most valuable leads are prioritised and every opportunity is being pursued to drive sales forward.
If you are considering a CRM system, you may well be in the process of evaluating how it is going to add value to your business. Start by asking yourself the questions below and then consider the level of lost sales opportunity there may be in your organisation by not having the right software tool in place to manage your customer interactions.
Can your sales team:
- Get instant access to sales contact and account details?
- See instantly records of the latest communications and activities for that prospect or customer?
- Make a record of the call, schedule a follow-up action and get reminders when to pursue opportunities?
Can the Marketing Manager, Sales Director or Managing Director:
- Access at their desktop or remotely client records and see what activity is taking place?
- Ensure that investment in marketing activities is being followed up by your sales team?
- Access real time sales opportunities and pipeline to enable them to manage sales efforts?
Sage CRM helps businesses do all of the above and much more.
Sage CRM - Key Features:
- Centralises all data for customers and prospects
- In-built workflow to automate the sales process – use out-of-the box or customise for your business
- Generate sales proposals and quotes speedily and accurately using pre-defined templates
- Track leads and apply field level security to suit your operation
- Assign and/or escalate leads using assignment rules to automatically route to assigned sales staff
- Synchronises MS Outlook email, calendar and contacts to update both systems in parallel
- Interactive dashboard allows the sales team to manage their working day from one screen
- On-screen reminders and notification alerts remind sales staff of scheduled activities
- Point and click reporting and graphs show accurate, real-time sales forecasts
- Web enabled access allows access ‘Anytime, Anywhere’
- Customer’s service case management gives a true single view of the customer
- Integrate with Sage Accounts and vital account information can also be viewed
Sage CRM - Key Benefits
- Improves Communication, team Collaboration and ability to Compete
- Increases visibility of customers and prospects
- Improves sales productivity and effectiveness
- Shortens sales cycles, reduces administrative time, delivers more productive sales time
- Improves sales forecast accuracy and gives visibility of pipeline potential
- Increases prospect to customer conversion rates
- Improves identification of new market opportunities
- Improves prospect targeting
- Makes visible opportunities to cross-sell and up-sell to existing customers
- Improves consistency of sales approach and performance
Sage CRM is an advanced web-based Customer Relationship Management system which connects your teams to one central database and improves Communication, Collaboration and your ability to Compete. It is highly flexible and scalable software which is easy to use, quick to deploy and can be configured to meets the needs of your business.