| Features |
Benefits |
Customer Awareness
It’s easy for everyone in your company to retrieve the most up-to-date and
complete customer information within Sage CRM. |
Helps organisations to have a better
view of their customer and deliver
superior customer service. |
Pipeline Management
The introduction of Sage CRM will allow your sales teams to effectively
analyse and manage their sales pipeline, from first contact as a lead to final sales
closure, with the ability to review the history of every account.
|
Purchase patterns and sales
performance are clear with
Sage CRM. |
Sales Forecasting and Graphical Reporting
Sage CRM provides Point and Click reporting and graphs, along with accurate
and timely graphical forecasts which are accessible by your sales representatives
and managers alike.
You can use system default reports or easily create new reports with the aid of
our reporting wizard. |
Enables sales teams and
management to access data for
immediate analysis and
decision making.
Delivers on-demand reports and ensures effective communication and realistic forecasts. |
Calendar Management
Sage CRM provides sales users with a complete diary with daily, weekly and
monthly views. In addition, you can make onscreen reminders and notification
alerts available to all sales team members.
|
Increases efficiency, punctuality and
convenience. |
Workflow, Escalation and Notification Alerts
Sage CRM includes easy-to-use point and click technology which makes it
straightforward for you to organise the sales process, coordinate and fill diaries
and schedule new tasks. You can introduce the in-built workflow out-of-the box or customise it to reflect your business process.
Your sales managers can receive periodic messages summarising critical
opportunity and forecast information for all staff that report to them. |
Automates the sales process,
enables sales to be more effectively
managed and maximises sales
effectiveness.
Ensures business opportunities are
always retained and worked on. |
Complete Bidirectional Outlook Integration
With Sage CRM, it’s easy for you to access your CRM calendar and contacts
through Microsoft Outlook. You can automatically synchronise all interactions
with Sage CRM, meaning that contacts, tasks and appointments are
automatically updated in both systems.
|
Encourages organisational transparency within the business
and enhances the quality of information available to the user. |
Account and Activity Management
With Sage CRM, you can easily escalate and reassign leads and automate
follow-up activities. We have also introduced simple and straightforward field-level
security. |
Guarantees that leads are handled
by the most qualified people and
allows the option of only allowing
relevant parties to see certain
information. |
Quotes and Order Entry
Sales users can automatically generate sales proposals using predefined
templates. The most up to date quotes are delivered with access to the latest
product information.
|
Maximises efficiency and reduces
the margin for error. |
Territory Management
You can set up Sage CRM to automatically route leads to the relevant sales
representatives based on territories. It is also easy to create new teams and
re-assign ownership and view marketing campaigns, response rates and
associated sales revenue by territory. |
Gains insight into sales effectiveness and performance by territory. |
Document Sharing
Sage CRM automates and simplifies the process of sending out literature. |
Decreases administrative and other
non-revenue generating activities. |
