Sage Business Partner

Sage CRM 7.3 Features

A comprehensive look at Sage CRM

Sage CRM is a cost effective, flexible and user friendly solution designed for the business requirements of small to medium sized companies. Sage CRM customers save time, increase staff efficiency and gain greater visibility across their businesses.

Over 15,000 small and medium sized companies use Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. Accelerate your business success by starting your free 30-day trial today.

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Customer Relationship

Manage Important Customer Relationship

Manage important customer relationships

✔ Add information about customers and leads from anywhere
✔ Find important customer information faster
✔ Share customer information with team members across your company
✔ Manage leads from first contact to final closure
✔ Gain greater insight into the performance of your business with real-time reports

Business Accelerators for Sales

Business Accelerators for Sales

Accelerate your sales performance and drive sales productivity

✔ Evaluate your performance against your business KPIs with Business Accelerators for Sales
✔ Enhance your Sales workflows for reduced sales cycles
✔ Track and Analyse your opportunities and pipelines
✔ Maintain your calendars, appointments and key accounts from one place
✔ Choose from an extensive selection of basic report types

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Social CRM

Social CRM

Unlock the value of social media

✔ View Twitter feeds for specific companies
✔ Track brand or company mentions
✔ Search and save Facebook profiles
✔ View a company’s Facebook feed
✔ Identify qualified prospects

Email Marketing

Email Marketing

Email marketing

✔ Send email campaigns via MailChimp and monitor these campaigns in Sage CRM
✔ Use a variety of predesigned MailChimp templates or create your own
✔ Pick from over 90 professional, eye-catching email templates
✔ Follow an easy three step wizard to generate new e-marketing campaigns
✔ Edit templates yourself and customise them with contact details, your logo, hyperlinks and call to action
✔ Clone campaigns and enable users to share best practices with colleagues
✔ Create call lists from e-marketing replies, sealing the loop between email and telesales
✔ Send an automated series of customised marketing messages using a variety of smart-sending features
✔ Record open rates, clicks and unsubscribes to ascertain campaign success
✔ Set up targeted groups for follow-up or forthcoming e-marketing campaigns

Mobile CRM

Mobile CRM

Access key CRM information anytime – anywhere to make informed decisions quickly

✔ Access and manage vital customer data and schedule activities.
✔ Search and revise contacts, opportunities, leads and cases.
✔ Run and view reports anywhere anytime.
✔ Access important opportunities, appointments and tasks.
✔ Map appointments and monitor important customer communications.

Customer Service

Deliver your customers an exceptional service and a world-class experience

✔ Classify your customers into totally different segments subject to their behaviour and attitude
✔ Access accurate and real-time data on one screen
✔ Create a company specific dashboard for key accounts
✔ Log all customer queries and cases that need to be followed up
✔ Set up automatic triggers to ensure cases are followed up

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Sage CRM and Sage ERP integration

Sage CRM and Sage ERP integration

Sage CRM and Sage ERP integration

✔ Enhance customer service with a 360 degree view of your customers interactions with your company
✔ Boost business productivity with integrated systems
✔ Work quicker and smarter by automating workflows
✔ Use visibility to propel profitability with business insight
✔ Develop customer account documents from within Sage CRM
✔ Flexibility to share Accounts Receivable, Accounts Payable, historical and statistical data with your sales team
✔ Synchronise shipping and billing information

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Analytics and Insights

Analytics and Insights

Leverage valuable insights to make smarter decisions everyday

✔ Obtain a variety of preconfigured alerts and notifications to get real-time updates on your business KPIs
✔ Access reports and dashboards, and swiftly produce visual reports for at-a-glance assessments
✔ Ready-to-use Management Dashboards that show a spread of KPIs, charts, reports and leaderboards for higher insight and trend analysis
✔ Enhance your Sales workflows for briefer sales cycles in addition to longer sales processes and cross-selling

 

Sage CRM

Over 15,000 small and medium sized companies use Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. Accelerate your business success by starting your free 30-day trial today.

 

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