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1800 660 670

Business Management
1800 222 040

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1300 729 229



Practice Management & Tax 
08 9245 0666

Business Management
02 9921 6500

Payroll & HR 
1300 729 329

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Solving business challenges

Are you looking for areas in your business to improve visibility and increase operational efficiencies by having greater collaboration, stronger business processes and real-time access to information anytime, anywhere?

Keeping up with changing business scenarios and increasing customer demands can be tough. Sage CRM understands that not all businesses are the same. Sage CRM offers endless flexibility and the functionality to manage any area of your business.  Below are some of the business challenges that Sage CRM can solve for your business.

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Contact us on:

AUS:  1800 222 040  
NZ:   0800 904 409

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Driving productivity and efficiency

As your business grows, managing your pipeline, sales reps, and accurately forecasting and reporting on your sales activities can be challenging. Your business needs to be organised so you can avoid mishandling leads, ensure every opportunity is followed up on, and know what your sales team should be focusing on at any given time.
Sage CRM provides you and your sales team with the tools and information you need to close sales faster and monitor sales performance. It puts detailed account and pipeline information at your fingertips, and helps you manage every aspect of the sales process more effectively, from initial lead through to close.

  • Track your KPIs, help sales people become more productive and close sales faster with Business Accelerators for Sales.
  • Manage new and existing customer relationships with accurate business performance information.
  • Help identify high value customers or prospects and improve the performance of your marketing campaigns.
  • Monitor team performance and ensure each team member is equipped to resolve customer issues.
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Managing your internal processes

Differentiation is a key to competitive advantage.  Sage CRM can boost your business performance by defining critical processes, setting goals, and tracking progress.
Sage CRM helps you automate your business processes so that no opportunity goes missed. It provides easy visibility into all current and historical account details, activities and opportunities so you know where to focus your best efforts.

  • Optimise your Marketing-to-Sales lead lifecycle by implementing sales criteria and ensure quality leads are sent to Sales for closure.
  • Create workflows to capture alerts and trigger notifications.
  • Customise the stages and steps of your preferred business processes as per your requirements.
  • Connect your website to the web self-service portal and at the same time enable your customers to input data through custom web pages.
  • Implement support escalation processes based on predefined service level agreements.
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Having access to real time information anytime, anywhere

With Sage CRM you can access critical customer information in real-time on any device at any location and avoid potential errors in decision making. Your sales and customer service teams can view and update contacts, opportunities, leads and cases when on the road or at customer sites, helping them to become more productive and serve your customers better.

  • Perform key sales activities quickly and easily with the native mobile apps in Sage CRM. 
  • Access key customer information; schedule and manage activities; view history; and record emails, calls, and notes from your mobile device. 
  • Work effectively on the go and quickly search and update contacts, opportunities, leads, and cases. 
  • Run and view reports on the move and make better, more informed business decisions.

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