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Sage CRM In-depth

Sage CRM is an easy-to-use, mobile ready, and affordable CRM solution. Sage CRM helps small and medium sized businesses extend the power of their Sage business management solution with an award-winning, on-premises integrated customer relationship management (CRM) solution.

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Digital Marketing and Social CRM

Leverage social media channels and tools with Sage CRM and get closer to your customers.

  • View Twitter feeds for specific companies.
  • Update Twitter feeds from Sage CRM.
  • Track brand or company mentions.
  • Research prospects and generate leads using LinkedIn.
  • View Facebook profiles from your CRM records.
  • View a company’s Facebook feed.
  • Facilitate peer-to-peer learning and drive productivity through collaboration using Yammer.
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A Business Accelerator for Sales

Accelerate your sales performance and drive sales productivity

  • Measure your performance against your business KPIs using Business Accelerators for Sales.
  • Optimise your sales workflows for shorter sales cycles as well as longer sales processes and cross-selling.
  • View campaign response rates and associated sales revenue by territory.
  • Manage your calendars, appointments and key accounts from one place.
  • Choose from a comprehensive selection of sales reports.
  • View custom sales forecasts using a wide range of information.
  • Automate follow-up sales activities for efficiency.
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Email Marketing and Campaigns

Deliver personal, relevant and timely email marketing communications to customers and prospects alike using minimal resources.

  • Send email campaigns with MailChimp and track them in Sage CRM.
  • Use dozens of MailChimp predesigned templates or create your own.
  • Send an automated series of personalised marketing messages using a range of smart-sending features.
  • Track open rates, clicks and unsubscribes to determine campaign effectiveness.
  • Create targeted groups for follow-up or future e-marketing campaigns.
  • Edit templates and personalise them with your logo, contact details, hyperlinks and call to action.
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Integration with Sage Business Management Solutions

Integrate your CRM and Sage solution to facilitate a customer-focused business where every interaction is tracked, recorded, and made available to anyone in the business on a permission basis.

  • Improve the customer experience with a complete view of your customers’ interactions with your company.
  • Encourage business productivity with integrated business systems.
  • Work faster by automating workflows.
  • Use visibility to drive profitability with business-wide insight.
  • Create customer account documents from within Sage CRM.
  • Have the flexibility to share accounts payable, accounts receivable, ageing and statistical information with your sales team.
  • Synchronise billing and shipping information.
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Mobile CRM

Access key CRM information anytime, and anywhere to make informed decisions quickly.

  • Search and update contacts, opportunities, leads and cases.
  • Run and view reports on the move.
  • Access and manage key opportunities, appointments and tasks.
  • Make appointments, track tasks and key customer communications.
  • Build a watch list of opportunities in your pipeline.
  • Add and update company and person records.
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Deliver Exceptional Customer Experiences
Deliver an exceptional service and a world-class experience
  • Classify your customers into different segments based on their behaviour and attitudes.
  • Access accurate and up-to-date information in one screen.
  • Create a dedicated company or key customer dashboard for specific accounts.
  • Record all customer queries and incidents that need to be followed up.
  • Create automatic triggers to ensure cases are followed up.
  • Track and action all cases directly from your interactive dashboard.
  • Gain immediate access to a central repository of customer service solutions.
  • View detailed analysis on metrics such as call volume, case resolution times, communications and follow-up statistics.

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Business Insights and Analytics

Leverage valuable insights to make smarter decisions

  • Receive a range of preconfigured alerts and notifications to get real-time updates on your business KPIs.
  • Access reports and dashboards, and quickly create visual reports for at-a-glance assessments.
  • Ready-to-use management dashboards that display a range of KPIs, charts, reports and leaderboards for better insight and trend analysis.
  • Optimise your sales workflows for shorter sales cycles as well as monitor sales cycles, cross-selling and up-selling.
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