search icon

Experience the power of connected CRM software

Are you thinking about investing in the best CRM software for your small business? Discover the benefits of cloud-based CRM and what it could do for you and your customers.

What is CRM software?

CRM stands for customer relationship management. It helps you track and manage interactions with prospects, leads and customers as they move through your company’s sales cycle.

While ERP software helps you run your business smoothly, CRM tools are what you need to focus on customer relationships. The best CRM software makes it simple for your customer-facing departments to organise, automate and keep track of their communications and activities.

You’ll get complete visibility over your customer operations so you can make smarter business decisions. Plus with every customer interaction tracked, you’ll find it easy to develop those important relationships, whether they’re in Africa or further afield.

How does CRM software for small business work?

CRM software works by collecting your customer data and interactions, such as a sales call with a potential lead, and then organising it in a centralised place which is accessible across the business.

This allows your team to track, review and reference all customer interactions, maintaining a positive, personal experience at every point. Potential customers can be moved along the sales journey more efficiently through tactics such as email campaigns, automated outreach and targeted marketing.

Why use a CRM system?

Whether your organisation is B2B or B2C, CRM practices can help streamline your customer operations. That means your team will spend less time searching for customer data, and more time developing and fostering connections - just one of its many advantages.

The centralised framework optimises workflow, improving communications both internally and externally. Besides helping your business create a better customer experience, the uniformity and depth of information provided by a CRM program helps managers evaluate progress and devise effective customer strategies.

Deliver exceptional customer service with CRM tools

Your customers are the reason you do what you do. Even with basic CRM software, your sales and marketing team will be able to better source leads, identify opportunities and close sales through targeted campaigns.

Plus, when customers buy your products or services after such marketing campaigns, you can track these orders using your integrated ERP or business management solution.

Keep customers happy

Through CRM software, your employees will have a complete overview of each customer’s life cycle. This gives them the data they need to resolve queries faster, and in a more personal way.

Boost sales with CRM software

Make the most of every sales opportunity by simplifying the process and shortening sales cycles. Use top CRM software to streamline your sales workflow, automating tasks such as creating quotes and orders, forecasting sales, and progressing leads.

Pitch new products to the right audience

With better business insight, you will be able to leverage reliable customer data and target customers who might be interested in your new products and services.

Market more effectively

With an integrated online CRM computer system, you will be able to create targeted campaigns based on customer account information and deliver a higher return on your marketing budget.

How CRM software improves productivity and profitability

There are many benefits of CRM. Choose a better, faster way of managing your customer relationships - and your entire organisation - with Sage Business Cloud.

Improve customer interactions

Handle customer relationships more efficiently with a consolidated view of data. A CRM program will also help you avoid duplication of work, streamlining processes so your team can accomplish more.

Retain your best customers

The best sales CRM program will offer an end-to-end view of the customer life cycle, based on solid data. Your employees will be able to capitalise on up-selling and cross-selling opportunities with ease.

Promote your products and services

Personalise your marketing promotions and send targeted campaigns based on customer information. Plus, you can monitor campaign performance and optimise to drive growth upwards.

How CRM software can help your small or medium-sized business

Centralise critical customer information

Store customer data in a central, secure cloud-based location. This can include emails, phone call notes, sales quotes, orders received, and both open and resolved support cases. Be confident that you’re acting on up-to-date information when reaching out to customers.

Automate sales processes

Using CRM, you can automate many of the day-to-day tasks that make up the sales process, including order processing, lead management and sales forecasts. This automation eliminates the need to spend time performing manual daily tasks like scheduling sales calls.

Send targeted marketing campaigns

Personalise your approach to customers. More targeted campaigns ensure a higher return on your investment, faster. Our customer relationship management system lets you plan marketing campaigns which work, and generate campaign reports within minutes.

Provide world-class customer service

Look after your customers. Nurturing relationships and providing an excellent customer experience will improve your retention rate and drive growth. With Sage Business Cloud, you can satisfy your customers and outperform the competition.

Gain insights into your business

Generate reports for key areas of your business such as sales and marketing, customer service, and so on. You can even create customised reports that measure how the business is performing against KPIs, which will help you make smarter, more informed decisions.

Manage your contacts

Store information like phone numbers, email and postal addresses within your cloud-based CRM program. This allows your employees to get contact details whenever they need it. For example, a salesperson who is out of the office can easily locate a phone number they need.

ATEC Security

We believe that we’re now one of the leaders in the industry in providing critical information to clients. This helps us to win new business and enhance our service to existing clients.

Simon Adcock
Managing Director