search icon

Experience the power of connected CRM software

Improve conversion rates, increase customer loyalty and boost revenues with cloud-based customer relationship management (CRM) systems and tools. Sage helps you delight customers at every stage of their journey. 

What is CRM software?

Customer relationship management software tracks and manages every interaction you have with prospects, leads and customers as they move through your company's sales cycle.

ERP lets you focus on running your business, and CRM tools help you focus on your customers. CRM software organises and automates communications and activities across all customer-facing departments, including sales, marketing and customer service. Managing customer relationship development is simplified and customers enjoy a better experience as they travel along your sales funnel.

A CRM system stores every interaction with a customer in one place, so you and your team can nurture these relationships easily. Whether your clients are exclusively based in Australia or your company works on a global basis, every touchpoint can be tracked in a central system.

Choosing cloud-based technology allows you to access data from your desktop computer as well as any internet-enabled device, and implementation is fast and secure. You can see how your sales and marketing campaigns are performing in real time, giving you the insights you need to make more informed business decisions. 

 

How does customer relationship management software work?

CRM software programs collect and organise a business’s customer data in a centralised environment. This means every interaction with existing or potential clients and customers can be accessed across an organisation.

Whether you work B2B, B2C or a mixture of both, you can track and reference past customer interactions to more effectively identify and serve their needs. Automated outreach, sales campaigns and targeted marketing can then be used to help you move prospects forward on their journey.

 

Why use a customer relationship management tool?

A CRM system means your team can spend less time searching for customer data and more time developing and fostering relationships. The centralised framework optimises workflow, improving internal communications and providing the customer with a positive, personal experience at every point.

Besides helping businesses create a better customer experience, the uniformity and breadth of information contained within CRM software makes customer segmentation easier for sales and marketing purposes. Managers have the insights they need to evaluate and adjust campaigns to constantly improve effectiveness. 

 

How CRM software can transform customer experiences

Using a CRM software application, your marketing team can identify the sources of leads, opportunities and closed sales. They can also find customer information for upcoming campaigns and send targeted email marketing campaigns.

When customers buy your products or services straightforward system integrations should allow you to track these orders using your ERP or business management solution.

Improve customer services

With a complete view of the customer life cycle, your customer service team gains the tools they need to resolve queries faster and with more personal responses.

How CRM software boosts sales

You can simplify the sales process, shorten sales cycles and make the most of every sales opportunity. CRM software programs automate sales tasks such as creating quotes and orders, forecasting sales and progressing leads and converting them to opportunities using sales workflows.

Market more effectively

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

Pitch new products to the right people

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

How a CRM tool improves productivity and profitability

With Sage customer relationship management tools, you can access critical customer information in real-time on any device in the office, on the road or in client meetings. Your sales and customer service teams can easily input the latest data, so you never miss an opportunity to follow up with a customer again.

Streamline customer interactions

Avoid duplication of work and handle customer relationships more efficiently with a consolidated view of data.

Retain your best customers

Gain an end-to-end view of the customer life cycle based on reliable data and identify new sales opportunities from existing clients through up-selling and cross-selling.

Personalise your products and services marketing

Send targeted campaigns based on customer information and drive growth upwards.

What the best CRM software providers offer small and medium-sized businesses

Centralise your critical client information

CRM software applications let you store your customer data in a central, secure location. This information includes email and communication histories, sales quotes, orders received, opportunities and open and resolved support cases.

You can feel confident you’re acting on up-to-date information and back-ups and disaster recovery are managed for you.

Automate sales solutions

Customer relationship management systems automate many of the day-to-day tasks that form part of 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

More targeted campaigns ensure a higher return on your marketing investment, faster. Our customer relationship management systems enables you to plan marketing campaigns and run campaign reports within minutes.

Provide world-class customer service

Nurturing customers and providing them with an excellent customer experience will improve your retention rate and drive growth. With the Sage program, you can delight customers and outperform the competition.

Gain insights into your business

Our customer relationship management platform lets you generate reports for key areas of your business, including sales, customer service, lead reports and marketing. You can even create tailored reports that measure how the business is performing against KPIs.

These types of reports help managers evaluate where the business stands and make more informed decisions.

 

Manage your contacts

Sage customer relationship management packages are built to manage your information about contacts. For each contact, you can store information like phone numbers, email and postal addresses. For example, a travelling salesperson can access this contact information wherever they are in Australia, using their mobile device before they meet or call a client.

Get practical customer relationship management advice for your business

Read our articles, guides, expert tips and more about CRM software.

How can a CRM system help your practice grow?

How can a CRM system help your practice grow?

Unlocking new business opportunities is a key imperative for Australian accounting practices, especially during this time of economic uncertainty. So how can you significantly enhance your client relationships and the effectiveness of your marketing efforts, to generate new business? One of the most effective ways is by implementing a CRM (Customer Relationship Management) system. Yet, […]

Read More Read More
5 ways to enhance customer service at your practice

5 ways to enhance customer service at your practice

Good customer service is key to retaining your clients and generating more work from them. Here are five tips you can implement today.

Read More Read More
7 ways to increase sales from your existing customers

7 ways to increase sales from your existing customers

Discover practical tips to help your start up or small business generate more sales from your existing customers.

Read More Read More