Is your accounting firm due for a checkup?
When was the last time you did a health check on your accounting firm? Knowing your practice inside out is vital to building a thriving business.
Know your business, grow your business.
Evaluate where your business stands, and make more informed business decisions you can be confident about.
Deliver an exceptional customer experience to improve customer retention and drive revenue growth.
Avoid duplication of work, empowering your teams to work faster and smarter. With a single solution, everyone becomes more productive and efficient.
With access to a wealth of sales information, your salespeople are equipped to sell smarter and more efficiently, never missing an important deal.
Read about just some of the benefits our customers are experiencing.
Accelerate response time to customer inquiries with accurate information related to project costing and pricing.
Provide time and expenses tracking through mobile devices to get real-time insight on tasks completed.
Improve accounting processes with automated creation of customer invoices, revenue recognition entries and budget adjustments.
Simplify project management and ensure accurate tracking to optimise profitability and keep projects on schedule.
A CRM solution helps you simplify the sales process, shorten sales cycles and make the most of every sales opportunity.
CRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads and converting them to opportunities using sales workflows. Using CRM software, 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 place orders for your products or services after these marketing campaigns, you can track these orders using an ERP or business management solution, like Sage 300cloud.
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.
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.
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.
25% rise in sales? 60% productivity uplift?
See how your business management solution can help you accomplish this and more.
Nurturing customers and providing them with an excellent customer experience will help you increase profits.
Avoid duplication of work, empowering your teams to work faster and smarter.
With a single solution everyone becomes more productive and efficient.
Sage CRM is trusted by hundreds of businesses from a variety of industries around the world. They use our customer relationship management solution to increase sales, generate more from marketing campaigns and build valuable customer relationships.
Nick Ryan, General Manager of Marketing and Sponsorship
Nissan Motorsports, Australia
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