search icon
Smiling woman with braids wearing a blazer and striped shirt leaning against a wall

Experience the power of connected CRM software

Increase customer loyalty and drive up revenue with cloud-based CRM systems and tools from Sage.

What is CRM software?

CRM stands for Customer Relationship Management. It's a way of tracking and managing interaction with prospects, leads and customers as they move through every stage of a company's sales cycle.

If ERP lets you focus on running your business, CRM tools help you focus on customers. CRM software helps businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments including sales, marketing and customer service.

Cloud CRM systems provide a level of automation that enables businesses to run smoothly and efficiently. And, because every customer interaction is stored in one place, you and your team can nurture these relationships at every stage.
 
eCRM (electronic Customer Relationship Management) is focused specifically on managing interactions with customers through web-based technologies. CRM software can make this easier for eCommerce companies by recording and analysing customer behaviour at every online touch-point.
 
As a manager, you can also gain insight into how your sales and marketing campaigns are performing, helping you make more informed business decisions.
 

How CRM works

CRM software works by collecting an organisation’s customer data - any interaction with existing or potential customers - and organising it into a centralised environment, accessible across the organisation.
 
This allows you to track and reference past customer interactions to effectively move prospects forward on their journey through automated outreach, sales campaigns, and targeted marketing.

CRM benefits

A CRM system enables employees to spend less time searching for customer data and more time developing and fostering their connections. The centralised framework optimises workflow, allowing businesses to communicate both internally and with the customer to maintain a positive, personal experience at every point.
 
Besides helping businesses create a better customer experience, the uniformity and breadth of information provided by CRM software aids managers in evaluating progress and devising effective strategies moving forward.

How CRM software delivers exceptional customer service

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 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 systems boost sales

You can 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.

Sage

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.
Sage

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 CRM tools improve productivity and profitability

Blue icon of a clipboard

Help your teams accomplish more

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 stored in the cloud to capitalise on up-sell and cross-sell opportunities.
Blue icon of a dartboard

Market your products and services

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

Best CRM software features for small and medium-sized businesses

Blue icon of two arrows curved around a circle

Centralise your critical business information

CRM platforms 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.

 

As this information is in one place, you can feel confident you’re acting on up-to-date information.


Automate sales

Using CRM, you can 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 investment, faster. Our solution 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 as well as help you outperform the competition.

Gain insights into your business

With CRM you can generate reports for key areas of your business including sales, customer service, lead reports, marketing and so on. 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.

Blue icon of user cards in a tray

Manage your contacts

CRM is 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 using their mobile device before they meet or call a client.


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

ATEC SECURITY

Sage Marketplace

Extend the power of Sage CRM, grow your business and make life easier with our connected apps.

Advice for managing your business

Read our articles, guides, expert tips, and more.

Payroll year end checklist: Here's what your business needs to do

Payroll year end checklist: Here's what your business needs to do

Payroll year end is approaching but don't panic, there’s still time to get your requirements sorted. Here's what you need to do.

Read more Read more
Back from the brink: How non-profit organisations can improve financial literacy after Covid

Back from the brink: How non-profit organisations can improve financial literacy after Covid

Discover how digital tech and understanding of Organisational Financial Literacy can help your NPO thrive.

Read more Read more
Follow and learn from 10 top sustainable business owners

Follow and learn from 10 top sustainable business owners

Looking to build a sustainable business from scratch or apply sustainable principles to your existing one? Here's some tips to help you.

Read more Read more
How to create a great employee experience and empower your people

How to create a great employee experience and empower your people

Want to keep hold of your top talent at your business? You need to offer the best possible employee experience. Discover how you can do that.

Read more Read more
Weird and wonderful startup ideas that work in the real world

Weird and wonderful startup ideas that work in the real world

Got a startup idea that's a bit different but not sure if it'll fly? Get inspired by stories of businesses that offer something unique.

Read more Read more
How to find your USP – and why Making Tax Digital can improve how you run your business

How to find your USP – and why Making Tax Digital can improve how you run your business

The founder of SAS (Senior Accounting Services) shares her entrepreneurial lightbulb moment and sheds some light on Making Tax Digital.

Read more Read more
Covid financial support: Grants, funds and rebates for businesses affected by coronavirus

Covid financial support: Grants, funds and rebates for businesses affected by coronavirus

Learn about new and existing packages of government financial support to help your business during the pandemic.

Read more Read more
HR in the tech sector: 5 challenges in 2022 and how to overcome them

HR in the tech sector: 5 challenges in 2022 and how to overcome them

The great resignation is upon us, and the tech sector is feeling it. How can HR leaders nurture their employees and attract new talent?

Read more Read more