4 ways finance leaders in financial services firms can drive sustainable growth with data
Want to drive sustainable growth? Discover how you can use data to make that a reality for your financial services firm.
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 200.
Avoid duplication of work and handle customer relationships more efficiently with a consolidated view of data.
Based on your latest customer information, send email campaigns in MailChimp, track it with Sage CRM and drive growth upwards.
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.
Simon Adcock, Managing Director
ATEC Security
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