search icon

Experience the power of connected CRM software

Are you thinking about investing in online accounting software for your business? Find out what small business cloud accounting software can do for you.

What is CRM software?

CRM stands for Customer Relationship Management and is 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.

CRM software provides 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.

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 users to track and reference past customer interactions to more effectively move prospects forward on their journey through automated outreach, sales campaigns, and targeted marketing.

Why use a CRM?

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 business people to communicate both internally and with the customer to maintain a positive, personal experience at every point.

Besides helping business people 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 software boosts 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.

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 CRM software improves productivity and profitability

Sage Business Cloud offers a better, faster way of managing your entire enterprise.

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 and capitalise on up-sell and cross-sell opportunities.

Market your products and services

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

Top CRM software features for small and medium-sized businesses

Centralise your critical business information

CRM software helps 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.

And because 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.
Blue icon of three people having a conversation

Provide world-class customer service

Nurturing customers and providing them with an excellent customer experience will improve your retention rate and drive growth. Now, you can delight customers and 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.

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

Advice for managing your business

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

How I pivoted my accountancy firm to an entrepreneurial model – and pitched it to clients

How I pivoted my accountancy firm to an entrepreneurial model – and pitched it to clients

Shaz Nawaz from AA Accountants reveals why adopting an entrepreneurial business model can help accountants be seen as trusted advisers.

Read More Read More
This is how to survive a Revenue audit: Top tips to help your business

This is how to survive a Revenue audit: Top tips to help your business

Discover practical tips and advice on how to survive a Revenue audit, including examples of common errors typically uncovered during the audit.

Read More Read More
Bean and Goose: 'Coronavirus tried to scupper the Easter bunny, but failed'

Bean and Goose: 'Coronavirus tried to scupper the Easter bunny, but failed'

Bean and Goose co-founder Natalie Keane discusses the challenges of overcoming coronavirus, opportunities that have arisen and supports they've used.

Read More Read More
The Practice of Now 2020: Essential insights to support accountants and bookkeepers

The Practice of Now 2020: Essential insights to support accountants and bookkeepers

The Practice of Now makes for essential reading for accountants and bookkeepers. Find out why then download your free report.

Read More Read More
How accountants can use automation to overcome the data entry challenge

How accountants can use automation to overcome the data entry challenge

Discover how your accountancy practice can use automation to reduce the amount of time spent on repetitive, manual data entry tasks.

Read More Read More
How to make sure your accountancy practice gets paid on time

How to make sure your accountancy practice gets paid on time

Discover what you need to do to reduce time spent on chasing late payments and ensure your accountancy practice gets paid on time.

Read More Read More
How to run a resilient business during coronavirus

How to run a resilient business during coronavirus

Tony Price from PwC reveals what his clients are learning from the coronavirus outbreak to build resilience and shares tips for businesses.

Read More Read More
How your finance team can use automation to save time on admin

How your finance team can use automation to save time on admin

Discover how finance teams can use automation and software to reduce time spent on manual tasks such as reconciliation and invoicing.

Read More Read More