5 reasons to know your accountancy practice clients better
Discover why knowing your clients and understanding their challenges and dreams can benefit both your practice and them.
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Know your business, grow your business.
As a Sage customer, you can choose from fully integrated CRM or Sage Sales, Marketing or Service modules to suit your business needs.
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.
Sage CRM helps customers grow revenues through better prospecting & selling for new business.
Sage CRM helps retention & growth within a customer’s base, through better data & process service design.
Sage CRM delivers better ‘across the business’ insights to make better business decisions.
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.
Discover why knowing your clients and understanding their challenges and dreams can benefit both your practice and them.
How to respond to a cyber attack on your accountancy practice, with a step-by-step list of key actions for you to take.
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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.
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.
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