search icon

Discover the power of integrated CRM software

Customer Relationship Management (CRM) solutions make it easier to grow your business by providing a complete view of client interactions with your company.

What is CRM software?

CRM stands for customer relationship management; this software offers a way of tracking and managing interactions with B2B and B2C prospects, leads, and customers as they move through every stage of a company's sales cycle. The implementation of a CRM system will help you run a customer-centric business.

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

CRM programs provide a level of automation that enables businesses to run smoothly and efficiently. And because each customer interaction is stored in a single platform, you and your team can nurture these relationships at every stage.

Managers can also gain insight into how sales and marketing campaigns are performing, helping you make better-informed business decisions.

How CRM works

CRM applications work by collecting an organization’s customer data, i.e., any interaction with existing or potential leads, and archiving them in a centralized environment, accessible across the organization.

This technology makes tracking and referencing past customer interactions simple, to more effectively move prospects along their journey. This is done via automated outreach, sales campaigns, and targeted marketing.

Why use a CRM platform ?

CRM systems enable employees to spend less time searching for customer data and more time developing and fostering connections. The centralized framework optimizes workflow, allowing efficient communication both internally and with clients, maintaining a positive experience at every point.

Besides helping businesses create a more personal experience for consumers, the uniformity and depth of information provided by CRM platforms helps managers evaluate progress and devise effective strategies moving forward.

How CRM systems deliver exceptional customer service

CRM systems allow your marketing team to identify the sources of leads, opportunities, and closed sales. They can also locate customer information for upcoming campaigns and launch targeted email marketing campaigns.

Tracking orders is easy, and integration with ERP or business management solutions is seamless.

Improve customer experience

A complete overview of the customer life cycle arms your customer service team is with the tools they need to resolve queries faster and with more personalized responses.

How CRM software boosts sales

Simplify the sales development process, shorten sales cycles, and make the most of every opportunity. CRM software automates sales tasks, such as working up quotes and orders, forecasting sales, pursuing leads, and converting them into opportunities using sales workflows.

Market more effectively

You'll be able to create targeted campaigns based on customer information and deliver a higher return with an integrated CRM system.

Pitch new products to the right people

Leverage reliable customer data with better business insight and target people interested in your new products and services.

Improve productivity and profitability with CRM

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

Help your teams accomplish more

Avoid duplication of work and handle consumer relationships more efficiently with a consolidated view of data. 

Enable your people to work from anywhere by accessing client information on the go via the application or a desktop computer.

Retain your best customers

Gain an end-to-end view of the customer life cycle based on reliable data and capitalize on up-sell and cross-sell opportunities.

Promote your products and services

Launch targeted campaigns to drive growth further, get your products in front of people who want to buy them, at the right time.

Top CRM features for B2B or B2C organizations

Centralize your critical business information

CRM packages store your customer data in a central, secure location. This information includes email and communication history, sales quotes, orders received, opportunities, and support cases.

Automate sales

Automate many of the day-to-day tasks that make up the sales process with CRM tools, including order processing, lead management, and sales forecasts. This automation step eliminates the need to spend time on daily admin.

Launch targeted marketing campaigns

More narrowly targeted campaigns ensure a higher return on your investment, faster. Our solution enables you to plan marketing campaigns and generate reports within minutes.

Provide world-class customer service

Nurturing leads and providing them with an excellent customer experience improves your retention rate and drives growth. Now, you can delight clients and outperform the competition.

Gain insights into your business

You can generate reports for key areas of your business with a CRM platform, including sales, customer service, lead reports, and marketing. You can even create customized reports that measure how the business is performing against KPIs.

These types of reports help management evaluate where the business stands and make better-informed decisions.

Manage your contacts

CRM applications are built to store consumer information such as phone numbers, email and street addresses to streamline B2C communications.

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

Get practical customer relationship management advice

Read our articles, guides, expert tips, and more about CRM software.

Welcome to Sage Book Club!

Welcome to Sage Book Club !

We’ve teamed up with customer experience and digital marketing expert, Jay Baer. He’s sharing his top six book recommendations.

Read more
Read more
4 ways to leverage CRM to win and increase operational effectiveness

4 ways to leverage CRM to win and increase operational effectiveness

Businesses that place CRM at the heart of their operations use it as much more than just a tracking or data entry system. Here are 4 ways to leverage your CRM.

Read more
Read more
How to build lasting customer relationships at your accounting firm

How to build lasting customer relationships at your accounting firm

How can accountants build lasting customer relationships in the new normal ? Here are the factors at play and how to navigate them.

Read more
Read more
Why the cloud can help accountants with practice management

Why the cloud can help accountants with practice management

Practice management is one of the core tasks of any accounting firm. Find out how you can get your firm in shape today.

Read more
Read more
Sales visits made easier: Integrate mapping applications and Sage CRM

Sales visits made easier : Integrate mapping applications and Sage CRM

How integrating mapping applications and your CRM can help reinvigorate your in-person sales visits and sales force strategy.

Read more
Read more
What’s all the talk about? Integrating Sage CRM and Sage 100cloud

What’s all the talk about ? Integrating Sage CRM and Sage 100cloud

Why should you consider investing in a CRM solution, and Sage CRM in particular ? We run through how seamless integration helps your business be more efficient.

Read more
Read more
Enhance business processes and customer relationships in a new world

Enhance business processes and customer relationships in a new world

With the shifting landscape and the realities of a reduced workforce, a good customer relationship management (CRM) policy is more necessary than ever.

Read more
Read more
Enhancing integration to bridge the gap between sales and accounting

Enhancing integration to bridge the gap between sales and accounting

How does your organization get user buy-in from sales and accounting to fully leverage a CRM system ? Read more to find out.

Read more
Read more