A CRM 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, pursuing leads, and converting them into opportunities using sales workflows. By using CRM software, your marketing team can identify the sources of leads, opportunities, and closed sales.
They can also seek out customer information for upcoming campaigns and launch targeted email marketing campaigns. When customers place orders for your products or services subsequent to these marketing campaigns, you can track their orders using an ERP or business management solution, like Sage 100cloud or 300cloud.
Avoid duplication of work tasks and handle customer relationships more efficiently
with a consolidated view of data.
Based on your latest customer information, initiate email campaigns in MailChimp, track them with Sage CRM, and expand growth.
Simon Adcock, managing director