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Who uses Sage CRM?

Sage CRM benefits any person or department that interacts with customers or handles their information. For many companies, that's most of your organization. Here's a quick look at how Sage CRM helps your team:

Sales: See customers' current product, pricing details, and credit history
Marketing: Track what is (or is not) selling and react accordingly
Operations: Monitor activity to ensure things are going according to plan
Customer Service: See full picture to quickly and effectively address customer requests or issues
Accounting: Easily view customers' outstanding balances, payment history, and receivables
Management: Assess all aspects of the business through real-time dashboards and custom reports

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How does Sage CRM work?

What can Sage CRM help you do?

Make informed business decisions.

Gain a new level of visibility when evaluating your business performance and customer interactions; enable senior management to make smarter, more impactful decisions.

Centralize all your customer information.

Connect the various sources of information within your company to gain a complete understanding of all customer interactions.

Sell more effectively.

Sales can efficiently manage and complete all their activities from Sage CRM using the interactive dashboard—customizable to their needs.

Create focused effective marketing campaigns

Create focused and effective marketing campaigns.

Marketing can develop deeper insights into your customers' needs and use that information to create more targeted and effective messaging.

Improve team productivity.

Save significant time by automating manual tasks; this also reduces miscommunications and human error, which can so easily undermine productivity.

Increase customer satisfaction and loyalty.

Earn greater customer loyalty by leveraging technology to provide them with a satisfying and consistent customer experience—no matter the time or day.

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Make informed business decisions.

Gain a new level of visibility when evaluating your business performance and customer interactions; enable senior management to make smarter, more impactful decisions.

Sage CRM offers extensive visibility of operations and budgets, including a highly visual dashboard that provides senior management real-time metrics about business and employee performance across multiple criteria.

Recommended Resources

We think you'll find these helpful as you learn about what Sage CRM can do for your business.

How Integrated ERP & CRM Can Benefit Your Business

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Leveraging the 360 Degree Customer

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Centralize all your customer information.

Connect the various sources of information within your company to gain a complete understanding of all customer interactions.

Sage CRM allows everyone in your organization to see all interactions with each customer—from sales to shipping. Work together more efficiently and impress your customers when you respond with their history taken into account.

Recommended Resources

We think you'll find these helpful as you learn about what Sage CRM can do for your business.

Sage CRM and Sage ERP: Powerful Integration

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The New Paradigm of Customer Communications

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Sell more effectively.

Sales can efficiently manage and complete all their activities from Sage CRM using the interactive dashboard—customizable to their needs.

Dashboards in Sage CRM are intuitive and easy to use. They enable your sales team to monitor their opportunity pipeline, book appointments, and schedule tasks—even identify networking opportunities through LinkedIn.

Recommended Resources

We think you'll find these helpful as you learn about what Sage CRM can do for your business.

Sage CRM: Focused Sales Management

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Aberdeen Sales Forecasting

Download

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Create focused and effective marketing campaigns.

Marketing can develop deeper insights into your customers' needs and use that information to create more targeted and effective messaging.

Sage CRM tracks your customers' communication preferences, purchases, and interactions so you can tailor campaigns to their needs. Campaign workflows can be easily customized so they are structured for consistent execution for maximum reach and impact.

Recommended Resources

We think you'll find these helpful as you learn about what Sage CRM can do for your business.

Sage CRM: Targeted Marketing Effectiveness

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Sage e-marketing for CRM?

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Improve team productivity.

Save significant time by automating manual tasks; this also reduces miscommunications and human error, which can so easily undermine productivity.

Sage CRM supplies relevant and timely business information to those who need it, where they need it—even when they are on the go. With a nimble mobile application, your team will be able to respond more quickly and keep communications flowing.

Recommended Resources

We think you'll find these helpful as you learn about what Sage CRM can do for your business.

Connect the Dots with Automated Workflow Management

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Sage CRM for iPhone

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Increase customer satisfaction and loyalty.

Earn greater customer loyalty by leveraging technology to provide them with a satisfying and consistent customer experience—no matter the time or day.

Sage CRM lets you offer your customers self-service abilities online at minimal cost and set up. Customers can service their own information needs and track data and shipments 24/7—more convenient for them, and more savings for you.

Recommended Resources

We think you'll find these helpful as you learn about what Sage CRM can do for your business.

Sage CRM: Exceptional Customer Service

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Social Media and Sage CRM

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