Loyal customers are the backbone of a strong, successful company. Sage Customer Relationship Management (CRM) is specially designed to meet the business requirements of small and medium sized businesses that want to retain customers profitably. Sage CRM manages critical sales, marketing and customer service activities, helping business owners find new customers, close deals faster and build long lasting, profitable relationships.

Solution Capabilities Guide

  • Sales

    Sage Customer Relationship Management (CRM) brings all your sales information together, in the office or on the move, helping you to make the most of every opportunity. From allocating leads and coordinating calendars to forecasting and sharing data, it’s the only place you’ll need to look for everything you need to know about prospects and customers.

  • Full Visibility

    Providing an end-to-end view within one easy to use screen, Sage CRM gives you full visibility of what is happening with every prospect and customer, simplifies forecasting and strengthens pipeline management. This powerful tool also increases productivity and helps to ensure that everyone consistently follows your business's best practices.

  • Targeted Campaigns

    The more highly targeted your campaigns are, the more successful they will be. Sage Customer Relationship Management (CRM) makes it easier to deliver targeted campaigns by providing your marketing team with detailed information drawn from across your business.

  • Best Practice Campaigns

    Sage CRM helps marketers to increase the flow of leads, carry out meaningful campaign analysis, and track the success campaigns with pin-point accuracy. From one easy-to-use screen, marketers can see everything they need and keep on top of all their activities. They can collaborate more closely with the rest of the business, quickly identify successful campaigns, repeat successful ones with ease, and generate accurate return on investment calculations.

  • Integrate Your All Applications

    Through the integration with other applications, Sage CRM can access data from other solutions you may be using. Information may come from external websites, integrated services or within the CRM software. It also fully integrates with with various popular applications like Microsoft Outlook, and for a richer view of information, Sage CRM allows for additional customization with social media sites like LinkedIn, Facebook and Hoover.

  • Understand Your Customer

    Through effective marketing campaigns, managing sales and improving customer service, you can build lasting relationships with your customers. It allows you to access vital customer information through the web interface whenever, wherever. This empowers your employees with necessary data to make accurate decisions, saving you time and money with with automated marketing, sales and customer service operations.

  • Share Information

    Sage Customer Relationship Management (CRM) provides a complete view of customer interactions across your teams so they can collaborate and respond to inquiries and sales opportunities quickly. This allows your staff to share vital customer information and make timely, accurate decisions. By increase workflow and reducing possibility for error with easy access to information, you’ll be empowering your employees with a sophisticated information management tool.

  • Create Your Own Solution

    Sage CRM provides a highly flexible, easily customizable solution to meet your specific business needs. It encompasses great customizable solutions including templates that will meet the majority of your needs to quickly begin your business process. It also has the ability to create specific reports and documents with a highly configurable report designer.

  • Making The Right Decisions

    Sage Customer Relationship Management (CRM) helps eliminate process bottlenecks while protecting margins, reducing cost of sale and administration costs. By staying efficient and eliminating the duplication of information you’ll be able to leverage revenue opportunities by learning who your most profitable customers are. Most importantly, you’ll be able to identify areas to improve product development to ensure the happiness of your customers.

  • Manage Collections

    Sage CRM enables you to track your Accounts Receivable Invoices and better manage your collection process. This powerful solution allows you to prioritize overdue, or soon to be overdue, invoices by the date they were billed and organize the results by sub categories such as largest amount owed or longest outstanding balance. Now you can create better strategies to deal with outstanding AR instances and receive your payments faster.

  • Collections Communication History

    Sage CRM comes equipped with a communication history feature. This enables each member of your company that handle an AR invoice to leave a comment detailing their actions. The comments are then stored so all other employees are able to see the last actions performed, and the last thing that was said by the customer.

  • Customer Service & Support

    Sage Customer Relationship Management helps you to manage customer relationships based on best practice, enabling you to define processes, track cases, and share effective solutions to customer issues. It dramatically reduces the time salespeople need to spend on administration, freeing them to spend more time selling.