Sage CRM Cloud

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Sage CRM for sales

  • Opportunity and Pipeline Management
  • Territory Management
  • Forecasting and Reporting
  • Sales Workflow
  • Lead Management
  • Quotes and Orders Processing
  • Calendar Management
  • Powerful networking through LinkedIn Integration
  • Mobile Solution

New in latest release

  • Exchange Integration
  • Sage CRM for iPhone / Android
  • Sage CRM for Tablets beta available
  • Twitter integration

 

Sage CRM for marketing

  • Schedule and track marketing activities
    within a campaign
  • Full visibility into campaigns, waves
    and wave activities
  • Rapid lead to opportunity management
  • Document store and share
  • Integrated telesales follow-up
  • Customer profiling and analysis
  • Calculate accurate ROI
  • Full workflow management

New in latest release

  • Powerful e-marketing capabilities
  • Automatic campaign results tracking
  • Open, click and bounce-rate tracking
  • Over 90 attention-grabbing templates out-of-the-box
  • Campaign cloning
  • In-call data modification
  • Twitter integration

Sage CRM for customer service

  • Case Management
  • Escalation and notification alerts
  • Knowledge base
  • Workflow approval process
  • Detailed analysis on call volumes and
    case resolution
  • Traffic light monitoring
  • Web self-service
  • Staff performance monitoring
  • Bespoke company dashboard to provide tighter account management

New in latest release

  • Sage CRM for iPhone / Android
  • Sage CRM for Tablets beta available

Benefits for sales executives

  • Tracking opportunities
  • Identifying the best opportunities to focus on
  • Identifying cross-sell and up-sell opportunities
  • Forecasting accurately
  • Knowing every day what sales opportunities to focus on
  • Reporting on the pipeline efficiently
  • Understanding where opportunities are in the pipeline
  • Having visibility on customer interaction across multiple departments
  • Generating quotes and orders
  • Avoiding inputting the same data into multiple systems

Benefits for sales managers

  • Identifying the biggest opportunities
  • Unearthing hidden opportunities
  • Tracking sales across territories and reps
  • Creating team and individual forecasts quickly and easily
  • Tracking and measuring sales representative performance
  • Developing a more effective sales team
  • Having instant access to up-to-date sales data and communications history
  • Access to real-time figures on sales performance and pipeline
  • Minimising sales administration and maximising sales staff productivity

Benefits for marketing managers

  • Segmenting customers
  • Defining highly targeted marketing lists across multiple criteria
  • Tracking marketing campaign performance against targets and budget
  • Managing and re-deploying marketing campaigns quickly and efficiently
  • Identifying success rates at-a-glance
  • Identifying and targeting strong leads
  • Measuring cost-per-lead and marketing ROI

Benefits for customer service managers

  • Easily tracking SLAs
  • Measuring and improving team performance and productivity
  • Making customer support cost-efficient
  • Resolving customer issues quickly
  • Easily identify critical customer issues requiring urgent attention
  • Increasing customer satisfaction and retention rates
  • Monitoring customer service performance in real time
  • Reducing the amount of time spent on customer service administration
  • Knowledge and information sharing across teams
  • Ensuring no customer issues ‘fall through the cracks’

Benefits for CEO / owner

  • Extracting more value out of the business
  • Having insight and reports into business performance
  • Identifying the top customers by revenue and profitability
  • Having complete visibility of customers, pipeline and margins
  • Analysing sales performance across multiple criteria
  • Combining actual campaign results with actual campaign costs to quantify marketing performance
  • Having a complete view of business performance across front and back office
  • Strategic planning – planning for the future

Benefits for CFO

  • Having a central place for information
  • Giving back-office staff access to non-financial customer information to enable them to resolve issues and queries promptly when talking to customers
  • Access to complete customer communications history (usually held in the front office) to enhance ability to effectively chase payments
  • Reducing duplication of effort to minimize mistakes and improve productivity
  • Speeding up routine tasks

The easier it is to retain existing customers, the easier it is to grow your business.

That’s why Sage CRM offers affordable, web-based CRM software for small and medium sized businesses. Easy to set up and quick to deploy, it enables you to effectively manage your clients at every touch point. See why more than 12,000 organisations in 70 countries worldwide use our award winning software. Attend one of our seminars or sign up for a 30-day free trial now!

 

Attend our seminar* or sign up for a free trial** now!