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CRM Overview

  Features & Benefits

  How Users use CRM

  CRM Resources


Additional Products:

          CRM Together;

          1. Accelerator.

















Features & Benefits:



Customise Sage CRM and become a more productive and informed business:

  • Adapt the look and feel of Sage CRM to suit the needs of your business.

  • Avoid duplication of work by storing customer information in a central database.

  • Organise marketing, sales and customer services activities using one solution.

  • Gain greater insight into the performance of your business with powerful reports and charts.

  • Leverage customer data from across your business and target customers who want your products and services.



Send email campaigns with MailChimp:

  • Email up to 2,000 lists subscribers a month as part of MailChimp’s free plan.

  • Use dozens of MailChimp predesigned templates or create your own.

  • Send an automated series of personal emails to leads and customers.

  • Automate communications with current and prospective customers.

  • Track open rates, clicks and unsubscribe.

  • Report on and improve your campaigns in real-time.

  • Share previous campaigns with colleagues so they can save time.

  • Send e-marketing campaigns on behalf of other users.



Business Accelerators for Sales:

  • View data from across your company on two new Management dashboards.

  • Evaluate the performance of your business with Sales KPIs for Managers.

  • Measure your company's progress using Sales Metrics for Managers.

  • Act on a range of preconfigured alerts and notifications.

  • Save time with new alternative sales workflows.

  • Gain greater insight on new management dashboards.

  • Analyse sales campaigns activities with new KPI charts.

  • Email quote information as a PDF in just one click.



Work from anywhere with Mobile CRM:

  • Use Sage CRM for iPhone and Sage CRM for Android.

  • Schedule and manage important account activities on your phone or tablet.

  • View the communications history between your business and your customers.

  • Update customer information on the road.




Integrate with Sage ERP and join-up every part of your business:

  • Sage CRM can run "Stand-Alone" or it can interface with the following Sage ERP Systems (Sage 50, Sage 200, Sage 300).

  • Resolve customer queries faster with more personal responses.

  • Create targeted campaigns based on customer information that deliver a better return on your marketing budget.

  • Enable customer service teams to handle customer queries more efficiently.

  • Help sales teams source quotes faster and meet specific shipment and delivery requirements.

  • Automate workflows that connect one department to the next and help your business run more efficiently.

  • Identify sales patterns and cross-sell opportunities using real-time information about the volume and value of trade in your company.












































































For All Users:

  • Easy-to-use with a fresh look and feel.

  • Fully customizable interactive dashboard.

  • End-user personalization of interface design and content.

  • In-built user tutorials, user guide and quick tips.

  • Relationship management graphs.



For Sales Professionals:

  • Pre-installed sales dashboard available out-of-the-box

  • Ability to customize dashboard to create a bespoke workspace

  • Account, contact and opportunity management

  • Comprehensive reporting and analytical tools

  • Sales forecasting and territory alignment

  • Calendar and activity management

  • Process and workflow automation

  • Mobile solutions and offline synchronization

  • Escalation and auto notifications

  • Quote and order entry


For Marketing Professionals:

  • Pre-installed marketing dashboard available out-of-the-box

  • Ability to customize dashboard to create a bespoke workspace

  • Campaign management and analysis

  • Lead qualification and management

  • Comprehensive email formatting options

  • Mail merge functionality

  • Document drop capabilities

  • Outbound calling

  • List management

  • Customer segmentation capabilities



For Customer Service Professionals:

  • Pre-installed customer service dashboard available out-of-the-box

  • Ability to customize dashboard to create a bespoke workspace

  • Customer self-service portal

  • Case tracking and management

  • Workflow automation

  • Knowledge base recording customer service solutions

  • Address maintenance and linking tools

  • Escalation and auto notifications

  • Reporting




For IT Professionals:

  • Advanced customization capabilities

  • Out-of-the-box customization

  • Easy to install and fast to deploy

  • Easy to integrate

  • Flexible deployment options



Integration Capabilities:

  • Microsoft Outlook Integration

  • Integrates straight out-of-the-box with many leading Sage ERP products (Sage 300 ERP / Sage 200)

  • Computer telephony integration
































































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Directors: I.D. Lowe / D.E Lowe / S. Houston

6 Rangewood Road, South Normanton, Alfreton, Derbyshire, DE55 3BS, United Kingdom

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