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Sage CRM - Sales Management: Driving Sales from Leads to Close.
A 360 degree view of every customer interaction
With easy access to all your customer information, you can manage every stage of every sale, from lead generation to close. Sales management is simplified, with opportunity analysis available in real-time, along with a snapshot of your whole sales pipeline. Integrated with Sage’s leading ERP systems you can pull together all the data you need for successful lead management, giving you 360o view of all your customers.
A dashboard for instant access to everything you need
An intuitive, customisable dashboard simplifies daily task and activity management. With information from Sage CRM, Sage ERP, and system feeds from websites, sales management has a real-time view of multiple customers’ information. Get up and running quickly using the out-of-the-box sales dashboard, or customise for individuals or teams, based on the person and their role. Monitor opportunities and pipelines, manage calendars and appointments, and identify powerful networking opportunities from LinkedIn®, all from one place. Easy to use, you see everything you need without switching between screens, saving time, and boosting productivity, in a rich and personalised user experience.
Mobile access, work anytime, anywhere
Sage CRM offers mobile users the functionality to access critical customer data and work anytime, anywhere. Delivered seamlessly, and in real-time, the full CRM experience is available from iPhone, Android™ or Tablet devices. Ensuring your sales team have fast, up-to-date access to critical customer data while out on the road, your people need never be out of touch.
Keep track of every case
Ensuring that customer issues are dealt with quickly and don’t get lost ‘between the cracks’, cases can be tracked and actioned directly from the dashboard. Providing a central knowledge base for solutions to known issues, you can have easy and immediate access to resolve issues quickly. Keeping accurate records of contacts with customers via case tracking and communication logs
Automate your sales process, and make sure nothing is overlooked
Tracking all your leads from first contact to close ensures that you focus on the most winnable deals. New customers can easily be identified, while reselling and up-selling to existing accounts is simplified. Leads can be escalated and reassigned simply and quickly, while follow-up activities can be automated so that everything flows smoothly. Effective analysis and management of the sales pipeline means that everyone can see and report on leads, opportunities, and proposals at a glance
Powerful reporting and forecasting
Things move very quickly in sales, which is why Sage CRM gives you immediate access to your data, supporting analysis and decision-making. With point and click reporting plus easily accessible, accurate and timely forecasts, you can see what you need, whenever you need it. Powerful analytics can be displayed on your interactive dashboard, in easy to interpret graphical formats.
