Discover Sage CRM features, benefits, and integrations. Improve customer relationships, streamline processes, and boost sales with a flexible CRM solution.
Sage CRM is a cloud-based customer relationship management solution for entrepreneurs, small, midsized, and larger enterprises. It helps businesses optimize their customer experience by presenting tools to handle new and existing client relationships. The Sage CRM documentation is a good starting point for understanding the full feature set.
Sage CRM provides a full suite of tools for managing customer relationships, accounts, order management, customer service, sales opportunities, and marketing. It can be deployed on the cloud and on-premise, and used to track performance, forecast trends, schedule meetings, and more.
Contact and Communications Management
Contact Management is a key feature of Sage CRM. The application makes it simple to create new fields and apply them to screens. You can profile Prospects and Customers for targeted activities or reporting metrics.
The Communications functionality allows you to maintain a record of all interactions with Customers, Suppliers, and others both at the organization and individual contact level.
Key integration features include:
- Integration with Microsoft Exchange and Office 365 to sync appointments, tasks, and contacts between Outlook and Sage CRM
- Email Management Server service to recover emails from one or more mailboxes
- HTML Email Templates for individual or bulk outbound emails
- Document Templates using MS Word for mail merges
Marketing
Sage helps you plan better marketing campaigns with higher accuracy across multiple channels. You can easily track new leads and sales opportunities. Sage also offers email marketing integration with Mailchimp to send and track campaigns.
Key marketing tools include profiling, sorting data, creating groups, working with Mailchimp, using email templates, connecting your website, and campaign management that links leads, communications, and opportunities.
Workflow and Process Automation
Sage CRM allows you to systemize how data moves through different individuals and departments. The ability of Sage CRM to systemize a process is the biggest differentiator from other CRM applications. Companies that take advantage of these features have a higher rate of success with their CRM initiatives.
Accounting Integration
Sage CRM integrates with Sage’s core line of accounting packages including Sage 50, 100, 300, 500, X3, and Intacct. The CRM partner manages the CRM side and the integration into the accounting system. Statistics Canada data shows that CRM adoption among Canadian SMBs continues to grow as businesses recognize its impact on customer retention.
Why Use Sage CRM
- Easy to use and easy to modify
- Best value CRM on the market
- Strong process control features
- Can be hosted on your own server or private cloud
- Integrates with Sage accounting across all product tiers
Interested in implementing Sage CRM for your business? Let us talk.
