Sage CRM is a cloud-based customer relationship management solution for entrepreneurs, small, midsized, and larger enterprises and businesses. It helps businesses optimize their customer experience by presenting tools to handle new and existing client relationships.
Sage CRM provides a full suite of mobile tools for managing customer relationships, accounts, order management, customer service, sales opportunities, customer marketing, etc.
Sage CRM can be deployed on the cloud and on-premise. It can be used to track performance, forecast trends, schedule meetings, and more.
The dashboard gives an overview of the current sales deals and the reporting. The analytic features help in forecasting sales performance and tracking new opportunities.
Sage CRM marketing tools allow campaigners to plan, design, and execute marketing and promotion campaigns across multiple channels. The built-in email marketing feature allows sending promotional newsletters and messages to the contacts.
Contact Management is a key feature of Sage CRM and the application makes it simple to create new fields and apply them to screens.
Sage CRM allows you to add and customize data fields to collect custom data relevant to you. It allows you to 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.
It is possible to create a single and unified view of the customer by combining the tracking of contacts, profiles, and their interactions with the business.
Sage CRM comes with several features to help with customer interactions:
Sage helps you plan better marketing campaigns with higher accuracy to manage any given campaign across multiple channels.
It allows you to easily track new leads and sales opportunities. The more sales you make, the more data it collects for you to refine your sales campaigns.
Sage also offers several email marketing solutions, including integration with Mailchimp to send and track campaigns. You can easily send emails to up to 2,000 customers for free and create specific user segments for your campaigns.
Sage CRM helps you automate a campaign to keep you in touch with your leads and customers. As part of your marketing strategy, you can also email and survey your customers to be in the loop on what they are thinking about your product and their intentions to buy.
Sage has the right tools for your marketing team:
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.
The companies that take advantage of these features have a higher rate of success with their CRM initiatives.
Sage CRM can integrate with Sage’s core line of up accounting packages.
We manage the CRM side and the integration into the accounting system. The Sage accounting partner (if applicable) is responsible for the accounting system itself.
Accelerator is the advanced integration with MS Outlook. It has a major impact on the user as it makes using Sage CRM more practical.
Accelerator can integrate with Sage CRM version 2018 and above. It is also compatible with Outlook 2016, 2019 (32 and 64 bit), and 365.
Key Features & Benefits
Why should you use Sage CRM