Sage CRM Software Managing Sales
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Sage CRM puts sales staff in complete control of the sales process helping them to identify opportunities, sell more effectively and win more new business.
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With instant access to real-time diaries, accounts, reports, sales pipelines, contacts and call lists, Sage CRM gives sales teams the tools they need to perform.
Preparing For Sales Success
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Online web access to complete contact history help sales staff to effectively prepare for each sales situation and identify new opportunities to cross-sell or up-sell.
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Access a customer's order history, understand their buying habits, find out who they’ve dealt with to deliver superior customer service and spot new selling opportunities for profitable communications.
Track Every Sales Opportunity
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From initial contact to final sale, Sage CRM tracks every prospect through each stage of your own unique selling cycle for effective sales pipeline management.
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Apply probability assessments to each prospect for accurate sales forecasts.
Keep On Top Of Sales
- Filter and sort sales data for effective display of the information you need to work with.
- Get on-screen reminders and alerts on critical opportunities to accelerate opportunity development and improve win/loss ratio.
- Continue to run email, diaries and contacts through Outlook and auto-sync of all interactions in CRM.
- Access information whenever, whenever you need. With a web or network connection CRM is just a click away, or for offline access work locally and automatically sync next time you connect.
- View Sage CRM through Outlook to see the benefits of CRM in a familiar interface.
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Managing the Paperwork
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Access your current product and service catalogue, or integrate Sage CRM with legacy systems, to ensure quotes and orders reflect accurate pricing and consistent descriptions.
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Configure proposals to reflect local currency, customs and taxes.
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Generate sales proposals using a personalised quote template that reflects your branding and terms and conditions. Once complete, email, fax or post the quote and save a copy in the contact history.
Sales Forecasting and Reporting
Accurate pipeline summaries, forecasts and reports improve transparency of the sales pipeline allowing sales staff and managers to continually assess performance and take corrective action to keep performance on track:
- Use online sales forecasts to make sure no leads are dropped or lost and focus energies on the deals most likely to close.
- Run instant sales reports and filter data anyway you want. Inbuilt sales reports include open opportunities by sales manager, forecast summaries, opportunities closing soon, historical sales performance and many more.
- Use graphical sales pipelines to see at a glance where you stand as an individual or a team through each stage in the sales cycle.
- Easily create custom sales reports with the walk-through reporting wizard to see the sales metrics you need to work with.
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SAGE CRM
DEMONSTRATION VIDEO
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Lead management, pipeline tracking & sales forecasting
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Intelligent Sales Automation
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Apply Sage CRM workflows to provide users with on-screen guidance to enforce proven business methodology and improve consistency.
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Define workflow rules to automatically trigger literature fulfilment, schedule appointments and other activities based on events, for example updating a field entry.
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Escalate and assign leads so that the best qualified staff handle the right prospects.
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Trigger real-time alerts to ensure that selling opportunities are never missed and deliver messages to mangers that summarise critical prospects and forecast information.
Territory Management
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Automatically route leads correctly by aligning sales staff into territories that represent regions, products or other criteria.
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Understand how each territory performs using inbuilt territorial reports, assess revenues, close rates and check pipelines by territory.
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Sage CRM react to staff and territory movement with flexible tools that simplify the movement of data associated with every territorial realignment.
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