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Preparing For Sales Success
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With online access to every contact history, sales staff can prepare effectively for each sales situation and identify new opportunities to cross-sell or up-sell.
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See what a customer has previously ordered, understand their buying habits, find out who they’ve dealt with and see if there are any active leads. This and more information is easily accessible within Sage CRM helping sales teams profit from every opportunity.
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 sales cycle.
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Apply probability assessments to each prospect for real-time and meaningful sales forecasts.
Keep On Top Of Sales
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Filter and sort sales data however you need for effective display of the right information.
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Get on-screen reminders and alerts for critical opportunities for proactive sales management.
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Work in Outlook if you prefer and sync up with a PDA for CRM on the move. Sage CRM will auto-sync Outlook email, diary and contacts.
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Access information whenever, whenever you need. With a web or network connection CRM is just a bookmark away or for offline access work locally and automatically sync next time you connect.
Managing the Paperwork
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Check live product information by integrating Sage CRM with accounting software for accurate pricing and consistent product descriptions.
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Configure proposals to reflect local currency, customs and taxes.
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Generate sales proposals in your personalised quote template with relevant graphics 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 allow sales reps and managers to continually assess performance helping them take action to stay on course to exceed their targets:
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Run reports in seconds 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.
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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.
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Create your own sales reports with the walk-through reporting wizard.
Intelligent Sales Automation
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Sophisticated workflow features provide users with step-by-step guidance through sales processes based on your proven business methodology.
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Define rules to automatically trigger literature fulfilment, follow-up appointments and other activities.
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Escalate and assign leads to ensure the best qualified staff handle the right prospects.
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Trigger real-time alerts to sales staff to ensure opportunities are never missed and deliver messages to sales mangers summarising critical prospects and forecast information.
Territory Management
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Align sales staff into territories representing regions, products or other criteria to automatically route leads correctly.
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Understand the effectiveness of each territory by running off inbuilt territory performance reports. Assess revenues, close rates and check pipelines by territory.
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Staff and territory movement is a common occurrence so Sage CRM provides flexible tools to simplify the movement of data associated with every territorial realignment.
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