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 more opportunities, shorten sales cycles & reduce the cost of selling.
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Preparing For Sales Success
With a complete contact history sales staff can easily prepare for each sales situation. By seeing the full picture, trends emerge enabling sales teams to more easily identify new selling opportunities.
Track Every Sales Opportunity
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From initial contact to final sale, Sage CRM tracks every prospect through each phase of your own selling cycle for effective sales pipeline management.
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Apply probability assessments to each prospect for accurate sales forecasts.
Sales forecasting and reporting
Inbuilt forecasting tools, pipeline summaries and other sales reports enable users to continually assess progress and take proactive action to make sure performance stays on track.
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Inbuilt sales reports include: open opportunities by sales manager, forecast summaries, opportunities closing soon, historical sales performance and more.
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Graphical sales pipelines provide an at-a-glance view of where you stand as an individual or a team through each phase in your sales cycle for on-the-spot analysis and informed decision making.
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Easily create new sales reports with the walk-through reporting wizard.
Automating sales
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Customisable workflows apply your proven sales methodology to guide users through each sales stage to progress opportunities and improve consistency across the organisation.
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Create workflows to automate processes including literature fulfilment and scheduling follow-up tasks.
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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 that summarise critical prospects and forecast information.
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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 or connect by iPhone.
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.
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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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