Sage CRM is a web-based Customer Relationship Management system helping everyone in an organisation work more effectively to build better business practices and share information.

With Sage CRM entire departments are connected to one fully customised database that perfectly fits their business.

Sage CRM centralises data across an organisation into a single database so everyone can see where they stand with every customer and business contact. As a web-based system an internet or network connection plus Internet Explorer are all that's needed to log-on. Mobile users can access CRM through mobile devices or work offline:
 

• Create business rules and best practice workflows to automate processes.
• Build a library of email and MS Word templates so users don't waste time typing the same repetitive messages.
• Schedule follow-up activities and prioritise urgent tasks to plan every day effectively and make sure nothing is forgotten.
• Intuitive layout and simple click logic makes Sage CRM easily accessible to new users.

With complete customer information available on-tap, sales staff are well prepared for every sales situation to spot cross-sell and up-sell opportunities. Sage CRM sales management tools help teams manage their performance and focus their efforts of the business most likely to close:
 

• From the initial enquiry to closing a sale, Sage CRM tracks every opportunity through each stage of the sales cycle.
• Get detailed sales insight with on-demand reports, forecasts and pipeline charts to instantly assess performance and make informed decisions.
• Graphical sales pipelines provide on the spot individual and team summaries.
• Align sales staff into territories to route leads to the right people and run reports to analyse territorial performance.

Sage CRM makes it easy for staff to find any detail in seconds. Customer addresses, emails sent/received, call logs, attached documents, financial detail and more are all accessible from one database. With this arsenal of information, staff can see every customer as an individual and deliver a personalised service that competitors will find hard to copy.

• Sage CRM let's staff to serve customers wherever they work. All they need need is a web connection and Internet Explorer.
• Log customer enquiries, support questions, complaints and other high priority issues to ensure they receive urgent attention.
• Apply Service Level Agreements to prioritise the most profitable customers.
• Integrate CRM with telephony technology for caller ID pop-up functionality and automated dialling.

Sage CRM stores attributes and preferences for every customer enabling marketing teams to use this intelligence for accurate contact profiling. With this effective segmentation, Sage CRM helps marketing teams send the right messages to the right people. Inbuilt marketing reports and profit vs cost analysis, provide accurate results for informed future campaign planning.

• Build target lists using multiple fields and attributes to slice and dice the database and find the right people.
• Phase marketing campaign activities in waves and assess performance at every stage.
• Communicate messages en-masse by email or mailer. Create personalised templates, choose your target list, send your message and wait for the phone to ring.

Connect business departments by integrating CRM with accounting software, website and other applications for a truly representative 360° view of every customer.

• Integrate CRM with accounting software to check transactions, review credit terms, see an account balance, post new orders and avoid the duplication of updating two separate systems.
• Automate the import of data feeds from other databases and web applications for up to the minute information in Sage CRM.