Sage CRM Key Features

How could Sage CRM work for your business?

Sage CRM for Sales

Sage CRM provides you with the tools you need to sell more effectively. It is an easy-to-use application that provides sales people with instant access to diaries, accounts, reports, pipelines, contacts, and call lists - in short, everything they need to get their job done. For your organisation, all this information is rolled up, tracked and reported on, giving continuous, meaningful and accurate reports on just how your sales team is performing.

Sage CRM helps organisations to grow revenue more quickly, providing sales professionals with key tools to help them focus on the right deal at the right time. In addition, Sage CRM provides a snapshot of the sales cycle from first contact to final sale, allowing your sales teams to effectively analyse and manage the sales pipeline.

Sage CRM for Customer Care

Delivers great customer service

Sage CRM gives your customer service staff the tools they need to develop real, lasting and beneficial relationships with customers.

There is no better example of a department where the right technology and approach can transform a cost to the business into a potential profit centre than in customer service.

With this in mind, Sage CRM was built to deliver key functionality with a low cost of ownership and easy to use tools that allow you to put service excellence at the heart of your business.

Click on the tabs above for further customer care features

Resolve Customer Issues Efficiently

Sage CRM lets you keeps track of every customer interaction meaning that your customer service teams have the most up-to-date and complete customer information at their fingertips.

This information helps them to effectively and efficiently resolve service issues and create cross-sell or up-sell opportunities.

Equipping your customer service team with the most accurate and up-to-date information, regardless of where it is located, Sage CRM helps you to provide consistently excellent customer service at all times.

Empower Your Customers

Sage CRM lets your customers help themselves by providing them with web access to their own ‘customer portals’, which can be accessed at their convenience 24/7.

These password protected, self-service areas on your website allow customers to log queries, make service requests, view the status of existing or past requests - anything that they would find useful.

This customer self-service area can be easily customised to incorporate the look and feel of your company website, ensuring that your company’s brand remains consistent through all customer touch points.

Ensure Issues are Escalated

You can define your own customer care processes and escalation points, ensuring every case is controlled and managed effectively.

Should a customer service case or query remain unresolved for longer than a predefined time, an automatic escalation notification is triggered.

A powerful automatic reminder, this alert ensures every case is followed up, in a fully customised solution, to meet your company-specific requirements.

Sage CRM for Marketing

Sage CRM provides powerful tools for managing, tracking and analysing targeted marketing campaigns. It is an easy-to-use application that provides marketing users with tools to target the right customer at the right time, eliminate guesswork and put your marketing resources to their best use. You can easily assign, schedule and track marketing activities and view every detail of each campaign at a glance.

With Sage CRM, you can view your campaign status at any time and successfully evaluate return on investment (ROI). Using sophisticated, user-friendly tools and reports, you can analyse marketing campaigns by lead sources or evaluate other important campaign details. Sage CRM not only tracks response rates, it also lets you match sales revenues to specific campaigns, providing immediate cost vs. sales analysis data.

You can view activities, objectives, leads generated and lead followup. It’s easy to drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost and lists of prospects.

Want to see what Sage CRM can do for your business?

Over 14,000 small and medium sized companies across the globe use Sage CRM every day to accelerate sales.

Download a Brochure for More Features