Sales
Sage CRM streamlines sales processes by providing sales teams with tools to manage leads, track opportunities and close deals more efficiently. Manage the entire sales cycle — from initial inquiry to final order — within a unified platform.
Quote Management
- Create and send quotes directly from the CRM using real-time product and pricing data.
- Automate follow-ups to ensure timely responses and minimize the risk of lost deals.
Order Management
- Convert approved quotes into orders with minimal manual input to reduce errors and accelerate the sales cycle.
- Integrate with Sage ERP systems (e.g., Sage 100, Sage 300) to synchronize order details, inventory and billing.
Opportunity and Pipeline Management
Sage CRM streamlines opportunity and pipeline management by equipping sales teams with tools to track, prioritize and close deals with greater efficiency.
Opportunity Management
- Track every sales opportunity from initial contact to close, with visibility into deal size, stage, probability and expected close date.
- Assign opportunities to team members and link them to relevant accounts, contacts and communications for seamless collaboration.
Pipeline Management
- Forecast revenue using real-time data and probability metrics to support accurate planning.
- Segment and filter opportunities by region, representative, product or industry to focus efforts where they deliver the most impact.
Customer Service
Sage CRM supports customer service operations by equipping teams to deliver faster, more personalized and consistent support experiences.
- Contact and Account Management: Maintain comprehensive records of customer details, including roles, communication history, preferences and interactions.
- Case Management: Track service requests through defined stages such as open, in progress, escalated and resolved to prompt timely resolution.
- Self-service Portal: Empower customers to access information and services independently, reducing support workload and improving customer satisfaction.
Marketing and Advertising
Sage CRM enhances marketing and advertising efforts by helping businesses plan, execute and analyze campaigns with greater precision and efficiency.
- Lead Management: Capture leads from campaigns and route them into the sales pipeline for timely follow-up.
- Campaign Planning: Manage multi-channel campaigns, including email, events and digital ads from a centralized platform.
- Audience Segmentation: Create targeted lists using filters such as demographics, purchase history, industry, location, engagement level or custom fields.
Analytics and Reporting for Sales and Marketing Teams
Sage CRM supports businesses with robust analytics and reporting tools to monitor performance, uncover actionable insights and make data-driven decisions.
- Reporting: Leverage built-in reports to track key metrics such as sales performance, lead conversion, case resolution times and campaign effectiveness.
- Department Customization: Customize dashboards for management, sales and operations teams to highlight the KPIs and data most relevant to their roles.
- Forecasting: Generate dynamic reports based on time periods, teams, regions, or product lines to identify trends and forecast sales, cashflow, and revenue.
