Sage CRM

What CRM can do

CRM software simplifies the sales process, shortens sales cycles and helps organizations make the most of every sales opportunity. CRM software automates sales tasks, such as creating quotes and orders, forecasting sales, pursuing leads and converting them into opportunities using sales workflows. By using CRM software, your marketing team can identify the sources of leads, opportunities and closed sales.They can also seek out customer information for upcoming campaigns and launch targeted email marketing campaigns. When customers place orders for your products or services subsequent to these marketing campaigns, you can track their orders using an ERP or business management solution, like Sage 300cloud.

Features

Help your teams accomplish more

Avoid duplication of work tasks and handle customer relationships more efficiently with a consolidated view of data.

Track campaigns with MailChimp and Sage CRM

Based on your latest customer information, initiate email campaigns in MailChimp, track them with Sage CRM, and expand growth.

Improve customer service

Obtain an end-to-end view of the customer life cycle based on reliable data and capitalize on both up-selling and cross-selling opportunities.

Unlock success with your existing Sage solution

See how your business management solution can help you accomplish this and more.

Deliver a better customer experience

Nurturing customers and providing them with an excellent customer experience will help you increase profits.

Collaborate effectively across teams

Avoid duplication of work tasks, empowering your teams to work faster and smarter. With a single solution, everyone involved becomes more productive and efficient.