CRM stands for customer relationship management, and it is a way of tracking and managing interaction with prospects, leads and customers as they move through every stage of a company’s sales cycle.
CRM software helps businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments including sales, marketing and customer service.
CRM software provides a level of automation that enables businesses to run smoothly and efficiently. And, because every customer interaction is stored in the one place, you and your team can nurture these relationships at every stage.
As a manager, you can also gain insight into how your sales and marketing campaigns are performing, helping you make more informed business decisions.
CRM is built to manage your information about contacts.
For each contact, you can store information like phone numbers, email, and postal addresses.
For example, a traveling salesperson can access this contact information using their mobile device before they meet or call a client.
CRM software helps you store your customer data in a central, secure location.
This information includes email and communication histories, sales quotes, orders received, opportunities, and open and resolved support cases.
And because this information is in one place, you can feel confident you’re acting on up-to-date information.
Sales Force Automation
Using CRM, you can automate many of the day-to-day tasks that form part of the sales process including order processing, lead management and sales forecasts.
This automation eliminates the need to spend time performing manual daily tasks like scheduling sales calls.
Benefits Of Sage CRM
Leads & Opportunity Management
Using CRM software, your sales team can manage leads from the first contact through to final customer acquisition. You and your management team can optimise sales resources and ensure your team members spend more time on profitable opportunities and less on administration.
A CRM solution helps marketing teams identify leads, opportunities and closed sales. They can use CRM to plan targeted campaigns and track these results in real-time. CRM also supports email marketing, which is a powerful strategy for telling customers about special offers and promotions.
Customer service teams use CRM software to handle queries and complaints and resolve queries faster and more effectively with up-to-date information. They do this using tools like case management, service level agreement (SLA) tracking and a central knowledge base. They can also use customer service metrics to improve the overall level of customer service.
Reports & Insight
With CRM you can generate reports for key areas of your business including sales, customer service, lead reports, marketing and so on. You can even create tailored reports that measure how the business is performing against KPIs. These types of reports help managers evaluate where the business stands and make more informed decisions.
A CRM solution helps you simplify the sales process, shorten sales cycles and make the most of every sales opportunity. CRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads and converting them to opportunities using sales workflows. Using Sage CRM and Sage ERP, your sales reps can then track orders in real-time.
Easily Customisable Solutions
Easily customisable to fit the needs of your business. You’ll get direct support from Sage, complimented by Kinspeed.