What is Sage CRM?
Sage CRM software is a user-friendly system to track and manage prospects, leads, and customers throughout the sales, marketing and customer service cycle. Businesses implement CRM software to turn valuable customer information into profitable relationships. Sage CRM is a highly configurable and scalable solution which is accessed via web browser and can be hosted on-premise or in the cloud.
Sage CRM gives access to complete customer history, data, and interactions to facilitate cross-department collaboration. As a result, customer campaigns are highly effective and produce shorter sales cycles. Customer profitability can be tracked accurately, in real-time, when Sage CRM is connected to a Sage 200 business accounting system.
Integrating your CRM system with Sage 200 provides exceptional visibility into stock processes, gives an informed view of your customer and helps sales, marketing and customer service departments have a birds-eye view of the customer they are dealing with.
Speak to our Sage CRM expert on 01246 437000 or email us at info@kinspeed.com to discuss your requirements.
Automate processes
Accurate, real-time insight
Cross-department collaboration
Track customer profitability
Market-leading customer experience
What Are The Features & Benefits Of Sage CRM?
Performance from marketing to sales to service teams can be easily tracked, below provides some key benefits:
1. Customer Service & Support Teams – can use the Sage CRM to aid excellent customer service, manage cases, track problems from start to resolution and provide extensive support reports through the customer support portal.
2. Sales Teams – are connected to inventory and order fulfilment for improved speed and accuracy. They also have access to contact information and account management data at the click of a button. Sale forecasting and the ability to create quotes direct from the CRM are other benefits.
3. Marketing Teams – can track campaigns, from email marketing to order fulfilment. Other capabilities of the CRM software for marketing teams include the ability to score leads, track website activity, target specific groups with tailored marketing material and introduce advanced workflows.
What Are The Features & Benefits Of Sage CRM?
Reporting
The reporting features built into Sage CRM provide a detailed understanding of your sales, marketing and customer service departments. One of the fantastic features of CRM software is the ability to measure results based on set KPIs.
Contact Nurturing
CRMs are built to nurture customers throughout every step of the journey. So whether the lead is cold, warm or hot, you'll have a history of data allowing salespeople to be prepared before meetings or on the go using mobile-based cloud technology. Gather information about contacts such as name, birthday, purchases, engagement, or relevant input data.
Customer Data
Using a central database, you'll access a history of information on your customers, including email communication, order history, quotes received, accepted, denied, calls logged, and support cases dealt with. This level of customer data makes decision-making around sales, marketing and customer service a piece of cake.
Sales Automation
Automating many of the day-to-day tasks for the sales process using Sage CRM can improve efficiency. Tasks like customer management, forecasting, processing and call scheduling remove the need for salespeople to perform administrative tasks so they can focus on the things that matter, sales!
Lead Management
Sage CRM allows you to manage a lead from the initial touchpoint, whether a contact form enquiry, phone call, or referral, all the way through to customer acquisition. Maintaining communication with a prospect at every stage of the cycle allows for optimisations to be made to unprofitable activities.
Marketing
Using a CRM will aid your marketing activities as you can create customer resources and funnels for every aspect of the customer sales journey. In addition, you can integrate Sage CRM with email marketing software like Mailchimp to ensure offers and promotions are carefully targeted to the correct customers.
Customer Service
Dealing with customer service requests can be challenging without software keeping you on track. Gain a complete understanding of the status of requests, success rates and satisfaction of customers. All this data at your fingertips allows changes to be made to your customer service processes to further benefit customers.
The Qnect integration.
Qnect for Sage CRM is a real-time integration that links Sage CRM to various Sage solutions. It helps to increase efficiency and accuracy in the management of customers/suppliers, products and quotes/orders at an affordable cost.
Multiple Sage 200 Companies
Instant Sage 200 Customer Creation
Customer and Supplier Synchronisation
Quote/Order Using Sage 200 Products
Real Time Account Views
Real Time Sales Order Views
Real Time Sales Return Views
View live stock Availability
Product level tax and warehouse selection
Post CRM orders to Sage 200
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