Sage CRM

A better way to manage customer relationships

Sage CRM software is a user-friendly system to track and manage prospects, leads, and customers throughout the sales cycle.
Businesses use CRM software to turn valuable customer information into profitable relationships.

Access to complete customer history, data, and interactions with Sage CRM facilitates cross-department collaboration. 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 the main business accounting system.

Automate processes

Accurate, real-time insight

Cross-department collaboration

Track customer profitability

Market-leading customer experience

Insight-Driven Customer Management

Sage CRM supports the delivery of world-class customer experience. Managing customers using a single, cohesive system allows sales, marketing, and service teams to collaboratively track and manage customer relationships, eliminating duplication.

Sage CRM users nurture relationships from prospect to repeat customer. A wide range of functions deliver the highest quality service and support:

Automate Tasks Insight Tools Process Management KPI Tracking
Quotations
Dashboards
Workflows
Call volumes
Orders
Opportunity alerts
Campaigns
Case resolution
Forecasting
Integrate apps
Interaction scheduling
SLA performance

Sales and service teams have full access to a complete customer picture, and end-to-end view of all interactions. Sage CRM software automates core tasks across the customer lifecycle, generating alerts when a process is overdue, or notification when an opportunity arises.

Advanced workflows guide sales, marketing, and service teams through a defined process to guarantee timely and consistent service for every customer. Team performance improves with clearly defined parameters and user-friendly dashboards, nurturing a collaborative culture.

Service performance across departments is easily tracked. Managers can monitor call volume and length, track case resolution times and follow-up statistics.

Sage CRM software facilitates the tracking of performance against service level agreement (SLA) to ensure account managers are fully informed and prepared for every client meeting.

Slimming World upgraded to Sage 200 ERP with Sage CRM, web and order fulfilment software integration, to deliver profitable, market-leading customer experience.

Integrated Sage CRM Software

A fully integrated solution releases valuable time across departments. Teams spend less time hunting for information and manually updating spreadsheets, creating more time to develop profitable relationships.

Sage CRM software is a centralised knowledge bank of all customer accounts. Integration with a core business system, such as Sage 200, allows CRM software to collate data from across the business in real-time:

Finance: Track customer profitability, making informed decisions, fast
Sales: Connected inventory and order fulfilment, for improved speed and accuracy
Marketing: Track campaigns, from email marketing to order fulfilment.

Sage Business Partner Kinspeed have over 20 years’ experience implementing Sage ERP and Sage CRM software. .NET development expertise supports the integration of existing and custom software products, like warehouse scanners or third-party logistics applications.

“We believe that we’re now one of the leaders in the industry in providing critical information to clients. This helps us to win new business and enhance our service to existing clients.”
Kinspeed: forward thinking, industry leading, efficient and expert.
ERP integrated software solutions including Sage 200 and NetSuite.

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