Benefits at a Glance
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For Sales:

  • Maximise sales performance with tools that help sales people find and retrieve vital information quickly and easily.
  • Access detailed reports that tell how your team is performing. Organise teams and schedule calls and meetings. Define the sales and lead process to suit the way you do business.
  • Manage vital opportunities by tracking leads from first contact to final sale, ensuring time and energy is spent on the deals that are most likely to close.
  • Integrate sales with marketing and customer service for a 360-degree view of your customer. All information captured on your customers creates cross-sell and up-sell opportunities.

For Marketing:

  • Manage and track every element of your marketing campaigns. Drill down to specific activities within your campaign.
  • Segment customer and prospect lists and deliver targeted messages to your select target audience.
  • Get real-time information on the progress of ongoing campaigns by tracking them from initial lead generation right through to close.
  • Qualify leads into your chosen criteria for follow up, prioritise your leads to ensure that a lead never gets lost or goes cold.
  • Merge documents with target lists for mass mail outs.
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For Service:

  • Keep track of every customer interaction for the most up-to-date information on all your customers.
  • Offer multiple channels to your customers by providing them with web access to their own customer portals on your website, where they can log queries and view status of their requests at their convenience 24x7.
  • View and measure call turn around time and understand what is taking longer to resolve and why.
  • Gather and retain important customer information to build and enhance customer relationships.
  • Improve employee satisfaction by arming them with correct up-to-date customer information that allows them to handle customer queries efficiently.


To discuss Sage CRM in more detail please contact one of our product specialists on 01491 870 100 or email us at sales@serversys.com