Sage CRM for Sales

Sage CRM provides organisations with the tools to sell more effectively. It’s an easy-to-use application that provides thousands of sales users ever day with instant access to diaries, accounts, reports, pipelines, contacts, and call lists - in short everything sales people need to get their job done. For an organisation all this information is rolled up, tracked and reported on, giving continuous, meaningful and accurate reports on just how a sales organisation is performing.



Improve sales performance
Sage CRM provides tools to help your sales organisation perform to its maximum. It provides productivity tools for individual sales people that let them concentrate on their primary purpose - selling. It allows them to find and retrieve vital information quickly and easily. It organises their time and saves effort on administration and search, frustrations that can kill the effectiveness of even the most diligent salesperson. It gives them access to analysis and understanding of where they are in a deal and on all their deals across so the target is always visible and the path to reaching it clear.

Manage sales groups more effectively
Sage CRM delivers the daily and hourly reports that lets you know how the team is performing, who's winning and who needs help. It eliminates the shocks and surprises that can destroy a good quarter. It allows you to organise teams and schedule calls with simple point and click technology that co-ordinates and fills diaries. Using Sage CRM, you’re able to define the sales and lead processes that best suit your business. Sage CRM automates sales processes and gives your organisation the control to sell lean and focus on the priorities.



Maximise sales effectiveness
Sage CRM helps organisations grow revenue more quickly, predictably, and profitably by helping sales professionals focus on the right deal at the right time. In addition, Sage CRM provides a snapshot of the sales cycle from first contact to final sale, allowing sales teams to effectively analyse and manage the sales pipeline.

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

Features

Sales forecasting and reporting

• Accurate, timely forecasts allow sales reps and managers to make their own assessments of all leads, ensuring leads are never dropped or lost.
• ‘Point and click’ reporting and graphs that allow sales teams to access data for on the spot analysis and decision-making.

Management of vital opportunities and leads

• Use Sage CRM to track leads from first contact to final sales, ensuring time and energy is spent on the deals that are most likely to close.
• Manage and analyse all current and historical account details, enabling your sales team to easily identify and recruit new clients and resell to existing ones.

Build and maintain profitable customer relationships

• Deliver superior customer service by having the most up to date and complete customer information at your fingertips.
• Information captured on your customers creates cross-sell and up-sell opportunities

Account and activity management

• Escalation and reassignment of leads ensure that the employee most qualified to handle the situation addresses your client's needs.
• Configure alerts to trigger literature fulfilment, follow-up appointments, callbacks, daily tasks and much more.
• Security level assignment makes sure only the right people see information relevant to them.

Territory management

• There are assignment rules to automatically route leads to the right sales representative based on territories. Create new teams and re-assign ownership.
• Gain insight into sales effectiveness and performance by territory.
• View marketing campaigns, response rates and associate sales revenue by territory.

Enhanced outlook integration

• All contacts, tasks and appointments can be shared between diaries in both systems to allow sharing of information.
• View CRM entirely through Outlook, using CRM to enhance the quality and retention of information available to the user.
• Continue to run your email, diaries and contacts through Outlook with auto-synch recording all interactions in CRM.

Graphical reporting

• Graphical forecasting and reporting features allow you to filter data any way you choose.
• Use system default reports or easily create new reports with a reporting wizard that walks you through the process, which lets you analyse important trends.

Escalation and notification alerts

• Ensure business opportunities are never missed, by sending real time alerts to the right individuals based on their roles.
• Deliver periodic messages to sales managers summarising critical opportunity and forecast information for their direct reports.

Quotes and order entry

• Generate sales proposals automatically reflecting local customer currency, customs and taxes.
• Access current product information, integrate your systems with our accounting or legacy systems and deliver the most up to date quotes.

Time management

• Onscreen reminders, notification alerts, automation of literature fulfilment and the simplification of other non-revenue generating activities all impact on business and personal performance.
• Ability to monitor data proactively and notify management automatically of key business indicators.

Campaign management

• Set up, run and maintain marketing campaigns including letter or email campaigns.

• View responses to each campaign, replicate effective initiatives and assign ROI to each campaign.
• Full integration with marketing functions allows instant feedback and information from the campaign to sales person.

Access anywhere, anytime

• Work offline or work online over a network or the Web, seamlessly synchronise between the two.

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.