Focused Sales Management
Equipping your sales team with the complete customer information and the
necessary tools to enable them to do their job effectively is very important. Sage
CRM empowers organisations to sell effectively. Easy-to-use, Sage CRM provides
sales users with instant access to calendars, accounts, reports, pipelines, contacts
and call lists, empowering sales people to sell. All sales information is stored,
tracked and reported providing organisations with meaningful and up-to-date
information on the performance of the sales team.
The information is displayed on the Sage CRM interactive dashboard from
where users can control and manage all activities. Users can choose to use the
pre-installed sales dashboard available out-of-the-box or customise their own
dashboard to create a bespoke workspace to suit their needs.
Graphics provide at-a-glance information to sales reps and sales managers on how
they are doing at any point in time. Integration with leading Sage ERP systems gives
sales staff access to both financial and non-financial customer data, for a complete
360 degree view of the customer across front- and back-office departments.
With Sage CRM Sales Force Automation, real-time sales opportunity analysis is
provided instantly. Sage CRM provides a snapshot of all opportunities within the
sales pipeline, allowing sales teams to effectively analyse and manage deals at every
stage. The sales process is automated, streamlining your business and enabling
better business management. The most up-to-date and complete customer
information is instantly and easily retrievable within Sage CRM through the interactive
dashboard helping users to have a better view of their customer at all times.

With Sage CRM, opportunities can be tracked in real-time and assigned to members of the sales team to action accordingly.
The Interactive Dashboard
Sales teams work more efficiently thanks to the interactive dashboard. This is an
intuitive and customisable workspace from which they can manage all their daily
tasks and activities for maximum productivity. The interactive dashboard can be
customised to display relevant information from within Sage CRM, feeds from
websites and information from integrated Sage ERP system. A pre-installed sales
dashboard is available out-of-the-box or users can customise their own dashboard
or team dashboard with content that is relevant to them and their role.
The sales team can monitor their opportunities and pipeline, manage their
calendar and appointments, and identify powerful networking opportunities from
LinkedIn® all from this customisable workspace. This removes the need for users
to switch between screens, maximising the efficient use of their time and boosting
productivity. Content and layout can be customised quickly and easily using drag
and drop capabilities delivering a rich and personalised user-experience.

Sage CRM’s interactive dashboard provides the sales team with an intuitive and customisable workspace from which they can better serve their customers and key accounts
Management of Opportunities and Leads
Using Sage CRM sales users can track leads from first contact
to final sales closure. This ensures that time and resources are
invested into the deals that are most likely to close and enables the
sales team to easily identify and recruit new customers and resell or
up-sell to existing accounts. With Sage CRM leads can be
escalated and reassigned easily from the interactive dashboard,
follow-up activities can be automated and field-level security is
a simple and straight-forward process. It also guarantees that
leads are handled by the employees most qualified to assist the
client and only relevant parties are privy to information. Sage CRM
permits sales reps and managers to effectively analyse and manage
the sales pipeline, with the ability to see and report on leads,
opportunities and proposals at a glance.
Sales Forecasting and Reporting
Sage CRM provides point and click reporting and graphs along
with accurate and timely forecasts which are accessible by
sales representatives and managers alike. This enables easy
sales forecasting and reporting and provides sales teams and
management access to data for immediate analysis and decisionmaking.
Sage CRM provides sales managers with access to data
for immediate analysis and decision-making. Custom reports can
be created on-demand using the reporting wizard for real sales
performance insight. It is also possible to use system default reports
or easily create new reports with the aid of a reporting wizard. Sage
CRM provides detailed business insight data as well as graphical
interpretations on the state of the business at any moment in
time allowing businesses to strategically plan and gain insights
on future performance.
This powerful analytical information can be displayed on the
interactive dashboard in a graphical format that makes sense
to senior sales executives; allowing them to monitor team
performance, identify issues and make strategic decisions; all in
real-time. Dashboards can also be fully customised to deliver even
further strategic value to senior decision-makers.

With Sage CRM, it is easy to design customised reports
Quotes and Order Generation
With Sage CRM, the most up to date quotes are delivered with
access to the latest product information. This maximises efficiency,
reduces the margin for error and professionalises communications
with customers and prospect customers. Sage CRM has
functionality to automatically generate sales proposals and quotes
using predefined templates enabling sales executives to generate
compelling, comprehensive and accurate proposals quickly and
efficiently.
Territory Management
With Sage CRM, assignment rules automatically route leads to the
relevant sales representatives based on territories. It is possible to
create new teams and re-assign ownership of teams as well as
view marketing campaigns, response rates and associated sales
revenue by territory. This feature in Sage CRM delivers insight into
sales effectiveness and performance by territory.
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Benefits Snapshot
Improves transparency in the sales pipeline
Enhances sales forecast accuracy
Monitors progress against quota
Enables quarterly sales performance
monitoring
Leads to shortened sales cycles
Increases prospect-to-customer
conversion rate
Delivers metrics on most valuable customers
Improves consistency across the sales organisation
Enables more effective identification of new market opportunities
Maximises cross and up-sell opportunities
Eliminates manual/duplicated sales processes
Improves team collaboration on opportunities
Decreases time spent on administrative tasks
Improves prospect targeting
Provides visibility on sales team performance including identifying sales opportunities and pipeline potential
Increases visibility on customer
interaction across departments and activities
Automates proposal and quotation processes
Leverages financial information from the back-office system
Reduces time spent in the office on sales administration (more time on sales calls)
Increases sales effectiveness through the ability to access and download customer information remotely or offline
Boosts sales team productivity by delivering a single view of leads, opportunities, tasks and activities on the interactive dashboard
Sales Process Automation
Vital customer and prospect information can be retrieved quickly
and easily using Sage CRM. Time is organised and administrative
tasks are reduced to a minimum. In Sage CRM, the sales process
is automated to enable users to concentrate on their primary
purpose which is selling. The in-built workflow can be followed
out-of-the box or customised to reflect your business process.
The automation in Sage CRM means that all sales users follow
the same steps, ensuring no opportunities ‘fall through the
cracks’. The sales process can be structured to suit your internal
business process for maximum effectiveness. Sage CRM also
delivers periodic messages to sales managers summarising critical
opportunity and forecast information for their direct reports. This
ensures business opportunities are always retained and worked
on. The sales team can control and manage their working day from
the interactive dashboard, reducing the need for them to switch
between screens and maximising use of their time.
Calendar and Diary Management
Sage CRM provides sales users with a complete diary solution with
daily, weekly and monthly views. In addition, onscreen reminders
and notification alerts are available to all sales team members.
This increases efficiency, punctuality and convenience for the sales
team. It is also possible to run e-mail, calendars and contacts
through Microsoft Outlook and all interactions can be automatically
synchronised with Sage CRM, meaning that contacts, tasks and
appointments are automatically updated in both systems. This
synchronisation of information fosters organisational transparency
within the business and enhances the quality and retention of
information available to the user. The calendar can be managed
from the interactive dashboard ensuring that appointments and
tasks are managed with ease.

Sage CRM calendar management provides sales executives with a complete diary solution allowing the sales team to effectively keep track of client visits, pipeline meetings and routine tasks.
Anytime Anywhere Workforce
Sage CRM provides the sales team with the ability to work wherever they are
located around the world. This ensures that they have fast, up-to-date access
to critical customer data especially for sales staff that are often out on the road.
Sage CRM supports online access to the system from a browser, enabling
users to access critical real-time customer data while on the move via the
internet. Screens can be customised by the system administrator using the
regular Sage CRM screen configuration area.
ERP Integration
With Sage CRM and ERP integration, sales executives have access
to customer data from the back-office allowing a true single view of
the customer. This ensures that the sales executive is equipped with
the most accurate and up-to-date information regardless of where
that information is located. Operations are optimised as a result
and there is less potential for delay, misunderstanding and error.
Information from the Sage ERP system can be displayed directly
on the interactive dashboard for quick and easy access, equipping
teams with powerful information to provide your customers with a
consistent and exceptional service.
For example, sales staff can easily check the availability of stock
across different locations and can check the real-time status of
orders without having to rely on multiple, disparate systems or
consulting colleagues who may not be available. This enables sales
staff to give accurate information to customers without delays, and
thereby improving customer service and driving customer loyalty.

With Sage CRM and ERP integration, the sales team are equipped with the most accurate information to enable them to service their customers effectively
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