  
Sage CRM - Sales
Sage CRM provides organisations with the tools needed to sell more effectively. It is 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 software provides tools to help your sales organisation perform to its maximum and let sales people concentrate on their primary purpose – selling. With Sage CRM, finding and retrieving vital information quick and easy. It helps sales staff organise their time and saves effort on administration and search, frustrations that can kill the effectiveness of even the most diligent salesperson. Sage CRM Sales Force Automation gives your organisation instant and real-time sales opportunity analysis. We make it easy for you to get a snapshot view of all opportunities within your sales pipeline, allowing your salespeople to effectively analyse and manage deals at every stage.
Manage Sales Groups More Effectively
For efficient sales management, Sage CRM delivers the reports every day, every hour that let you know how your sales team is performing - who’s winning new business and who needs help. It eliminates the shocks and surprises that can destroy a good quarter. With Sage CRM, you can easily organise your teams and schedule calls with simple point and click technology that co-ordinates and fills diaries. It allows the sales and lead workflow processes to be defined by you to suit your individual business. Sage CRM gives you the control you need to focus on the priorities and maximise sales.
Maximise Sales Effectiveness
Sage CRM helps organisations to 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 in real-time.
Features:
Sales Forecasting and Reporting
. Accurate, timely forecasts allowing sales people and managers to make their own assessments of all leads, and sales opportunities.
. 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
. Sage CRM assists you with the tracking of leads from first contact to final sales, ensuring time and energy is spent on the deals that are most likely to close.
. With Sage CRM, you can manage and analyse all current and historical account details, enabling your sales team to easily identify and recruit new customers 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 about your customers creates cross-sell and up-sell opportunities
Account and Activity Management
. Escalation and reassignment of leads ensure that leads can be allocated to the most qualified employee.
. Configure alerts to trigger literature fulfilment, follow-up appointments, callbacks, daily tasks and much more.
. Check-box, field-level security makes sure people only see information relevant to them
Territory Management
. You can also set the system up to automatically assign leads to sales people, based on territories
. Sage CRM lets you view marketing campaigns, response rates and associate sales revenue by territory.
. In addition to the creation of new territories, with Sage CRM, it's easy to merge and move territories and the data associated with them.
Enhanced Outlook Integration
. All contacts, tasks and appointments can be shared between diaries in both Sage CRM and Microsoft Outlook.
. You can view Sage CRM entirely through Outlook, using Sage 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
Escalation and Notification Alerts
. Sage CRM helps you to 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 the staff that report to them.
Quotes and Order Entry
. Generate sales proposals 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
Stay on Top Time Management
. Onscreen reminders, notification alerts, automation of literature fulfilment and the simplification of other non-revenue generating activities all support business and personal performance.
. Ability to monitor data proactively and notify management automatically of key business indicators.
Campaign Management
. Sage CRM allows sales teams to easily set up, run and maintain their own marketing campaigns such as letter or email campaigns.
. It's easy to view responses to each campaign, replicate effective initiatives and assign return of investment statistics
. Integrates completely with the marketing functions to allow instant feedback and information from campaign to sales person
Access Anywhere Anytime
. Work offline or work online over a network or the Web and seamlessly synchronise between the two..
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