Sage CRM

Manage your customers, leads, marketing, sales opportunities and customer service more efficiently.

Put your business on the path to growth with Sage.

As part of our Sage Business Management solutions, we offer a range of sales, marketing and service solutions to meet the needs of growing businesses like yours.

From Sales, Marketing and Service modules to fully integrated CRM, we help extend the power of your Sage 300 and Sage X3 solutions right across your business, giving you end-to-end visibility and data you can trust so you can make informed business decisions based on accurate information.

Every day, businesses worldwide use our sales, marketing and service solutions to drive revenue growth, increase productivity, and empower customer facing teams to become more efficient while delivering an exceptional customer experience.

As a Sage customer you can choose from fully integrated CRM or Sage 300 Sales, Marketing, Service modules to suit your business needs. Our flexible range of solutions are affordable, easy to use, highly adaptable, and deliver the insight you need to run and grow your business.

We help our customers:

Gain reliable insight
Evaluate where your business stands and make faster, better decisions you can be confident about.

Understand customers better
Deliver an exceptional customer experience to improve customer retention and drive revenue growth.

Collaborate effectively across teams
Avoid duplication of work, empowering your teams to work faster and smarter. With a single solution everyone becomes more productive and efficient.

Sell smarter and accelerate sales team performance
With access to a wealth of sales information, your sales people are equipped to sell smarter and more efficiently, never missing an important deal.

Market more effectively
Create targeted campaigns based on accurate customer information, delivering a better return on your marketing spend.

Get the most from your marketing spend

Are your marketing campaigns delivering the right results? More targeted campaigns ensure a higher return on your investment faster. Our marketing solution enables you to:

– Plan marketing campaigns with precision, track the results of these campaigns and run campaign reports within minutes
– Manage a marketing campaign across multiple channels
– Track new leads and sales opportunities
– Use powerful campaign reports to improve your next campaign

Our solution gives you the built-in tools you need to reach customers and prospects. With our powerful marketing solution, you will:

– Send your messages to the right people at the right time
– Build a warm relationship with leads and prospects
– Generate a return on investment from your email lists

Create measurable marketing campaigns MailChimp

Our solution integrates with MailChimp allowing you to send emails up to 2,000 customers for free.

You can build campaigns using dozens of predefined templates or create an email template for your business.

Once you’ve started a MailChimp campaign, your marketing team can view how recipients interact with the campaign emails and follow up for better results.

Empower your sales teams with more opportunities

With a more effective sales team, you will increase productivity and revenue in your business faster.

Your sales team will work on the right leads, at the right time, you will be able to see what stage your sales deals are at, and you and your management team will make business decisions based on real-time information.

Using our solution, Sage customers increased the productivity of their sales teams by up to 40%.

We’ll empower you to track the performance of sales across your business, work on the go using your mobile and gain the confidence you need to make better business decisions today.

Put your business on the path to exceptional growth

It’s no secret that today’s businesses want to put their business on the path to growth.

  • By taking a systematic approach to sales, you will:
    Track the performance of your sales activities in real-time using our out-of-the-box sales reports
  • Generate accurate forecasts about the performance of your business with our powerful sales dashboards
  • Prepare for important sales meetings by accessing important customer data on the go using our mobile apps for Android, iPhone and Windows 8
  • Make more informed decisions faster using our powerful and easy-to-understand sales reports
  • See what stage sales deals are at in the pipeline and then make accurate forecasts to manage key opportunities

Provide world-class customer service

Nurturing customers and providing them with an excellent customer experience will improve your retention rate and drive growth. As a growing business that puts customers first, you will:

  • Retain existing customers
  • Generate repeat business
  • Cross-sell and up-sell your products and services to existing customers
  • Use valuable information about existing customers to find new ones

Harness the power of an integrated CRM solution

Forward-thinking business owners and managers need new ways of growing their businesses.

You will succeed by automating processes within your business and by doing more for less. It pays to ensure employees can work smarter and management have the information they need to make more informed business decisions.

Only then can you control costs, increase revenues and accelerate the success of your business. Our integrated CRM solution enables small and medium sized businesses to achieve a competitive advantage in the marketplace. With a complete view of customer activity across your business, you will gain better business insight, increase the productivity of your teams, and put your business on the path to growth.