Sold separately or as an integral part of the Sage 200 Suite, Sage CRM is an Internet-based CRM solution designed to bring the real benefits of CRM to your organisation.

It’s designed to be easy to use and deploy, affordable and packed with useful features. Sage CRM uses industry-leading technology to encourage better business practices and efficient information exchange throughout your organisation. With Sage CRM, you can quickly analyse, manage, and synchronise sales, marketing and customer care activities across all points of contact. Regardless of how, when or where your customers, partners, and prospects choose to interact with your company, Sage CRM gives you a decisive advantage by providing comprehensive, easy-to-use tools to successfully
manage these relationships.

Sage CRM gives you superior lexibility and performance with advanced features, industry-leading technology, and a robust architecture built to stand the test of time. It integrates seamlessly with Sage accounting and business management applications as well as linking with applications from the world’s other leading suppliers.

Sage CRM includes: 

Sales Force Automation 

Sage CRM puts you in complete control of your sales pipeline,  allowing sales teams to effectively manage, forecast, and report on all phases of the sales cycle. With Sage CRM, you can easily manage and analyse all current and historical account details and activities, manage multiple accounts and opportunities, and automatically distribute leads to sales professionals around the world. Point-and-click reporting and graphs offer your sales teams spot analysis and evaluation.

By effectively analysing this information, you can acquire new clients and resell to existing ones.

Customer Service Automation

Sage CRM helps you to make the most of every customer interaction, maximising business opportunities and customer satisfaction. It brings together all of the critical information that you need to build and support long-term customer satisfaction and loyalty. With Sage CRM Customer Service, you can build and effectively manage lasting customer relationships by providing the professional level of serviceyour customers expect. Sage CRM provides real-time access to relevant customer data including orders, call and escalation history, interactions, support cases, e-mail and documents sent and received, sales opportunities, and more.

Marketing Automation

Sage CRM provides a single source of customer information to help you better manage your marketing efforts and make sound decisions based on the needs of your customers and prospects. With Sage CRM Marketing, you can target the right customer at the right time, eliminate guesswork, and put your marketing resources to their best use. You can easily schedule and track marketing activities within a campaign and view every detail of each campaign.

Outlook Integration

Sage CRM has complete, two-way synchronisation with Microsoft Outlook contacts, calendar (appointments) and tasks, as well as enhanced e-mail integration. You can also use your entire Sage CRM system from within the standard Microsoft Outlook interface. Lastly, this comprehensive integration also allows you to synchronise your CRM data to pocket devices such as mobile phones and PDAs that synchronise with Outlook.

Sage 200 Accounts integration

Using the Sage 200 suite, CRM users can access a complete overview of a contacts financial history from within the CRM screens

• View account balances and history

• Check stock levels

• Place orders and quotes

• Drill-down on historic orders and invoices

Hosted option

In addition, since Sage CRM is entirely internet-based, you can benefit from hassle-free CRM by opting for a hosted service using SageCRM.com - all the benefits of Sage CRM but none of the IT hassles of servers, database management and networks.

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