Sage CRM for Sales

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. Gadgets within the dashboard can be linked to provide a real-time view of multiple customers' information.

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.

The Sage CRM dashboard removes the need for users to switch between screens, maximising the efficient use of their time and boosting productivity. Gadgets can be positioned and sized accordingly providing users with maximum flexibility on the layout of their dashboard and delivering a rich and personalised user experience.

Key Benefits

• Boost Productivity by having all relevant information in one place
• Keep all team members up-to-date by having real-time information on the dashboard

Leads Management

Using Sage CRM sales users can track leads from first contact to final sales closure. Users have access to the entire history of interactions with leads. 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. Custom workflows can be defined to make sure that all leads are properly handled.

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.

Key Benefits

• Target resources more effectively to increase likelyhood of closures
• Easily manage sales pipeline
• Eliminate duplicated sales efforts

Sales Forecasting & Reporting

Sage CRM provides point and click reporting and graphs along with accurate and timely forecasts which are accessible by the sales team. This enables easy sales forecasting and reporting and provides sales teams and management access to data for immediate analysis and decision-making. 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.

Report charts are highly visual and graphical and can be incorporated into presentations for a professional look and feel. The charts are all configurable, customizable and skinable so users can modify the charts to suit their specific needs.

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.

Key Benefits

• Increase accurace of sales forecasts
• Reduce time spent on report generating
• Easily monitor progress against targets

Quotes & Order Generation

With Sage CRM, the most up to date quotes are delivered with access to the latest product information and prices. This maximises efficiency, reduces the margin for error and makes communications with customers and prospects more professional.

Sage CRM has functionality to automatically generate sales proposals and quotes using predefined templates for your business, enabling your team sales users to generate compelling, comprehensive and accurate proposals quickly and efficiently.

Quotes and proposals can be set to automatically use local currencies, taxes and customs charges and duties for the relevant area, meaning time saving and the removal of an extra layer of complexity in the process.

Key Benefits

• Reduce time spent on quote generating
• Increase quality of communication with customers
• Easily work in multiple currencies and tax systems

Communication Management

Sage CRM provides sales users with a complete diary solution with daily, weekly, monthly and yearly views. In addition, onscreen reminders and notification alerts are available to all sales team members increasing efficiency, punctuality and convenience. 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 delivers a seamless calendar management experience thanks to real-time synchronization between Sage CRM and MS Exchange. This enables mobile users to access up-to-date appointments, tasks and contacts within Sage CRM on their smartphone, laptop or desktop PC, wherever they have access to an internet connection, for maximum ease-of-use and productivity.

Key Benefits

• Increase the quality fo diary information available
• Synchronise calendars with MS Exchange
• Enable users to view their appointments from whereever they are

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.

Key Benefits

• Efficiently manage salespeople's movements in the field
• View reports based on sales information by territory

Mobile Devices

Sage CRM provides the sales team with the ability to work from a mobile device regardless of location. This ensures that they have full, fast, up-to-date access to critical customer data whilst out on the road. Since Sage CRM is a browser-based system, access from any supported device is included as standard.

Sage CRM supports online access to the system from iPhone, Blackberry or Windows® mobile devices and has been optimised for the iPhone.

Key Benefits

• Give your team access to customer information whereever they are
• Enable salespeople on the road to access fully up-to-date information
• Access the system from a number of supported devices

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.

Key Benefits

• Improve working practise by ensuring best procedures are used
• Fully customise the workflow to fit your business processes and needs
• Prevent leads from 'falling through the cracks'

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. 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.

Key Benefits

• Get a truly full picture of your relationship with the customer
• Integrate information from ERP system
• Provide an improved all-around service to customers