What You Can Do with Sage CRM

What is CRM?

CRM stands for Customer Relationship Management, and it is a way of tracking and managing interaction with prospects, leads, and customers as they move through each stage of the sales cycle.

CRM software helps businesses improve customer relationships by organizing and automating communications and activities across all customer-facing departments, including sales, marketing, and customer service.

CRM provides a level of automation that enables businesses to run much more efficiently.
And, because data regarding every customer interaction is stored in a single place, you and your teams can nurture relationships at every stage. As a manager, you can also gain insight into how your sales and marketing campaigns are performing, helping you make more informed decisions.

The Seven Most Useful Features of CRM Software

1. Contact Management – CRM is built to manage your information about contacts. For each contact, you can store phone numbers, as well as email and postal addresses. Mobile salespeople can access this contact information using their mobile devices before they meet or call on clients.
2. Central Database – CRM software helps you store your customer data in a central, secure location. This information includes email and communication histories, sales quotes, orders received, opportunities, and open and resolved support cases. And because it’s stored and updated in one place, you can be sure that you’re acting on the most current information.
3. Sales Team Automation – CRM can help you automate many of the day-to-day tasks of the sales process including order processing, lead management, and sales forecasts. This automation eliminates the need to spend time performing manual daily tasks like scheduling sales calls.
4. Leads and Opportunity Management – Using CRM software, your sales team can manage leads from first contact to final acquisition. You and your management team can optimize sales resources and ensure your team members spend more time on profitable opportunities and less on administration.
5. Targeted Marketing – An effective CRM solution helps marketing and sales teams identify leads, manage opportunities, and close deals. Team members can use CRM to plan targeted campaigns and track these results in real time. CRM also supports email marketing, which is a powerful strategy for communicating special offers and promotions.
6. Customer Service – Customer service departments use CRM software to handle questions and complaints and resolve issues faster with up-to-date information. They do this using tools such as case management, service-level agreement (SLA) tracking, and a central knowledge base. They can also use customer service metrics to improve the overall level of responsiveness.
7. Reports and Insight – CRM enables you to generate reports for key areas of your business including sales, customer service, lead tracking, marketing, and more. You can even create tailored reports that measure how the business is performing against KPIs. This level of reporting helps managers evaluate where the business stands and make more informed decisions.

By integrating Sage CRM with your Sage Business Management Solution, you can connect different teams, gain greater visibility between sales and operations, and boost profitability across the business.