• Sage 200 CRM
• CRM
• Business Intelligence
• Commercials
• Project Accounting
• Web,Time & Expenses
• Manufacturing
• Wholesale & Retail
• Construction
• Bill of Materials

Sage 200 CRM (Customer Relationship Management) forms of a key element of the Sage 200 Suite which offers a solution for every area of your business from financial management, stock control, management reporting, project management and manufacturing through to sales, marketing and customer service. Each element of the system utilises data from another to create a unified and integrated system which offers huge benefits to any type of business.

Sage 200 CRM ensures that your sales, marketing and customer service teams have access to the information they need to carry out their jobs effectively. Your sales team will be able to see all of the contact details, orders and customer service calls a customer has had in the past as well as knowing instantly if a customer has reached their credit limit or paid their bill. The same level of information can assist your customer service team who can also log cases and problems against a customer, and you marketing team will benefit from all the information gathered on your customer base as they build targeted campaigns.

Your sales and financial teams will also benefit from the ability to turn quotes into orders and prospects into customers with just a few clicks of the mouse. All of the information generated by a new order will also update the customer record and inform marketing if it was the result of one of their campaigns so the success of your marketing activities can be carefully tracked.

• Sage 200 CRM Key Features & Benefits
• • • Get the right information to the right people at the right time
  • • Create targeted marketing campaigns using financial profiling, purchase histories and special interests
• • • Keep records and manage all of your customer and supplier details including their full transaction history
  • • Track your Marketing campaigns and show the return on investment for each and every activity you carry out
• • • Create email marketing campaigns from within the Sage 200 CRM system
  • • Manage leads and pass them to the correct member of the sales team based on knowledge and geography
• • • Make access to data for your out-of-office sales team as easy as possible so they can use their time effectively
  • • Offer 24 hour customer service with a self-service web portal which can be built into your website