It is absolutely vital to make sure your sales team have the equipment and information required to carry out their job as effectively as possible. Sage CRM provides access to calendars (linked to Microsoft Exchange), sales pipelines, customer contact details, call lists and accounts details (restricted by user) to sales team members – even if they are out of the office.

Sage CRM’s Interactive Dashboard forms a display that can be customised for each user so that they only see the information relevant to them on the opening screen of Sage CRM. This also gives each user the ability to interact and update information quickly and easily and customise the information they see if their role or responsibilities change.

From within Sage CRM sales users can manage opportunities and leads and easily see the stage of their current pipeline. They can access this information on a simple overview screen or drill further into the data to see other contact that the customer may have had with their colleagues. The ability for sales forecasting and sales reporting is also made easy and reports are instantly made available to the sales management team as soon as they have been confirmed by the user.

With Sage CRM’s mobile features all of the information needed by a sales user can be accessed through the internet on a laptop, iPad, tablet PC or even on an iPhone, BlackBerry, Android Phone or Windows Phone with specifically designed web applications.

• Key Features
• • • Manage Opportunities and Leads
    • Track leads from first contact through to final sales closure using the sales process employed by your company
  • • Sales Forecasting and Reporting
    • Sage CRM enables you to easily create reports and graphs as well as accurate forecasts which can be shared with your colleagues and the sales management team
• • • Interactive Dashboards
    • Customisable workspaces allow each sales user to see the information they need on the front screen of Sage CRM
  • • Quotes and Order Generation
    • Populate quotes and generate orders using the latest contact and product information from within your Sage CRM system
• • • Territory Management
    • Leads can be automatically routed to relevant sales representatives based on pre-defined sales territories
  • • Sales Process Automation
    • The out-of-the-box workflow automates the sales process and it can be customised to automatically move each opportunity to the next stage as required
• • • Communication Management
    • Manage all of your communications including diaries, reminders, notification, tasks and appointments from within Sage CRM with real-time Microsoft Exchange synchronisation
  • • Access Data on your Mobile Device
    • Use your iPhone, BlackBerry, Android Phone, Windows Phone, tablet PC or iPad to access the key functionality of Sage CRM on the move

• Benefits
• • • Improves transparency in the sales pipeline
  • • Enhances sales forecast accuracy
• • • Monitors progress against quota
  • • Enables quarterly sales performance monitoring
• • • Leads to win/loss ratio improved
  • • Increases prospect-to-customer conversion rate
• • • Delivers metrics on your most valuable customers
  • • Improves consistency across the sales organisation
• • • Enables more effective identification of new market opportunities
  • • Maximises cross and up-sell opportunities
• • • Reduces sales training costs
  • • Eliminates manual/duplicated sales processes
• • • Improves team collaboration on opportunities
  • • Decreases time spent on administrative tasks
• • • Improves prospect targeting
  • • Provides visibility on sales team performance including identifying sales opportunities and pipeline potential
• • • Increases visibility on customer interaction across departments and activities
  • • Automates the proposal and quotation processes
• • • Leverages financial information from the back-office system
  • • Reduces time spent in the office on sales administration (more time on sales calls)
• • • Increases sales effectiveness through the ability to access and download customer information remotely
  • • Boosts sales team productivity by delivering a single view of leads, opportunities, tasks and activities on the interactive dashboard