Sage CRMenterprise CRM for SME's

Sage CRM is an easy-to-use, quick-to-deploy Customer Relationship Management (CRM) solution comprising Sales, Marketing and Customer Service automation. Award-winning Sage CRM equips sales, marketing and customer service teams with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels.


Highly flexible, Sage CRM comes with fully customisable business process automation so you can tailor it to suit your business needs. Thanks to its Sage ERP integration capabilities, the Sage CRM front-office is powered by data from the back-office to give sales, marketing, customer service and other front-office staff a true 360 degree view of customers across front- and back-office functions, differentiating it from many other CRM solutions in the market today. Sage CRM is a fully web-based application and is available on-demand or on-premise for complete freedom of choice.


Feature Summary


Sage CRM for Sales


  • Centralised database of contacts gives real-time access to data to all users regardless of location.
  • Identify prospects and target your sales team more effectively. Sales teams spend more time selling.
  • High visibility of leads and opportunities using graphical pipeline analysis.
  • Workflow and alerts to prevent missed opportunities.
  • Mobile access via web, laptop and PDA to increase efficiency
  • Integrated customer support gives all-round view of customer relationships.
  • Full integration with Outlook and a wide range of hand-held devices for mobile access.

Sage CRM for Customer Support


  • Dedicated call/case management system with full escalation for effective management of calls.
  • Integrated Knowledge Base of solutions and product information .
  • Customer portal to allow web submissions and monitoring of issues.
  • Workflow and alerts to prevent missed deadlines.
  • Automated time recording to monitor closure rates and performance to SLA

Sage CRM for Case/Project Management


  • Dedicated case entities for effective management.
  • Integrated communication history for all cases.
  • Create document/email templates with which to automate processes.
  • Workflow and alerts to prevent missed deadlines.
  • Additional document management (check in/check out) capability

Sage CRM for Marketing


  • Create multi-tier marketing campaigns to manage all aspects of your marketing activity.
  • Assign groups of customers and prospects to your campaigns and mass mail via letter, fax or email.
  • Assign budgets to campaigns and track performance against generated leads and sales.
  • Use workflow tools to automate handling of responses.
  • Integrate your we-site with campaigns to automatically record responses into CRM
  • Full suite of analysis reports.

Sage Accounts Integration


  • Publish accounting information to authorised users of CRM to create complete customer overview.
  • Allow remote staff to create quotes and orders in the field and upload them to the accounting system.
  • Reduce data entry to single instance.
  • Monitor the history of a transaction from initial call through to invoice in a single system.

Sage CRM Customisation


  • Fields, screens, menus and reports all fully customisable.
  • Create your own custom entities to hold information relevant to your business (e.g Properties, vehicles, projects,subscriptions).
  • Generate your own workflow paths to support key business processes.
  • Integrate with any ODBC compliant database application.

For further information please refer to the brochures and resources above.