Sales Automation

SAGE CRM puts you in complete control of your sales pipeline, allowing your sales team to effectively manage, forecast and report on all phases of the sales cycle.

Improve your sales performance with sales automation tools that help sales professionals find and retrieve vital information quickly and easily. SageCRM provides a snapshot of the sales cycle from first contact to final sale, allowing sales teams to effectively analyze and manage the sales pipeline, forecast and report on all phases of the sales cycle.With Sage CRM, you can easily manage and analyze all current and historical account details and activities, manage multiple accounts and opportunities and automatically distribute leads to sales professionals around the world.

With SageCRM for Sage ERP Accpac, sales cycles can be dramatically shortened and more deals can close faster. Your sales team gets instant access to vital customer data including reports and graphs, quotes, forecasts and historical account details. You can quickly do on-the-spot analysis, make informed decisions you can trust, and eliminate bottlenecks that typically stretch sales cycle.

Benefits of Sage CRM to the sales team:

  • Pipeline Management

    360-degree view of your clients and future clients, which will optimize your pipeline and allow you to get more leads, close more sales and save more costs.

  • Account Management

    Manage and analyze all current and historical account details – enabling your sales team to easily identify and recruit new clients, and resell to existing ones.

  • Activity Management

    Easily be configured to auto¬matically trigger literature fulfillment, follow-up appointments, callbacks, daily tasks and much more!

  • Time Management

    Onscreen reminder notifications alert users about pending tasks enabling efficient delivery of information.

  • Generate Sales Quotes

    Track and generate sales quotes for the deals, e.g. accurate pricing for quotes and orders.

  • Sales Forecasting

    Collect, maintain and forecast lead opportunities keeping your sales staff on top of the current situation in each lead.

  • Opportunity Management

    Manage all key opportunity data to increase productivity & guaranteeing, transparent selling process.

  • Analysis and Reporting

    Create point-and-click reports and graphs for on-the-spot analysis and decision making.

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