Top 10 Reasons Businesses Switch

Customers have spoken and, clearly, Sage has listened. With Sage CRM, the company has completely revamped the look and feel of pretty much everything, and the new CRM experience is a breath of fresh air.

Not only is the new look easier to learn and train on, but it’s also faster to navigate, easier to use, and incredible for teams.

01. It handles virtually everything else…

Solutions like Sage 200 and Realitex200 are brilliant for your transactions but what about your sales, your service, your credit control, your many many other tasks for customers, suppliers, and business plans? That’s where Sage CRM comes in, it’s designed to handle your non-transactional business, giving you a great solution to centralise, coordinate, manage, and view the things that need to happen alongside processing transactions.

02. Its not just about sales

CRM solutions were originally designed to manage the sales pipelines, and specifically aimed at capital sales work, but they’ve evolved well beyond that, and Sage CRM is a great example. Not only can it handle sales management of any kind, including on going account management, but it can also deal with the Service side of your business such as complaints and returns, and even credit control – giving those with relevant security access visibility of what’s happening with a client, along with information fed from Sage 200 and Realitex200 to give a complete picture.

03. It can save you licenses 

Not everyone needs access to Sage 200/Realitex200 but many, such as the sales team, service managers etc, do need to see some of the information in it, and in some cases do some basic processing like, in the case of Sage 200 sites, issuing quotes or raising orders. Through the integration to Sage CRM information can be provided, securely without needing extra licences for your core accounting/order processing application.

04. It captures and protects knowledge

People move to other companies, and whether they are sales people, managers, administration staff, they’ve often built up a wealth of information and knowledge on your clients, their contacts, their business, and the outcomes of calls and meetings. In the past this has been kept to themselves, hidden in documents, notepads etc, but with Sage CRM you can capture all of this information and retain it, not only making handover to replacements easier but also the use of this information at a competitor much harder.

05. It can power your marketing

Sage CRM allows you to centralise all of the contact information for customers, suppliers, partners, and other influencers in your market, and use this to drive both email and social media marketing. Groups of contacts can be used with integrated email campaign solutions such as MailChimp to send out highlight effective and targeted marketing, dealing with opt outs and providing stats on response, as well as facilities to follow up with calls if needed. And with everyone contributing to contact information you’re getting continuous updates and accurate information.

06. Access it anywhere

Being browser based means that Sage CRM, along with the information integrated into it from Sage 200/Realitex200, can be accessed from virtually anywhere, allowing data to be viewed and updated by mobile staff such as your sales force, as well as your office based teams. And you can take this a step further with additional integrated applications like MobileX.

07. You can share templates and documents

Centralise access across your business to all those documents you share to ensure everyone is using the latest and correct version. Create template emails to provide consistent messages and save time generating responses to clients for standard requests your team receive.

08. It delivers a wealth of reporting and analysis

Recording and processing information is critical to any business, but you also need to see the analysis of that information to allow important decisions to be made, track progress, and predict outcomes like sales revenues. Sage CRM provides a range of reporting facilities, from dynamic dashboard lists, charts, and user specific reports. What’s more, it can easily be connected to Panintelligence to provide CRM reporting alongside your Sage 200/Realitex200 dashboards.

09. Develop other solutions

Sage CRM provides a fantastic foundation for other non-transactional solutions, we’ve integrated it into a range of solutions from web sites, holiday & absence systems, and also developed specific applications such as Project Management systems. We can build on the company, contact, communication, and task systems to create solutions to meet your specific business requirements and give you a competitive edge.

10. Outlook integration, templates, filing and call updates

Most of us spend a lot of our day in Outlook so how convenient would it be to access and update Sage CRM information directly from within Outlook? With CRM Accelerator users can do just that, creating and updating Sage CRM data, accessing the central address book of Sage CRM contacts, and call in the Sage CRM’s email templates. Users can file emails, including customer replies, in seconds, and even update phone call outcomes into sales opportunities, tasks, and service cases.

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