Sage CRM – Benefits for the Sales Team

Focused Sales Management

Equipping your sales team with the complete customer information and the necessary tools to enable them to do their job effectively is vital.  Easy-to-use, Sage CRM provides sales users with instant access to calendars, accounts, reports, pipelines, contacts and call lists - empowering sales people to sell.  All sales information is stored, tracked and reported providing organisations with meaningful and up-to-date information on the performance of the sales team.

• Improve transparency in the sales pipeline
  With Sage CRM Sales Force Automation, real-time sales opportunity analysis is provided instantly.  Sage CRM provides a snapshot of all opportunities within the sales pipeline, allowing sales teams to effectively analyse and manage deals at every stage.
• Enhance sales forecast accuracy and monitor performance
  Sage CRM provides point and click reporting and graphs along with accurate and timely forecasts which are accessible by the sales team. This enables easy sales forecasting and reporting and provides sales teams and management access to data for immediate analysis and decision-making.
  
  This powerful analytical information can be displayed on the interactive dashboard in a graphical format that makes sense to senior sales executives; allowing them to monitor team performance, identify issues and make strategic decisions - all in real-time.
• Shorten sales cycles and increases conversion rate
  Using Sage CRM sales users can track leads from first contact to final sales closure. This ensures that time and resources are invested into the deals that are most likely to close.  Follow-up activities can be automated, ensuring that your sales people contact the right people at the right time, shortening sales cycles and maximising conversion rate.
• Improve consistency across the sales organisation
  In Sage CRM, the sales process is automated to enable users to concentrate on their primary purpose which is selling.  The in-built workflow can be followed out-of-the box or customised to reflect your business process.  The automation in Sage CRM means that all sales users follow the same steps, ensuring no opportunities ‘slip through the net’.
• Eliminate manual/duplicated sales processes
  Sage CRM allows sales proposals and quotes to be automatically generated using predefined templates, enabling users to generate compelling, comprehensive and accurate proposals quickly and efficiently.
• Maximise cross and up-sell opportunities
  Sage CRM creates visibility of all customer interaction across departments and activities, ensuring that your sales staff never miss an opportunity to up and cross-sell.
• Anytime Anywhere Workforce
  Sage CRM provides the sales team with the ability to work from a mobile device regardless of location. This ensures that they have fast, up-to-date access to critical customer data whilst out on the road. Sage CRM supports online access to the system from iPhone, Blackberry or Windows mobile devices and has been optimised for the iPhone.
• Leverages financial information from the back-office system
  As well as being available as a standalone CRM software solution, Sage CRM integrates with the Sage 200 Suite (as Sage 200 CRM).  With Sage 200 CRM sales executives have access to customer data from the back-office allowing a true single view of the customer. This ensures that the sales executive is equipped with the most accurate and up-to-date information regardless of where that information is located.  Operations are optimised as a result and there is less potential for delay, misunderstanding and error.  Information from Sage 200 can be displayed directly on the interactive dashboard for quick and easy access.  For example, sales staff can easily check the availability of stock across different locations and can check the real-time status of orders without having to rely on multiple, disparate systems or consulting colleagues who may not be available.  This enables sales staff to give accurate information to customers without delays, and thereby improving customer experience and driving customer loyalty. 
• Interactive Dashboard
  Boost sales team productivity by delivering a single view of leads, opportunities, tasks and activities on the Sage CRM interactive dashboard.  This is an intuitive and customisable workspace from which users can manage all their daily tasks and activities for maximum productivity.  The interactive dashboard can be customised to display relevant information from within Sage CRM, feeds from websites and information from the Sage 200 Suite (if integrated).  Gadgets within the dashboard can be linked to provide a real-time view of multiple customer information. A pre-installed sales dashboard is available out-of-the-box or users can customise their own dashboard or team dashboard with content that is relevant to them and their role.

To find out more about the benefits of Sage CRM to your sales team or to arrange a demo of the system, please contact us to speak to a consultant.