Sage CRM Sales Features: To download a product overview of the Sage CRM Sales module click here

A self-paced film showing the sales force automation functionality within Sage CRM is available here.

Sage CRM for Sales
Sage CRM provides organisations with the tools needed to sell more effectively. It is an easy-to-use application that provides thousands of sales users with instant access to diaries, accounts, reports, pipelines, contacts, and call lists - in short everything sales people need to get their job done. For an organisation all this information is rolled up, tracked and reported on giving continuous, meaningful and accurate reports on just how a sales organisation is performing.

Features • Sales Forecasting & Reporting • Management of Vital Opportunities & Leads • Build & Maintain Customer Relationships • Account & Activity Management • Territory Management • Enhanced Outlook Integration • Graphical Reporting • Escalation & Notification Alerts • Quotes & Order Entry • Stay on Top Time Management • Campaign Management • Access Anywhere Anytime

Improve Sales Performance
Sage CRM provides tools to help your sales organisation perform to its maximum. It provides productivity tools for individual sales people to let them concentrate on their primary purpose – selling. It allows them to find and retrieve vital information quickly and easily. It organises their time and saves effort on administration and search, frustrations that can kill the effectiveness of even the most diligent salesperson. It gives them access to analysis and understanding of where they are in a deal so that the target is always visible and the path to reaching it clear. Quotes and orders can be easily created and saved so they can be pulled again rapidly saving valuable sales time being spent on administration.

Manage Sales Groups More Effectively
For sales management Sage CRM delivers the reports everyday, every hour that lets you know how the team is performing, who’s winning and who needs help. It eliminates the shocks and surprises that can destroy a good quarter. It allows you to organise teams and schedule calls with simple point and click technology that co-ordinates and fills diaries. It allows the sales and lead processes to be defined by you to suit your business. It brings control to your fingertips to sell lean and focus on the priorities

Maximise Sales Effectiveness
Sage CRM helps organisations to grow revenue more quickly, as it provides sales professionals with the tools to focus on the right deal at the right time. In addition, Sage CRM provides a snapshot of the sales cycle from first contact to final sale, allowing sales teams to effectively analyse and manage the sales pipeline. Access is given to the purchase history of every account so you can know what they bought and when. This allows purchase patterns and preferences to become clear allowing for greater certainty that the value of each deal is being maximised. This also helps build relationships as discounts can be checked and given without delay for regular customers.

A Familiar System/A Mobile System
Sage CRM is completely synchronised with MS Outlook allowing users to stick with their familiar email and contact tools but enhancing them through direct synch with CRM. Also Sage CRM features a simple fast and reliable laptop version that allows you to use the system while on the run and not connected to the home or office Internet. The synchronisation of the laptop client is extremely fast so time is not wasted getting back online and down to work.

Sage CRM Sales Feature List
Sales Forecasting & Reporting
Accurate, timely forecasts allowing sales reps and managers to make their own assessments of all leads, ensuring leads are never dropped or lost.
Point and Click reporting and graphs that allow sales teams to access data for on the spot analysis and decision-making

Management of Vital Opportunities & Leads
Sage CRM assists in the tracking of leads from first contact to final sales, ensuring time and energy is spent on the deals that are most likely to close.
Manage and analyse all current and historical account details, enabling your sales team to easily identify and recruit new clients and resell to existing ones

Build & Maintain Profitable Customer Relationships
Deliver superior customer service by having the most up-to-date and complete customer information at your fingertips.
Information captured on your customers creates cross-sell and up-sell opportunities

Account & Activity Management
Escalation and reassignment of leads ensure that the employee most qualified to handle the situation addresses your client’s needs Configure alerts to trigger literature fulfilment, follow-up appointments, callbacks, daily tasks and much more.
Security level assignment makes sure only the right people see information relevant to them.

Territory Management
There are assignment rules to automatically route leads to the right sales rep based on territories. Create new teams and re-assign ownership.
Gain insight into sales effectiveness and performance by territory.
View marketing campaigns, response rates and associate sales revenue by territory.

Enhanced Outlook Integration
Continue to run your email, diaries and contacts through Outlook with auto-synch recording all interactions in CRM.
All contacts, tasks and appointments can be shared between diaries in both systems to allow sharing of information.
View CRM entirely through Outlook, using CRM to enhance the quality and retention of information available to the user.

Graphical Reporting
Graphical forecasting and reporting features allow you to filter data any way you choose.
Use system default reports or easily create new reports with a reporting wizard that walks you through the process, which lets you analyse important trends.

Escalation & Notification Alerts
Ensure business opportunities are never missed, by sending real time alerts to the right individuals based on their roles.
Deliver periodic messages to sales managers summarising critical opportunity and forecast information for their direct reports.

Quotes & Order Entry
Generate sales proposals automatically reflecting local customer currency, customs and taxes.
Access current product information, integrate your systems with our accounting or legacy systems and deliver the most up to date quotes.

Stay on Top Time Management
Onscreen reminders, notification alerts, automation of literature fulfilment and the simplification of other non-revenue generating activities all impact on business and personal performance.
Ability to monitor data proactively and notify management automatically of key business indicators.

Campaign Management
Allow sales teams to easily set up, run and maintain their own marketing campaigns such as letter or email campaigns.
View responses to each campaign, replicate effective initiatives and assign return on investment to each campaign.
Integrates completely with the marketing functions to allow instant feedback and information from the campaign to sales person.

Access Anywhere Anytime
Work offline or work online over a network or the Web, seamlessly synchronise between the two.

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