SageCRM - 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 very important. Easy-to-use, SageCRM 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.
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. The sales process is automated, streamlining your business and enabling better business management. The most up-to-date and complete customer information is instantly and easily retrievable within Sage CRM through the interactive dashboard helping users to have a better view of their customer at all times.
SageCRM Sales Features and Benefits:
Sales Forecasting & Reporting
• Accurate, timely forecasts allow your sales people and managers to make their own assessment of all leads, ensuring no leads are dropped or lost.
• Point-and-click reporting and graphs allow your sales teams to access data for on-the-spot analysis and decision-making.
Management of Vital Opportunities & Leads
• Track 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, making it easy for your sales team to identify and recruit new customers 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.
• Create more up-sell and cross-sell opportunities Account & Activity Management.Territory Management
Territory Management
• Automatically route leads to the right sales person based on territory rules.
• Easily create, merge and move territories and the data associated with them.
• Gain insight into sales effectiveness and performance by territory.
• View marketing campaigns, response rates and associated sales revenue by territory.
Quotes & Order Entry
• Generate sales proposals, automatically reflecting local customer currency, customs charges and taxes.
• Access current product information, integrate with our accounting or your existing legacy systems and deliver the most upto-date quotes
Escalation & Notification Alerts
• Ensure business opportunities are never missed, by sending real time alerts to the right individuals based on their roles.
• Improve on business and personal performance with onscreen reminders, notification alerts, automation of literature fulfillment and the simplification of other nonrevenue generating activities.