Focused Sales Management with Sage CRM


Sales are the lifeblood of any organization. And even though your customers may not be spending as much as they did during a better economy, you can’t afford to sit things out and wait for a recovery.

It’s important that you maintain focus and discipline around your selling strategies to drive sales both now and when the upturn comes. Let’s explore how Sage CRM can help.

Workflow and Pipeline Management

Automating your sales workflow using Sage CRM helps to eliminate unnecessary paperwork and ensure that your sales teams are optimizing their time while adhering to standard, company-specific sales processes. With standardized workflow processes, you can prevent deals from falling through the cracks. Plus, sophisticated pipeline management tools provide a real-time snapshot of sales opportunities and sales team performance to ensure that you’re directing resources to the deals that are most likely to close.

Lead Tracking & Reporting

With Sage CRM, leads are tracked from your very first contact to final closure so that no valuable revenue opportunities are missed. You’ll also benefit from detailed lead reports and analytical dashboards that ensure leads are being captured and followed up on properly.

Personal Productivity

As a salesperson, all the information you need to boost productivity and close sales faster is available in the Sage CRM interactive dashboard. In this personalized workspace, you can manage your calendar, sales opportunities, contacts, and daily tasks from a single screen. With a simple drag-and-drop approach, you can personalize your dashboard and include information from Sage 100 ERP (like inventory stock levels or customer credit status for instance) and even include links to frequently-used websites like LinkedIn or Google.

Sales Analysis and Business Planning

How is each department or sales team performing? Are they taking advantage of up-sell opportunities? Are you targeting the most profitable customers? These questions and more are answered using powerful analytical tools and reports that are available in Sage CRM. Sales directors, managers, and executives can analyze sales performance and emerging trends in various regions and market segments. And by   combining that data with information from Sage 100 ERP, you’ll have a 360-degree view of your business from the front- to back-office.

These are just a few of the ways that Sage CRM provides the processes, structure and tools to help you achieve a focused sales management strategy and power through challenging times. Contact us if you’d like to learn more or to see a demo of the latest release - Sage CRM Version 7.

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