There are numerous CRM options available that can help remove redundancies, missing information, and time-consuming paperwork. Sage CRM adds simplicity to these capabilities, allowing you to begin saving time and optimizing resources within days of onboarding your management team.
This and other features distinguish Sage as a terrific solution for small and medium-sized organizations aiming to minimize expenses, develop faster, and increase overall efficiency. It’s an excellent choice if you’re looking for a dependable CRM solution that’s simple to set up and use.
Sage CRM Review: Key Features
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Using configurable dashboards that pull data from numerous sources, you may keep track of a variety of KPIs. Leads generated, ROI on campaigns, conversion rates, sales trends, open deals, and progress against predicted goals are all metrics.
2. Lead Management
Sage CRM saves detailed contact information. Pre-built dashboards display pipeline data and opportunities. The system also allows for territorial administration.
3. Case Management
Each case is detailed in the system, including the severity, description, allocated customer care agent, stage, and SLA status.
Reporting for sales and customer service metrics is supported by the system. Data such as follow-up statistics, case resolution times, sales opportunities, and more can be compiled. Sage CRM includes regular reports as well as the opportunity to create your own.
Forecasts can be created using a variety of real-time data points and exported to Excel.
6. MailChimp Support
Sage CRM integrates with MailChimp to enable email marketing functionality. MailChimp allows you to create campaigns from pre-built or custom templates, automate campaigns, and send surveys to collect client feedback. The platform also displays information such as open rates, unsubscribe rates, and more.
7. Quotes & Orders
Pre-built templates make it easier to generate proposals quickly, while constant access to updated product and pricing information maintains accuracy.
Why Use Sage CRM?
1. Improved Data Visibility
Sage CRM stores all data in a centralized location. This eliminates the need to work from separate spreadsheet versions, eliminates data silos, and ensures that everyone has equal access to up-to-date information.
2. Send Targeted Messages
List segmentation enables your company to distribute relevant, personalized offers and content. For more efficient advertising and promotions, you can establish client groups based on several factors.
3. Deliver Exceptional Customer Service
Agents have access to client data, which enables them to view a customer’s history and deliver faster, more educated resolutions. The system also includes capabilities for building a knowledge base and establishing a self-service site, allowing clients to easily search solutions and submit tickets.
4. Allow Easy Access
The calendar tool allows sales professionals to observe meetings, demos, and day-to-day activities. The system also sends updates, such as when a new sale is received.
5. Use Standardized Procedures
By automating budget changes, customer invoices, and other tasks, the solution optimizes operational operations. It also fosters consistent sales effectiveness by requiring all reps to follow the same procedures.
6. Drive More Revenue
The system identifies at-risk consumers so that sales professionals know which leads to pursue. This enables them to close more sales. Furthermore, having a comprehensive perspective of each customer’s lifetime aids in identifying cross-sell and upsell opportunities.
7. Industry Expertise
Sage CRM is appropriate for businesses in a variety of industries. Its global client base of over 14,000 is spread across industries such as manufacturing, financial services, retail, distribution, information technology, government services, energy and gas, and the nonprofit sector.
Sage Suite Support
North American support is available from 9:00 a.m. to 8:00 p.m. Monday through Friday, 8:30 a.m. to 5:00 p.m. Eastern Time (excluding holidays). Certain support options necessitate an active support plan with Sage Business Care.
There is no support email address available, however, Sage has a live chat facility. Users can also contact @SageSupport on Twitter or search the forums for answers. Self-service alternatives are provided by the searchable knowledge base and blog.