Sales Module
Generating revenue from new and existing customers is an
important task for
companies. Sage CRM empowers organisations to sell more
effectively and
efficiently. Sales executives have a single point of access for
calendars,
accounts, reports, pipeline management, contacts and call lists;
all of which
ensure that they are producing more revenue per sales hour.
With Sage CRM, the sales team can manage and action all their
activities from
the interactive dashboard. This intuitive and interactive
workspace enables the
sales team to monitor their opportunities and pipeline, manage
their calendar
and tasks, and identify powerful networking opportunities from
LinkedIn®, all
from this customisable workspace.
Easy-to-use analytical tools help your sales team to identify
latent sales
opportunities which exist within your customer database, and then
create
cross-sell and up-sell propositions accordingly. Automated
workflow and pipeline
management eliminate unnecessary paperwork and ensure that sales
teams are
optimising their sales processes and adhering to company-specific
sales stages.
This means that opportunities will be progressed as quickly and as
efficiently
as possible.
The interactive dashboard provides at-a-glance information to
sales
executives and managers on performance at any point in time.
Integration with
back-office applications provides sales staff with access to both
financial and
non-financial data, for a complete 360 degree view of their
customers which is
displayed on the dashboard for ease of reference. Sage CRM
provides the sales
team with the ability to work from a mobile device regardless of
where they are
located. This ensures that they have fast, up-to-date access to
critical
customer data especially for those that are often out on the road.
Sage CRM
supports online access to the system from iPhone, Blackberry and
Windows® mobile
devices and has been optimised for the iPhone.
The dashboard also display feeds from websites such as news
monitoring which
will keep them up-to-date with published news on their business
and on their
competitors. Users can also link to LinkedIn® and other social
networking sites
to identify networking opportunities with customers and
prospects.
- Improves transparency in the sales pipeline
- Offers exception monitoring/alerts
- Enables corrective action against variance earlier in the sales
cycle
- Enhances sales forecast accuracy
- Enables quarterly sales performance monitoring
- Optimises sales resource against high potential
opportunities
- Accelerates opportunity development
- Leads to improved win/loss ratio
- Leads to shortened sales cycles
- Increases prospect-to-customer conversion rate
- Delivers metrics on most valuable customers
- Reporting and analytics features to identify customer trends
and
profiles
- Enables more effective identification of new market
opportunities
- Maximises cross- and up-sell opportunities
- Reduces sales training and administration costs