Sage CRM - Sales
Sage CRM Sales provides organisations with the tools needed to sell more effectively. It is an easy-to-use application that provides thousands of sales users ever day 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
- 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.
- 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.
- 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.
- 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 fulfillment, follow-up appointments, callbacks, daily tasks and much more.
- Security level assignment makes sure only the right people see information relevant to them.
- There are assignment rules to automatically route leads to the right sales representative 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.
- 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.
- Continue to run your email, diaries and contacts through Outlook with auto-synch recording all interactions in CRM. See also CRM Outlook Integration .
- 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. See also Dashboards and Reports
- 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.
- 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.
- 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.
- Allows 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 of investment to each campaign.
- Integrates completely with the marketing functions to allow instant feedback and information from the campaign to sales person.
- Work offline or work online over a network or the Web, seamlessly synchronise between the two.
For more information or to book a demonstration, please call us on 0845 021 8080, or email us at info@pythagoras.co.uk.