Sage CRM Essentials

Do better business with Sage CRM
Our cloud-based solution provides your business with immediate access to a powerful CRM solution at a low monthly cost.  The web-based Sage CRM infrastructure and intuitive browser interface ensure customers are up and running – and productive – quickly, without burdening their IT staff.

Sage CRM Interactive Dashboard
The Sage CRM Interactive Dashboard is a customisable and intuitive workspace from where users can manage and co-ordinate their daily activities and tasks from one location.  From the dashboard, users can define their own personalised workspace from a series of gadgets and web feeds ensuring that all content is relevant to individual company needs.  This means that your staff have all the data they need at their fingertips and are fully equipped to consistently provide your customers with a professional service without having to switch between screens, ensuring maximum productivity.

Sage CRM Essentials is perfect for:

  • Automation the sales process quickly and easily
  • Focusing on the most profitable sales opportunities
  • Getting the information you need in the office or on the move
  • Having a single shared view of every sale
  • Developing a deeper understanding of your sales performance

Sage CRM Total Campaign Management
Total Campaign Management is an ideal tool for marketers to deliver highly targeted marketing campaigns.  Sage CRM’s Total Campaign Management functionality comes with marketing campaign workflow out-of-the-box.  Organisations can therefore easily structure campaigns for consistent execution and marketing users can execute multi-channel marketing campaigns for maximum reach and impact.  With Sage CRM, every phase of every marketing campaign can be tracked to provide meaningful analysis and campaign measurement.

Sage CRM email integration
Sage CRM Professional is available with the Classic Microsoft® Outlook Plug-in allowing users to add Outlook contacts to CRM from within Outlook and file single or multiple emails against the associated contact in CRM.  Contact information is synchronised between all contacts appearing in the Contacts tab in CRM, and all contacts already in Outlook with a contact category of CRM Contact.  This solution also comes with bi-directional synchronisation of Tasks and Appointments.

Sage CRM Essentials connects with Microsoft® Outlook via the Microsoft® Outlook Integration (Lite) feature which includes many great features such as email filing.  This allows you to file one or more emails directly to Sage CRM plus the ability to add contacts to Sage CRM via Outlook and document sharing functionality.

Sage CRM Report Charts
Users can create highly graphical report charts quickly and easily with Sage CRM Cloud.  At-a-glance business insights, report charts and graphics are now more visually impactful, making it easy for management and users to see comparisons, patterns, and trends in their data.

Sage CRM for iPhone
Sage CRM’s mobile solution for iPhone delivers a rich user experience and provides sales teams with the ability to work effectively regardless of their location via online access through the Apple iPhone.  Sage CRM for iPhone maximises user productivity by enabling users to access critical real-time customer data while on the move and increase sales and service effectiveness at every stage of the sales cycle.

Sage CRM for iPhone takes advantage of native Apple iPhone functionality such as the date spinner and the accelerometer, which senses when the phone is turned on its side automatically shifting the display to landscape mode.  Users can also leverage the capabilities of the iPhone whilst on the road with the ‘click-to-dial’ feature and Google Maps™ functionality.

To learn more about how your company or organisation can benefit from the Sage CRM Cloud solution or to find out more, click here