Running a business is more challenging than ever today, particularly for mid-sized and small companies. New customers are elusive; profits are under pressure; and your competition seems to be one step ahead of you all the time. You need a step-change; and you need it yesterday.
Sage CRM helps companies like yours to make that change. Discover how to maximise your sales performance, increase demand for your products and services, and turn exceptional customer experience into your #1 competitive advantage. With Sage CRM, you can completely re-imagine the way you do business, helping you to drive growth and profits, even in tough times. See for yourself by signing up to a free 30 day trial today.
* $39
/user /monthFunctionality |
Professional |
On-Premise |
Feature Detail |
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|---|---|---|---|---|
| Sales Automation | Rollover below for full details | |||
| Contact Management |  |
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Contact Management Browse customer information and access summary information on all historic interactions with a customer across multiple entities.  |
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| Opportunity Management | |
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Opportunity Management Track opportunities as they move through the sales cycle, with each stage fully configurable to map to the organisation’s specific sales process of the customer. |
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| Sales Forecasting | |
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Sales Forecasting A full forecasting suite that delivers easily accessible, accurate and timely forecasts, allowing sales representatives to monitor progress against targets and identify variances earlier in the sales process. |
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| Quotes and Orders Management | |
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Quotes and Orders Management Automatically generate quotes and proposals using predefined templates. Sales quotes are based on the most up-to-date product and pricing information, reducing potential for error. |
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| Lead Management | |
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Lead Management Qualify leads against specific criteria and automatically assign to the most appropriate team member based on territory, product or industry criteria. Track leads through each stage in the sales process and allow management visibility. |
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| Interactive Dashboard | |
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Interactive Dashboard Monitor opportunities and pipeline, manage calendar entries and appointments and customise the dashboard with content that is relevant to you or your team. |
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| Reporting | |
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Reporting Avail of a comprehensive selection of standard reports straight-out-of-the-box or create new reports with ease using wizard-based tools. Report charts and graphs are highly visual and quick and easy to create. |
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| Find/Advance Find | |
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Find/Advance Find Quickly search for a record by any criteria or combination of criteria on the search screen or perform complex database searches with advanced find |
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| Group Managament | |
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Group Managament Create saved lists and increase productivity by performing group actions such as mail merges, emails and updates |
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| Outlook Integration (Lite) | |
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Outlook Integration (Lite) Add Outlook contacts to CRM from within Outlook and file single or multiple e-mails against the associated contact in CRM |
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| Mobile Device Support | |
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Mobile Device Support Allow sales teams to work online and in real-time from anywhere in the world with a fully optimised experience from iPhone, Android™ or Tablet devices. |
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| Twitter Integration | |
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Twitter Integration Post or reply directly to tweets from within Sage CRM or view Twitter feeds for specific companies and save the contents of the tweet to a note within Sage CRM. |
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| Cross-Browser Compatability | |
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Cross-Browser Compatability Access Sage CRM across all modern Internet browsers and work efficiently through the modern, intuitive interface. Supported browsers in include Internet Explorer (versions 7, 8 and 9) and the latest versions of Firefox, Chrome and Safari. |
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| Standard Customisations | |
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Standard Customisations Codelessly personlize your system and incorporate the fields and language that you use in your daily business. |
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| Data Import | |
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Data Import Get started with your own data by importing your companies, people and lead information held in MS Excel or CSV files. |
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| Marketing Automation | ||||
| Campaign Management | |
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Campaign Management View activities, objectives, leads and follow-ups, drill-down into to specific activities such as communications, opportunities, responses, budget, costs and prospects. Clone marketing campaigns quickly and easily for recreation and collaboration. |
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| Segmentation and groups | |
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Segmentation and groups Customer data and prospect lists can be fully segmented according to specific criteria for targeted marketing communications campaigns. Marketing lists can also be exported to Microsoft Excel. Use the Related Entities functionality to create graphical representations of relationships for cross-selling programmes. |
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| Campaign Reporting | |
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Campaign Reporting Track the success of individual or on-going campaigns in real-time and at any stage in the campaign. |
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| Outbound Call Management | |
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Outbound Call Management Target marketing lists can be allocated and scheduled for follow-up calls. Sage CRM schedules calls for your telemarketers and triggers follow-up actions dependent on call outcome. The details of the calls are captured for reporting and audit purposes. Call lists can be allocated against specific individuals or a group and can be scheduled dynamically in the case of a group |
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| Email Management | |
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Email Management Classic Microsoft® Outlook Plug-in enables Outlook contacts to be added to CRM from within Outlook and file single or multiple e-mails against the associated contact in CRM. Contact information can be synchronised between all contacts in CRM and Outlook. This feature also allows bi-directional synchronisation of Tasks and Appointments. |
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| Customer Service Automation | ||||
| Case Management | |
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Case Management Automatic generation of escalation alerts where failure to meet Service Level Agreement requirements has occurred, ensuring customer service cases are progressed in accordance with SLA requirements, improving customer satisfaction and loyalty |
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| Solutions/Knowledgebase Management | |
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Solutions/Knowledgebase Management Customer service teams have easy and immediate access to a central repository of articles (Solutions) that address common issues. Customer service representatives can also create a new solution when dealing with a specific customer service case and apply workflow to ensure that it is reviewed, approved and published by specific members of the customer service team. |
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| Web Self-Service | |
Web Self-Service Web Self-Service is a tool that enables you to allow your customers, partners, and suppliers to access a subset of your Sage CRM data and functionality over the web whenever they want or need it. |
Management | |
| User Management | |
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User Management Simply add new Users or change existing Users giving them instance access to the information they need. |
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| Territory /Security Management | |
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Territory /Security Management Segment your data by setting up profiles and territories to reflect the structure of your organisation. Users can then be assigned a profile and home territory depending on their position the organisation. |
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| Exchange Server Integration | |
Exchange Server Integration Seamlessly synchronise your Sage CRM calendar, task list and contact with the calendar, task lish and contacts in your Exchange Server Mailbox. |
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| Component Manager | |
Component Manager The Component Manager functionality enables system administrators to customise the Sage CRM database, install components and overwrite changes. Component Manager allows customisations made on one CRM system to be saved and transferred to another CRM system. It also enables CRM developers to package and reuse implementation-specific customisations in future implementations. |
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| Advanced Customisation and Integration | |
Advanced Customisation and Integration A intuitive customisable dashboard can simplify your daily task and activity management. With information from Sage CRM, Sage ERP, and system feeds from websites, sales management has a real-time view of multiple customers’ information. |
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As an organisation with over 6.3 million customers, we take the responsibility of managing your customer information extremely seriously. We employ the latest industry technologies and best practices to secure and manage your information stored on the Sage CRM Cloud. Find out more at trust.sagecrm.com
"The system has played a significant part in growing sales. To compete in the market you want to have accurate information so you can make quick decisions and that is something we have achieved with Sage CRM."
