Workflow automation across teams: Sage makes it easy and accessible for different teams to run processes faster and with more efficiency amongst each other.īetter customer targeting: With Sage’s incredible business intelligence analytics, you’re better able to leverage reliable customer data to drive sales and close more deals. With Sage, you can easily pull up and source quotes as well as shipment and delivery information for faster customer service. Source quotes faster: Your sales team needs speed, especially when dealing with customers over the phone. It makes it easy to send segmented email campaigns as well as track open rates. MailChimp Integration: Sage CRM system is designed to seamlessly integrate with MailChimp so you never store duplicate email addresses. It also offers tons of training videos on its very own YouTube channel.
Sage University: Sage offers robust product templates, guides, support, and training in a variety of languages for you to be able to learn the ins and outs of the software and seamlessly integrate it into your existing workflow. Reporting and forecasting: Sage’s reporting and forecasting features allow you to make predictions on sales pipelines, revenue, and cash flow, and equips you to stage “what if” scenarios for more effective decision making. With it, you’re able to have instant access to customer data anywhere you are through its mobile app or desktop dashboard. Sage 100 cloud migration: Sage offers undeniable benefits if you decide to use the cloud to host all your data with its Sage 100 option.
You can also grant customized access to select data and system features. Google integration: Sage CRM syncs with your Google Contacts, Google Calendar, and Gmail for easier scheduling and email management.Īdvanced customization: Managers and employees are able to customize forms, views, calculations, and rules as well as create unique processes that fit their workflow. You can also pull up a contract anywhere you need to if you host your data through its Sage 100 cloud option. Varied business solutions: Sage CRM offers dynamic software solutions for startup costs and budgeting, invoicing, accounting, HR, inventory management, supply chain management, and business intelligence that can be integrated into your CRM workflow for a more connected customer ecosystem.Ĭustomer contract management: Need to manage multiple contracts? Sage CRM makes it easy to create, file, and manage contracts on an ongoing basis. Sage CRM: The Good and The Bad The GoodĬonstant updates: Sage CRM opts to stay current in its industry by continuously releasing new updates and creating informative videos on its YouTube channel about the changes so you stay informed.ĭrag and drop appointment calendar: On Sage, you can easily drag-and-drop your business appointments in day view, week view, or month view and quickly drag-and-drop to adjust their length as well. See all of our top picks here to learn more. To determine our top picks, especially when talking about the best CRM software you can use, we spend hours looking through, researching, and comparing some of the best customer relationship management software companies to bring you a list of choices you can pick from knowing you’ll get quality tools to run your business. Though it didn’t make our list of top picks, it’s a great option if you’re shopping for a reliable CRM solution you can onboard quickly and use with ease. This and other features uniquely position Sage as a great option for small and medium businesses that are looking to cut costs, grow faster, and improve company-wide productivity. Sage CRM adds easy setup to these benefits, so you can start saving time and optimizing resources within days of onboarding your management team. There are many CRM solutions available that can help eliminate redundancies, lost information, and time-consuming paperwork. Compare Sage CRM to The Best CRM Software It’s no wonder over 15,000 businesses around the globe use it daily to fuel their growth. As a comprehensive solution that helps small businesses streamline management tasks, it’s a top choice in its category. Sage CRM is a reliable solution for small and medium businesses to handle their customer management processes with speed and precision.
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