Sage CRM

The Top Sage CRM Features for Your Business

You might think CRM systems are all the same.  We find that our customers often haven't fully considered all of the benefits Sage CRM brings for your business.  Imagine a single source of truth for your entire company - where all of the communications, events, customer service tickets, marketing data, document library and even automated workflows, all exist together in a seamless package.

Sage CRM can do all of that, and more.

How does Sage CRM help?

Sage CRM is nothing short of a whole-business automation tool for your administrative, sales and marketing functions.  Sage CRM can be connected to your email, ERP and other systems and become the central repository for your sales, HR, marketing and admin teams.   Sage CRM's powerful suite of features is available at a low cost and provides tremendous value to companies wanting to automate repetitive functions while connecting sales and marketing, as they should be.

You can gain more insights, communicate with customers, and stay on top of opportunities with some of the product’s best features, including:

Contact & Account Management

Connect Sage CRM to Outlook and always have a record of emails to and from your clients and vendors

Quote & Order Management

Promote Orders into Sage 100 or Sage 300, using a phone, tablet or PC

Opportunity & Pipeline Management

Take in leads directly from your website and track them all the way through your sales process

Product & Price List Management

Give your sales team access to their crucial product information and data from your ERP system

Territory & Quota Management

Manage security and access to clients for your sales team any way you wish

Lead Management

Connect Sage CRM to Mailchimp to import opens and clicks for follow up from your mail campaigns

Case Management

Use Sage CRM as your customer service hub for ticketing and SLA's

Reporting

Track your KPI's with intuitive reports and dashboards, with a simple interface to build your own reports

Forecasting

Use the Lead to Opportunity workflow to forecast sales for upcoming periods

Workflows

Sage CRM's workflows mean you can automate any repeatable office task

Dashboards

Multiple dashboards are available to inform your management, sales, and operations teams how they're doing

Compatible Sage Software Products

Tie Sage CRM into other Sage ERP systems or SQL databases

In addition to all of the features that come standard on Sage CRM, you can also add other Sage software products to your solution. Since we are a Sage Partner, Kerr Consulting can advise you in choosing the right products for your industry and business model. We offer some of the most popular Sage software products, which include:

Sage X3

Sage 100c

Sage 300c

Sage Estimating

Sage Intelligence Reporting

Sage HRMS

Sage Payments

Sage Payment Solutions Your Customers Will Love

Types of Sage CRM Solutions

When you choose Sage products, you have three options for deploying the software:

On-Premises

Our experts can come to your office space to install Sage CRM on your computers. When you choose this option, you get even more customization options to meet your business’s unique requirements.

Cloud

All of your customer data can be stored in a secure web platform, so you don’t have to worry about maintaining any IT infrastructure in your office. This also allows you to access your CRM from mobile devices.

Hybrid

If you want to enjoy the best of both worlds, we recommend that you ask our Sage partners about a hybrid installation. Our consultants ensure that you get the best fit for your needs.

Install Comprehensive Sage CRM Solutions from Kerr Consulting

Want to take the first step towards improving your customer relationships? Then, we recommend that you contact Kerr Consulting. Our Sage CRM experts are happy to help you install and personalize a solution that best fits your business and customers.

To speak with one of our helpful consultants, we recommend that you call our phone support line. You can also reach us through email or our simple online contact form.

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