Summary: Sage CRM, Sage’s customer relationship management solution for Sage 100 ERP users. This guide explains the different capabilities of Sage CRM.
Using a Customer Relationship Management (CRM) solution makes prospecting and selling smoother and helps you retain existing customers. It keeps your sales team on track, and it highlights upselling and cross-selling opportunities. Think of it as the tool you use to focus on your customers, while your ERP is the tool you use to focus on your business.
Sage offers a CRM solution that integrates seamlessly with your Sage 100 system. It connects your sales and customer service teams to relevant back-office data, so they can create accurate quotes and sales orders, forecast sales, and use workflows to make lead follow-up and conversion straightforward. The solution also offers dashboards, marketing integrations, and an online self-service portal where customers can view their account profile, request quotes, or check the status of service issues.
Sage CRM offers optimized process flows for many areas of your business, including Customer Service, Marketing, and Sales.
What does Sage CRM offer in these areas?
- Customer Service
Sage CRM automates steps for customer service cases, improving resolution time and increasing customer satisfaction. It also lets you set up a central knowledgebase for your reps, so they can quickly identify the best way to address common concerns. Built-in reports cover critical metrics like case volume, history, and resolution times.
- Marketing
Your marketing team needs to plan, track, and report on campaigns, and manage them across multiple channels. Sage CRM makes it easy to segment audiences, initiate MailChimp emails, and track campaign performance and metrics – all from within Sage CRM. It also connects to SurveyMonkey, so your team can send surveys by email and track responses in your CRM.
- Sales
This is what most people think of when they think of CRM. It stores customer data in a single database synced in real time with Sage 100 and provides tools that help your salespeople close deals faster and more predictably. These tools include mobile access for sales teams on the go and a Quick Sale Workflow that keeps the sales process efficient. Salespeople can auto-generate proposals using predefined templates, and managers can access out-of-the-box sales reports (or build their own) for anytime insight.
- Use all three
Have a service team, a marketing team, and a sales team? Using all areas of Sage CRM is the right choice because its bidirectional sync connects your back-office and customer-facing staff to drive cross-company collaboration. This option gets you all the capabilities listed above in one comprehensive system.
Ready to Get Started?
If you already have Sage 100, Sage CRM is a clear choice. It’s easy to use and works well with your ERP. Plus, it’s a standalone product that integrates with your specific version of Sage 100, so you can update it separately from your Sage system and always stay up to date with the latest features.
The setup method pulls integration files directly from your Sage 100 system, so a Sage expert you trust should handle implementation.
Our team at VBCC has supported Sage 100 for over 30 years, including setting up Sage CRM countless times. We’re the experts to contact when you want a no-fuss, efficient Sage CRM setup.
