Sage CRM for Sales

Salespeople need a system that will free then up to concentrate on what they do best – selling. The essential, core component of any system is that it provides instant access to much needed information - for example, the telephone number of a key influencer or details about a conversation that a colleague had with a customer whilst someone was away on leave. Salespeople typically don't like administrative tasks and the system must help here by organising their time and guiding them through simple processes to improve efficiencies in various key areas such as forecasting, quoting and reporting. The opportunity management features of the system must be one of its strongest areas so that both salespeople and their managers have an instant visibility of where they are up to with their deals so that targets are always clearly visible and the paths to reaching them are made achievable.

Sales Forecasting and Reporting in Sage CRM

Reporting and forecasting is vital to the success of any sales enterprise. It is essential that any sales automation system delivers accurate, clear and timely forecasts that allow both salespeople and managers to assess the progress of leads through the sales cycle and ensure that they are never dropped or lost. Sage CRM provides 'point and click' reporting, graphs and dashboards that are instantly available in a user-friendly format to assist decision making.

Opportunity and Lead Management

The opportunity and lead management features deployed within Sage CRM allow leads to be tracked from the first contact through to the close and beyond (to customer care). This ensures that all available resource is focussed on getting the lead to close and then nurturing the customer ready for an up or cross sell.

All the available data is stored at a contact, company and opportunity level. This means that the sales and account management teams can easily identify new prospects to target and existing customers to up sell to.
Manage and analyse all current and historical account details, enabling your sales team to easily identify and recruit new

Sales Force Automation

Powerful workflow capabilities can ensure that leads are escalated or re-assigned to the team member with the skill set most suited to manage the opportunity. Administrative burdens are reduced by configuring alerts to trigger literature fulfilment, follow-up appointments, call-backs, daily tasks and much more.

Quotes and Order Generation

Sage CRM links seamlessly to Microsoft Office to automatically generate sales proposals and quotes. The information stored in the database – e.g. the prospect's details and the details of the products and services of interest instantly populate a pre-defined customised template. This leads to accuracy, consistent branding, a high degree of professionalism and enables the sales team to deliver quotes to their recipients within very short timeframes giving them a competitive advantage.

Territory Management

The system rules are capable of automatically routing leads to the relevant salesperson based on territories. New teams can be created and re-assignment of teams carried out easily by suitably authorised managers. The data can then be 'sliced and diced' to view marketing campaigns, response rates and associates sales revenue by territory.

Calendar and Diary Management

As you'd expect from an award-winning CRM Solution, Sage CRM provides all users with a complete diary solution showing daily, weekly and monthly views. In addition, onscreen reminders and notification alerts are available to all team members. E-mail, Calendars and Contacts can all be automatically synchronised between Sage CRM and Outook meaning that both systems remain transparent and up-to-date in real time. The Calendar can also be managed from the Dashboard which forms the hub of the CRM workspace.

To discuss your requirements further tel: 0845 6588 121 or e-mail: info@prior-analytics.com