Sage CRM Features

Sage CRM MME Features at a glance...

Sales Forecasting & Reporting
Accurate, timely forecasts allow Sales reps and managers to make their own assessments of all leads. Ensure leads are never lost. Point & Click reporting and graphs to allow sales teams to access data for on the spot analysis.

Manage Vital Opportunities & Leads
Tracking of leads from first contact to final sales. Manage and analyse all current and historical account details, enabling your sales team to easily identify and recruit new clients and resell to existing ones.

Build & Maintain Profitable Customer Relationships
Deliver superior customer service by having the most up to date and complete customer information at your fingertips.
Information captured on your customers creates cross-sell and up-sell opportunities.


	Account & Activity Management Escalate and reassign leads / cases to ensure the employee most qualified to handle the situation addresses your client's needs. Configure alerts to trigger literature fulfilment, follow ups, callbacks, and much more. Territory Management Assigment rules to automatically route leads / cases to right sales rep or technician based on territory. Enhanced Outlook Integration Share your Outlook contacts, tasks, appointments into CRM. Work through your Outlook client window to reduce clutter. Self Service Enable clients to log their cases via the Internet allowing them access to up-to-the-minute data. Worklfow your cases to increase efficiency.


	Graphical Reporting Graphical features of reports to allow you to filter data any way your choose. Use system default reports or create your own. Quotes & Order Entry Generate sales proposals automatically using local customer currency, customs, taxes. Access current product info. Time Management Onscreen reminders, alerts, automation of tasks using Workflow to improve speed. Access Anywhere, Anytime Work offline or online over the network or the Internet, seamlessly synchronise between the two. For more information please email us at sagecrm@swift-ds.co.uk Back to Sage CRM

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