Sage CRM for Sage 100: 12 Big Benefits of Cloud Integration

Sage CRM for Sage 100

Sage CRM is a powerful and simple Customer Relationship Management (CRM) system that boosts productivity, stimulates collaboration, and enhances customer satisfaction.

Sage CRM, as an integrated solution, uses transactional data from user’s Sage 100 system to provide them a full and complete perspective of their clients’ businesses and demands. Read on to learn more about the 12 benefits that Sage CRM provides for its users which allows them to grow and succeed. 

1. Deliver Consistent and Accurate Customer Service

Deliver consistent and accurate customer
service with a single central information source. From a single central source, staff can easily view real-time order status, past service notes, invoices, payment history credit status, and more, which can then deliver consistent and accurate customer service

2. Increase Sales Wins

Sales Wins

Users increase sales wins through better organization and contact tracking by using the in-depth dashboard, opportunity, forecast and lead management tool.

3. Improve Quality of Customer Service Calls

Improve quality of customer service calls with well-informed and empowered staff. Sage CRM empowers customer service staff by providing them with complete customer information from both the front and back end office systems and enabling them to make the right informed decisions to resolve the problem.

Customer Service Calls

4. Improve Sales Productivity

Sales Productivity

Improve sales productivity with automated sales process workflow and Sage CRM mobile access.

With SalesForce Management, users boost sales productivity by automating their management of pipeline and opportunities, forecasting, and quotes and orders.

Maintain product and price list, and manage sales teams and territory

5. Decrease Customer Response Time

Decrease customer response time and increase call resolution velocity with instant access to real-time information.

With Customer Service Automation, users can view and communicate with the real-time information they need. 

6. Maximize Sales Opportunities

Sales Opportunities

Users maximize their sales opportunities by gaining greater insight into their customer’s business and identifying their underlying needs.

Sage CRM Marketing Automation helps users get better quality leads as well as maximize their sales opportunities. 

7. Increase Customer Retention

Increase customer retention and loyalty by empowering them with self-service features.

Empower them with with web-based self-service features so they can check on their own needs, track their cases, update information, and request assistance when needed.

Customer Retention

8. Increase Sales Efficiency

Sales Efficiency

Increase sales efficiency with sales templates and exchange server integration.

With this type of access to information, users are able to succeed more within sales with less effort needed. 

9. Improve Knowledge

Users improve their knowledge by leveraging multiple integrated social media channels to better understand, track and communicate with customers.

Users increase revenue and strengthen their brand recognition by enabling users to engage collaboratively with prospects and customers in order to generate leads, communicate, and gain knowledge with integrated social media applications such as LinkedIn and Twitter.

Increase Knowledge

10. Create, Track and Manage Effective Marketing Campaigns

Social Marketing

Create, track and manage effective marketing campaigns by leveraging Sage ERP knowledge base.

Increase conversion rates and deliver effective campaigns by leveraging existing customer information.

Utilize tools to plan, create, execute and measure the success of each campaign.

11. Calculate ROI and Optimize Marketing Spend

Calculate ROI and optimize marketing spend by analyzing campaign conversion rates. 

Users optimize their budget spend by calculating ROI at all stages of their marketing campaign cycle. 

Conveniently view the results on the interactive dashboard.

Marketing Spend

12. Execute and Manage Targeted Email Campaigns

Email Marketing

Execute and manage targeted email campaigns that return better results with built-in e-marketing tools. 

Increase leads by using attention-grabbing email marketing templates with smart-sending features.

 Design automated drip-marketing campaigns for consistent execution and optimum reach. 

Craft targeted emails campaigns from a specific group of prospects or customers and generate sales call lists based on campaign results.

DSD Business Systems
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