Introducing Sage CRM 2017 R2

Posted by Ashley Lemus on Tue, Apr 25, 2017 @ 10:30 AM

 Sage CRM 2017 R2 is here! We bet you're wondering what's new?

Sage CRM 2017 R2 Feature Changes.jpg

Upgrade to Sage CRM 2017 R2 and experience a host of new features designed to further optimize how you run your business, and give you unparalleled company-wide visibility.

  

What’s new?

  • Calendar – Sage CRM 2017 R2 continues to enhance calendar capabilities by adding the ability to view appointments assigned to a team member within the new Timeline view. The new Month calendar shows appointments that you and your colleagues have planned for the selected month. This release also adds the option to print calendars, and the ability customize calendar icons and colors to the new calendar interface.
    • Auto Suggest e-mail recipients – Improved efficiency is delivered through the ability to simply type the individual or company name, or start of the email address into the To, CC or BCC fields. Sage CRM will automatically display a list of matching records.
  • Support for MailChimp API 3.0 – Sage CRM is now compatible with the new MailChimp API version 3.0. With this update, all the MailChimp Integration features will continue to work with MailChimp 3.0.
  • System Health – System administrators now have greater visibility into the health of their CRM features and components, along with direct links to help to resolve identified issues.
  • Customer Cases – Over 90 customer cases are addressed with Sage CRM 2017 R2.

 

upgrading to Sage CRM R2.jpg

 

Supported Editions Update:

  • Sage CRM 7.2 will no longer be supported with effect from July 2017.

 

Be sure to check out the video below for a deeper dive into understanding what changes have taken place to fields, tables and views etc.

 

 

 We'd love to speak with you about how Klear Systems and
Sage CRM 2017 R2 can benefit your organization!
 
Give us a call at (949) 681-8135 or
email us at info@klearsystems.com
 

Tags: Customer Relationship Management, Sage Software, Sage CRM

Intelligent CRM: Improving Customer Relationships with AI

Posted by Ashley Lemus on Tue, Mar 21, 2017 @ 12:43 PM

By focusing on achieving a higher conversion rate, rather than getting more leads, an intelligent CRM can increase your sales without inflating your marketing budget.

  Intelligent CRM results in improved customer relationships-1.png

 

This happens as the AI platform behind your CRM makes it easy to build true one-on-one relationships with your potential customers.


What Results Can You Expect?


Not only will you experience the results every B2C marketer desires, but with an intelligent CRM, the processes are done for you.

 

This means three things:

1. Less time and money to get the same results.
2. Improvement of your conversion rate on current leads.
3. You can justify scaling your lead-generation efforts.

 

Normally, it would take an agency by your side to make this magic happen. Now, even small business owners have enough insights to make educated judgments.


How AI-Powered CRMs Boost Conversions

Gone are the days where marketers would try to read, sort and analyze their data in more effective ways. Today, intelligent CRM software options cut the guess work out by using AI superpowers to choose the most appropriate models. Now marketers are able to identify where leads drop off, as well as how each sales channel should by engaged. As a result, all your B2C marketing efforts can now go toward high-value conversion optimizations.

 


Responses and Response Timing

Response timing is everything when attempting to satisfy and sustain a customer base.

Sure you'd love to offer customers 24/7 support, but wouldn't it be even better for your models to execute in real-time? 


Imagine sending an automated, "Thank you!" email once a shipment arrives at a customer's house. What about upselling an accessory or reminding your customer of an abandoned shopping cart?

 


Personalized Recommendations to Sell Better


You pay for ads for your e-commerce store but what if you could give personalized recommendations based on individual user behavior?


This is the truest sense of one-on-one B2C marketing. It's what every professional sets out to achieve. With an AI customer relationship management system you can automate this processes, ultimately saving your SMB time and money.


Think about when you're on Facebook. The ads you see are often products you recently looked at. It's annoying when your kids catch hints of their Christmas gifts, but it can be a game-changer at the end of a B2C cycle.

 


Bring Big Changes, Without the Risks


Discover the differences caused by your marketing strategy changes so your organization can make adjustments accordingly. 


Small tweaks here and there should allow you to increase conversion rate will increases, hopefully resulting in more sales for your business. However, without an AI-powered CRM helping you, it's more of a guessing game as to how each set of leads will perform.

 

As an intelligent CRM software works dynamically with the rest of your ERP system the result is a more custom one-on-one B2C marketing model. Experience less drop off, a stronger conversation rate and a higher advertising ROI.

 

We would love to speak with you about how Klear Systems
and an efficient CRM can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

 I Want to Learn More!

Tags: Customer Relationship Management, Acumatica Cloud-Based Solutions, Sage Software, Small Business

3 CRM Mistakes To Avoid For A More Productive 2017

Posted by Ashley Lemus on Thu, Feb 02, 2017 @ 12:52 PM

With the first month of 2017 down we're wondering how productive the new year seems to be for your SMB.

Have you been utilizing your organizations CRM to the best of its ability?

 CRM Mistakes to Avoid.jpg
 

An effective customer relationship management (CRM) software is essential for every budding enterprise.  Not only does it allow you to manage and analyze customer interactions but it also improve those relationships with your customers, creating a higher customer retention rate.
 
 
So, how might you improve the use of your CRM?  Here are 3 mistakes to stop making in order to produce a more productive 2017:
 


1. Lack of Social Media Integration

While the occasional customer will still interact with companies through email and phone, the use of social media to communicate with businesses is growing.

That's where a CRM comes in handy!  This software will allow you to keep track of what's being said on your companies social media sites, allowing for quicker response times and a stronger customer relationship.

 

2. Not Picking a Scalable Solution

You'd be surprised at how many organizations purchase a CRM solution that won't scale up with their company.  This is one the biggest errors made with CRM!

More often than not a CRM solution is purchased with the present in mind, rather than the future. This means there is a high likelihood that software may not be able to handle whatever information and tasks are necessary in the future, resulting in another software purchase.

 


3. Importing Bad Data

It's important to import data with any software implementation.  But do you know which data is most important to your organization?  Be sure to filter out the incomplete or incorrect information before importing into your new system.

Afterall, the whole point of CRM is to improve your customer experience and not having accurate information will greatly influence your ability to do just that.



Utilizing your CRM to its fullest potential will certainly allow your SMB to excel in the coming year. Focus on avoiding these 3 mistakes and you're sure to have a very productive 2017!

 
 
 We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Customer Relationship Management, Small Business, Business Management

Four Things To Look For In A Technology Partner

Posted by Ashley Lemus on Wed, Oct 05, 2016 @ 12:09 PM

Which technology partner and software is right for your small business?

 

Selecting a software for your small to medium enterprise is a major decision.

And while it's important to have an IT strategy to assure you don’t end up with a mishmash of software that won’t work well together it's equally as important to consider, in any software purchase, whether you are selecting the right technology partner.

In other words, who is the company behind the software.

  

 

Of course, there are many factors to consider, as well as questions to ask when evaluating a software provider.  That's why we're providing four things to keep an eye our for:

 

1) Experience: How long has the company been providing software? Or better yet, how long have they been providing software to your specific industry? This will help you identify if the vendor understands your special business needs? Also, look for a company that has a history of guiding their customers though technology changes and knows where the software industry is heading next.

2) Software adoption: Many software vendors claim to be partnered with the “number one” software. So, how do you know which one is best for you? One of the best ways to cut through the hype is to ask for references. There's nothing wrong with talking to other industry professionals to ask how the software is working for them.

3) Credibility: It also doesn’t hurt to get other third-party opinions. Has the software provider won awards? What do independent surveys say about the company’s products?

4) Proven support: Ask about the support services you will receive as a customer and any metrics that show the level of service. For example: How quickly are customer questions resolved? And what is the company’s current customer satisfaction ratings for their support services?
 

Picking a technology partner is a lot like adding a new member to your management team—you want someone you trust will help make your business successful.

 

We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Customer Relationship Management, Enterprise Resource Planning, Small Business, Helpful Tips

3 Ways to Use CRM to Target Millennials

Posted by Ashley Lemus on Fri, Sep 30, 2016 @ 04:51 PM

 Struggling to hit the target when it comes to marketing to Millennials?

Hit your target when marketing to millenials

 

Millennials -- males and females aged between 18 and 34 -- are making up the bulk of mobile users with almost a quarter browsing the mobile web for at least four hours every weekday. These statistics speak for themselves: millennials consume tech more than any other generation.

 

But how can brands target this profitable demographic with CRM software?


1. Collect Prospect Details Using Social Media

Brands that want to target their services and products to millenials can no longer rely soley on phone number and email addresses.  Adapting you SMB's communication methods to social media is proving to be much more lucrative.

That's where your customer relationship management software comes in handy!  With an effective CRM marketers can collect Facebook addresses and Instagram handles from prospects to engage with their customers. Especially since more than half of social media users search for product information and communicate with brands on social networks.


2. Gain Behavioral Insights In Real-Time

Real-Time monitoring tools allow in-depth insights into the purhcasing behaviors and habits of consumers. With the wide variety of tech devices available a millennial might experience a number of communication points where information can be exchanged. Over time, these interactions build a very informative consumer profile. 


3. Improve Customer Service


CRM allows you to improve the customer experience by tracking interactions between your consumers and customer representatives. This software compiles previous communications -- by phone, email, mail, SMS or social media -- so staff can manage correspondence and promptly resolve complaints.

This is extremely beneficial since millennials are sticklers for good customer service!  Not only are they quick to leave a company after a bad experience, but they're also very loyal to a brand that will treat them well.

 

 

We understand with the numberous forms of communication available it can easily become overwhelming.  However, with a CRM that stores all social media details in one place, facilitating effective communication is a breeze. Marketers can gain insights into the purchasing behaviors and habits of this generation with real-time monitoring tools. A customer relationship management software is a must-have when trying to grow your business, especially when communicating with a generation that places great importance on customer service.

 

 

We would love to speak with you about how a CRM can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

Tags: Customer Relationship Management, Small Business, Helpful Tips

Sage Summit Sample Agenda by Product Line

Posted by Ashley Lemus on Fri, Jul 08, 2016 @ 10:03 AM

 

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With less than 2 weeks left until Sage Summit 2016, it's time to start building a game plan to make the most of July 25-28th!

Sure, vast opportunity is a good thing, however, the process of agenda building with so much to choose from can be somewhat overwhelming.  Sage understands and as a result, has built a few sample agendas based on the Sage product most relevant to the individual registrant.

Let your product interest be your guide and check out the sample agendas provided by Sage to get an idea of how to maximize your time at Sage Summit

 

Activities are broken into eight different learning opportunities: 

  1. Accounting & Finances
  2. Asset Management
  3. Business Management Solutions
  4. Construction & Real Estate
  5. Payments
  6. People & Payroll Management
  7. Sage City
  8. Speakers
 
 

For our Sage 100 ERP Users, we suggest following this agenda:

Sage_100_Customer.jpg

 

While the above is catered to the Sage 100 ERP User, Sage Summit has provided many other agenda scenarios of which we recommend:

  • Sage CRM

  • Sage Fixed Assets

  • Sage HRMS

  • Sage Payment Solutions

 

Alternatively, you're more than welcome to view the FULL list
of conference sessions and decide for yourself.

Sage Summit 2015 Full Session Agenda

 

For more information on Sage Summit and
A DISCOUNT PROMO CODE, 
Please Contact Us Today! 

I Want to Learn More!

Tags: Customer Relationship Management, Sage Summit, Enterprise Resource Planning, Sage Software, Helpful Tips

10 Questions to Determine if CRM is Right For You

Posted by Kimberly Tucker on Wed, Jun 01, 2016 @ 04:26 PM

Let's start with the basics: CRM, also referred to as “customer relationship management”, is a piece of software that allows you to -- you guessed it -- manage your relationships with your customers. If you're running a business, no matter any size it may be, you likely need a customer relationship management solution. Why? You love your customers with all your might. You take notes on every phone call and you send them AMEX gift cards at the holidays. Heck, maybe you even keep track of their birthdays!


But here’s the straight fact: whether your company is eight people or eighty, passing notes through an Excel sheet to track those interactions isn’t feasible, because you’re a consistent business with a predictable growth curve this year. That Excel sheet, or whatever system you use to catalog and analyze your customer relationships, is an ugly relic that needs to be left behind.

Sound familiar? Then it’s time for an update.  You’re a smart, snappy, modern business owner, and you need a more reliable way to manage your customer relations. If you're still on the fence about whether this technology is for you, read on to find out which questions to ask yourself when evaluating your need for a customer relationship management system.

 

CRM_Benefits.png

 

1) Do you have a visible, organization-wide location for storing and accessing leads and accounts?


This is bog-standard. Answering this question is the first step toward recovery. Do you have any central accounts system to speak of? Maybe a rolodex? A battered legal pad?

Do you hate your current solution when you speak it out-loud?

 

2) Do you have disparate systems to manage the sales process, including different systems used by different reps?


Recall the point in the introduction about creating a business with predictable, scalable growth. Consistency in your sales processes facilitates more predictable hiring and ramp for new sales reps as need demands. So, maybe you need a standardized process to get all sales reps on the same platform?

 

3) Do you use spreadsheets or other manual systems to store and track sales contacts and deals?


Okay, great, if you have a system, is it manual, or automated? Does it track contracts and deals? Or is it just phone numbers and the contact’s golf handicap? (“+30? Wow, this guy needs lessons. No, actually, he should just switch over to fishing.”)

If the current system is manual, visualize a world where it isn’t. Deal tracking is automated. Outreach is automated. Internal reminders are automated. How much time does that save you? How much time does it save you when multiplied across a sales team of 5, 10, or 30 people?

 

4) Have you tried getting your team to adopt a unified system to manage leads and deals, but ran into difficulty?


The first divergent question. Pay close attention: have you tried to implement technology like this in the past? Did it fail? Why?  It may be because the system was weighty and too complex for your needs. Or it might be because sales-guy Hank hates how much Minecraft his daughter plays, so he distrusts computers, and never logged anything into your MS Dynamics instance.

It's important to understand the landscape and recognize challenges associated with CRM solutions, as they vary from one system to another. Don’t be scared off by them, but give them their credit as a potential difficulty.

 

5) Do you have a way to hand leads over from marketing to sales besides email or hard-copy?


Some describe a CRM solution as the great hinge that all shared marketing and sales efforts swing upon. It swings one way, marketing stocks it with qualified leads. It swings back the other way, sales plucks the ripe leads and returns helpful info back to marketing, based upon their findings.

Even better, this type of solution isn’t some swinging pendulum. It’s a basket in the middle of the room. Everyone can contribute to it. It sits still. Access is immediate. No real passing takes place.

Would you say your current marketing and sales system does that?

 

6) Is there cross-team visibility into information for each contact or deal including notes, telephone calls, and scheduled tasks?


Can everyone on your sales staff access each other’s notes and actions in your current system? This isn’t just about sharing data. It’s about making sure you know that a lead has received a follow-up, who completed the task, and how. Don’t embarrass yourself by following up with a prospect who has already received an interaction today.

 

7) If one of the sales reps left tomorrow, would you be able to easily access the sales contacts, deals, and deal history they were working on?


Continuity and scalability’s importance must be reiterated. A sales rep with their own filing system could leave and log out of Evernote on their work computer. They walk out. All their work goes with them. An effective solution could solve for this and help you avoid unforced losses.

 

8) How do you confirm sales contacts and leads are receiving timely follow-ups?


For the sales managers in the audience: can you be sure your crafted sales process is being followed and your hires are executing to their given responsibilities? A CRM with a view-creation feature, sorted by sales rep, and most touch, could tell you with only a few clicks.

 

9) How do you receive reminders to follow up with sales contacts?


Also, rather than getting up from your desk or bugging your sales rep about something that innocently slipped their mind for a moment, just ping them via the CRM’s system. Man, you could probably do a lot with one of those.

 

10) Is it easy for reps to view prioritized leads based on criteria, or quickly see a view of all new leads?


Taking the previous point one step further, it’s important to have a prioritization system for following up, giving the hotter leads their due attention.

How long does it take to make that distinction?

 


Make no mistake, this type of software is an investment — one of time, if not of money. Sales reps need to adapt to it. A manager may need to train them on its functionality. Established, proven processes may need to be recreated in the new system.

However, effectively managing your customer relations is a fix for several challenges. It is a bridge between your sales team to your management level, to your marketing, to your prospects, to your current customers, and back again. If unifying those business pillars is a goal, it is in your best interest to review these questions, and find the solution that fits best.

 

Ready to find a CRM solution that fits best with your business?

 

We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

Tags: Customer Relationship Management, Acumatica Cloud-Based Solutions, Sage Software

3 Inventory Management Best Practices

Posted by Ashley Lemus on Wed, Apr 27, 2016 @ 11:45 AM

I think we might have that in stock...

One of the most dreaded statements made by suppliers.  Or even, has he ever called you to say that, in the end, despite the fact he took your order, the part was not in stock?
Recherche stocks

Do you do that with your customers?

You know there is a better way of doing things and that such answers greatly affect the relationship of trust you have built with your customers, and the growth of your sales. Moreover, the leaders in your industry do not treat their customers that way. In order to stay competitive you must follow best practices.

Three points to consider:

1) You need information in real time

In this era of instant communication, your management system must give you a clear picture of your inventory at all times. As soon as you get the merchandise, it has to be available in your system for resale. You should be able to allocate items to receiving and your customers’ orders. You also have to be able to easily find the main supplier of each item, as well as the sales price for each customer. If you are a distributor, and your existing system does not let you access that information, then it's time to change the system!


Modern integrated solutions offer you those possibilities, and much more. These days, with all the purchase options available in the market, you will surely find one that suits your goals and budget. In your case, that does not mean just an investment but your actual survival.

2) It must be easy to do business with you.

The pace of business is constantly accelerating. Time is a resource we all lack. To properly fulfill your customers’ requests, your colleagues in order taking must have the required information at hand and be able to trust it: quantity in stock, location, sales price, quantity on order, reception date, etc. They will then be able to quick and clearly propose solutions to your customers who need parts or equipment.

Once your customers see the quality of your service, they will not hesitate in contacting you to order products that you may not have in stock at the moment. Once again, a modern system can let you consult your suppliers’ product catalogues in real time so you can immediately talk to your customers about their needs.

3) Transform information into a competitive advantage.

Inventory management is both a science and an art. You cannot just rely on the knowledge and memory of your warehouse manager, as qualified as he may be, to find out what and when to order. Your company’s success and growth rely in part on your ability to have the right inventories, in the right location, at the right time, and thus improve your customer service.

Your inventory levels must change with the seasons, technological advances and the latest trends. A management system that lets you access inventory in real time has all the information needed to guide you with your decisions. You start there with normal reports, and then convert them into dashboards that can be consulted on a daily basis. Start integrating your sales team’s sales forecasts with your future inventory needs. Get purchase forecasts from your best customers and integrate them with your forecasts. In turn, your stock levels will become much more accurate and let you reduce your costs along with improve your customer service.

By controlling the fundamentals and starting to implement some of the data analysis techniques the big players use to manage their stock, your small to medium sized business will have the potential to considerably grow your competitiveness and your bottom line.

 

Ready to learn how you can increase your company competitiveness?

 

Contact us to learn which ERP and CRM products are available to help improve your inventory management.

 

I Want to Learn More!

Tags: Customer Relationship Management, Enterprise Resource Planning, Inventory Management

Sage CRM + MailChimp = Fall in Love with This Sweet Integration

Posted by Kimberly Tucker on Sun, Feb 14, 2016 @ 08:00 AM

 sage_crm_mailchimp_integration_sweetness.jpg

This Valentine's Day, we'll be highlighting one of
the sweetest integrations in the Sage CRM line-up:
MailChimp and the latest release of Sage CRM: Version 7.3!

This new email marketing solution is in addition to the existing SwiftPage based Sage E-Marketing integration and offers customers an additional choice to meet their email marketing needs. So in this article, we take a closer look at what MailChimp is, how it works with Sage CRM, and why you should take notice. 

An Intro to MailChimp

MailChimp is web-based email marketing software that helps marketers design emails, create campaigns, distribute them, and measure the results. It also seamlessly integrates Sage CRM's marketing module.

Mailchimp is specifically designed to send bulk email to hundreds or even thousands of recipients without taking down your in-house server or landing you on a spam/blacklist.  Additionally, MailChimp also implements safeguards that help you remain in compliance with CAN-SPAM requirements. MailChimp also provides detailed reports on email opens, link clicks, and other activities involved in the campaign that allow businesses to measure success.

Sage CRM Integration with MailChimp


When Sage CRM v7.3 is integrated with MailChimp, an organization unlocks efficiency that results in email marketing that is both easier and more effective.

Here are 5 reasons to fall in love with the integration:

  1. MailChimp Campaign Creation INSIDE Sage CRM 
    Users can create a mail out for a group in CRM with the simple click of a button. The MailChimp module will subscribe all the members of a group to your MailChimp list, create a segment in mail chimp for that group and continue to keep it up to date.

  2. Superior Reporting mailchimp2.png
    Leads and prospects can be synchronized in Sage CRM, creating communications for any mail outs and updating any records if they unsubscribe from your mailing list.
  3. Sage CRM Stays Up to Date 
    Manage your marketing campaign from within Sage CRM and send out a mass email through MailChimp’s email delivery platform. Segment your customers into groups, send email blasts to some new leads you’ve acquired and take advantage of MailChimp reporting tools to track who has received, opened and clicked on links in your emails.

  4. Low Cost Service
    MailChimp is very attractive to those businesses just starting out with email-based campaigns as it is free for subscriber lists of up to 2,000 contacts. If your organization has needs greater than their free offering you can easily upgrade to a paid account. Refer to MailChimp’s pricing for more detail.

  5. A Gorgeous Visual Designer
    With MailChimp’s visual email designer it’s never been easier to put together an email for your marketing campaign. Choose from wide range of templates, example emails and customize your campaign to your business needs. Its quick and easy to design amazing looking email campaigns usingMailChimp. NoPhotoshop or Illustrator experience required!

     

So the next time you bring up a contact and perhaps want to prepare for a follow up call, you can see how engaged they’ve been with your email outreach and what particular links they’ve clicked on right within Sage CRM.

This data and activity can provide valuable insight into purchase intent and help drive more timely and effective follow up from your sales team.

Getting Started

First of all, make sure to have Sage CRM v7.3.
Not on Version 7.3 yet? Contact Us Today!

Secondly, Sign up for MailChimp!
Perhaps one of the best offerings from MailChimp is the “Forever Free” plan. Businesses on this plan can send up to 12,000 emails to up to 2,000 subscribers per month TOTALLY FREE. If you have more than 2,000 subscribers/contacts, they also offer a variety of pricing plans depending on the size of your list, frequency of email, and desired “advanced” options.

 

Lastly, integrate the two and start measuring your success!


Feel free to contact us for step-by-step instructions on integration and CRM training, if necessary.

 

  Happy Valentine's Day
from Klear Systems!

sageCRM_mailchimp_integration_love.jpg

 

Tags: Customer Relationship Management, Sage Software

10 Ways Sage CRM Transforms Sales Teams {infographic}

Posted by Kimberly Tucker on Thu, Dec 24, 2015 @ 07:30 AM

Businesses continue to make investment in CRM to take advantage of new sagecrmroifact.jpganalytics, social collaboration, mobile, and other capabilities – and with good reason. 

According to a report by Nucleus Research,  CRM will give you an average of $8.71 for every $1 you spend on CRM. 

Today, Sage customers around the world are driving growth and transforming their sales teams by adopting better ways to manage their sales function.

 

 

 

Sage_CRM_sales_team_infographic.png

 

Top 10 ways to empower your sales team:

  1. Maximize Revenue
    Enable Your Sales Team to manage opportunities, relationships and orders all in one place.

  2. Make informed Decisions
    With powerful out fo the box sales reports, your business can make informed decisions faster.

  3. Empower Your Sales Team
    Prepare for important sales meetings using up-to-date customer and prospect details.

  4. Improve Efficiency
    Give your sales team more time to close sales with quick access to customer and prospect information.

  5. Information in real-time
    Give sales reps and managers the information they need to see sales performance in real-time.

  6. Increase productivity
    Track KPIs, help sales people become more productive and close sales faster.

  7. Track your sales process
    Progress leads, convert them to opportunities and allocate them to the right reps or teams.

  8. Accurrate forecasting
    Manage opportunities and see what stage deals are at in your pipeline.

  9. Keep customers satisfied
    Provide tailored sales support to your customer.

  10. Improve visibility
    Gain total visibility into the sales process with insight into performance and trends.

 

The facts speak for themselves. 

Taking actions in each of the 10 key areas noted
will help put your business on the path to growth
and ultimately become more profitable in the long run. 

For more information on Sage CRM,
Please Contact Us Today!

 I Want to Learn More!

 

Tags: Customer Relationship Management, Sage Software, Small Business, Infographic