SAGE CRM SOFTWARE

Sage CRM combines salesforce automation, customer service and marketing into a single app. It can run in the cloud or on premises, stand-alone or seamlessly integrated with your Sage 100 ERP, Sage X3 or Sage 300 ERP system. With Sage CRM, you gain more business insights, greater efficiencies, and a single, customer-centric view across the entire business.

If you own Sage ERP, then you may already own Sage CRM

See why over 15,000 organizations worldwide use award-winning Sage CRM to make every business interaction count.

Sage CRM is designed to help small and medium-sized businesses like yours. It is easy to use, adapt, configure, learn, and manage. And it’s affordable, offering you the best possible value.

Why Invest in Sage CRM?

Sales Dashboards Deliver Actionable Intelligence

Successful salespeople pour over actual customer sales to form sales strategies. It is essential to know what current customers are purchasing, what they are not purchasing and if orders for given customers are falling off which may indicate you are about to lose a customer.

Frequently, related products are purchased together. If product A and product B are related, and customer XYZ has purchased product A without purchasing product B, then this customer is a strong candidate to purchase product B. This is a cross-sell opportunity.

It is critical to provide salespeople with the ability to search on customer orders and invoices, and to have quick visibility of sales by customer and profitability of sales opportunities.

Sales dashboards present this information in a simple, organized manner, compare individual and team sales versus target, and provide salespeople with actionable information that helps them to be more successful and your organization more profitable.

Manage Your Site Visits with Sage CRM with Google Maps

Salespeople shouldn’t have to switch between apps and software when they are busy in the field. One of the most popular apps used by sales reps is Google Maps. And it can be integrated with Sage CRM and used on your mobile device.

With Sage CRM and Google Maps you can:

• Export lists from Sage CRM to Google Maps with color coded pins
• Establish routes for site visits. Google route optimization soon available
• View route driving directions on your smartphone.
• Search companies in Google Maps by any filter, such as: whether or not you have an opportunity or case with a company; line of business; or location by type of address (ship-to, bill-to or HQ)
• Select a business in Google Maps and upload the business into CRM with one click!

Rapid Route to Success and Value

Sage CRM is ideal for small to medium sized businesses. It is easy to use with simple navigation. At the same time, it is a powerful CRM that can be customized for your needs and scaled to grow with your organization.

Using Sage CRM can help your business grow revenue, boost productivity, and eliminate costs. The result is a rapid return on investment and low total cost of ownership.

Sage CRM Features

Sage CRM provides a full suite of mobile tools for managing customer and vendor relationships, account management, sales quotations and orders, customer service, lead and opportunity management, customer marketing, and more.

Sales

Sage CRM provides the ability to identify and manage your high value sales opportunities and provides visibility into your sales funnel. Enable your sales team to focus on the most profitable and winnable deals. These tools empower your salesforce to move quickly and convert leads to new business.

Customer Service

Sage CRM can help your customer services team manage accounts and respond to issues quickly. Reduced response times and better access to information can help keep customers satisfied. 

The return on investment of retaining your high value customers will more than pay for your CRM system!

Marketing

Your marketing department gains a full view of customer and lead activity. Marketing workflows can be customized and tracked for better, and more effective campaigns.

Contract Management

In today’s business world Contract management has become a core process of any organization. Contract management helps in managing contracts made with customers, vendors, partners, or employees.

The Greytrix Sage CRM Contract Manager enables users to optimize the lifetime value of business relationships by centralizing, standardizing and systemizing the entire contract lifecycle, from creation through expiration or renewal of Contracts.

System Administration for Both Programmers and Non-Programmers

Screens, fields, lists, tabs, screen blocks and workflows can be easily customized by non-programmers with simple point-and-click and drag-and-drop. Or at the other end of the spectrum Sage CRM can be extended and customized almost without limit using .ASPX, JavaScript, .NET, and SQL Server database administration.

How Much Does Sage CRM Cost?

Sage CRM is priced to be affordable for small to medium sized businesses. The price varies based on number of named Sage CRM users and the add-on features required:

• Number of users
• Integration to a Sage ERP

Sage CRM starts at:

Average implementation pricing ranges from

If you would like a custom quote, let’s set up a consultation! We’ll discuss your needs and determine what type of installation will work best for your business.