Sage 300 ERP

SageCRM-Sales Automation

SageCRM, included as part of the Sage 300 ERP puts you in complete control of your sales pipeline, allowing sales teams to effectively manage, forecast and report on all phases of the sales cycle. With SageCRM, you can easily manage and analyze all current and historical account details and activities, manage multiple accounts and opportunities and automatically distribute leads to sales professionals around the world.
With SageCRM, sales cycles can be dramatically shortened and more deals can close faster. Your sales team gets instant access to vital customer data including reports and graphs, quotes, forecasts and historical account details. You can quickly do on-the-spot analysis, make informed decisions you can trust, and eliminate bottlenecks that typically stretch sales cycle.
SageCRM-Sales Automation Highlights
  • Pipeline Management
    Manage and analyze your pipeline, and maximize the ROI on every lead  
  • Sales Forecasting
    Profit from a new level of control and predictability, and plan your operations with confidence  
  • Reporting
    Create point-and-click reports and graphs for on-the-spot analysis and decision-making.  
  • Territory Management
    Administer and change sales territories in the system.  
  • Account Management
    Identify and recruit new clients, and resell to existing ones
  • Opportunity Management
    Manage all key opportunity data for maximum sales productivity and effectiveness