Sage CRM Software

For Sales, Marketing and Customer Service

Customer Service

CRM Software
Solutions

CRM solutions help you manage interactions with current and prospective customers and grow your business by automating sales, marketing and customer service activities.

Click below to learn more about how integrated ERP and CRM saves you time, improves customer services and actually drives sales.

Integration: Sage CRM & Sage 100

Using Sage CRM together with Sage 100, you achieve greater visibility of your customers across your entire business.

From customer-facing systems, such as sales and service, through back-office processes, including accounting and project management, to core activities, such as manufacturing and engineering, Sage CRM integrated with Sage 100 gives you the visibility your business needs.

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CRM Software Integration Benefits

Get immediate access to critical customer data.

Increase productivity throughout your business with real-time data sharing.

Improve data integrity and eliminate the potential for costly order processing errors.

Gain efficiencies by allowing your salespeople to issue sales orders, perform customer inquiries, or view detailed orders and invoices without leaving the system.

Connect to the data in your accounting system to help productivity and profitability rise.

Integrate Sage CRM with Sage 100 to achieve greater visibility of your customers across your entire business.

  • Real-time bi-directional synchronization of customer data to
    and from Sage 100.
  • Allow your sales team to access customer sales related
    information on the go, so they can make more informed marketing and sales decisions.

  • Create accurate quotes and orders in a couple clicks with Sage 100 sales order integration.

  • Integrated CRM and ERP systems help you better target your marketing campaigns increasing your marketing ROI.

  • See a 360-degree real-time view of your customers.

  • View customer interactions from each person across your business. From order status and service call notes to invoices, payment history, credit status and more.

CRM Software Benefits

Sales

  • Maximize the value of every sales opportunity in your pipeline.
  • Manage collaboration and team selling across your department.
  • Boost productivity with a single view of leads, opportunities, tasks and activities.
  • Reduce time spent in the office on administration.

Marketing

  • Create, track and manage dynamic marketing campaigns.
  • Produce highly targeted customer communications increasing ROI.
  • Plan and track activities, tasks, cost and results for each marketing activity.
  • See marketing performance in real-time to better manage your budget.

Customer Service

  • Manage your customer accounts with insight and collaboration.
  • Respond to customer cases quickly, reducing response time for service requests.
  • Enable customer satisfaction measurement and benchmarking.
  • Reduce customer support costs and cost of customer retention.

Frequently Asked Questions

Yes.  Sage CRM integrates with Sage 100, giving you greater visibility of your customers across your entire business: from customer-facing systems, such as sales and service, through back-office processes, including accounting and project management, to core activities, such as manufacturing and engineering.

Sage CRM is a customer relationship management (CRM) software that helps businesses manage sales, marketing, and customer service.

Around $50 per user per month.  The monthly subscription fee is based on the number of users as well as if it’s integrated with Sage 100 or a standalone CRM system.