Features of Sage CRM

Sage CRM provides some of the most in-depth yet easy to use functionality of any of the mid-market CRM solutions available. It has an extensive range of features for all of your customer facing roles, people and departments, and Concentrix can configure Sage CRM to meet the precise needs of your business or organisation.

The key features of Sage CRM will:

Help Your Sales People Sell: Sage CRM streamlines your sales processes, provides sales staff with the right information when and where they need it, helps them keep control of their pipeline and effectively manage their time.

Improve Your Marketing: with a wide range of powerful features and tools to help your marketing staff plan, manage and analyse marketing campaigns, Sage CRM helps you target, retain and acquire the right customers.

Give you complete control of Leads and Opportunities: from initial lead generation to winning the deal and post-sales follow ups, Sage CRM has features to ensure staff throughout your business track and manage leads and opportunities and prioritise them efficiently, correctly and transparently.

Help you deliver outstanding customer service: with a wide range of features specifically designed to improve customer service, Sage CRM helps you manage and resolve your customer queries and issues quickly, escalate when required and improve your customer satisfaction.

Features of Sage CRM version 7

There are a variety of highly innovative features within Sage CRM version 7 which Concentrix believe really make the software stand out from other CRM applications. These include:

Interactive Dashboards and Personalisation

The Sage CRM v7 interactive dashboard enables users to set up, manage and view a wide range of information and activities, all in one place. They can tailor the information as they like it, including their calendar, tasks and lists and display web content and RSS feeds. This saves time, helps staff work more efficiently and increases productivity across your organisation.

Sage ERP Integration

Integration with other Sage software, such as Sage 200, is in real-time so Sage CRM version 7 users have all the information they need just when they need it, without having to switch screens. Data taken from Sage accounts and ERP software provides a comprehensive single view of customers, suppliers, partners, channel members - whoever you have information on. This ensures that everyone (who you decide you want to) has access to accurate and up-to-date information regardless of where it's held. This reduces errors, delays and streamlines a wide range of processes.

Clear User Interface

Sage has redesigned the user interface so Sage CRM version 7 has a clear, well laid out and up to date look and feel. In fact, the software offers a choice of user interface depending on personal preference, so each user can set up Sage CRM with the layout they like. This helps with user adoption, and increases user efficiency.

It's Quick and Easy to Add New Users

A new active directory import feature in Sage CRM v7, aimed at IT administrators, makes it much easier and quicker to add new users, set access rights, passwords and get them up and running.

Web Self-Service

Self-Service means customers, clients, partners, or even your own staff can log-in to a support system via the internet. This means they can access information and knowledge bases, log cases and request service and support, any time they want.

Automated Workflow

The automated workflow feature means Concentrix can configure powerful business rules within Sage CRM v7 to help your organisation become more effective and efficient. This ensures the smooth running of your business and that no information, tasks or responsibilities get lost, ignored or overlooked.

Strong Product Training and 'Help' Facilities

Sage CRM version 7 has a variety of training and help tools. These include videos, tips and on-screen coaching throughout the software. This makes sure everyone gets the best out of the product, feels confident when they access it and generally makes it easy to use.

Available (almost) Everywhere

Because Sage CRM is accessed via a web browser, your staff can use it wherever they can get on the internet. This feature is particularly useful for Sales teams and staff that work 'on the road' or at home.

Reporting and Analysis

Sage CRM has some of the most powerful, easiest to use and comprehensive reporting features available. This includes point and click reporting and graphic outputs. Users can create their own bespoke reports for everything from monitoring marketing campaigns and sales forecasting to strategic business decisions. For powerful business intelligence, Concentrix can also link all the information held in Sage CRM (and other applications) to data visualisation and analysis applications such as Tableau software.

Find Out More

There are literally hundreds more features and functions available in Sage CRM version 7. If you need further information on these or any other features of the software, please contact Concentrix.