All features Sage 200 CRM

Deep integration with 200 Financials and Commercials

You only need to enter data once! The integration of CRM with the Sage 200 financial and commercial modules enables the user to enter the data once, improving accuracy and efficiency.

One source of truth is a powerful commodity, allowing the users to see a 360 degree picture of their customer and make informed decisions which are right for the customer and your business.

Sales Force Automation

Sage CRM 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 Sage CRM, you can easily manage and analyse all current and historical details and activities, manage opportunities, and automatically distribute leads to sales professionals around the world.

Using Sage CRM’s user configurable dashboard means your sales team can have all their sales information at their fingertips ensuring their buy-in. Sage CRM enables your sales team to make more sales with less effort.

Find out more about Sales Force Automation

Marketing Automation

Sage CRM provides a single source of customer information to help you better manage your marketing efforts and make sound decisions based on the needs of your customers and prospects.

With Sage CRM Marketing, you can target the right customer at the right time, eliminate guesswork, and put your company's marketing resources to their best use. Execute more effective campaigns, track responses faster and easier than ever before, and make sound decisions based on what your customers want and how they respond.

Download the Marketing Automation datasheet

Customer Service Automation

With Sage CRM Customer Service, you can build and effectively manage lasting customer relationships by providing the professional level of service your customers expect.

Sage CRM provides real-time access to relevant customer data including orders, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, sales opportunities, and more.

Sage CRM can enable you to provide better customer service which means happier customers, better retention rates and more profitable relationships.

Download the Customer Service Automation datasheet

Web and Wireless Access

All you need is an Internet connection and your password to access your this web-based CRM system, wherever you are in the world. If a connection is not possible, users can use Sage CRM’s robust replication and synchronisation tool for full offline access. The system can also be accessed through a variety of wireless devices.

Outlook Integration

Sage CRM has complete, two-way synchronisation with Microsoft Outlook contacts, calendar (appointments) and tasks, in addition to enhanced e-mail integration.

You also have the option to use your entire Sage CRM system from within the standard Microsoft Outlook interface and to send your CRM data to pocket devices such as mobile phones and PDAs that synchronise with Outlook.

Automated Process Workflow

Sage CRM Workflow helps you to automate predetermined business rules across all channels, departments, and employees.

To help assess and design workflow, Sage CRM provides graphical views of the process and its development patterns. The fully embedded workflow allows you to truly model how you would like your business to run and put in rules to ensure it happens

Customisations

Customisation tools within Sage CRM allow you to rapidly modify all aspects of the system. The easy-to-use, onscreen tools, allow managers and administrators to create and modify fields, screens, tabs, tables, views, scripts, and security settings on the fly and ensure that Sage CRM can be easily adapted to your business requirements.