Sage Crm & Sage Crm
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Transcript of Sage Crm & Sage Crm
Use Sage CRM to Manage
Your Sales Team
Talk to Mark Green about Sage CRM
At Centurion
on
01306 621062
or email
Automate Your Sales Systems
Sage CRM empowers sales staff to sell more effectively • Instant access to:
• Customer intelligence
• Calendars• Accounts• Reports• Pipelines• Contacts• Lists• Dashboards
Account and Activity ManagementSage CRM makes account and activity management easy to co-ordinate
• Comprehensive, real-time access to your customers
• New tasks and calendar activities, created instantly from within a record
• Multi-user activities can be scheduled with ease
Lead Management
Sage CRM ensures that all leads are captured, allocated and progressed
• Manages leads seamlessly from capture to opportunity conversion
• Leads can be rated, reassigned, edited or converted to an opportunity
• Full lead audit trail provided throughout. Dashboards ensure transparency
Sage CRM - Streamline your Systems
Opportunity Management
Sage CRM provides powerful tools for opportunity management • Quick access to the
information you need
• Within each opportunity you can quickly access:
• Quotes• Communications• Documents• Notes
• Opportunity history
High-level summary information on the current opportunityInstant access to current and historical quotes with drill-down to underlying detailsFull communications historyFull document history with drill-down to underlying attachmentFull audit trail on stages of current opportunity
Sales Forecasting
Sage CRM makes sales forecasting easy • Forecast information
is automatically consolidated from sales
• Exclude individual opportunities where necessary
• Sales managers can automatically consolidate team members’ individual forecasts
Quotes and Order Management
Sage CRM ensures that quotations are accurate and produced with ease • Drop down boxes and
pricing information can be brought through directly from the back-office system
• Quotes can be exported to a shared template with a single click
• Quotes can be promoted to orders with a single click
Sage CRM makes it easy your sales team to manage documents • Document Drop facility
makes it easy for staff to drag, drop and attach
• Documents,• Presentations,• Spreadsheets
• Document templates can be stored centrally
• Mail merges can be carried out instantly
Sales Reporting and Analytics
Powerful sales reporting and more analytical capability• Sage CRM provides a
suite of sales reports straight out of the box
• Fully customise your existing reports
• Create new reports from scratch using Sage CRM’s wizard-based report customisation tools
Sales Dashboards
Fully customise your dashboards• Monitor sales
performance in real-time with fully configurable dashboards
• Customise to address the particular requirements of an individual or group
Multi Award Winning Sage CRM
Sage CRM is available with full back up and support from your Specialists at Centurion
01306 621062
For more information contact
Mark Green
on
01306 621062
www.centurion-ms.co.uk