Products » Customer Relations Management » Sage CRM
Sage CRM v6.2
Sage CRM is an easy to use, fast to deploy, feature rich, low cost of ownership CRM solution, designed to introduce the real benefits of Customer Relationship Management to medium sized businesses. Sage CRM aggregates individual and group efforts across sales, marketing and support teams, making people and companies more efficient at their roles. It links all departments to a single system that is deployed across an Internet architecture that inherently provides efficiencies in terms of deployment, maintenance and access.
Sage CRM is available as a Sage 200 accounts integrated solution or as a standalone solution which allows for the pooling of all transactions and communication history into a single screen, giving you a 360 degree view of your customer.

Sage CRM Can Help Your Company to:
- Improve Sales Performance with tools that help sales professionals find and retrieve vital information quickly and easily. Sage CRM provides a snap shot of the sales cycle from first contact to final sale, allowing sales teams to effectively analyse and manage the sales pipeline. Quotes and orders can be easily created and saved so they can be pulled again in the future, saving time to sell not on administration.
How CRM Helps the Sales Executive:
- Dashboards deliver a unified view of all key sales information
- Real-time pipeline management ensures focussed sales activity
Sage CRM: Pipeline Management

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- Forecasts can be prepared and submitted in minutes
- Increases visibility on customer interaction across departments
- Reduces time spent on administration thereby increasing productivity
- Automates quotation generation
- Leverages financial information from the back-office system for accurate pricing, quotes and orders
- Empowers sales staff to sell more effectively
- Enables sales staff to focus on the most important sales opportunities

- Manage and track every element of your campaign. View activities, objectives, leads generated and lead follow-up. You can drill down to specific activities within a campaign including communications, opportunities, responses, budget, actual cost and list of prospects. This in-depth view of your campaigns allows you to eliminate the guesswork and put your company’s marketing resources to their best use.
How CRM Helps the Marketing Manager:
- Empowers marketing staff to plan and execute highly effective campaigns
- Enables highly targeted customer communications
- Results in decreased cost-per-lead through automation
- Delivers insight into the lifetime value of customers
- Enables close alignment with the sales department and other key stakeholders
- Enables market segmentation based on financial data from the back office
- Enables marketing staff to target the right companies at the right time
- Helps eliminate guesswork and optimise marketing resources
- Delivers full campaign planning encompassing above-the-line and below-the-line activities as well as costs
- Combines actual campaign results with actual campaign costs to calculate the real return on marketing investment

- Resolve customer issues efficiently by providing customer service professionals with user-friendly tools to access relevant customer data including purchases, call and escalation histories, interactions, emails and documents sent and received. Armed with this customer knowledge they can handle customer queries more efficiently, which in turn enhances and strengthens the customer experience whilst improving job satisfaction.

How CRM Helps the Back Office (Using Sage 200 CRM):
- Saves time and minimises mistakes by avoiding duplication of data entry
- Improves customer service by using a single point of reference for sales orders
- Credit control and the sales team have access to the same financial information which enables them both to chase outstanding debt when dealing with customers
- Ensures a fast response to significant events and routine tasks using alerts
- Improves customer service by giving the back office access to key customer information such as buying patterns and communications history
See Also: Swiftpage E-Marketing for Sage CRM
Swiftpage for SageCRM allows you to send emails and record your results back into your database. You also have the ability to access rank lists of your most interested contacts and automate your marketing practices with Drip Marketing.
Click here to visit our micro site which gives further information and the opportunity to start using Swiftpage today with a 60 day FREE trial. A brouchure is also available below.
As part of your free trial Swiftpage provides:
- Full email functionality
- 50 emails per day send limit
- Survey and Call List
- Limited Drip Marketing
Additional Information & Brochures
The following brochures and guides are in Adobe Acrobat (PDF) format. You'll need Adobe Reader in order to view them.
| Sage CRM v6.2 New Features Guide | Size: 193 KB | |
| Sage CRM Product Brochure | Size: 557 KB | |
| Swiftpage for Sage CRM Brochure | Size: 10.0 MB |
Current Offers
Free Product Demonstration
We're currently offering free of charge local product demonstrations held either at your site, at our offices in the West Midlands, or over the internet by Sage experts.
Click the link at the top-right of this page to check availability and book now.




