Improving Business Operations with Sage CRM

Discover why a leading engineering company chose Sage CRM to aid business growth and operations

Having a hub of centralised information is vital for every business. Without it, your business could lose out on key opportunities, resulting in lost revenue.

As well as the benefits to profit and revenue, a centralised hub of information can improve general business operations. In today’s fast-paced world, not having accurate, consolidated data can cause delays to operations. This can therefore weaken your ability to stay ahead of the competition.

Our engineering client is no different. This project demonstrates how Sage CRM and Sage 200 integration streamlined the client’s sales process and enhanced business operations, by consolidating fragmented data into one accessible system.

The Client & Challenge

The client, a contractor specialising in the design, integration and support of communications and electronic systems, was searching for a way to unify their systems. The catalyst for this project was an inefficient CRM system which was no longer fit for purpose and presented their business with several issues.

A key issue was fragmented customer information. Their customer and prospect data was scattered across different systems and files, making it difficult for the team to access and share information efficiently. On top of this, their sales and quote processes were prone to errors, resulting in lost opportunities and revenue. Redundant data entry was another major issue caused by the lack of integration between Sage 200 and their current CRM system.

The client wanted a centralised repository of customer and prospect information that could be accessed by all employees. They also wished to improve their sales process and reduce data errors. Additionally, the client wanted to enhance sales conversion rates by ensuring no opportunities were missed.

The Solution

Following an in-depth consultation, our team recommended Sage CRM. This solution would be able to tackle all of their problems and address their wish list. From centralising customer and prospect data and streamlining their sales process, to smoothly integrating with their Sage 200 system, Sage CRM was the perfect fit.

The initial phase of this project meant scoping out the system requirements and understanding the client’s specific needs. Sage CRM Consultant, Sufyan Iqbal, worked closely with the team to ensure the system could be built and customised around their needs.

Throughout the project, our CRM Consultants carried out regular workshop sessions, to review and refine the system. This, combined with timely communication between the teams, resulted in a smooth implementation process.

The Result

Following the implementation of Sage CRM, the client’s sales process has significantly improved. Sage CRM has allowed them to consolidate their previously fragmented data into a single, accessible system, therefore improving data accuracy and accessibility. Additionally, integration with Sage 200 has ensured a smooth flow of information, eliminating their previously redundant data entry.

In the interest of developing the business and capturing all opportunities, the client is also now utilising Sage CRM’s robust quote management system. This system helps to create, manage, and track quotes or sales proposals more efficiently. It simplifies and automates the process of generating quotes for customers. This ensures accuracy, consistency, and faster turnarounds times for their business.

Choosing Sage CRM

Whether you’re completely new to Sage or currently using another Sage product, we’re here to help. Our Sage CRM team is on hand to discuss your needs. We can help to integrate with Sage 200 and help your business improve operations.

For personalised Sage advice please complete the enquiry form on this page.