Sage CRM
Where ERP systems, like Sage 200 and Sage Intacct, let you focus on your business and run your operations. Sage CRM is your customer control centre allowing you to manage relationships with customers, prospects, and leads all in one place.
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General Enquiries
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What is Sage CRM?
Sage CRM is a solution that lets you manage your entire contact base, track your leads to point of sale and beyond, and make informed business decisions based on accurate information.
With Sage CRM, you can quickly analyse, manage and synchronise sales, marketing and customer care activities across all points of contact; giving you a true 360-degree view of your business. It links all departments to a single system that can be accessed locally or via the web.
But the possibilities don’t end there. With Sage CRM, you can connect with a range of add-ons and create bespoke developments.
With Sage CRM, you can:
- Track every customer interaction from first contact to final sale
- Run targeted marketing campaigns and measure their success
- Give your sales team the tools to close deals faster
- Provide better customer service with quick access to case histories
- Make smarter decisions with real-time insights into performance
Explore Sage CRM:
Is Sage CRM right for you?
Sage CRM is ideal for businesses that:
- Handle high data volumes in multiple systems and complex processes
- Group data by multiple criteria
- Have a busy customer service team and helpdesk
- Needs a system to grow with them
Check Out Sage CRM's Top Features...
It’s powerful, easy to use, and built for companies that want to manage their accounts in the cloud, anytime, anywhere.
Sage 200 Integration
Out of the box integration to Sage 200 back office
Salesforce
Integrate your Sage CRM with Salesforce Automation
Marketing
Integrate your Sage CRM with Marketing Automation
Customer Servive
Integrate your Sage CRM with Customer Service Automation
Centralised Data Management
Retain all the contact information for your customers and suppliers in one place
Mailchimp
Integrate your Sage CRM with Mailchimp
Manage your customers and track your leads in one unified place
Drive Revenue with Confidence
Sales and Marketing is a real sweet spot for Sage CRM
- Sales Automation:
Take control of your sales pipeline. With Sage CRM you can manage and report on all phases of the sales cycle, from lead allocation to forecasting, so you oversee performance by team or individual and make smarter decisions, faster. - Marketing Automation:
Full campaign management, including integrated e-marketing, enables accurate targeting at the right time, delivering a better return on your marketing spend.
Retain your Customers and Resolve Issues Faster
- Customer Service Automation:
All your critical information in one place. Empower your teams with accurate and up to date information including orders, call and escalation history, support cases, emails and documents. Resolve issues and answer questions quickly to enhance long-term loyalty. - Sage 200 Suite Integration:
Connect with Sage 200 Professional to view account information, create, view and edit quotes and orders. You can also drill down into related invoice and stock information using the Qnect module - Web Self Service:
Give customers control, reduce inbound queries and improve satisfaction. Sage CRM allows customers to view data, submit customer service issues and more through a customisable Web Portal.
Work Smarter Across the Business
Regardless of your department, Sage CRM is designed to enhance productivity throughout the business.
- Centralised Data Management:
Eliminate silos. Maintain all customer, prospect and supplier contact information in one place, making it easy to build lists and track communication against any entity. - Diary & Task Management:
Coordinate staff and resource schedules with ease. Sync calendars and tasks with Outlook to keep everyone aligned. - Exchange / Outlook Integration:
No duplication, no missed messages. Synchronise diaries and tasks, file inbound and outbound emails and much more. - Automated Workflow Process:
Standardise processes with graphical workflows that enforce business rules and reduce manual effort. Your operations, your way. - Dashboards:
Give every user a personalised view of the data that matters most. From sales performance to customer service KPIs, dashboards make insights actionable.
Take Sage CRM further!
Sage CRM is an incredible piece of software, but sometimes small tweaks and adjustments are required to make it absolutely perfect for you.
From bespoke development to third-party add-ons, there’s a lot we can do with Sage CRM.
What’s next?
Now you have decided Sage CRM is for you, what is next?
This is where we come in. The PKF Smith Cooper Systems team will guide you through demos, bespoke quotes, project scopes, implementation and eventually going live. Along the way, you will have a dedicated account manager, consultant and, once you go live, you then have access to our incredible support team.
The answers you need, all in one place
Find quick answers to common queries about Sage CRM.
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Can Sage CRM talk to Salesforce?
Yes, Sage CRM can integrate with other CRM systems such as Salesforce, Mailchimp and Dotdigital. If you’re unsure if your CRM will integrate, contact us with the name and our dedicated CRM team will assist you.
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Can Sage CRM integrate with Sage?
Yes, as you’d expect, Sage CRM integrates with other Sage products, including Sage 200 and Sage Intacct. Our CRM team can help you with integration through a variety of methods including bespoke integration and 3rd parties, such as Qnect.
Explore more of our services
Support
Supporting your Sage software is our business.
Whether you're running Sage 200 or Sage Intacct, the smooth operation of your software is essential to the continuity of your business.
- Year-end assistance
- Access to our Customer Portal
- Remote connection software
Development
From Concept to Code, We Build What You Need.
Whether you're looking to streamline a business process, connect Sage to another system, or tweak how your software works day-to-day, our development team is here to make Sage work smarter for you.
- Accredited Sage Developers
- Award-winning team
- Proven track record of delivering solutions
Consultancy
Optimising your business with expert Sage consultancy
We’re a multi-award-winning Sage Business Partner, helping businesses across the UK get the very best from their Sage software. We combine expert knowledge.
- Technical Installation and Setup
- Data Migration
- System Training
Project Management
Stay Informed, Empowered and In Charge.
Project Management is a critical element to any software project. Regardless of the size and scale, working to an agreed plan and schedule is essential to achieving a successful outcome for all stakeholders.
- Enhanced Communication
- Risk Mitigation
- Quality Assurance
Client Services
Putting customers first, every step of the way.
Since our launch in 2014, we’ve driven significant growth by staying true to our core ethos: The Good Sage Guys to Deal With.
- Faster Response Times
- Better Communication
- Peace of Mind
Training
The right training plus the right partner, equals greatness
At PKF Smith Cooper Systems, we specialise in helping businesses like yours maximise the value of their financial systems, because we know that even small errors can have big consequences.
- Half day or full day sessions
- Group sessions or one-on-one deep dives
- Empower your team
The PKF Support team are very helpful and patient when queries are raised. They work through Year End processes with me, allowing me to understand exactly what is happening as we go.
Clare Griffiths
Finance and Admin Manager at HTRAK
Smith Cooper is an extension of our business not a supplier! Hope is always at the end of the phone and nothing is too much hassle.
Donna Friskney
at Tennants UK Ltd
I use PKF [SCS] support and can honestly say they are very good, very helpful, quick in responding and helping resolve my issues or queries I have sent over to them. The day has been very informative and a good catch up with Craig and Vanessa. Thank you all for a great event.
Diane Scott
Finance Manager at Dalrod UK Ltd
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