One important aspect of CRM software, like Sage CRM, is that it provides tools that manage your Sales, Marketing, and Customer Support activities.
If you need better sales pipeline visibility, want to find new revenue opportunities, or would like to improve customer service, then read on to learn more about CRM.
What is CRM Anyway?
CRM is an acronym that stands for Customer Relationship Management. It’s useful to think about CRM software as technology that helps you manage customer relationships in an organized way. CRM software like Sage CRM provides tools like contact and lead management, sales pipeline reporting, meeting scheduler and task reminders, call center automation, and marketing campaign management.
Perhaps most important is that ALL customer and prospect interaction is entered into a single CRM database. Without the tools that Sage CRM offers, you might find that silos of sales and customer information are trapped in Excel spreadsheets, hand-written in a notebook, or stored on a mobile device.
One View = Better Customer Service
From the outside, your customers look at your business as a single entity even though they may deal with various personnel in different departments. If your sales team is working with outdated product pricing or a manufacturing team lacks visibility to recent quotes, you may be setting the stage for an unpleasant customer experience.
And when you’re using Sage 300 ERP and Sage CRM together, all customer interactions are unified into a single database – both front and back office. That means everyone in your company is working from the same data, following the same workflow, and breaking down departmental barriers. Integrated data translates into more accurate reports, better decisions, and a complete 360-degree view of your operations. The ultimate goal of CRM is to use information collected by all departments to improve the quality of services provided by your company.
The Benefit is Clear
Specific benefits cited by companies that have adopted a CRM strategy include more timely and targeted customer communication, improved employee productivity, shorter sales cycles, improved visibility into business performance, more accurate sales forecasting, greater cross-sell & up-sell success, better-informed marketing decisions, and fewer customer problems. Contact us to learn more about Sage CRM.