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Sage CRM 2014 R2

Sage CRM Essentials A powerful, cost-efficient solution for growing sales in your business

‘We have sharpened our sales cycle with improved workflow so that we can respond to the customer much quicker’ Chakri Wicharn, Information Manager, Fuji Xerox, Thailand

Sage CRM Essentials is an ideal solution for growing businesses looking for a smarter way to manage their customer interactions across the entire sales process. A powerful and intuitive solution, Sage CRM is ideal for sales people who want to focus their efforts on selling. Sage CRM is designed to help you get a better view of your sales pipeline, improve your forecast accuracy, and boost the productivity of everyone on your team. With easy access to your key customer information, even when on the road, you and your sales team can make the most of every sales opportunity, close deals faster and collaborate on key opportunities for more effective selling. And as your central customer database, it will help maximise collaboration between everyone in your business and help your teams work together more effectively.

Manage your sales effectively Sage CRM gives you a wealth of tools and resources to help you boost sales and grow your business. With instant access to pipelines, contacts, calendars, and sales reports, your sales people are freed up to focus all their efforts on selling, whether in the office or on the road. Gain valuable business insight Powerful reporting, management dashboards and forecasting tools help you know where your business stands, all the time. These tools give you the data you need to predict with accuracy and make decisions about what calls to make and where to focus your efforts. Sage CRM enables you to build visual reports, with colourful graphs that make your data easy to understand and analyse so you can make the best decisions for your business. Mobilise your teams With Sage CRM your mobile workers can access critical customer information in real-time, on any device regardless of where they are. Your sales people can view and update contacts, opportunities and leads while on the road or at a customer meeting. This ensures they become more productive and service your customers more effectively.

> Access your customer data instantly on your tablet

Connect with your customers on social media Sage CRM connects with key social media applications including LinkedIn, Twitter, Yammer and Facebook, so you can engage with prospects and customers, generate leads and increase revenue.

Sage CRM 2014 R2

‘Our sales reps in the field can now access real-time information on companies they call on. Our team selling approach to helping our customers makes it much more efficient because now the right hand knows what the left hand is doing’ Bill Keogh, Sales Manager and Marketing Manager, Troy Industrial Solutions

> Gain the insight you need to grow your business faster with visual sales dashboards

Sage CRM Essentials includes

Benefits to your business

• Sales force automation

• Get started quickly with an intuitive and easy to use solution

• Customer and contact management • Lead and opportunity management • Sales forecasting • Quotes and orders • Sales dashboards • Reporting • Outlook integration (Lite) • Fully featured mobile CRM • Sales Tracker for Windows 8

• Boost the productivity of your sales team with a single view of leads, opportunities, tasks and activities • Track sales throughout the sales process with a visual sales pipeline • Make accurate decisions based on valuable information with powerful reporting and forecasting tools • Gain insight into sales and employee performance

• Social CRM

• Collaborate effectively and sell as a team

• Business collaboration powered by Yammer

• Get the information you need in the office or on the move

About Sage CRM Over 15,000 small and medium sized companies across the globe use Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of social media and take advantage of the latest mobile developments to further grow their business. When combined with Sage ERP, our customers enjoy better business insight, increased efficiencies and productivity, and gain a single, customer-centric view across their entire business. So whether you’re just starting out or have already grown to several hundred employees, Sage CRM can help accelerate your business success. Accelerate your business success with a free 30-day trial at

C © 2014 Sage Group Plc.

Sage CRM

Sage CRM Essentials Datasheet (UK/IRL)  

Sage CRM Essentials Datasheet (UK/IRL)

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