Sage CRM Essentials Datasheet (UK/IRL)

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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

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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.


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