The Oakuity Blog

Sage CRM – an effective sales cycle management system or an effective link for a 360° view of your business?
Monday March 11, 2013

Sage CRM is often seen as a brilliant tool to effectively manage the sales cycle from lead to close of sale. In reality Sage CRM is so much more as it enables organisations across departments to communicate and collaborate with increased efficiency.


In a society where mobility and consumer empowerment, through the availability of information, are readily available once a business brings in a new customer it is not enough anymore. Now we need to look at how to effectively build a long term relationship with customers and suppliers.

CRM stands for Customer Relationship Management, which is the process of handling every customer interaction and improving the lifecycle of your relationships with customers and suppliers.

Sage CRM is an excellent resource used by more than 12,000 organisations, around the world, in 70 countries to help manage critical sales, marketing and customer relationships every single day. The solution should be a high priority to improving overall business performance with sales and marketing. In using Sage CRM you can track the start of the sales process with a lead, through to a prospect and then a customer with full communication history. This empowers sales teams to project manage their pipeline.

However it also brings together the marketing and sales processes when combined with email marketing. Regular E-blasts can be scheduled through the Sage CRM system and priority lists can be created for sales teams to follow up.

Sage CRM is built with mobile use in mind, sales teams can access vital customer information on the go across Tablets and Smartphones, with an optimal experience on Apple and Android based devices.

Sage CRM can be used straight out of the box as a stand-alone solution or with accounts solutions such as Sage 200 or Sage 300 ERP (formally Sage Accpac). When Sage CRM is used with Sage 200 or Sage 300 ERP sales, marketing and accounts can collaborate more effectively as key customer data can be shared across the departments.

If you are looking to improve customer relationship management and increase collaboration between departments, discover the possibilities with Sage CRM either as a stand-alone solution or with Sage 200and Sage 300 ERP.

If you are using Sage 50 Accounts Oakley has developed a linking module called SIM50 to integrate Sage CRM with Sage 50 Accounts.

For more information contact Oakley on 01268 724005.

Written by David Weaver at 00:00