The Oakley ERP Blog

Top 10 benefits of Sage CRM Software to your business
Friday August 15, 2014

Customer relationship management software has changed the way we manage and maintain customer relations. The following article takes a closer look at the top 10 benefits of Sage CRM software to your business.

  1. Integration with accounts
  2. Increase productivity
  3. Build stronger customer relationships
  4. Reduce costs
  5. Enhance communication
  6. Real time visibility
  7. Complete view of your customers
  8. Mobile and remote staff work productively
  9. Increase customer satisfaction
  10. Improve overall decision making

CRM connects to accounts

CRM brings many benefits to your organisation but one of the key differences and reasons to choose a CRM & Accounting solution is the integration on offer between the two. For example Sage 200 and Sage 300 ERP both offer integrations to Sage CRM respectively. The benefit of this is that vital information can be disseminated across your business units. For instance credit history for key accounts, customer order history and stock availability.

Increase productivity

CRM solutions such as Sage CRM benefit your organisation by making your sales teams, marketing teams and customer service teams more productive. Pricing, Order Information and lead to customer information can all be found easier and quickly from within the one place.

Build stronger customer relationships

A CRM system provides your organisation with a store full of information and insight into your leads, prospects and customers. The more your sales teams put into the system the more information can be extracted by sales, marketing and customer service to nurture leads and build strong relationships with customers, aiding the deal closure for new and existing business and retention rates for existing customers.

Reduce costs

A CRM system can aide in the sales cycle and ensure data is consistent across teams and help reduce costly mistakes by increasing accuracy and effectiveness. CRM systems are accessible on demand and therefore can save the need for time in putting together different procedures, such as running separate spreadsheets.

Enhance communication

CRM Systems are an excellent communications system to help get teams working closer together. Marketing and Sales can improve their interaction by having documented records of key interactions with prospects and customers. Teams can ensure work is correctly assigned to an individual and followed up as and when required. No opportunity should be left untaken by effective use of a CRM system.

Real time visibility

A CRM system provides real time access to key lead intelligence information such as when marketing sends out an e-newsletter, sales updates a recent conversation with a prospect, or customer service logs a support call. Opening up the visibility to those in your organisation that need it empowers them to carry out their role more effectively.

Complete view of your customers

Have a directory of all your customers that you can check through customer communications and purchase history for an enhanced understanding of your customers.

Productivity with Mobile and remote staff

In today’s connected world it is vital to make sure your employees and customers are constantly connected to your brand. CRM solutions with mobile access enable remote staff to have reliable access to all the customer and activity information they need via their mobile device’s and home working environments.

Increase customer satisfaction

Personalise every interaction with your customers by keeping records of key information to provide the highest levels of customer satisfaction. You can set up your CRM system to store key information ranging from customer interests to order history and ensure you always provide relevant information to your audience.

Improve overall decision making

CRM provides real actionable insight via detailed reporting facilities in CRM to help generate sales forecasts and marketing ROI. CRM analysis tools can help identify short and long term trends and alert users to potential business opportunities.

If you would like to find out more about Sage CRM, contact our Sales team on 01268 724005 or email

Written by David Weaver at 00:00