The Oakley ERP Blog

Sales and Marketing…Married or Divorced?
Tuesday January 20, 2015

As marketing plans are being put into place and the relevant actions taken, it’s time to ask how well integrated is our marketing department with the sales department?

Senior marketers are always faced with the challenge of bringing in new leads, communicating and implementing marketing campaigns, raising the brand profile and most important of all delivering an ROI to the company.


While looking at various ways of generating new business and increasing opportunities from existing business, an often overlooked area can be the software applications being used to make the most out of aligning marketing and sales efforts.


There are many resources and tools to use, but are you aware that with Sage CRM you can integrate your marketing efforts and communications with the sales and customer service teams?


Sage CRM is a centralised powerful database capturing the journey from lead to customer and a range of vital business resources, to help you deliver a better service and make better decisions.


Marketing can register leads and even utilise the web to lead functionality to bring leads directly in from the website. Link leads to your campaign activity and assign these over to sales teams to close.


Not only can you capture the lead journey, you can also set up and schedule mailings to send out to your customer and prospect base, based on segmented criteria, such as product interests.


The more data you can capture on your customer base, the better you can understand their needs and requirements and ensure you segment to better serve your customer and prospect base.


Full marketing campaign management with budgets and activities enable you to keep track of important ROI and generate marketing reports in the system to help you report back to the board.


Sales can set up and action tasks, schedule calls and keep marketing updated on lead progress and bring the marketing and sales functions closer as a result.


With the option to look at Sage CRM as a standalone solution or integrated as part of your accounts software (Sage 200 and Sage 300 ERP) the possibilities are there for an even closer functioning business.


Vital accounts information can be shared among sales and marketing teams, such as order history, credit status and pricing information if you are already using or plan to use Sage 50, Sage 200 or Sage 300 ERP as your accounting solution.


If you are looking to better integrate marketing efforts and share important data across the organisation to better understand who your customers are, provide a better service and make better decisions over 2016, then investing into CRM could be the key for your business.


Oakley provides Sage CRM as a standalone solution or integrated with Sage 50 Accounts, Sage 200 and Sage 300 ERP.

Written by David Weaver at 00:00