A CRM solution helps you simplify the sales process, shorten sales cycles, and make the most of every sales opportunity.
CRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads and converting them to opportunities using sales workflows. Using CRM software, your marketing team can identify the sources of leads, opportunities and closed sales.
They can also find customer information for upcoming campaigns and send targeted email marketing campaigns. When customers place orders for your products or services after these marketing campaigns, you can track these orders using an ERP or business management solution, like Sage 300cloud.
Evaluate where your business stands and make more informed business decisions that you can be confident about.
Deliver an exceptional customer experience to improve customer retention and drive revenue growth.
Avoid duplication of work, empowering your teams to work faster and smarter. With a single solution, everyone becomes more productive and efficient.
With access to a wealth of sales information, your salespeople are equipped to sell smarter & more efficiently.
Increased revenues: Accelerated response time to customer enquiries with accurate information related to project costing and pricing
Real-time insights: Provide time and expenses tracking through mobile devices to get real-time insight on tasks completed.
Improved business processes: Improve accounting processes with automated creation of customer invoices, revenue recognition entries and budget adjustments.
More profits: Simplify project management and ensure accurate tracking to optimise profitability and keep projects on schedule.
Improve customer service: Gain an end-to-end view of the customer life cycle based on reliable data and capitalise on up-sell and cross-sell opportunities.