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2 min read

Five features of Sage CRM that can improve visibility

Five features of Sage CRM that can improve visibility

Sage CRM can help to improve levels of communication with colleagues, suppliers and customers, making your organisation more efficient. So read on to find out five features of Sage CRM that can improve the view of your entire business.

1) Mobile Functionality

Sage CRM can be accessed via any web connected device, from smartphone, tablet or laptop. This means that even when a field based employee is on-site or travelling to site, up to date information can be viewed and processed. Information can be quickly communicated back to the office, to customers and suppliers, therefore any issues can be swiftly resolved. Imagine a customer has just logged an urgent issue with the office. Your sales person, en route to an appointment with that customer, can pick that issue off the system via their mobile and deal with it when they arrive, showcasing how on the ball your company really is.

This is quick, real time information at your fingertips. So now let’s think about how multiple users can work on the same documents in one place.

2) Information Hub

Let Sage CRM become the hub of data in your organisation. All information can be stored and viewed in a central location, giving you a 360 degree view of your business. This ability is really handy for group projects, where multiple individuals need to work on the same documents and collaborate information in one place. With all this information efficiently integrated together, quick decisions can be made and businesses can adapt to any curve balls.

So what about how you can provide your staff and users with the right information at the right time?

3) Workflows

Provide your staff with dashboards based on the information that they need to see, in order to do their job. Users can dramatically save time with a direct journey through business processes, rather than having multiple screens and spreadsheets open at the same time. Quick navigation ensures jobs are completed accurately and the right people receive the right information, at the right time.

So now it’s time to think about how Sage CRM can help with Outlook integration. Take a look at feature four….

4) Outlook Integration

Honestly, how many Outlook folders do you currently have in your Inbox? The answer is probably too many. The vast majority of businesses use Outlook to file emails, making it difficult and time consuming to categorise emails correctly and retrieve them when needed. With Sage CRM’s Outlook integration, emails are filed against the contact’s record at the click of a button, allowing anyone in your business to view customer communications.

And last but not least, the fifth feature is…

5) Application Program Interface (APIs)

Integrate your business your own way. Sage CRM has the ability to coordinate with multiple software platforms using API connectors. This reduces the need to re-key information. For example, Sage CRM can send quotes across to the finance team for invoicing without an individual having to double enter information. Eliminate errors, improve accuracy and quickly respond to requests from inside or outside the business.

If you would like more information about Sage CRM, please pick up the phone and call us on 0344 880 6140 or email marketing@cpio.co.uk


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