Operational CRM gives support to your organization's front office processes such as sales, marketing and customer service. Every interaction that takes place with a customer is added to a customer’s contact history, and employees can retrieve customer data from the database as needed.
The role of the Sales Executive requires them to sell their organization’s product or service and achieve sales goals every month. Sage CRM gives the Sales Executive the ability to do this by providing immediate access to calendars, accounts, reports, pipelines, contacts and call lists.
All the data necessary to perform the job effectively is readily available on the Sage CRM interactive dashboard for maximum productivity and simplicity. From the dashboard, the Sales Executive can control and manage all their daily tasks, meetings and activities. Integration of Sage CRM with Sage 300 ERP gives the Sales Executive access to both financial and non-financial customer data, giving them full knowledge of their customer. By having the most up-to-date and complete customer data at hand, the Sales Executive has a better view of their customers and prospects at any given moment.
With Sage CRM Sales Force Automation, the Sales Executive is instantly provided with real-time sales opportunity analysis. Sage CRM gives a clear view of every opportunity within the sales pipeline, allowing Sales Executives to effectively analyze and manage deals at each stage.
Increased visibility of customer interaction across all departments and activities
Automated proposals and quotation processes
Elimination of manual/duplicated sales processes
More effective collaboration with other sales executives and management
Optimize strategies for high-potential opportunities
Utilize financial data from the back-office system
Leverage market and competitive intelligence to improve win rates
Reduce time spent in the office (more time on sales calls) on sales administration
Allow data entry to only be done once
Reduce the amount of time spent forecasting
Help better organize and coordinate tasks and meetings
Access and download customer data remotely or offline, which will increase sales effectiveness
For answers to your questions about CRM systems and Sage CRM, please contact Equation Technologies today.