What your sales executives will get out of Sage CRM.

Posted by Ian Bengson on Tue, Jul 15, 2014

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.

sales exec

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.

Benefits of Sage CRM to the Sales Executive

  • 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. 

Topics: Sage 300 (ACCPAC), Sage CRM

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