Sage CRM specialist

Sage CRM

Manage customers, prospects and processes and unlock success

Finding a CRM system that perfectly suits your business can revolutionise the way you interact with your customers and help you build strong and enduring relationships. Sage CRM is the leading customer relationship management software for small to medium-sized businesses in the UK. This powerful solution can help improve the management of sales cycles, ensure that data is centralised and consistent, and avoid costly mistakes.

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Deliver exceptionable customer service

What is Sage CRM?

Sage CRM is a highly configurable, flexible and scalable solution which is accessed via web browser and can be hosted on-premise or in the cloud. It comes with innovative tools to help your business increase sales, generate more traction from marketing campaigns and build valuable customer relationships. With Sage CRM you will also be able to report on and analyse sales progress and plan for future success.

It can help you carry out sales tasks such as creating quotes and orders, forecasting, progressing leads and converting them to opportunities, using sales workflows. Thanks to Sage CRM software, your marketing team will be able to identify the sources of leads and nurture opportunities to close sales faster.

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Connect with your current software

Integrate with Sage 50 and Sage 200

Sage CRM integrates with Sage 50, Sage 200 and Mailchimp for email marketing. Based on your latest customer information, you can send email campaigns in Mailchimp, track it with Sage CRM allowing you to drive business growth while being able to monitor what works.

Qnect for Sage CRM is a real time integration that links Sage CRM with your Sage financial management software. It helps to increase efficiency and accuracy in the management of customers/suppliers, products and quotes/orders at an affordable cost.

Powerful customer relationship management tools

Why choose Sage CRM?

By fully integrating Sage CRM with your ERP, you can empower your teams to become more productive and deliver a better and more unique customer experience.

Implementation services

The implementation of your CRM solution needs to be carefully planned and correctly managed in order to maximise your ROI. It is essential that the CRM system supports your businesses operational requirements and echoes your strategic objectives.

All of our consultants are fully Certified and will work with you to review your business processes and establish a detailed implementation plan before the system is built and deployed. We will ensure that you understand all the possible benefits and help you to get maximum value from Sage CRM.

System configuration

Configuration and management is carried out on the server only (via browser).

For the solution to deliver maximum value, it must be customised to support your specific workflows and business processes. 

Our team will work with you to optimise the configuration for your organisation.

Sage CRM training

User adoption is the most important aspect of a CRM system implementation. We work with you to ensure that your Sage CRM Users are comfortable operating the system and find personal value in its adoption. This is key to a successful deployment and central to driving a return on your investment.

Our training does not focus solely on the mechanics. Rather, we help Users to grow confident using the software and support them as they endeavour to achieve their business objectives. We help Users to recognise personal value in the system, and to value its contribution to the wider organisation.

Sage CRM support

Our support team are all fully trained and accredited in the latest releases of Sage CRM. We support a wide range of clients with 1 to 50 Users throughout many different industry sectors across the UK.

Our Sage CRM support packages provide extensive system management and assistance to Users. Our objective is to maximise your ROI for the solution and empower your customer sales and support teams as your business evolves.

Increase Customer Satisfaction

Sage CRM will give you the tools to create a personalised marketing experience for your customers to ensure that you can build individual relationships just like you can in person. By maintaining accurate customer records, you will be able to deliver an elevated level of customer service to retain more customers and increase satisfaction. 

Improve Communication

With Sage CRM, you can improve interactions both with customers and across your entire organisation. Avoid duplication of work and handle customer relationships more efficiently with a consolidated view of data.

Empower your sales team

Sage CRM provides a wide range of features and benefits for your sales reps and sales team including contact and account management, opportunity management, and powerful follow-up scheduling and diary management. This means that your sales team can work on the right leads at the right time, increasing their productivity and conversion rates.

Find the CRM for you

Not sure which CRM is right for you?

Take a look at our blog post where our CRM experts are guiding you through choosing the right CRM system for your needs.

If you’re still not sure, why not take the quiz at the bottom of the page and find out which software is best suited to your business?

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Award-winning support and services

Why Solutions?

As the UK’s leading provider of business management software solutions, we deliver systems and support that will help improve the effectiveness of your business and drive success. Our portfolio of best-in-class accounting and CRM systems enables us to offer with a variety of software options and expert advice. This ensures you find the right solution for your business model and know how to use it to its full capabilities, to maximise your return on investment.

We have strong relationships with all our vendor partners, meaning we can influence product development, provide comprehensive training, and highly effective support. Our team consists of qualified sales and marketing professionals, product-accredited staff and talented developers. With a blend of technical expertise, software specialism and over 25 years’ experience, we work collaboratively to deliver a unique and compelling customer experience and aim to provide you with the best technology solutions and services.

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Get in touch

Contact us and one of our product experts will contact you as soon as possible.

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Fill out the form below and discover how your business could benefit from Sage CRM.

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Watch our Sage CRM webinars

Our Sage CRM experts are hosting a number of webinars to provide you with hints, tips and advice on how to make the most of your CRM system.