sage crm & sage crm

Use Sage CRM to Manage

Your Sales Team

Talk to Mark Green about Sage CRM

At Centurion

on

01306 621062

or email

Mark.Green@Centurion-ms.co.uk

Automate Your Sales Systems

Sage CRM empowers sales staff to sell more effectively • Instant access to:

• Customer intelligence

• Calendars• Accounts• Reports• Pipelines• Contacts• Lists• Dashboards

Account and Activity ManagementSage CRM makes account and activity management easy to co-ordinate

• Comprehensive, real-time access to your customers

• New tasks and calendar activities, created instantly from within a record

• Multi-user activities can be scheduled with ease

Lead Management

Sage CRM ensures that all leads are captured, allocated and progressed

• Manages leads seamlessly from capture to opportunity conversion

• Leads can be rated, reassigned, edited or converted to an opportunity

• Full lead audit trail provided throughout. Dashboards ensure transparency

Sage CRM - Streamline your Systems

Opportunity Management

Sage CRM provides powerful tools for opportunity management • Quick access to the

information you need

• Within each opportunity you can quickly access:

• Quotes• Communications• Documents• Notes

• Opportunity history

High-level summary information on the current opportunityInstant access to current and historical quotes with drill-down to underlying detailsFull communications historyFull document history with drill-down to underlying attachmentFull audit trail on stages of current opportunity

Sales Forecasting

Sage CRM makes sales forecasting easy • Forecast information

is automatically consolidated from sales

• Exclude individual opportunities where necessary

• Sales managers can automatically consolidate team members’ individual forecasts

Quotes and Order Management

Sage CRM ensures that quotations are accurate and produced with ease • Drop down boxes and

pricing information can be brought through directly from the back-office system

• Quotes can be exported to a shared template with a single click

• Quotes can be promoted to orders with a single click

Sage CRM makes it easy your sales team to manage documents • Document Drop facility

makes it easy for staff to drag, drop and attach

• Documents,• Presentations,• Spreadsheets

• Document templates can be stored centrally

• Mail merges can be carried out instantly

Sales Reporting and Analytics

Powerful sales reporting and more analytical capability• Sage CRM provides a

suite of sales reports straight out of the box

• Fully customise your existing reports

• Create new reports from scratch using Sage CRM’s wizard-based report customisation tools

Sales Dashboards

Fully customise your dashboards• Monitor sales

performance in real-time with fully configurable dashboards

• Customise to address the particular requirements of an individual or group

Multi Award Winning Sage CRM

Sage CRM is available with full back up and support from your Specialists at Centurion

01306 621062

For more information contact

Mark Green

on

01306 621062

or emailMark.Green@centurion-ms.co.uk

www.centurion-ms.co.uk