Hey JBers, are you considering Sage CRM? You might be wondering if it’s the right choice for your business, how its features stack up against other options on the market, and whether the price is reasonable for what you get. Don’t worry—this article will break down all of that and more for you.
Features of Sage CRM
Sage CRM is an open, highly configurable software that allows businesses to use it for various purposes. It offers several tools and integrations that can positively impact your sales and marketing campaigns while keeping company data organized. It also helps you better understand products and meet customer expectations, thereby increasing the chances of converting prospects into loyal customers.
Here are some of the fascinating features offered by Sage CRM:
- Opportunity Management: Sage CRM lets you connect multiple companies to a single opportunity, avoiding duplication. It processes data from the lead stage through its full cycle with unique workflows and helps turn qualified leads into legitimate opportunities. Additionally, Sage CRM offers a feature to quarantine unverified information, which can be reviewed by sales representatives.
- Sales and Marketing Reports: Sage CRM allows you to create and share valuable reports based on customer details. There are various pre-defined reports available that display different sales metrics, and you can set custom parameters for greater accuracy. This feature helps teams across different departments in your organization gain detailed insights into their work and customers. Sage CRM also improves the effectiveness of your marketing campaigns by providing information about the most beneficial lead sources so you can focus your efforts on the right advertising.
- MailChimp Integration: Sage CRM can be integrated with MailChimp to boost your email marketing campaigns by targeting a specific audience. You can monitor the effectiveness of your marketing strategy and adjust it as needed to increase customer engagement. This integration also helps create new business opportunities and strengthens existing relationships.
- Customer Service: Sage CRM greatly enhances customer service from both a team and individual perspective. You can analyze the resolution time for specific complaints, reassign cases to more appropriate customer service representatives based on experience, review solutions, and access previous tickets through the knowledge base as a reference for current issues.
- Actionable Reports: Sage CRM records every click and unsubscribe so that you can target customers accordingly with an automated message or email. This can help you recover a lost lead or quickly follow up with an interested customer to take the lead in the negotiation process.
- Collaboration: Sage CRM simplifies communication between marketing and sales teams while enabling employees to collaborate on projects. You can share the latest updates on the sales process or marketing initiatives with relevant team members and easily exchange constructive ideas for business improvement.
Pricing of Sage CRM
Sage CRM offers personalized services based on your business needs. You can click on the “Request a Call” tab to have a customer service representative contact you, fill out some basic details, and get a quote tailored to your CRM needs.
Sage CRM Discounts and Coupons
Currently, Sage CRM does not offer any discounts. However, you may receive a discount on an annual subscription depending on your customized package. Additionally, there’s a 60% discount on Sage accounting tools for the first 6 months.
Sage CRM Free Trial
Unfortunately, Sage CRM does not offer a free trial at this time. However, you can use Sage accounting tools and Sage HR for 14 days without entering your card details. You can cancel the trial at any time without being charged.
A Quick Guide to Using Sage CRM
Log in to your Sage CRM account using your username and password. On the bottom screen, check which version of Sage CRM you are using. You’ll be redirected to the Dashboard, where you can view the latest notifications by clicking on the bell icon. Click the star icon to access your favorites list.
In the main menu, located at the top of the screen, you can switch between user accounts. The secondary menu is located just below the main menu, and its content may change depending on who is accessing the CRM. Click “Calendar” to view scheduled tasks and appointments. As an administrator, you can view the calendar of other users by switching accounts from the upper left corner in the “Calendar” section. Click “Contacts” to access customer addresses synchronized with Sage CRM.
CRM Recommendation
Overall, Monday.com CRM is a highly recommended option. It’s comprehensive, affordable, has many features, a large support community, and a wide range of tutorials for every use case. We use Monday.com in our advertising agency to serve our clients.
Monday.com is an easy-to-use CRM platform that provides advanced solutions with its robust marketing tools. It allows large companies with complex workflows to perform efficiently and produce creative results. Monday.com has you covered for your Service, Sales, CMS, Operations, and Marketing needs.
Don’t forget, JBers, if you found this article helpful, share it on your social media so your friends can benefit too!