Customer Relationship Management Software (CRM)

Why Sage CRM?

CRM software supports your business to track and manage interaction with prospects, leads and customers as they progress through each stage of the sales cycle, helping your business to improve customer relationships by organising and automating your communications and activities across all departments.

‘Imagine an accountant without an accounts package or an architect without a CAD programme?
Sales people deserve to have tools to make their jobs easier, just the same as architects and accountants’Top Tips for Effective Selling - Sage UK -

CRM software provides a level of automation that enables businesses to run smoothly and efficiently. And, because every customer interaction is stored in the one place, you and your team can nurture these relationships at every stage.

With a complete view of customer activity across your business, you will gain better business insight, increase the productivity of your teams, and put your business on the path to growth.

Choosing an integrated CRM solution enables small and medium sized businesses to achieve a competitive advantage in the marketplace.

Sage CRM offers a stand alone package or can be integrated with your sage system on premise or in the cloud providing you with a complete software suite fully able to manage your business needs. Key features of Sage CRM include:

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    Contact management

    CRM is built to manage your contact information. Key contact details such as phone numbers, email and postal address are available at the touch of a button.

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    Central database

    CRM software stores customer data in a central, secure location helping you to feel confident that you have the very latest information.

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    Sales force automation

    Automate many of the day-to-day tasks that form part of the sales process including order processing, lead management and sales forecasts.

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    Lead and opportunity management

    Manage leads from first contact through to final customer acquisition. Optimise sales and ensure your sales force use resourse on opportunities and not administration.

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      Targeted marketing

      Plan targetted campaigns with additional email marketing and track results in real time. Identify leads, opportunities and closed sales.

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      Customer service

      Handle customer queries and complaints faster with CRM. Real time information ensures you’re always up to date. Inprove customer service with case management, SLA information and customer service metrics.

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      Reporting and Insight

      Support your management team to make informed decisions using CRM’s powerful reporting function. Generate sales, customer service, marketing and opportunities reports or create tailored reports to suit your business needs.

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      Mobile CRM

      A must-have for field sales and customer service teams, enabling them to access critical customer information in real-time, increasing sales and service effectiveness at every stage of the customer relationship cycle

    Need customisation of CRM?

    M2M are an established Sage Development Centre and have the skills and ability to customise Sage products to meet your exact needs.

    Over the years we have developed for a wide range of industries including: Wholesale and Distribution, Finance, Agriculture, Garment Industry, Pharmaceuticals, Construction, Warehousing, Leisure Industry, Agriculture and Hospitals.

    M2M provide consultancy to establish an understanding of your business needs, and provide a detailed specification with our recommendations to streamline your business processes. Once our proposals and specifications are agreed and accepted, we will develop and fine tune the system to your requirements. During the development period we will work closely with your staff to ensure that our understanding of your needs matches your expectations.