What is Sage CRM?
Sage CRM is your single source for customer management, providing a comprehensive view across sales, marketing, and service. Make smarter decisions using reliable insights and improve customer retention by delivering exceptional experiences that drive revenue. Further, foster efficient collaboration across teams, eliminate redundant tasks, and enable faster, more efficient workflows. When integrated with Sage ERP, you’ll gain deeper business insights, enhanced efficiencies, and a single, customer-centric view across the entire business.
What does Sage CRM do?
Centralize customer information
Centralize customer and prospect data to bring all your information into one place to easily track and manage sales activities, from outreach to closing deals. With the right data at your fingertips, your team can deliver a personalized, consistent customer experience, build stronger relationships, and drive long-term success—all from one platform.
Streamline your sales process
Streamline your sales process with intuitive tools that help you manage opportunities more effectively. Comprehensive reporting provides detailed insights for forecasting, tracking progress, and identifying trends, giving your team the data they need to make informed decisions. Furthermore, you’ll improve your team’s efficiency and productivity, allowing them to focus on building stronger relationships and driving revenue.
Keep all communications organized in one place
Take advantage of built-in email marketing tools and Outlook integration. Easily create and send personalized email campaigns while keeping all communication organized in one place. Maintain complete and detailed communication logs to track every interaction, strengthen customer relationships, and ensure professional, consistent engagement at every touchpoint.
Execute and track targeted marketing campaigns
Leverage the MailChimp integration to design and execute targeted marketing campaigns with ease. Monitor performance and manage engagement effectively using detailed reports, analytics, and customizable dashboards. Gain valuable insights to track success, discover growth opportunities, and make informed, data-driven decisions for your business.
Assign and track support cases in real time
Integrate Sage CRM with Sage 100 to enable real-time data synchronization, ensuring your teams always have the most up-to-date information. Additionally, create quotes and orders directly within Sage CRM, then effortlessly transfer them to Sage 100 for processing, saving valuable time and avoiding errors. By bridging sales and accounting, you’ll create a more cohesive workflow.
Integrate Sage CRM and Sage 100
Sage CRM server license and one named user is included in Sage 100, which makes it a cost-effective choice Sage 100 customers. By integrating Sage CRM with Sage 100, you can streamline your customer relationship management (CRM) and accounting processes, creating a seamless flow of information between the two systems. This integration helps eliminate manual data entry, improves data accuracy, and allows teams to work more efficiently, while providing a more personalized customer experience.
How is Sage CRM licensed and priced?
You can purchase Sage CRM as a fully integrated CRM solution or select individual Sales, Marketing, and Service modules to address specific areas of your business. Pricing is user-based. All modules come with the server license and one user.
Webinar
Sage CRM with Sage 100—the power of an integrated CRM system
Is your company struggling to manage sales activities? Watch this on-demand webinar featuring Sage 100 client William Gann, Sales Director with Brandon Industries. Discover why he switched from Salesforce to Sage CRM and how he was able to improve productivity and visibility across his sales team through the integration with Sage 100.
How long does it take to implement Sage CRM and how much does it cost?
Sage CRM implementation takes approximately 60-90 days depending on the complexity, including which modules are purchased and whether Sage CRM is installed as a stand-alone solution or integrated with Sage 100. Average implementation cost is $10,000 – $20,000. The implementation follows our best-practice methodology, outlining clear deliverables at each phase. Our comprehensive, step-by-step process ensures a successful deployment of Sage CRM. Implementation includes scoping, planning, workflows, setup, data migration, training, and support.
Already using Sage CRM? Let our support team help you get the most out of it
Our dedicated team can support you on Sage CRM, including integration with Sage 100. Depending on your needs, custom support plans are available, while standard support plans include:
- Troubleshooting
- Issue resolution
- Technical support
- How-to questions
Why partner with MicroAccounting?
Top North American Sage partner
MicroAccounting is honored to be among the top 1% of Sage partners in North America and the top Sage Reseller according to G2, the independent software and services review site. Our team’s expertise and dedication have made us a trusted provider of exceptional Sage solutions.
A partner you can count on for the long term
At MicroAccounting, we focus on building strong, lasting relationships with our clients. We offer ongoing support and services to ensure your business thrives and evolves with Sage Intacct. With a 96% client retention rate, our commitment to your success is undeniable.
A dedicated US-based team
Our entire team is based in the United States, and we never outsource to contractors. This guarantees consistent, high-quality service and support throughout every stage of your Sage Intacct implementation.
Trusted industry expertise
Made up of certified public accountants (CPAs) and experienced industry professionals our team truly understands your unique business needs. We tailor your implementation to align with Sage Intacct and proven best practices, delivering solutions you can rely on.
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