Sage CRM Cloud Essentials

 

Free Trial

Quick Specification

  • Obligation free 30-day trial
  • No credit card required
  • After your trial, buy for
    €20 + VAT per month per user
  • Call 0800 923 0347
    for more information

 

Increase Productivity and Accelerate Sales

Sage CRM Cloud Essentials gives your team the tools they need to collaborate on up to date prospect or customer information, in real-time. Key details are stored in a central database, allowing your team to make every interaction count and build more rewarding relationships.

Using the software also helps accelerate sales, giving your team the ability to manage the sales process from initial lead through to close. Plus, sales people can view detailed account and pipeline information to gain greater business insight.

Technical information
Technical requirements and licence information here.

Unlocking the Power of Social Media

Sage CRM Essentials can dramatically improve customer services by monitoring what customers are saying on Twitter, allowing you to be more proactive in your approach. There's also the option to generate leads by searching for prospects on LinkedIn and connecting with customers on Facebook.

What's more, Sage CRM Essentials works on mobile devices, giving access to critical customer data and providing your team with the tools they need to grow the business. It's simple to get started with our in-depth tutorials and then you're ready to join over 15,000 small businesses already using our software every day.

Getting Started

  • Take a guided tour of Sage CRM to see what you need to get started
  • Watch our Quick Start Videos and see how Sage CRM can help your business
  • Upload all customer information to a central database for easy access
  • Organise your marketing and sales campaigns using one tool
  • Get a free demonstration of how our CRM software can improve your business
  • Easy to import data from Microsoft Excel (.xls, .xlsx and .csv files)

 


 

Free Trial

Quick Specification

  • Obligation free 30-day trial
  • No credit card required
  • After your trial, buy for
    €20 + VAT per month per user
  • Call 0800 923 0347
    for more information

 

Manage Key Customer Relationships

  • Add information on customers or leads from anywhere
  • Find important customer information quickly and efficiently
  • Share customer information with team members across your business
  • Manage leads from the very first contact to final sale
  • Gain greater insight into the performance of your business with real-time reports

 


Drive Sales

  • Ensure the right members of your sales team speak to the right prospects
  • View detailed insights into sales campaign performance by geography
  • Manage your call lists, calendar and appointments
  • Create accurate quotes and orders
  • Consolidate forecasting information quickly and easily across teams
  • Monitor the progress of deals and use this information to improve future sales campaigns

 


Capitalise on the Potential of Social Media

  • View Twitter feeds for specified businesses
  • Track brand or company mentions
  • Search and save Facebook profiles
  • View Facebook feeds for specified businesses
  • Identify qualified prospects

 


Anytime, Anywhere Access via Mobile CRM

  • Schedule and manage key account activity
  • View all communication you and your customers
  • Make changes to customer information wherever you are

 


Free Support for Sage CRM Cloud Essentials

  • Technical support included as part of your monthly subscription
  • Implementation start-up sessions and training available from our specialist team
  • Email a member of our team or find answers on the Sage CRM Community