1. You have 4 programs open to complete 1 task


Time and growth can be as much of a joy as they are a burden. When your business grows, you add new software and procedures to compensate. Often, the outdated procedures still worm their way into your new ones leaving a confusing trail to follow when you need to back-track. Over time, you may find your business jumping through hoops to arrange an accurate and (hopefully) complete customer file. Time consuming and wasteful, this is no way to spend your business hours.

Sage CRM offers a one-stop solution to track and capture all the data you need in one place. Store contact information, interactions, project details, sales and emails in your customer’s record. Eliminate you and your team clicking and rummaging through files to focus on the important stuff.

2. Customer calls keep catching you off guard


In an ideal world, your sales team will be prepared to take any call from any client and know at that moment what they need, what they’ve done and what additional services you can help them with. Preparing for a scheduled call is easy, getting a frantic call from a major customer without preparation is not: it can make you look and feel unreliable.

CRM allows your sales team to jump into a customer record (even on the road) and quickly understand where they are in the sales process. Easily resolve issues at any stage of the sale with a simple sales pipeline to track and support your customers and leave them with an experience they won’t be able to get from your competitors.


3. A ‘human error’ has destroyed a day’s worth of work


You know that feeling: The cells on a spreadsheet don’t seem to match up. Websites and emails have conflicting URLs, area codes for the wrong state, etc. Somewhere along the lines a spreadsheet newbie (god forbid, you) sorted the information wrong. Human error can create a world of chaos at any moment and the resources it takes to correct can set everybody back.

Preventing this type of mistake is a Sage CRM specialty. Once the information is in the system it can’t be switched around and confused at a moment’s notice. CRM takes it a step further and allows you to set administrative rights on any users you’d like so they can’t make changes without authorization. While you may have the sharpest staff in the city, everybody is prone to a mistake from time to time. Think of it as baby-proofing your data, just in case.


4. None of your departments know what the other is up to


Consistency across your office’s departments can be tricky. How many times have you seen a chain reaction from a single question? Ask your sales person about Customer A, they look it up and must confirm receipt of payment by heading over to accounting, accounting must look it up, send off an email  confirmation back to the salesperson, the salesperson wraps it up in an email with several attachments and gets it right back to you…2 hours later. Pray this doesn’t happen minutes before lunch time.

It’s easy to fall in this pattern and accept it as day-to-day life. With CRM, it doesn’t have to be this way. Sales, marketing and accounting departments can all be in sync with each other through Sage CRM and ERP integration. Knock 2 hours down to a few minutes. All the customer information you need is up to date and consistent in one spot which means you don’t  just save 2 hours, you save the disruption of your entire team’s day so they can focus on their tasks.



5. You are in more meetings and doing less business


Yes, there is a need to meet and discuss with your staff so the left hand knows what the right hand is doing. But meetings to collect data and examine what’s going on for a full view of your operation can be exhausting.

Analytics, reports, tracking and forecasting in CRM gives you a clear view of what’s happening in all departments in a central location. No need to request activity reports from every department and wait to compare all their spreadsheets.  Review, examine and plan when you need to and make your meetings impactful. You can walk in to your meeting with knowledge and insight to collaborate and plan with your teams instead of reviewing the current state of affairs.