Tag: CRM

Businesses must implement clever techniques and make use of cutting-edge tools to maximise their marketing efforts and stay ahead of the competition. With CRM solutions, organisations can organise marketing initiatives, enhance client engagement, and save time. One such solution is Sage CRM which provides targeted campaigns to ensure a higher return on your investment.

What is Sage CRM?

Sage CRM is a Customer Relationship Management solution for small to medium-sized businesses featuring three essential modules: Sage CRM for Sales, Sage CRM for Marketing, and Sage CRM for Customer Service. Sage CRM is customisable, adaptable, and scalable and can be installed on your own server with an on-premises software licence or delivered online in the cloud. This solution integrates with Sage’s flagship accounting tools, Sage 50 and Sage 200 (known as Sage 200 CRM).

“Sage customers increased the productivity of their sales teams by up to 40 percent.” 

Source: https://www.sage.com/en-gb/products/sage-crm/sales/ 

What is Sage CRM Campaign Management?

Campaign Management by Sage CRM is a full-featured toolkit created to make the process of organising, carrying out, and monitoring marketing campaigns as simple as possible. Businesses have access to a wealth of features that let teams design targeted campaigns, control consumer interactions, and assess the success of marketing activities.

Uses of Sage CRM Campaign Management

Build Targeted Campaigns

Building targeted campaigns that are tailored to client segmentation is one of the primary benefits of Sage CRM’s campaign management feature. Businesses can segment audiences based on demographics, buying history, preferences, and more by utilising customer data. This encourages customised marketing messages that appeal to particular customers.

Automated Campaigns

Manually running marketing campaigns is time-consuming and prone to human error. However, this can be streamlined with automated campaign execution processes such as lead nurturing, social media posting, email marketing, and follow-up actions. In addition to freeing up critical time, automation guarantees message integrity, lowers human mistake rates, and enables quick replies to client encounters.

Results Measuring

Tracking and measuring key performance indicators (KPIs) is essential for determining the success of marketing campaigns. Sage can track campaign performance in real-time using extensive tracking and reporting features.

Metrics like open rates, click-through rates, conversion rates, and overall campaign ROI (return on investment) assists in allocating resources wisely, optimising marketing efforts, and making data-driven decisions.

Sage CRM Integration 

Able to integrate smoothly with Sage’s CRM solution, Campaign Management provides a single view of client interactions and campaign performance. With the help of this integration, businesses can track the effects of marketing campaigns, consumer behaviour, find quality leads, and develop lasting relationships with clients. This enables the development of a comprehensive marketing strategy that promotes long-term growth by combining the power of CRM with campaign management.

Why is Sage CRM different from other CRM solutions?

Appointment Calendar

With Sage, you can rapidly drag and drop your business appointments to change their length as well as their day, week, or month views.

Sage CRM Diverse Solutions 

Dynamic software solutions that may be incorporated into your CRM workflow for a more connected customer environment. These solutions include those for startup costs and budgeting, invoicing, accounting, HR, inventory management, supply chain management, and business intelligence.

Customer Contracts

It’s simple to create, store, and continuously manage contracts with Sage CRM. If you host your data using the Sage cloud option, you can also access a contract from any location as needed.

Google Integration

Sage integrates with Google Contacts, Google Calendar, and Gmail to make managing appointments and emails simpler.

Sage CRM Customisation 

Managers and staff members can alter computations, rules, displays, forms, and processes to meet their workflow. Additionally, you can offer individualised access to data and system functionalities.

Forecasting

Sage’s reporting and forecasting features let you estimate sales funnels, revenue, and cash flow. They also give you the tools to set up “what if” scenarios so you can make better decisions.

MailChimp Integration

Integrating flawlessly with MailChimp allows you to never keep duplicate email addresses thanks to the Sage. It makes it simple to track open rates and send tailored email campaigns.

Quick Quotation

Your sales team needs to move quickly, particularly when speaking with consumers on the phone. For quicker customer service, Sage makes it simple to locate estimates, as well as shipment and delivery details.

Workflow

Sage makes it simple and accessible for many teams to carry out operations more quickly and effectively.

Customer Targeting

With Sage’s business intelligence analytics, you can more effectively use trustworthy customer data to boost sales and close more deals.

Pipeline Management

With Sage’s numerous pipeline management solutions, you can be certain of where your sales deals are at every stage and never be in the dark about your sales team’s progress.

Teamwork

Sage makes it simple and accessible for various teams to conduct processes more quickly and effectively with one another.

Events

Sage takes pride in organising occasions all year long where it may display the newest CRM solutions. Due to the most recent development in world affairs, they have made their event schedule digital for quicker access.

Final Thoughts

Utilising the appropriate tools is crucial to maximise efforts and get the required results for your business. Campaign management feature from Sage CRM provides a complete answer to streamlining your client engagement and marketing activities.

This solution allows teams to develop client relationships, improve marketing methods, and maintain an edge by making efficient use of these technologies. Take advantage of Sage CRM’s powerful campaign management capabilities to maximise your marketing efforts by getting in contact with our experts here.