If you’ve been dreaming about a magic crystal ball that can keep tabs on all of your customers, improve communication with your team, and help you stay on top of your daily tasks, we’ve got you covered! Well, it might not be magic, but a Customer Relationship Management (CRM) module can make your life easier and it’s already included in your SAGE Total Access subscription! The CRM module in SAGE Total Access is designed to increase efficiency and simplify customer interactions so you can focus on growing your business. There are dozens of reasons why every business should be using CRM, but in the interest of efficiency, we’ve narrowed it down to our top three.
1. Keep Track of Client Information
Whether it’s your oldest and most loyal client or a new client you are trying to win over, having accurate client information is an important part of running a successful business. It’s time for you to throw out the Rolodex and keep your client information on a cloud-based system that your team can access from anywhere!
Think of the CRM module as the go-to place for all your client data like contact information, notes from their last phone call, order history, presentations sent, email records, and more. This means every piece of customer information can be pulled up in just a few clicks rather than having to sort through a pile of documents or sticky notes. The client information center also makes it easy for you to keep multiple client logos on file so creating presentations and product mockups is a breeze.
2. Get Real-Time Updates
Whether you’re at a networking event or having a conversation with a client over the phone, you don’t want that valuable information to slip through the cracks. CRM lets your entire team capture what you talked to the client about and what the next step is right away so nothing gets forgotten. Your updates will seamlessly appear in real time so the rest of your team can be aware of what’s going on with their clients.
With SAGE Total Access, everyone can access the CRM module on SAGE Online, SAGE Web, and SAGE Mobile so they can easily input and access every client’s data wherever they are. If you’re out of the office when a VIP client calls to check on their order, your team can pick up right where you left off and easily pull up their order information without rummaging through your desk. Giving your team the tools they need to improve the customer’s experience will help them generate more sales and make your customers happy so they keep coming back for more.
3. Manage Daily Tasks
If one of your New Year’s resolutions was to get organized and increase the efficiency for you and your team, you’ll love the ability to keep on top of your daily tasks with the CRM module. Set to-do lists for your team and view all the tasks that need to be completed each day. Plus, you have the ability to look ahead at long term projects to keep everyone on track. By saving time on small details, like the back-and-forth emails to your co-workers, you’ll be able to spend more time on the important things like improving customer experience, nurturing new leads, and increasing sales.
From storing client information to streamlining your day-to-day operations, the CRM module in SAGE Total Access will make running your business easy and efficient. All of these amazing features and more are available to SAGE Total Access subscribers at no additional cost. Not yet a SAGE Total Access subscriber? Try it free for 30 days and receive access to the CRM module in SAGE Online, SAGE Web, and SAGE Mobile!