Customer Relationship Management (CRM) tools are a growing technology that organizes and manages a company’s relationships with current and potential clients. The goal of a CRM is to improve the relationship between the client and sales, by streamlining the process into one system. Instead of using an old Rolodex or an Excel spreadsheet, a CRM combines all your client’s information into one easy-to-use program.
Here are 10 reasons you should incorporate a CRM tool into your business:
Customer Relationships Made Easy
The good news? With the CRM module in SAGE Total Access, you already have an easy way to manage your clients at your fingertips! You can store all of your customers’ contact information, track leads, record sales opportunities, schedule follow-ups, link all of your presentations and order forms directly to your customers, and more. Visit our Beginner’s Guide to CRM to get started.
To learn more about how a CRM tool can help your business or how to improve your customer service, download our white paper The CRM Strategy: A Distributor’s Guide to Higher Profits and Happier Clients or visit our latest blog!
Can I use SAGE for customer invoicing and non SAGE suppliers purchase orders
Hi James! We'll have your rep reach out to you. Thank you!