The Beginner’s Guide to CRM

The SAGE Online CRM module is an easy tool that organizes all your client history and improves your customer service. Not only can you store all your customers’ contact information, but you can also track leads, record sales opportunities, schedule follow-ups, and link all presentations and order forms directly to your customer.

Here is our step-by-step guide for how to use the SAGE Online CRM module to strengthen and improve your business.

How to Manually Add Clients to CRM

Click “Clients | CRM” in the left menu.

Click 'New Client Company,' directly under the “Home” tab on the top left-hand side.

Add your client’s company information, like the company’s name, logo, and contact information.

Click the 'Save' button at the bottom.

Click “Clients | CRM” in the left menu.

Click “New Client Company,” directly under the “Home” tab on the top left-hand side.

Add your client’s company information, like the company’s name, logo, and contact information.

Click the “Save” button at the bottom

Things to Know:

Adding this valuable information, like your client’s logo, will make creating virtual samples and presentations a breeze. If you want a certain client to have specific discount, you can also set that up in their contact information. You can also go back and add any additional contacts to your client’s company information.

How to import contacts via outlook or excel to CRM

In the top toolbar, click “Tools” and select “Import Clients.”

If you are importing from Outlook, click the “Outlook” option and select which contacts you would like to import.

If you are importing clients from an Excel spreadsheet, make sure your contacts are stored in our Excel template. Then, select the file you want to import.

Click “Start” and all your newly added contacts will be shown in the left-side screen.

In the top toolbar, click “Tools” and select “Import Clients.”

If you are importing from Outlook, click the “Outlook” option and select which contacts you would like to import.

If you are importing clients from an Excel spreadsheet, make sure your contacts are stored in our Excel template. Then, select the file you want to import.

Click “Start” and all your newly added contacts will be shown in the left-side screen.

Things to Know:

If you want to import from an Excel spreadsheet, check out our printable checklist that will guide you through the steps of formatting your contact list.

How to Schedule Tasks and Follow-Ups

Click on a client and select “Tasks” in the top menu. By clicking this, you’ll be able to see a view of all past, current, and future tasks for that specific client.

Click on the “New Tasks” button on the right and fill in the information for due dates, priority, subject line, notes, and more. 

Double click a task if you would like to edit or mark as completed.

Make sure you document how your encounter with the client went in the “Notes” section.

Click on a client and select “Tasks” in the top menu. By clicking this, you’ll be able to see a view of all past, current, and future tasks for that specific client.

Click on the “New Tasks” button on the right and fill in the information for due dates, priority, subject line, notes, and more.

Double click a task if you would like to edit or mark as completed.

Make sure you document how your encounter with the client went in the “Notes” section.

Things to Know:

Want to keep track of the rest of your team’s progress? If your access rights allow, you can also select “Everyone’s Tasks” in the top right of the landing page to get an overall view of your company’s growth.

How to Look at Your History

Any presentations, order forms, or tasks you assign to a client will automatically appear in that client’s history as well as the corresponding tab. 

From the history page you will be able to view, edit, or add any history pertaining to that client, making it easy to remember every interaction. 

To attach or scan documents, like previous orders or emails between you and the client, click “Add History” and select your files from the “Attachments” section.

Automatically add sent emails to your history by including addhistory@sageonlinecrm.com in your CC or BCC list of your email. Or just use the “Email” button from within CRM.

Any presentations, order forms, or tasks you assign to a client will automatically appear in that client’s history as well as the corresponding tab.

From the history page you will be able to view, edit, or add any history pertaining to that client, making it easy to remember every interaction.

To attach or scan documents, like previous orders or emails between you and the client, click “Add History” and select your files from the “Attachments” section.

Automatically add sent emails to your history by including addhistory@sageonlinecrm.com in your CC or BCC list of your email. Or just use the “Email” button from within CRM.

Things to Know:

The best part is that you can access all your client information from SAGE Online, SAGE Web, and SAGE Mobile!

From storing client information to streamlining your order management, the SAGE Online CRM module will make running your business easy and efficient. For a more in-depth tutorial, sign up for a free, live demo.

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