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.
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.
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.
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.
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.Watch Live Demo