Gone are the days of fishing out business cards from the bottom of your wallet or spinning a Rolodex. The best part of living in the 21st century is that we can rely on technology to keep track of business leads and log past conversations with clients. CRM, or Customer Relationship Management, is a streamlined solution that helps you manage your business relationships and store all your client information in one place. At the end of the day, the success of any business is not just about the quality of the product you’re selling – it’s also about maintaining great business relationships.

As a SAGE Workplace™ subscriber, you automatically have access to a CRM. It can be accessed in the Clients tab. Whether you need to send a quote to a client or to plan a follow-up with a lead, SAGE CRM makes it easier for you to manage your workday and your client requests. Below are our five ways the SAGE CRM can radically help you improve your business.

1.  Simplicity

Who doesn’t want an easy solution to running a business? When you click on Clients in the navigation menu of SAGE Workplace, it will show you an overall snapshot of your contacts, tasks, quick statistics, and calendar.

With all this information on one screen, you know exactly how to plan your day. Your most urgent tasks will appear in red in the center field, and your contacts will be listed in the left-hand side column. Your calendar will also show how many tasks you have scheduled for that day, giving you a clear idea of how many items are on your to-do list.

Whether you’re scheduling a new task or adding history to your client, all your client’s contact information will be at your fingertips.

To view a training video about getting started with SAGE CRM, log into https://www.sagemember.com and then click Support and then Videos in the menu on the left. Click CRM on the videos page. Look for the video entitled “The Beginner’s Guide to the CRM Module.”

2.  Integration

One feature that sets the SAGE CRM module apart from the competition is that it integrates with other features in SAGE Workplace.

Let’s say you want to take advantage of our pre-made monthly email campaigns. If your contacts are loaded into your CRM, you wouldn’t have to type out each individual email address. Just select from the client groups you create who you want to receive a marketing email and click send. It’s that easy.

Now, let’s say that your email campaign was successful and one of your clients wants to meet for lunch to talk business.

After you’ve made the sale, you can place their order right there on your phone with the Workplace mobile app if you’re set up with Stripe. When you go to the Payments tab and select your client, all your customer’s information will populate the appropriate fields.

For those distributors wishing to add client text messaging to the CRM, that’s now a possibility with the add-on service. Learn more about SAGE Client Text Messaging here.

3.  Scalability

It’s one thing to think you’re improving your business, but it’s entirely another to actually see the results. The Clients module provides you with up-to-date statistics on your business.

From the Quick Stats section at the bottom of the Snapshot page in the Clients module, you can see your overall business growth on a daily, monthly, and yearly timeline. You’ll be able to see exactly how many new clients you gained, how many presentations you sent, how many quotes you created, and more.

If you want to view the statistics for a specific client, all you have to do is select the contact in the left column and click Snapshot at the far right.

These statistics allow you to share the progress with your team and inspire more collaboration. With the proper knowledge, you set attainable, measurable goals that steer your work efforts in the right direction.

4.  Organization

This module not only provides solutions that help you keep up with all your customers, but it also gives you a platform where you can actively work on gaining more business.

When you click on a contact, you can set the rating and business potential of that client, making it easy to remember their priority. You can also see their presentations, tasks, orders, history, and more. Everything is organized and ready for you to plan your sales process.

5.  Client Retention

When you’ve got all your interactions and sales materials in one place, keeping up with clients is a breeze.

Say goodbye to wondering what client received which email. Seeing past interactions in your client’s history will refresh your memory on where you left off with them. If you subscribe for more than one SAGE user, each user can see all the communication with every client, so inner office communication is seamless. When your clients and potential clients see how prepared and organized you are, they will know they’re in good hands.

It’s no surprise that this industry can be cut-throat when it comes to competition. Sometimes, it can feel like it’s a fight between you and everyone else.

But, with SAGE CRM, you’re not going into battle alone. We provide the best business solutions to help you rise above the competition and come out on top. The CRM module is available on all SAGE platforms, so you can access it from any device.

To discover more about what SAGE CRM can do for you, schedule a one-on-one training session with your account advisor.

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