Sage has positioned their award winning Sage CRM application across both the SME and mid market. It is available stand-alone or integrated with Sage X3 and Sage 300.

Sage CRM is a powerful and very flexible piece of software adaptable to almost any industry. It is available as a pay per month subscription or under a traditional capital purchase. Sage CRM is a Web enabled application meaning system users with a web enabled device can access Sage CRM.

Both the ENBU and GUMU connectors provide Sage X3 system users the ability to quickly and easily reflect Sage X3 data in the Sage CRM user interface helping to increase the cohesiveness of the software and to meet any and every information challenge mid sized companies face when supporting sales, account managers, customer service and the accounts department.

Sage CRM Out of the box functionality

Out of the box Sage CRM functionality will support the CRM sales and marketing needs of most mid-market enterprises however the product also provides companies with development and configuration capabilities to tailor make the system to reflect the terminology, work flows, alerts and data presentation facts you need to achieve your business goals.

Some examples of how Sage CRM can be configured to meet specific industry challenges include using Sage CRM to support a sport or industry based membership organization, create rooms and resources to support an aged care group, use Sage CRM to manage assets and delivery of technical or professional services or simply use Sage CRM in a wholesale environment to support your sales people to see more people, sell more goods and attract new clients.

Outlook integration

With full Outlook integration and the option to use the Sage CRM 7.3 Web app your mobile staff will have the right tools to succeed. Back office accounts can also join in by using the brilliant debt collection features of Sage CRM. Sage CRM is the unifying piece of software that has application across each and every department including purchasing. (Supplier CRM or SCRM) With document management, automated email filing, task, appointment and contact synchronization valuable corporate data is collected, stored and made available to customer facing staff so your customers and suppliers receive a consistent and accurate flow of information across your business.

The features in Sage CRM stacks up particularly well against other CRM systems with the added benefit of optionally integrating with Sage X3 or Sage 300 to deliver you a much more practical system drawing together both ERP and CRM data for a clear picture of all your business partners and staff efforts.

As the Sage X3 literature indicates Sage X3 includes CRM in its all in one suite. The CRM inside Sage X3 is ideally suited to companies who sell equipment and who then provide after sales services for the equipment. However the CRM in Sage X3 is quite powerful and often suits companies who simply need a system to follow up sales orders, quotes and outstanding payments.


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