Sage CRM for Business Services

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Business Services like CA, Digital agencies, rely mostly on the varied services that they provide for garnering better customer relations and a wider portfolio of customers. Since a lot of work and relation and profitability is dependent on Customer and Business data, it is applied that the Services firm needs a better and a smarter application than Excel for strategic campaigns and business decisions.

From managing calls, tasks, appointments and intelligent reporting, a Services Company needs to take care of all those processes and much more. For this reason, the company needs a robust and scalable CRM for Business Services which can help tailor match the individual business need and streamline all the internal processes under one roof.

Sage CRM for business services is a web based and full featured, highly configurable CRM solution which will help the firm to smoothly manage their leads, appointments, important documents, tasks, daily, weekly reports which will help in forecasting and better communication management with the customers.

Sage CRM for business services can boost customer engagement and customer relationship in the following ways:

  1. To Enhance Customer Relationship.

Customer relationship is of an utmost importance to any services firm as that is what they thrive on. With Sage CRM, you can effectively manage and support marketing campaigns which are run for targeted clients and regions.

A digital marketing firm will find this of utmost importance as they constantly need to run marketing campaigns to drive sales and improve service. It allows the staff to not only manage vital information of clients but also record each and every small detail of the customer and his campaigns.


  1. Cut Costs.

In a services Industry, the major wastage occurs when time is wasted. Since there is no product, what are sold are intangible services that need to be properly monitored to see that no wastage in terms of time happens. With Sage CRM for business services, you can put an end to the poor work practices that result in wastage of time.

Also, keep track of all your invoices and never let a misplaced invoice worry you. Manual maintenance of invoices can lead to loss of money and discrepancy in auditing. Also, all outstanding invoices if not cleared on time, discord in vendor and client harm in relationship. Keep track of all invoices and create alerts for outstanding invoices so that chasing behind sales persons can be eliminated and quicker decisions can be taken.

Growth in Sales.

The ultimate aim of every business solution should be helping the organization grow in sales. When all the customer information is in one place, taking strategic decisions become easier and also tracking of campaigns become a lot easier. From cross selling to personalizing offers for customers, Sage CRM for business services helps you with all the process for identifying and closing sales faster.

Delivery of services and fulfilling commitment is of utmost importance to a services firm. Let Sage CRM help you with it by identifying better channels of delivery and serve better. There are many CRMs in the market that are available but the firm needs to be clear on what they want out of the solution better. Many-a-times only growth in sales becomes the priority for the firm and they miss out on other functional and equally important areas like visibility, business intelligence, smart reporting, collaboration of all departments, tracking wastage and delivery.

For more details on how can Sage CRM for Business Services help you and your services firm better, SMS SAGE to 56767. You can also write to Sage Software Solutions pvt Ltd at

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