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Sage CRM

CRM solutions for complete customer insight

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Accomplish more within your business

Sage CRM enables your staff to avoid duplication and to manage customer relationships more efficiently. Visibility of customer data is improved across the enterprise and operational processes are supported more effectively. Sales teams become more productive resulting in revenue and profitability improvements, and post-sales/ service teams are able to deliver a better customer experience. Sage CRM can save time, unlock potential and drive growth in your business. This solution helps staff identify new opportunities within your contact base and become the source of intelligence upon which informed business decisions are made.

Empower your sales team

Your sales team can work on the right leads at the right time, increasing their productivity by up to 40%. Sage CRM has the tools enabling you to track the performance of sales across your business within an accessible and easy-to-use solution. Your team can easily manage their time by scheduling reminders and appointment, assigning, reassigning and delegating activities ensuring your business always stays on track with meetings and appointments.

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Enhance communication

Sage CRM can improve your management of the sales cycle and ensure data is consistent across teams, helping you reduce costly mistakes that can happen day-to-day. This increases the accuracy of your data, making analysis more insightful and reliable. Sage CRM can help better manage your sales process by tracking opportunities and automatically recording and maintaining a history of all progress updates. Through the system you can assign opportunities and tasks to employees maintaining communication history for each sales opportunity that arises. Sage CRM enables you to report and analyse the sales progress, forecasts and lists within your business.


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Increase customer satisfaction

Make every interaction more personal by staying on top of your customer records. This provides key information to help you deliver the highest level of customer service which can improve customer satisfaction throughout your business.

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Sage CRM features

Sage CRM:


  • Contact management
  • Opportunity management
  • Sales forecasting
  • Quotes and orders
  • Lead management
  • Interactive dashboard
  • Reporting
  • Advanced find
  • Group management
  • Microsoft Outlook Plug-in
  • Data import
  • Case management
  • Campaign management
  • Outbound call handling
  • Manage relationship types
  • Email management
  • User management
  • Workflow
  • Email marketing integration option

Sage CRM is ideal for:

  • Small to medium sized businesses
  • Tracking the performance of sales
  • Managing and scheduling reminders and appointments
  • Tracking new opportunities
  • Campaign management

Sage CRM Services

Implementation Services

The implementation of your CRM solution needs to be carefully planned and correctly managed in order to maximise your ROI. It is essential that the CRM system supports your particular businesses operational requirements and echoes your strategic objectives.

All our consultants are Sage CRM Certified and will work with you to review your business processes and establish an in-depth implementation plan before the system is deployed. We will ensure that you understand all the possible benefits of Sage CRM and help you to gain maximum value from it.

System Configuration

The configuration and management of Sage CRM is carried out on the server only (via browser). For the solution to deliver maximum value, it must be customised to support your specific workflows and business processes. Our team will work with you to optimise configuration for your organisation.

CRM Training

In order to gain maximum value from your Sage CRM system, it is paramount that the solution is configured to meet your particular workflow requirements and overall business processes.

User adoption is commonly known as the most important aspect that determines whether the implementation is successful or unsuccessful. Therefore we work with you to ensure that your system users are comfortable operating the solution.

Our training does not focus solely on the mechanics of Sage CRM. Rather, we help you to grow confident using the software and support you as you endeavour to achieve your business objectives. This will enable users to recognise the personal value of the system as well as its overall contribution to the organisation.

CRM Support

Our Sage CRM support team are all fully trained and accredited for the latest releases of Sage CRM. We support a wide range of clients with 1 to 50 users throughout many different industry sectors across the UK and further afield.

Our Sage CRM support packages provide extensive system management and assistance to users. Our objective is to maximise your ROI for the solution and empower your customer support teams as your business evolves.

Solutions Sage CRM Support includes:

Telephone Help Line: Direct access to our Sage CRM consultants. Monday to Friday 8:30-17:30.

Email Support: Email your queries and expect a response within 4 hours.

Online Remote Access Support: Our support technicians can ‘call-in’ to your workstation or server and determine what the issue is first hand.


Sage CRM 2019 R1

The 2019 R1 release of Sage CRM will help leverage CRM capabilities throughout your entire organisation with updates to the self-service portal, the software development kit and numerous other improvements. Sage CRM can be integrated with your Sage Accounting solution to offer greater functionality, enabling you to manage your customer relationships across sales, marketing, customer service and accounts.

Improvements to the web self-service experience

Sage have created a new responsive version of the self-service portal. It is easy to put into production and allows you to deliver the power and adaptability of the self-service API for external users of Sage CRM.

Improvements to the Calendar List

All Sage CRM users can now view a complete list of their tasks and appointments in My CRM Calendar List. By default, this list shows all the tasks and appointments from the moment when the user was created in Sage CRM.

Improvements to the software development kit

For educational purposes, Sage have created multiple sample Visual Studio projects, including social media integrations. This allows you to speed up the creation of these specific extensions, as well as developing custom integrations for specific customer projects and to extend core product functionality.

Find out more about the latest version of Sage CRM by contacting us on 0115 697 2311 or enquire here.

What's New?

The 2019 R1 release of Sage CRM will help leverage CRM capabilities throughout your entire organisation with updates to the self-service portal, the software development kit and numerous other improvements.

Find out more

Why Solutions?

Our expert team will help you understand how Sage CRM can be configured to support your business effectively. We help you through every step of the implementation process, from consultation and installation through to supporting your software and your business once you are up and running.

We provide full product training to help your users get the most out of the software and to become more effective in their engagements with your customers.

As an award-winning, accredited Sage CRM specialist, with many years’ experience in delivering Sage CRM for clients, our team can help you transform the way you do business, freeing up the valuable time you need to focus on achieving your business goals. To find out how Sage CRM can give you complete control over your business, call us today on 0115 840 5075 or email enquiries@solutionsforaccounting.co.uk.

Testimonials

"As soon as we went to Solutions we saw an improvement straight away, their values are the same values we have."

Steven Ayres, Synectics Solutions Ltd

"We've used Solutions over the last 10 years...their knowledge and constant strive to improve and help their clients give us a better solution. "

Nick Kenyon, Numed Healthcare

Our Other CRM Solutions

Act! CRM, from Swiftpage, is the world’s leading contact and customer management system for business.

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Salesforce is the world's leading cloud-based CRM system, which has revolutionised the way businesses manage their relationships with customers and prospects.

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