Sage CRM Support

With our dedicated Sage CRM technicians on hand to assist, your staff are never alone.

This leading CRM system provides the tools to enhance your relationship with your prospects and customers, whilst being fully supported by our experts.

Industry-leading expertise

Solutions for Accounting and CRM have been a leading Business Management System provider for over 20 years. Having implemented hundreds of systems for SME’s, we are very experienced in helping businesses find the right solution for them. More importantly, we provide ongoing support to ensure that CRM systems continue to support users and deliver continuous business value

What makes us different?


of calls to Solutions for Accounting’s helpline are answered by a real person within 10 seconds.


of issues are resolved within the initial call. All cases are tracked and a detailed history of progress against each client request is maintained.

Personal attention, empathy and immediacy.

We understand that Sage CRM is important to your business, and that downtime is at best, inconvenient and at times, intolerable.

We prioritise calls with our valued support clients, and we understand the urgency of your request for assistance. In this way, we can use our best endeavours to organise a timely response with the most appropriate Sage CRM consultant or technician.

The experience that we seek to create for you is one characterised by personal attention, empathy and immediacy.

We self-assess our own performance rigorously and constantly work to improve our processes, and the quality of service that we are able to offer.

We’re proud of our ‘world class’ Net Promotor Score (NPS). It is evidence of the high regard in which our customer’s hold us, and also the strong collaborative relationships we maintain with them.

To find out how our software experts can help Sage CRM give you complete control over your business, call us today on 0115 840 5075 or email

The Salesforce support package

Our Sage CRM support package provides you and your Users with the appropriate level of help, advice and technical assistance when you need it most.

Solutions for Accounting and CRM’s support delivers an essential level of cover. We provide user assistance with all basic functions as well as links with Microsoft Outlook, Exchange and Office 365. We also support integration with Mailchimp and Sage Accounting and ERP software systems.

Our support technicians are Sage CRM specialists with extensive product experience. We have the necessary skills and resources to resolve software issues that you may experience, as well as provide advice on system features and functions.

We want to ensure that your business derives maximum benefit from your investment in Sage CRM, whether it’s simple CRM functionality you require, or a fully featured solution that reaches into all customer-facing disciplines within your organisation.

At Solutions for Accounting and CRM we are are very proud of our award winning support team and the high level of service we are able to provide our loyal customers.

All of our technicians and consultants receive continuous product training, and maintain formal up-to-date accreditations with the technologies they support

The Solutions Support team includes consultants who have decades of experience working in the industry and specialists who are AAT accredited. This wealth of knowledge means that we can better understand your queries, gauge impact and provide the appropriate solution.

We pride ourselves on providing first class customer service and as such we are constantly looking for ways to enhance your support experience.

How likely are you to recommend Solutions for Accounting and CRM to others?

The Net Promoter Score rating ranges from -100 to +100. Based on global NPS standards, any score above 0 is considered “Good”, above 50 is “Excellent,” and above 70 is considered “world class.”
The NPS is a rating system that represents the loyalty of your customer base.

Support features

Relax in the knowledge that your CRM system is properly configured and efficiently maintained as you focus on developing revenue opportunities. We’ll ensure that critical customer data is available to your users wherever and whenever they need it.

The range of support packages that we offer is flexible, enabling us to provide the level of cover required by your business and your staff. We can structure a service that will complement the support available to you from internal or external IT resources, and that reflects the capabilities of your own Users.

Report Editing & Design Service

We’ll help ensure that strategic business decisions are based on accurate real-time data. Our technicians can create custom reports and graphical dashboards to highlight key performance indicators and business metrics.

We can help you to review the many standard reports and dashboards that are contained within your CRM system, or (for a nominal extra cost) create bespoke reporting and dashboard solutions.

System Reviews

Sage CRM provides you with the tools to deliver great insights and results when users are confident and aware of key system features and functionality.

Quarterly system reviews provide an opportunity for users to ask questions and seek advice on areas of the software that may better support business process, ensuring you and your teams are using this leading system to its full potential.

Configuration Requests

Discuss your database requirements with our Sage CRM Product Specialists who will work with you to decide how it can be setup and configured to support your needs.

Annual onsite visit

Discuss how Sage CRM is contributing to your business at a strategic level. Our Sage CRM Consultants will help review your CRM Strategy and work with you to determine new goals. They will then offer advice in terms of how Sage CRM may be used to meet new objectives and deliver greater value to your business.

Unlimited access

To our technical support services including:

  • Telephone Helpline:
    Providing direct access to our Sage CRM Product Specialists. Mon–Fri 08:30–17:30
  • Email Support:
    You can email us with a query at any time and we will aim to respond within 4 hours
  • Online Remote Access Support:
    Using state-of-the-art web tools, our technicians connect to your server or workstation and see the problem that you are encountering at first hand
  • On site support:
    We are able to offer on-site support for our contract customers
  • Advice:
    You are invited to seek our advice regarding the use of your Sage CRM system, including the potential benefits of applying updates and upgrades

Get in touch…

Call us on 0115 840 5075