After Sage announced the launch of its new Human Resources solution, Sage HR, in February, the software house is back with more news, this time in the area of commercial management.
Sage Sales Management advertises itself as the CRM “designed to be intuitive, allowing salespeople to easily integrate it into their daily routine and master it in minutes.” Accelerating the activity of sales teams is the premise of Sage Sales Management, whose use is enhanced by Artificial Intelligence, reports, voice-activated visit planning, proposal creation and validation, and integration with the leading software and applications on the market.
Sage Sales Management Features
Sage CRM offers a range of essential features for sales and business management, such as:
- Automatic recording of all commercial activity (calls, emails, geolocated visits, video calls, and WhatsApp). It allows commercial managers to monitor all interactions with customers in real time.
- Artificial intelligence for sales integrated into CRM. Interact with Sage Copilot to obtain key data on billing, orders, customer risk, and sales, accelerating processes.
- More efficient and professional visit reports. AI also allows you to record voice memos with all the details of your sales visits. Sage Copilot structures the information and suggests follow-up actions (transcription of the memo, automatic completion of visit forms, creation of events, tasks, or orders).
- Collaboration with the team in the cloud. It allows you to manage and share various types of information, such as activity and sales targets, individually or for the whole team, and presents the information in simple and appealing dashboards.
- Integrated and automatic analysis of team performance, based on real activity data. Ensures well-distributed efforts and a constantly monitored client portfolio.
- Mobility solution. Provides immediate access to all sales information in an easy-to-use, intelligent, and reliable app.
Advantages of using Sage Sales Management
For commercial managers
Sage Sales Management is a comprehensive tool for salespeople who want to increase the effectiveness of their commercial activities. Among its many features, AI-powered automatic and voice activity reports stand out, which can generate a reduction of up to 4 hours per week spent on reporting, freeing managers to devote more time to sales.
The tool provides an up-to-date and complete view of the customer portfolio and relevant financial information, accessible from a mobile phone and synchronized in real time. This gives the salesperson a great deal of autonomy, as they have access to information anywhere, reducing the need to contact the office.
In addition, the ease of recording customer-related activities helps optimize sales and reduce errors, improving the experience of both the sales manager and the customer—an impact that can translate into a 25% increase in sales and in shorter sales cycles.
For sales directors
In the case of sales managers, Sage Sales Management offers a complete view of the sales team’s performance, with real-time visibility into activities and sales. The tool allows you to track defined goals and access analyses geared toward sales process management, improving team productivity and alignment between tactics and commercial strategy.
The Advanced Artificial Intelligence features interpret data from customer history and return information in seconds, generating valuable insights that contribute to strategic decision-making and continuous improvement of sales processes.
According to Sage, this is also “the easiest sales application to use, with a daily adoption rate of 90% among sales representatives.” Implementation is fast and data synchronization is secure, which has contributed to a rapid return on investment.
Sage’s new CRM solution gives sales managers complete control over their customer portfolio. In addition to maintaining ownership of all data within the company, it ensures that the best customers and prospects are contacted with the appropriate frequency, improving the quality of customer follow-up.
Integration with various software and applications
Sage Sales Management is designed to integrate with a variety of applications. Whether it’s software from the Sage ecosystem or third-party solutions such as Microsoft 365 (and many others), integration allows you to automatically synchronize financial and operational data, facilitating access and management of information in real time. In addition, integration ensures that customer data is always up to date, avoiding duplication and errors and providing a more unified view of the business’s commercial activity.
Sage Sales Management CRM transforms the way sales teams operate and achieve new goals. In an increasingly dynamic and demanding environment, Sage presents an intuitive solution that promises to accelerate the results of sales teams in a mobile context – and, consequently, the results of companies.
PONTUAL holds Sage Platinum Partner status – the highest level of partnership with Sage – and has a team of expert consultants who are always ready to respond to the needs of businesses of all sizes. Contact us to learn more about our Sage software solutions.
