Accelerating the pace of commercial management in companies and boosting sales is the proposal of Sage Sales Management – the new CRM software recently introduced by Sage for the national market. Discover all the features and advantages of the tool for sales teams and managers.
After Sage announced the launch of the new Human Resources solution in February – the Sage HR – the software house is bringing more news, this time in the area of commercial management.
Sage Sales Management is announced as the CRM “designed to be intuitive, allowing salespeople to easily integrate it into their daily routine and master it in just a few minutes”. Accelerating the activity of sales teams is the premise of Sage Sales Management, whose use is enhanced by Artificial Intelligence, reports, voice-based visit planning, proposal creation and validation, and integration with the main software and applications on the market.
Features of Sage Sales Management
Sage’s CRM offers a range of essential features for sales and commercial activity management, such as:
- Automatic registration of all commercial activity (calls, emails, geolocated visits, video calls, and WhatsApp). It allows sales managers to monitor all customer interactions in real-time.
- Artificial intelligence for sales integrated into the CRM. It interacts with Sage Copilot to obtain key data on billing, orders, customer risk, and sales, speeding up processes.
- More efficient and professional visit reports. AI also enables voice note recording with all the details of sales visits. Sage Copilot structures the information and proposes follow-up actions (memo transcription, automatic completion of visit forms, creation of events, tasks, or requests).
- Cloud-based team collaboration. It allows for the management and sharing of various types of information, such as activity and sales goals, individually or for the entire team, and presents the information in simple and appealing dashboards.
- Integrated and automatic analysis of team performance, based on real activity data. It ensures well-distributed efforts and a consistently monitored client portfolio.
- Mobile solution. Provides immediate access to all sales information in an easy-to-use, intelligent, and reliable app.
Discover how to gain more visibility on business opportunities and increase the productivity of sales teams in the PONTUAL Webinar on Sage Sales Management. Register for free.
Advantages of Using Sage Sales Management
For Sales Managers
Sage Sales Management is a comprehensive tool for salespeople who want to increase the effectiveness of their commercial activities. Among its many features, the automatic and voice-based activity reports with AI stand out, which can generate a reduction of up to 4 hours per week dedicated to reporting, freeing managers to spend more time on sales.
The tool provides an up-to-date and complete view of the client portfolio and relevant financial information, accessible from the mobile phone and synchronized in real-time. This grants great autonomy to the salesperson, as they have access to information anywhere, reducing the need to contact the office.
Additionally, the ease of recording activities related to clients helps optimize sales and reduce errors, improving the experience for both the sales manager and the client – an impact that can translate into a 25% increase in sales and a reduction in sales cycles.
For Sales Directors
For sales directors, Sage Sales Management offers a complete view of the sales team’s performance, with real-time visibility of activities and sales. The tool allows tracking of defined objectives and access to analysis oriented towards managing the sales process, improving team productivity and alignment between tactical and commercial strategy.
The advanced Artificial Intelligence features interpret data from the client’s 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% by salespeople”. Implementation is quick and data synchronization is secure, contributing to a rapid return on investment.
The new CRM solution from Sage ensures sales directors have full control of the client portfolio. In addition to maintaining ownership of all data within the company, it is possible to ensure that the best clients and prospects are contacted with the appropriate frequency, improving the quality of client follow-up.
Integration with Various Software and Applications
Sage Sales Management is ready to integrate with various applications. Whether Sage ecosystem software or third-party solutions like Microsoft 365 (and many others), integration allows for automatic synchronization of financial and operational data, facilitating real-time access and management of information. Furthermore, integration ensures that client data is always up-to-date, avoiding duplications, errors, and providing a more unified view of the business’s commercial activity.
The CRM Sage Sales Management transforms how sales teams operate and achieve new goals. In an increasingly dynamic and demanding context, 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 the Sage Platinum Partner status – the highest level of partnership with Sage – and has a team of specialized consultants always ready to meet the business needs of all sizes. Contact us to learn more about our Sage software offerings.
