Entegraty Rainbird Business Solutions

Sage and Pipedrive, both CRMs, both have their place in the business world and we are pleased to offer both as solutions to you our customers. #Each has their own benefits and quirks and reasons why one may be more suited than the other. Find out more about Sage CRM here https://lnkd.in/eetMepge and more about Pipedrive here https://lnkd.in/eevqmdyF #crm #safecrm #pipedrivecrm

Here are our Support desk and business opening hours this festive season. Thank you. And from all the team at ERBS, we would like to wish you all a very Merry Christmas!

Tip 12 of Sage CRM. You can protect your business. Spread sheets are personal, whereas CRM is collaborative. Often, only key people understand the quirks of complicated spread sheets and how the various formulae were derived or calculated. What happens if these sales managers or reps leave your company? Knowledge goes with them, and the spread sheets they leave behind become irrelevant or unusable. Keeping company, contact and opportunity data in a central database means you don’t have to reinvent the wheel each time a rep or manager leaves. #sage #crm #sagecrm

Tip 11 of Sage CRM. You can plan ahead with confidence. A spread sheet won’t trigger a notification in your diary if you need to collate a report, send a client an email or arrange a face-to-face meeting. This makes finding out your next action for a customer or account more time consuming. Often, the only way to find out is through a flurry of emails, phone calls and meetings about meetings. Using CRM, you can review past meetings notes, address outstanding actions and plan your company’s marketing and sales initiatives based on current customer information. #sage #crm #sagecrm

Tip 10 of Sage CRM. You can stay grounded in reality. Sales people are by nature optimistic but this optimism can creep into their interpretation of spread sheet-based sales reports. As a manager, you may have faith in the judgement of your sales team, but sometimes you need to find a way of interpreting the logic underpinning sales reports. If you move key data into CRM software, you can generate predefined reports and charts, sense-check business decisions and gain a clear picture of the way a customer 'moves through your processes' & where that deviates from the norm. https://lnkd.in/gS-K3CnD #sage #sagecrm #crm

Tip 9 of Sage CRM You can make decisions based on more accurate sales information. If different business teams can only access data from their part of the business, or if they are using inaccurate or out-of-date information, the productivity and efficiency of your business is at risk. A spread sheet provides a snapshot of a moment in your business and, unless someone takes the time to manually input new data, it becomes outdated. For example, a sales forecast for the next quarter won’t update when you reschedule a potential sale that is set to close. This is compounded when sales and management teams use different versions of a particular spread sheet. If you move key sales data into CRM, this type of information is easier to find out and report on. #crm #sage #sagecrm https://lnkd.in/gS-K3CnD

Tip 8 of Sage CRM. Integrating with your accounts system and having a central place to store all key information and data, by overlaying the two systems https://lnkd.in/gS-K3CnD - a strategic approach to SageCRM #sage #crm #sagecrm

Tip 7 of Sage CRM. Your CRM can act as the ideal Account manager – helping you/the team assign key marketing and sales tasks #sage #crm #sagecrm

Tip 6 of Sage Make the most of editable grids to help you work smarter when it comes to data entry. It's the simple things that make a difference. #sage #crm #sagecrm

Tip 5 of Sage. CRM Manage, nurture and follow up with your sales process and sales pipeline. You can improve the quality of sales forecasts. https://lnkd.in/gS-K3CnD #sage #crm #sagecrm