Summary
Sage Sales Management helps you manage customer information and daily sales activities wherever you work. You can record information and access current sales data in the same application.
Sage Sales Management includes Sage Copilot. This assistant uses Sage AI to automate tasks and help you improve data quality.
1. Use Sage Copilot throughout the sales cycle
Sage Copilot works across all entities in the application. It helps you record information quickly and accurately. You spend less time entering data and keep your records consistent and up to date.
With Sage Copilot, you can:
Complete the fields automatically after a visit or call.
Create summaries from your notes or voice dictation.
Keep data consistent across entities.
Spend less time on administration and more time with customers.
The following articles show how to use Sage Copilot in your daily sales work.
2. Main entities (starting with the Dashboard)
Sage Sales Management organises information into interconnected entities. The main ones are:
Dashboard
Your daily control panel. It displays activity, results, key indicators and quick access to essential areas.
Accounts
Companies or customers you work with, providing access to contacts, activities, opportunities and related information.
Contacts
Individuals are linked to each account, including personal details, preferences and interaction history.
Activities
Visits, calls, tasks or any actions that form part of your day-to-day work.
Opportunities / Pipeline
Sales opportunities in progress, including amounts, stages, probabilities and pipeline tracking.
Quotes / Orders (depending on version)
Commercial documents linked to your opportunities or customers.
Products / Catalogue
Information on the products or services offered, used for quotes, orders and reporting.
Reports and Analytics
Dashboards, reports, and indicators help you review sales activity, measure performance, and decide.
3. Key functionalities of Sage Sales Management
Below is a list of the main functionalities provided by Sage Sales Management, each with a brief description. Dedicated articles show in detail all these features.
Mobile CRM: Record visits, calls and commercial activity from anywhere.
Cloud-based CRM: Centralised platform for customer, lead and pipeline management.
Sage Copilot (Sage AI integrated): Provides an interaction layer across the application. It helps you get summaries and complete forms using text or voice.
Sales Accelerator and Objectives: Helps track individual and team performance.
Dashboards and Reporting: Up-to-date metrics and customisable reports help you analyse sales activity.
Integrations with ERP, email, calendar and business tools: Keeps data synchronised across systems.
Customer and Pipeline Management: Organises accounts, contacts, opportunities and sales processes in one place.
4. What’s next?
The next step is to learn how to access the application from each available channel.
➡️ Next article: How to access Sage Sales Management
How to sign in to the web version and how to download and access the mobile application, step by step.