Sage Sales Management is a Customer Relationship Management (CRM) system specifically designed to enhance the efficiency and productivity of sales teams. With a focus on simplicity, accessibility, and advanced technology, Sage Sales Management acts as a personal sales assistant, offering key tools for every stage of the sales process. Below, we detail its main features.
Main Features of Sage Sales Management
Multi-Channel Management
Sage Sales Management is a multi-platform solution that allows users to access it via mobile devices, tablets, and web browsers. Each channel is optimised for specific tasks:
Mobile App: Designed for salespeople on the go, it offers features such as automatic check-in, route planning, and quick access to relevant information.
Web App: Focused on analysis and configuration, it enables automatic report generation and the management of advanced data workflows.
Smart Route Planning
Optimises salespeople’s itineraries with recommendations based on distance and travel time.
Compares plans with actual results to improve future schedules.
Allows more visits within the same time frame, increasing productivity.
Personalised Assistant with Artificial Intelligence (Sage Copilot)
Interprets and automates relevant data for each visit, completing up to 75 customised fields automatically.
Generates intelligent reports using voice commands, transcribing and structuring detailed notes.
Suggests actions based on previous interactions and expected outcomes.
Advanced features available with Performance licences, with trial options for Starter and Professional plans.
Email Management
Mass email sending and tracking directly from Sage Sales Management.
Customisation of dynamic templates and tracking of statistics (open rates, clicks, etc.).
Automatic notifications to contact clients at the right time.
AI-Powered Automation
Generates intelligent reports, including note transcription, interaction analysis, and future action suggestions.
Reduces errors and enhances data quality, improving strategic decision-making.
Advanced Customisation
Manages standard and customised fields to meet specific business needs.
Creates personalised dashboards to visualise key metrics.
Offers dynamic integration with other systems, such as Sage, for data synchronisation and process optimisation.
Automatic Analysis and Reporting
Real-time graphs and reports that collect data on activities, opportunities, and contacts.
Identifies new sales opportunities with advanced and micro-segmentations.
Add-ons
Expands basic functionalities with add-ons that increase the CRM’s value, such as advanced AI, cross filters, and more.