📌 This feature is included in the Performance plan and available for the Professional plan.
For detailed information about each plan, you can check 👉 here.
What is Sales Campaigns and How Can It Help You?
Sales Campaigns is a Sage Sales Management feature designed to improve the organisation and execution of commercial campaigns. It allows you to segment customers and prospects, assign tasks to sales teams, and track the progress of each campaign in detail.
With Sales Campaigns, your team can execute targeted sales strategies and increase efficiency in customer management.
What Does This Feature Offer?
You can create specific campaigns for a selected group of companies in Sage Sales Management. This allows you to track which companies have been contacted by a sales representative and which still need to be reached.
By assigning a start and end date to the campaign, sales teams will know how much time they have to visit or contact companies, inform them about updates, temporary offers, cross-sell, or gather customer insights.
What Types of Campaigns Can I Create?
You can create as many campaigns as necessary to achieve your goals, such as:
Promoting a new product
Offering discounts
Cross-selling
Distributing samples
Collecting information from potential customers
The Sales Campaigns module is flexible enough to accommodate all your objectives.
How to Create a Campaign in Sage Sales Management
💡Managers and team leaders have the necessary permissions to create and edit campaigns.
Campaigns must be created from the web application.
The Campaigns menu (available only with the add-on) allows you to create campaigns and view them grouped into different sections depending on their status:
Active: Campaigns currently running within the defined timeframe.
Drafts: Campaigns still in the setup phase.
Completed: Campaigns that have ended, with access to their data (statistics, responses, etc.).
Scheduled: Campaigns that have a planned start date and will activate automatically when the time comes.
Additionally, you can duplicate completed and active campaigns. The new campaign will be saved in the draft folder with all copied data, except for the results.
Steps to Create a Campaign in Sage Sales Management
Step 1: Access Sales Campaigns
Go to the Sales Campaigns menu within Sage Sales Management. From here, you can create a new campaign or manage ongoing ones.
Step 2: Define Campaign Details
When creating a new campaign, fill in the following details:
Campaign Name: Choose a clear and descriptive name.
Campaign Objective: Define your goal (for example, generating new leads, increasing conversion rates, etc.).
Start and End Dates: Set the campaign’s duration.
Responsible Users: Assign the users or teams responsible for executing the campaign.
Step 3: Audience Segmentation
You can filter customers and prospects based on criteria such as:
Geographic location
Industry sector
Level of previous interaction
Sales cycle status
Step 4: Configure Campaign Actions
Define the tasks that sales representatives must complete within the campaign, such as:
Calls – Contacting customers or prospects.
Meetings – Scheduling visits or video calls.
Emails – Sending personalised communications.
Opportunity Follow-ups – Monitoring the progress of potential deals.
Step 5: Launch the Campaign
Once all details are set, review and activate the campaign. The sales team will automatically receive their assigned tasks and can start working on them immediately.
Tracking and Evaluating Sales Campaigns
How to Monitor a Campaign
From the Sales Campaigns section, you can track each campaign in real time, including:
Number of completed activities
Results obtained in each phase
Recorded customer interactions
To make tracking easier, Sage Sales Management allows you to filter campaigns by user, date, or status.
Measuring the Impact of a Campaign
To evaluate the effectiveness of a campaign, you can analyse key performance indicators such as:
Number of contacts reached
Number of conversions or generated sales
Response rates to calls or emails
Average conversion time
These insights will help you optimise future campaigns and improve sales strategies.
Frequently Asked Questions (FAQ)
For Team Leaders / Managers
Can I analyse the progress of my campaigns?
Yes, in the Sales Campaigns menu in the web version of Sage Sales Management, you can track campaign performance, including:
Team Performance – Total number of companies in the campaign and their progress.
Accounts – Companies involved in the campaign, their assigned representative, and contact status.
Survey Responses – View collected responses in table or graph format.
Can I export campaign details?
Yes, you can export details of any active or completed campaign by clicking on the export button. The data will be generated in an Excel file or shared via email.
For Sales Representatives
How Can Sales Campaigns Help Me?
With this module, you will have a Campaigns shortcut on your Dashboard, showing you which clients you need to contact and when.
Simply register an activity and associate it with the campaign. All information will be automatically recorded in the company profile and Campaigns menu, eliminating the need for additional reporting.
How Do I Know What to Do and When?
Campaigns can only be completed from a mobile device. To check if you have active campaigns:
You will receive a notification when a new campaign starts.
On the start date, you will receive an email with campaign details.
On the final day, you will receive a summary with the campaign’s results.
How Can I Complete a Campaign?
There are two types of campaigns:
Check-in – Requires a physical visit to the company.
Any Activity – Calls, meetings, or comments can be logged to complete the campaign.
You can complete a campaign using:
Campaigns Menu – Access via the Dashboard or Campaigns menu.
Magic Card – If you are near the company, a Check-in option will appear for the campaign.
Company Profile – Register an activity linked to the campaign from the company details page.
Activities Menu – Create a new activity associated with the company that has an active campaign.
If multiple campaigns are active for the same company, you will need to select which campaign you are completing.