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omplete Guide to Sales Campaigns in Sage Sales Managemen
omplete Guide to Sales Campaigns in Sage Sales Managemen
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Written by Training
Updated today

📌 This feature is available for all Performance plans.

For detailed information on each plan, you can check 👉 here.

What is Sales Campaigns and How Can It Help You?

Sales Campaigns is a feature in Sage Sales Management designed to improve the organisation and execution of sales 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 implement targeted sales strategies and increase effectiveness in customer management.

Key Benefits of Sales Campaigns

  • Effective segmentation: Filter customers and prospects based on specific criteria.

  • Task automation: Assign structured activities to sales teams.

  • Centralised tracking: Monitor campaign progress in real-time.

  • Performance measurement: Assess the impact of each campaign with accurate data.


How to Create a Campaign in Sage Sales Management

Step 1: Access Sales Campaigns

To begin, go to the Sales Campaigns menu in Sage Sales Management. Here, you can create a new campaign or manage ongoing campaigns.

Step 2: Define Campaign Details

When creating a new campaign, enter the following details:

  • Campaign name: Choose a descriptive name.

  • Campaign objective: Define the goal (e.g., generating leads, increasing conversions, etc.).

  • Start and end date: Set the campaign duration.

  • Assigned users: Designate users or teams responsible for the campaign.

Step 3: Segment Your Target Audience

You can filter customers and prospects based on criteria such as:

  • Geographic location

  • Industry sector

  • Previous engagement level

  • Sales cycle status

Step 4: Configure Campaign Actions

Within each campaign, you can define tasks for sales reps to complete. Some options include:

  • Calls: Contacting customers or prospects.

  • Meetings: Scheduling visits or video calls.

  • Emails: Sending personalised communications.

  • Opportunity tracking: Monitoring sales progress.

Step 5: Activate the Campaign

Once configured, review the details and activate the campaign. The sales team will automatically receive their assigned tasks and can begin working on them.


Monitoring and Evaluating Sales Campaigns

How to Track a Campaign

From the Sales Campaigns section, you can view the real-time status of each campaign, including:

  • Number of completed activities.

  • Results obtained at each stage.

  • Customer interactions recorded.

For easier tracking, Sage Sales Management allows you to filter campaigns by user, date, or status.

Measuring the Impact of a Campaign

To evaluate a campaign’s effectiveness, analyse these key metrics:

  • Number of contacts reached

  • Number of conversions or sales generated

  • Response rate to calls or emails

  • Average conversion time

With this data, you can optimise future campaigns and refine your sales strategy.


Best Practices for Using Sales Campaigns

To maximise your campaign results, follow these recommendations:

1. Set Clear Objectives

Every campaign should have a clear goal: generating leads, closing deals, reactivating inactive customers, etc.

2. Segment Properly

Target campaigns at the right customers by using precise filters in Sage Sales Management.

3. Personalise Your Messages

Avoid generic approaches. Use CRM data to tailor each communication to the recipient.

4. Distribute Tasks Efficiently

Assign tasks fairly among team members to optimise workload and avoid bottlenecks.

5. Analyse Results and Adjust Your Strategy

Regularly review campaign data and make improvements based on performance insights.

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