What is Sales Campaigns?
Sales Campaigns is a Sage Sales Management add-on designed to help you coordinate sales actions in a more organised and efficient way.
With this feature, you can:
Segment companies and prospects.
Assign campaigns to users or teams.
Define specific sales actions.
Track the progress of each campaign.
Collect information directly from the field.
The goal is to simplify the execution of sales campaigns and provide a clear overview of their status and results.
What can you do with Sales Campaigns?
Sales Campaigns adapts to different types of sales initiatives and internal campaigns.
For example, you can use it to:
Promote new products or services.
Launch temporary campaigns or special offers.
Run cross-selling initiatives.
Distribute product samples.
Collect information from customers and prospects.
Organise campaigns by territory or business sector.
Each campaign can be configured according to your team’s needs and the commercial objective defined.
Where can you use Sales Campaigns?
Sales Campaigns combines features available both in the web application and the mobile app.
Web application
From the web version, you can:
Create campaigns.
Configure forms and questions.
Assign companies and managers.
Review statistics and results.
Manage active, scheduled or completed campaigns.
Mobile app
From the mobile app, sales reps can:
View active campaigns.
Complete campaigns through activities or check-ins.
Answer forms.
Register sales actions linked to campaigns.
Dashboard
Sales users have quick access from the Dashboard to review pending campaigns and complete assigned actions.
How does Sales Campaigns work?
Sales Campaigns follows a simple workflow that allows you to create, launch and monitor sales campaigns directly from Sage Sales Management.
Create the campaign
From the Campaigns menu in the web application, you can:
Define the campaign name and description.
Set start and end dates.
Assign managers or teams.
Select the companies included in the campaign.
You can also segment customers and prospects using different criteria, such as:
Geographic location.
Business sector.
Sales cycle stage.
Previous interaction level.
Configure campaign actions
Each campaign can include different types of sales activities.
For example:
Calls.
Meetings.
Emails.
Comments.
On-site check-ins.
You can also add forms, questions and attachments to collect information during the campaign.
Launch and monitor the campaign
Once activated, the sales team will receive the corresponding tasks and can start completing actions from the mobile app.
From the web application, you can monitor:
Completed activities.
Contacted companies.
Collected responses.
Overall campaign progress.
Campaign statuses
Campaigns can have different statuses depending on their configuration and progress.
Draft: Campaigns still being configured.
Scheduled: Campaigns prepared to start automatically on a specific date.
Active: Campaigns currently running within the defined timeframe.
Completed: Campaigns that have ended and whose results remain available for review and export.
Tracking and results
Sales Campaigns allows you to monitor the performance of each campaign in detail.
From the web application, you can review:
Number of completed activities.
Contacted companies.
Campaign results.
Responses submitted through forms.
Overall campaign progress.
You can also filter information by:
User.
Status.
Date.
Team.
Metrics and evaluation
To analyse the impact of a campaign, you can review indicators such as:
Number of contacts reached.
Generated conversions.
Responses collected.
Average conversion time.
This information helps you optimise future campaigns and improve your team’s sales strategy.