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Refresh and Reinvigorate Your Sage CRM System

Published on: Feb 15, 2017

Sage CRMIt is time to refresh and renew your Sage CRM system? If it’s been more than a year since the implementation of your CRM system, it may be time to take a new look at your entire CRM program. Like any project, assessing goals and objectives annually in your CRM program ensures that you’re not doing the same thing repeatedly just because it’s always been done that way. It can help you pinpoint your goals and tailor CRM projects to achieve those goals.

Common CRM Objectives

Good CRM objectives align with your company’s core goals. CRM is a philosophy of conducting business, not just a software. Good CRM objectives infuse that philosophy throughout your organization.

Most CRM systems have at their core three sales and marketing objectives:

  • Acquisition: Quantify, monitor, and acquire new customers.
  • Retention: Retain or keep customers. How long you keep a customer may be determined by your industry average.
  • Satisfaction: Satisfaction can also be called loyalty. As an offshoot of retention, it’s a mark of a company that is building long-term customer relationships.

Align CRM Objectives to Corporate Goals

Your Sage CRM goals should be aligned to corporate goals. Most companies evaluate and update their goals annually. They adjust goals according to the economy, industry changes, new product launches, and many other factors that affect operations, sales, and marketing.

Your CRM goals should also be adjusted to account for the same factors. When company goals shift, so too should CRM goals shift. If you haven’t adjusted your Sage CRM goals since its inception, they may be misaligned with the current corporate goals. Although many companies set their CRM goals during annual strategic planning sessions, sudden market fluctuations or other drastic changes may require you to take a step back and redefine your CRM.

Teamwork for CRM Updates

CRM systems are usually maintained by the sales and marketing department. Some companies may assign them to the IT department. But neither group should have sole purview over the CRM system. Instead, appoint a group, team, or task force to assess the current CRM situation and make adjustments or changes as necessary. Each group lends a unique perspective to the CRM project.

Sage CRM at IWI Consulting

If it’s time for you to upgrade your CRM system or change to a new one entirely, contact IWI Consulting Group. We offer Sage CRM for unparalleled business planning and efficiency. It integrates well with other Sage products such as Sage 300cloud (formerly known as Sage 300) and Sage EM (formerly known as Sage X3) and offers excellent support for communications, sales, and marketing.

With Sage CRM, you can take complete control of your sales automation pipeline. You can:

  • Automate your sales and marketing functions. Set up systems to send messages automatically, respond to different scenarios, and continually communicate with your customers.
  • Track the ROI of marketing programs. Measure response, sales from responses, and more.
  • Improve customer service. Faster response times enhance service.
  • Maximize every customer interaction so that it enhances and builds customer relations.

Sage CRM integrates with Microsoft Outlook and offers many advanced features including offline synchronization, automated process workflow, and much more. If you are looking for a robust CRM system that offers excellent integration with Outlook and Sage ERP systems, contact IWI Consulting for more information about Sage CRM. You can also download this white paper,  Accelerate Your Business Success with Sage CRM, to learn more.

IWI Consulting Group

IWI Consulting Group offers businesses assistance choosing the right Sage products for their needs and making the switch to a new Sage process. We can help you convert your company’s systems into a single, integrated solution that supports your business and enhances productivity. We offer CADLink for Sage EM (formerly known as Sage X3), Sage 300cloud (formerly known as Sage 300), and many other Sage productivity tools to help your business thrive.

Contact us today for a consultation.