Sage Sales Management Unclaimed

Empower your sales team with a comprehensive CRM solution for better insights and productivity.

Enhance productivity with voice-activated reporting for sales teams.

Enhance sales performance with tailored workflows and insights.

Streamline your sales process with efficient quotes and orders management.

Aligns sales goals with business strategies for effective monitoring.

Effortlessly share updates and news within your sales teams.

Streamline your document signing process efficiently.

Contact and account management, lead capture and scoring, sales pipeline tracking, customer onboarding, and mobile access to support sales and customer-facing teams.

Tools that track rep and team performance against targets, deliver actionable insights and alerts, and drive behavior through nudges, leaderboards, and timely payout visibility.

Quote, order and contract lifecycle management including configurable quote templates, order tracking, ERP integration, and digital signing to accelerate revenue capture.

Capabilities that unify learning, coaching, content distribution, and buyer-facing collateral to accelerate seller productivity and deal velocity.

Sage Sales Management

Sage Sales Management is an end-to-end CRM and sales enablement platform for B2B organizations. It provides a mobile-first CRM, cloud-based data and analytics, automation of sales processes, and enterprise integrations to support sales, marketing, service, and back‑office teams across industries in managing customer interactions, coordinating activities, forecasting performance, and deriving actionable insights while maintaining governance and security. Additionally, it includes modules like Sales Campaigns which enables B2B organizations to strategically manage and execute sales initiatives designed to boost revenue.

• Provides Your Team On-the-Go Access
  Enable your sales team to manage customer relationships and access vital information anytime, anywhere using mobile devices.
• Access From Anywhere
  Deliver a flexible solution that allows users to access customer data from any location with internet connectivity.
• Enhances Decision-Making
  Utilize advanced AI capabilities to analyze sales data and provide insights for improved decision-making.
• Gain Actionable Insights
  Collect data on campaign performance to refine strategies and improve future initiatives, driving better results.
• Streamline Sales Processes
  Facilitate better collaboration and alignment within your sales team by clearly defined objectives.
• Visualize Performance Metrics
  Enable users to track performance and sales activities through customizable dashboards and analytics.
• Automate Campaigns Efficiently
  Save time and reduce manual errors by automating campaign tasks, ensuring that your team can focus on strategy and execution.
• Enhance Marketing Efforts
  Integrate marketing capabilities to improve outreach and connection with target audiences.
• Target Key Customers
  Improve campaign success by identifying and reaching out to the right audience based on predefined criteria.
• Integrate with CRM Effortlessly
  Ensure that all campaign data is synchronized with other customer interactions for a holistic view of customer engagement.

Smart Voice Report

Smart Voice Report integrates advanced voice interaction capabilities into your sales workflow, enabling users to generate reports and manage insights hands-free. By leveraging voice commands, sales teams can streamline their activities, enhance productivity, and access crucial information on-the-go, ensuring they remain agile in a fast-paced sales environment.

• Streamline Reporting Process
  Using voice commands for reporting enhances efficiency by allowing sales representatives to multitask without being tied to a device, ultimately saving time and improving responsiveness.
• Immediate Insights Available
  Real-time access to sales data ensures that representatives can make informed decisions quickly, adapting to client needs effectively.
• Avoid Manual Data Entry
  This integration eliminates the errors associated with manual entry and allows for a more cohesive workflow, letting users focus on selling rather than data management.
• Easy To Use
  The user-friendly interface ensures a smooth onboarding process and helps maintain user engagement with minimal training required.

Custom Assistant

Custom Assistant is designed to enhance sales processes by providing tailored features for B2B sales teams such as workflow automation and personalized insights.

• Personalize Sales Strategy
  Customized insights empower sales teams to adjust their strategies based on real data, achieving better engagement and sales results.
• Streamline Processes
  By automating routine tasks, the Custom Assistant increases efficiency and reduces the margin for error in sales activities.
• Enhance Collaboration
  Facilitates collaboration between sales, marketing, and support teams through improved data sharing and process alignment.

Quotes & Orders

Quotes & Orders streamlines the sales process by managing quotes and orders efficiently. It helps sales teams create accurate quotes, track orders, and enhance customer interactions, ultimately improving sales productivity.

• Monitor Orders Effectively
  Stay updated with real-time order status notifications, helping teams respond quickly to customer inquiries and manage deliveries effectively.
• Boost Efficiency In Quoting
  Reduce the time spent on preparing quotes and increase the speed of closing sales. This feature ensures that quotes are consistent, accurate, and easily customizable to cater to specific customer needs.
• Gain Insights With Reporting
  Utilize detailed sales analytics to monitor team performance, identify trends, and optimize sales strategies based on actionable insights.
• Integrate With Your ERP
  Ensure that all customer and order data flows smoothly between systems, reducing manual entry and minimizing errors, which results in better data management.
• Customize Your Quotes And Orders
  Easily adapt templates to showcase your unique offerings and maintain a professional appearance that aligns with your brand standards.

GoalManager

GoalManager helps sales teams set and monitor their objectives effectively. It allows users to align their goals with overall business strategies, enhancing team collaboration and accountability. By providing real-time insights and analytics, users can adapt their strategies to ensure they meet their targets.

• Establish Clear Sales Objectives
  Customers can set specific sales targets that are measurable and aligned with overall business goals, driving accountability and focus across teams.
• Track Progress In Real-Time
  Users receive immediate feedback on their performance against set objectives, enabling quick pivots and informed decision-making.
• Enhance Team Collaboration
  Collaboration features allow team members to communicate effectively, share objectives, and support one another in reaching targets.

NewsManager

NewsManager is a specialized add-on for ForceManager that provides an efficient way to manage and distribute news updates within your sales organization. It enhances communication by allowing users to seamlessly share updates and important information relevant to sales and marketing, ensuring teams are aligned and informed.

• Enhances Existing CRM Capabilities
  Boosts the overall CRM experience by adding a dedicated news management module, enriching the ecosystem of tools available to users.
• Facilitates Fast Knowledge Sharing
  Helps sales teams stay updated in real-time, ensuring everyone has access to critical news that can impact closing deals.
• Promotes Quick User Adoption
  Allows for quick onboarding of users, increasing productivity as sales teams can immediately begin leveraging news updates.

SignatureManager

SignatureManager enables organizations to manage digital signatures efficiently. It streamlines the signing process, facilitating quicker transactions and enhancing customer experiences through a user-friendly interface that integrates easily with existing workflows.

• Enhance Document Security
  By utilizing digital signatures, SignatureManager enhances document security and integrity, reducing the risk of fraud while ensuring that all signed documents are easily retrievable and verifiable.
• Monitor Signing Processes
  By tracking the signing process, organizations can identify bottlenecks and improve overall efficiency in document management.
• Seamlessly Connect Systems
  The integration capability allows organizations to leverage existing tools while enhancing the document signing experience, thus speeding up the process from initiation to completion.
• Improve User Engagement
  A user-friendly interface improves user engagement and satisfaction, ensuring that all team members can use the tool effectively, leading to faster transaction times.