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Sage CRM What Sage CRM can do for you

As your business grows, managing your pipeline, your sales reps, and accurately forecasting and reporting on your sales activities can become more of a challenge. Your business needs to be organized so you can avoid misplacing leads, ensure every opportunity is followed up on, and know what your sales team should be focusing on at any given time.

Sage CRM is helping businesses like yours every day to simplify sales processes and make the most of every sales opportunity. With instant access to pipelines, contacts, calendars, and sales reports, your sales people are freed up to focus all their efforts on selling, whether in the office or on the road.

Katalina Media Ltd required a process-driven sales automation system that would allow them to target new businesses and grow sales. They needed to organize their sales efforts in a way that would allow them to scale quickly. Through the implementation of Sage CRM, a lead generation and sales process was designed. Now, once an opportunity is identified, they have a clearly defined sales process with each stage being tracked in Sage CRM.

"The ease of use and flexibility of the system has allowed us to rapidly implement and evolve our sales model helping to contribute to a 240% YOY revenue growth"

Toby Pannell, Managing Director - Katalina Media Ltd (UK)

Learn more about Sage CRM for sales

Interactive dashboard

Manage all your daily tasks and activities from one place


Capture and monitor budgets versus actual sales numbers


Access sales tracking and revenue performance at any time

Quotes and orders

Generate accurate quotes and orders quickly and easily

Opportunity management

Track your opportunities from lead capture to close

Territory management

Manage sales teams across territories with ease

Communications management

Consolidate all your customer communications and information in one place

Works with Sage ERP

Get an accurate view of customer data and connect the flow from sale to billing

Mobile workforce

Access anywhere, anytime, from any device to drive sales productivity

Featured customer - Gibson Teldata

Gibson Teldata needed a solution that would do an excellent job in tracking their sales leads and customer communications. Sage CRM is now “engrained in their business” and has given the sales managers the ability to effectively manage their sales force, opportunities and relationships.

"We have, in the first three months of this fiscal year, achieved 60% of the prior year’s sales"

Larry Leeds, CPA – Gibson Teldata

Gibson Tilda