Sales Management

Sales Automation - Customer Relationship Management (CRM)

With instant access to pipelines, calendars, sales reports, contacts, and much more, your salespeople are freed up to focus all their efforts on selling. Sage CRM gives full visibility of what is happening with every prospect and customer, simplifies forecasting and strengthens pipeline management.

Sales Automation - Sage CRM | ACES, Inc.

Make the most of every Sales Opportunity!

Benefits Snapshot
  • Maximize the value of each and every sales opportunity in your pipeline.
  • Create accurate Quotes and Orders in a couple of clicks - manage collaboration and team selling across your department with ease.
  • Eliminate guesswork; make decisions based on accurate, real-time information.
  • Empower your team and boost productivity with a single view of leads, opportunities, tasks, and activities.
  • Enables quarterly sales performance monitoring improves consistency across the sales organization - maximizes cross - and up-sell opportunities.
  • Great user experience on any browser with cross-browser compatibility.
  • Leverages financial information from the back-office system.
  • Reduces time spent in the office on sales administration (more time on sales calls).
  • Enable sales teams to work effectively regardless of their location with Sage CRM mobile solutions.

The Interactive Dashboard

This is an intuitive and customizable workspace from which you can manage all your daily tasks and activities for maximum productivity.

Management of Opportunities and Leads

Effectively analyze and manage your sales pipeline, as well as see and report on leads, opportunities, and proposals at a glance.

Sales Forecasting and Reporting

Access data for immediate analysis while strategically planning and gaining insights on future performance.

Quotes and Order Generation

Automatically generate sales proposals and quotes using predefined templates to generate compelling, comprehensive and accurate proposals quickly and efficiently.

Sales Process Automation

The built-in workflow can be followed out-of-the-box or customized to reflect your business process.

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