Solutions · Sage CRM
Sage CRM
Powerful customer relationship management for sales, marketing and service — on-premise or cloud, natively integrated with Sage 300 ERP.
The platform
CRM built for the way you sell.
Sage CRM is a flexible, configurable platform that adapts to your real sales, marketing and service workflows — not the other way around. It ships with proven business processes out of the box, while remaining fully customizable for your industry and team structure.
What sets it apart for Sage 300 users is the native, two-way integration between the ERP and CRM — customer orders, invoices and balances are visible directly inside CRM, and CRM quotes can flow into Sage 300 order entry without re-keying.
BeCa IT has delivered Sage CRM implementations and customizations for end-users and for Sage partners across Asia and globally — including custom modules, portal extensions and long-running development outsourcing engagements.
Key capabilities
Sales, marketing and service — under one roof.
Sales Force Automation
- Lead capture, qualification and opportunity pipeline
- Configurable sales workflows and approvals
- Quotation management linked to Sage 300
- Mobile access for field sales teams
Marketing Management
- Campaign creation, targeting and response tracking
- List segmentation and merge-mail integration
- Lead source attribution and ROI reporting
- Email marketing integration
Customer Service
- Case management and SLA tracking
- Customer self-service portal
- Knowledge base and resolution workflows
- Escalation rules and agent assignment
Reports & Dashboards
- Real-time dashboards for sales and service KPIs
- Customizable report builder
- Pipeline forecasting and performance analytics
- Scheduled report distribution
BeCa IT scope
What we deliver on Sage CRM.
- Sage CRM implementation and configuration
- Custom modules, screens and workflows
- Native Sage 300 bi-directional integration
- B2B customer portal extensions
- Mobile CRM for field and sales teams
- Data migration from legacy CRM systems
- Training and change-management support
- Long-term support and enhancement contracts
Get started
Interested in Sage CRM for your team?
Tell us about your current sales and service setup and we'll recommend a configuration and rollout plan.
Book a discovery call