How do you keep track of client and prospect information? Emails? Spreadsheets? Haphazard sticky notes? There’s a better way to manage the most important part of your business -- your clients! • Stay on the same page by sharing client and prospect information, actions, and notes with your team in real time. • Keep track of client history, including order history, presentations sent, notes, emails, and more. • Start your day stress-free with an organized to-do list from the CRM’s Task Manager. • Send targeted email marketing by quickly pulling distribution lists from your CRM database. • Add client logos to contact profiles, creating a logo bank that allows for quick and easy cross-functionality in the Virtual Design Studio, Order Management module, and more. • The secure, cloud-based system ensures you never lose your CRM information. CRM CRM is the key to happy clients. Included in SAGE Total Access 8
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