8 Included in SAGE Workplace 9 CRM CRM is the key to happy clients. How do you keep track of clients and prospect information? Emails? Spreadsheets? Haphazard sticky notes? There’s a better way to manage the most important part of your business -- your clients! Client Overview Centralize customer information, including contact details, logos, client history, including order history, presentations sent, and emails. This consolidated view helps in understanding customer needs and behavior. Increased productivity CRM is integrated with every module in SAGE Workplace, reducing manual tasks and boosting overall productivity, allowing teams to focus on more sales. Enhanced communication Make team collaboration easy! Share information about customer interactions, ensuring everyone is on the same page. Presentation Publisher A professional sales presentation is what you need to close the deal. Included in SAGE Workplace Picture this: Your product presentation is your secret weapon for sealing the deal. But guess what? You don’t need a magic wand—just a few clicks! With lightning-fast ease, craft professional presentations that embody your company’s brand and captivate your audience. Here’s where the fun begins: Share your masterpiece through a link. It’s not just a presentation; it’s a dynamic conversation. You and your clients can exchange real-time feedback, making your sales process fast than ever. Get ready for the thrill of instant alerts when your clients open and respond to your presentation.
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