CRM
Three quality CRM systems to choose from
CitySoft understands the market-leading CRM systems
CitySoft sells and supports three CRM systems – Sage CRM, HubSpot and Microsoft Dynamics 365 CRM. Each product has characteristics that will make them either more or less attractive to your business.
Over many years, customer relationship management (CRM) systems have evolved from electronic storage of customer and prospect data designed to help salespeople sell to clients and prospects to now include marketing, finance and service teams. Now, the era of AI with AI-powered insights is driving more intelligent customer and prospect engagement.
Why Choose HubSpot CRM?
Marketed as an AI-powered platform, HubSpot is an easy-to-use system that provides value, fast, and gives all your teams a unified view of your customers and prospects at every stage of the journey. HubSpot is used by over 258,000 customers in 135+ countries.
HubSpot includes functional sets presented as “Hubs”, with the three main hubs being – Marketing, Sales and Service.
For small businesses, HubSpot provides a unified view of all customer interactions: including customer emails, tickets, contact information, ad marketing analytics and even customer-facing landing pages . This “all-in-one” solution to customer data radically reduced a business’ managerial overhead.
Integrations
There are several integrations for HubSpot including Gmail, Outlook, WordPress, Zapier Outlook, Google Calendar and Meta Ads. Watch the WordPress integration video here.
Additionally, CitySoft offers integrations between HubSpot and SAP Business One, and multiple Sage ERPs.
Microsoft Dynamics 365
Microsoft Dyanmics 365 provides AI-powered capabilities, seamless integration with the Microsoft ecosystem, enhanced seller productivity through automation and real-time guidance, modern cloud-based ERP solutions, and the ability to customize the platform to meet specific business needs, ultimately leading to shorter sales cycles and increased win rates for your business.
The configurability of Dynamics 365 means it generally work well with any businesses’ customer relationship management and enterprise resource planning needs.
Microsoft Dynamics 365 includes the following components:
Sales
A Salesforce management component, assisted by artificial intelligence, that helps progress potential prospects and leads to become actual clients.
Customer Service
A set of Microsoft 365 capabilities to personalize the customer experience of your uers and improve employee productivity.
E-Commerce
Micosoft provided various sales technologies including artificial intelligence capabilities to automate the shopping process from landing page to checkout. These omnichannel buying experiences increase customer engagement and improve convenience.
Supply Chain Management
Maximizes how well assets perform and avoids supply issues, while still satisfying digital commerce needs. Microsoft Dynamics 365 integrates well with the Copilot AI agent, for even more effective supply and demand planning.
Finance and Accounting
Tools covering a company’s day-to-day business operations such as cash flow, customer payments, budget proposals and tax management.
Marketing
Microsoft Dynamics 365 provides numerous capabilities to drive marketing strategies that are directly linked to better research and refined target audiences. Now empowered by next-generation AI insights.
Sage CRM Key Features
- Salesforce automation (such as leads, prospects, suppliers & clients)
- Sage CRM suppors mobile devices
- Managed marketing campaigns in Sage CRM
- Integration with MailChimp
- Highly configurable and easy to use system
- Integration with Microsoft productivity tools such as Exchange, Mail, Excel and Word
- Customizable workflows, Business Process Automations, and System Integrations
- Advanced reporting and analytics tools with options for multi-source enterprise-wide Sage Bi dashboards
- Deep integration out of the box with Sage 300 ERP
The Case for Sage CRM
Sage CRM is the ideal partner for companies using Sage 300 ERP. The out of the box integration between Sage 300 ERP and Sage CRM is phenomenal. By design, Sage CRM can integrate with other ERP systems including Sage X3 ERP and SAP Business One as examples.
Companies using Technisoft’s service management system for Sage 300 ERP can incorporate Sage CRM into their IT ecosystem for enhanced customer engagement and field service management.
Sage CRM provides the NFP sector with the ability to manage programs & grants especially when using Sage 300 projects and jobs in conjunction with Sage CRM
Sage CRM is also a powerful standalone CRM that is highly configurable. It has been tailored for a variety of industries with some of the more notable ones being for car rental businesses, cemeteries and various non and not for profit businesses.
"A large part of our business is relationships. We have a myriad of business partners investing in the team in some shape or form. Managing those relationships efficiently and effectively is essential."
Nick Ryan, GM of Marketing and Sponsorship
Nissan Motorsports, Australia
Direct Sales & Lead Intergration
With Sage CRM, you can direct your sales effort towards the most profitable and winnable deals, including cross-selling and up-selling opportunities. You can use the tele-marketing capabilities or the Web form to lead integration to capture prospects and opportunities. Brilliant Sage eMkt analytics and electronic survey will help you pin point real opportunities and with the built in alerts and workflows,“I forgot” is no longer applicable.
Sage CRM provides instant access to your sales pipeline in a graphical format, sales reports, customer and contact information, allowing your sales team to focus their efforts on selling and servicing. With Sage mobile CRM, your sales teams can instantly access real-time data anytime from anywhere.
Focus Sales Resources Where They Produce The Best Outcomes
As an SME, you don’t have extensive marketing resources, which makes it that much more important to use a CRM solution to help you manage these tasks in a professional and streamlined manner. Sage CRM helps you to plan, execute, and measure the success of marketing campaigns. Get the right messages to the right people at the right time, eliminating guesswork while making the best use of your marketing resources. With Sage CRM, financial profiling, order information, purchase histories, special interests and demographics can all be used to create detailed profiles of customers and prospects for highly targeted marketing.
Increase Opportunities With Your Existing Customer Base
Most SMEs are aware of the ’80/20’ rule, where 20% of your customers generate 80% of your revenue. Is this a reality of business or is this just a ‘symptom’ of under servicing 80% of your customer base? Keeping existing customers happy means ensuring they get what they want when they want it.
Sage CRM allows your business to define processes to track cases and solutions, resolving customer issues effortlessly. Sage CRM provides your team with the tools to improve customer service and maintain satisfied customers. It also helps your people to make every customer interaction informative, effective and profitable.
CitySoft a Sage awarded partner
Flexible Licensing & Deployment Options
With a choice of editions and deployment options, Sage CRM has a solution that can meet the specific needs of your business and accelerate your business growth. Available as a Rental (OPEX) or License purchase (CAPEX), Sage CRM is flexible, quick-to-deploy and delivers a fast return on investment.
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