Customer Relationship Management

Your customers are your business – without them, you just couldn’t exist. That’s why adding value by using Customer Relationship Management (CRM) techniques is one of the smartest things you can do for your business. Pierce can assist by supplying ‘Sage ACT!, part of the Sage 50 suite of products.

Sage ACT! makes it easy for you to manage anything and everything related to your contacts and calendar. Think of it like your business’ command centre that serves up relevant relationship details and also connects to powerful, subscription-based sales and marketing services, desktop and web-based productivity tools, and social media to help you get results.

Forecast, track and act on sales opportunities

  • By capturing important customer information you can forecast sales and orders and increase sales opportunities.
  • Generate leads
  • Target new prospects
  • Convert leads into customers
  • Track sales opportunities
  • Measure your business performance

Manage and share information

  • With your contact information centralised, customer details can be easily accessed and shared across your business
  • View detailed customer insight and reports
  • Access notes, sales history and outstanding to-do items so when you know where you when dealing with customers
  • Share customer details, notes and sales history across the business to deliver a coordinated and consistent customer service

Free up your time

  • The screen layout ensures your contact information, appointments and to-do-lists are never far from your fingertips
  • Instant access to your contacts and diary appointments
  • Comprehensive summary views of your top priorities and sales opportunities
  • Schedule calls and meetings and prioritise your to-do lists

Integrate your sales and marketing activity

  • Send the right message to the right customer at the right time
  • Create, send and measure targeted communications to and from your customers
  • Access one of 40 ready-made templates when writing emails, letters and memos to customers or create your own version

Integrate into your business

  • Save time by integrating Sage ACT! with your business software
  • Integrate with Microsoft Office, Outlook, Gmail and Sage 50 Accounts
  • Capture and integrate data from LinkedIn®, Facebook, Google Maps™

How can we help?

  • Supply, installation and training on the Sage ACT package.
  • Help with templates and custom report writing.
  • Customising the product to meet your business needs.
  • Help with designing workflows that will save your business valuable time.
  • Integration with Sage 50 Accounts and other software.
  • Paul Warren

    Managing Director
  • Margaret Scott

  • Stuart Waddington