Sage CRM Consultancy

System review and improvement

Feel like you could be getting more out of your current Sage CRM system?

Our team of experienced dedicated consultants will get to know you and understand your business to help you take your Sage CRM system to the next level. With years of industry experience in CRM and process design, we have the knowledge you need to get the most out of your systems.

‘Maximise your Sage CRM system’

The CRM consultancy we offer covers two critical areas, system improvement and CRM strategy development. These are both necessary for an effective CRM system. This page is primarily focused with the improvement of your Sage CRM system but if you haven’t looked at your CRM strategy then please see our pages on CRM strategy development.

Our tried and tested methodology to improve your Sage CRM system

Any system requires continuous review and adjustment, so that it can grow with you and your business. Our team of expert Sage CRM consultants will look at your system in detail, analyse your current processes and design a plan of action to help you reach your goals. Each plan is individual to your business goals, whether it is increasing efficiency, improving reporting or delivering a quality service.

Setting goals
The first step in delivering the change that you want is to understand what you are trying to achieve. We know that every business is different and so we work with you to establish why you are looking to make improvements and what that system would look like. This could be increasing efficiency in sales order processing, reducing the number of mistakes, getting better information from your system or simply accessing the information you already have but faster and in a format that is useful.

Sage CRM audit and review
With your goals in mind, one of our expert team of Sage CRM consultants will do a deep dive into your Sage CRM system, processes and reporting. Sitting down with individuals and teams, they will analyse what, how and why your team work they way they do. Depending on the nature of your goals, they may also do timing, data completeness or conversion calculations so that we can establish a baseline for any improvements.

Developing your Sage CRM Action Plan
After identifying areas of improvement, they will work with your team to put together an action plan for any additional changes. These improvements can be anything from training on the use of particular sage 200 features, developments or customisation or putting together reports for your team. It is all dependant on your goals and how you are currently using the system.

Calculating ROI and creating a business case for Sage 200 improvements
Changing and improving your system will always involve an element of costs but those costs need to be justified and deliver return on investment. We will work with you and your team to identify the ROI for the action plan we propose and put together a business case to support this.

The results
We deliver:

  • A sage 200 system that helps your business meet its goals
  • A return on investment on any changes proposed
  • Improved effectiveness of your system
  • An engaged and enthusiastic team that know exactly what changes are being made and why

Sage CRM Support


Sage CRM Support


Sage CRM Demo

CRM Demo