Top tips for businesses embarking on a Sage accounting system swap out for better CRM 

The range of Sage accounting system and ERP (Enterprise Resource Planning) solutions has been the de facto choice for many organisations for the past decade.  In general, Sage products are good at tracking what happens in your business once you have an order from a customer. But what about winning the order in the first place?

Traditionally, Sage products have been poor at supporting the sales and marketing activities of businesses, yet to grow your revenues you need to be winning new accounts as well as selling more to your existing clients. This is why more and more Sage accounting system and ERP customers are implementing CRM systems to sit alongside their Sage back-office applications.

Our latest eBook looks at the key elements of any successful sales and marketing strategy and our experts provide seven top tips for integrating your CRM system with your Sage accounting system and back-office to maximise results. Key points include:

1.    A more targeted approach to marketing.

2.    Effective marketing campaign management.

3.    Achieving a 360 degree view of all your customer engagement – from the initial lead right through to the order.

4.    Improved forecasting and pipeline management.

…and many more.

But you don’t just want to take our word for it so we’ve also included quotes from customers that have already made the switch from Sage to Workbooks. This includes short comments from:

  • CSols Ltd.
  • ASK Europe Plc.



To read the full eBook and find out more about how Sage customers can grow revenues by successfully implementing CRM, click here, or the download button below: