Struggling to explain your story to investors? This is how SaaS companies should do it.

Reading Time: 5 minutes

Summary: Severe competition in today’s market has been on rise and companies are finding it struggling to execute their plans efficiently. Likely, SaaS companies struggles for investment capital which is making them hard to earn high ROI. Hence, it has become tectonic to create proper  converting brand stories that can have highest potential to gain crucial customers. 


In today’s competitive world, investors seek robust plans to show that they can execute their plans efficiently. However, SaaS companies have been constantly struggling for investment capital. The struggle has been the same even during the top investment or economic situations. However, as the times pass on the market conditions become more unstable while competition for investment capital increases. So, it becomes highly pivotal to hold a story that could surely showcase your company’s worth to investors. At times, you might even think or ask how an attractive story can develop SaaS investment capital. 

Let us now understand why these stories hold critical importance in creating a SaaS investment capital. 

<< Also Read: 6 steps to grow your SaaS fintech stack>>

The Significance of Stories 

Stories offer a real touch for your company. In order to appeal to investment capital while also keeping it rolling for a longer period of time, you must ensure to portray the face of your website effectively. The strong story of the company’s origin and vivid missions will aid in developing an optimistic image of your company if this is done well. 

Moreover, the stories help you stay distinctive from the rest in the marketplace.  It is highly critical that you take out time to wrap up well your company brand in a story. Because this will ensure the investors as well as customers that you are all set to achieve the extra mile with an excellent approach. A compelling story establishes a secure position which shifts right beyond the product/services of your company. 

Knowing and using the relationship wisely between the major business components will make your business successful in developing investment capital. 


MUD & SaaS Metrics 

Metrics of a company act as the compass which helps your business get bearings. Also, they also portray a very clear image of weaknesses and strengths so that you can forward your plans even more effectively. But, unfortunately, some SaaS companies miss one of the most crucial components which is MUD i.e. Meaningful Underlying Business Dynamics. There are a number of SaaS metrics available for various company types as well as brands. However, MUD helps pick the appropriate ones for the product by analyzing relevant questions. 

Let us look at these questions now-

  1. Which is the most essential factor driving the company’s revenue? – For this, you should analyze whether you are targeting single users every month or looking for long-term contracts with big giant corporations. 
  2. Where do you stand in today’s corporate lifecycle? – Check if you are one of those companies looking for strong growth and business advancement.
  3. Does your company experience some specific valleys and peaks? – Is your business running on a seasonal approach? Or is it experiencing some recurrent cycles of customer joining? 

The Significance of Growth Metrics 

Growth metrics can help you track how fast can you grow and aids in predicting various revenue as well as growth situations. On the other hand, efficiency metrics can help you track the effectiveness of maximizing resources. The most important growth metrics affects directly to the MRR & ARR while its efficiency metrics involve net revenue retention, net churn rate, other benchmarks, and CAC. However, it depends on how things have been operating outside the signups. 

<< Also Read: The first 90 days action plan for a new SaaS CFO>>

Understand Your Ratings & Improve Accordingly 

Having SaaS metrics at your business level, you can easily establish and track your marketplace performance. However, this proves to be significantly important. 


Let us see. 

  1. It will help check if your company has a success rate so that you can emphasize the storytelling of your brand.
  2. It allows you to rectify the pitfalls of your business operations while also enhancing the specific aspects and metrics. 

For better results, you should also see if your company’s ARR (Annual Recurrent Revenue) is impressive just because of your high retention rates. You can portray this success in your brand story so that the investors can create fully-satisfied and loyal customers. 

Next, what you need to check is if your company is significantly running on group contracts or not. At times, you can develop such a brand story that can help investment marketing campaigns which would tell that you have jumped upon a specifically large contract which was renewed last year. However, it all depends upon the strategy you have decided on for your business. For this, you can choose important metrics that would showcase to investors your company’s availability in the longer run. 


Transfer your story extensively

It is important that you start communicating your brand story internally as well as externally. Whenever you are crafting and showcasing your company’s story to your investors, always keep two types of audiences in your mind. Out of these two types, the first one is an external investor audience. And the second type includes an internal audience including employees of your company. 

To gain good responses it would be really great if you could gain better insights on communicating stories internally. If the employees and coworkers are able to know and understand the goals, inception story, and primary metrics, of your company then each and everyone can stay on the same page. 

But, before you move ahead, you should consider a few critical things while communicating the brand story externally or internally. They are- 


It includes checking areas that require improvement as well as chalking out the plan to enhance them. 


Select such metrics that can help you maintain a completely transparent image of business developments as well as drawbacks. 

In-detailed – 

Staying particular about the performance as well as SaaS metrics, you can better highlight the strengths and weaknesses to focus on correcting the mistakes. 

With the SaaS metrics, each one in your company can gain a shared vision toward their vision. This should not be because the company might be getting a paycheck but because they understand the significance of businesses. These factors contribute hugely to the assured success of the business. 

Down the line 

With these features, you can have a deep understanding of generating brand stories in SaaS investment capital and know the way to generate capital through your own story. 

What is procurement?

What is procurement
Reading Time: 6 minutes

SUMMARY: Traditionally, a few businesses took the term procurement with purchasing. But, nowadays, businesses are seeing procurement as one step in a large view. So, let us learn what is procurement in detail in this post. 


What is procurement

So, you must now be thinking exactly what is procurement?

Procurement is an important transactional section of a running business. The process of choosing and purchasing the services and goods for daily business operations remains important. In order to get the required supplies for businesses at the lowest cost, procurement helps a lot and contributes to directly impacting the bottom line of the business. 

Let us learn the most important aspects of procurement. 

What is procurement process?

The process embraces a wide array of activities that are involved in obtaining services and goods. The main aim of the procurement is to get competitively priced goods that deliver the highest values. For some organizations, procurement takes every stage right from collecting business requirements, and sourcing suppliers to the precise tracking of goods receipts and finally updating the payments. Stating about what is procurement definition? There are some companies that  define procurement as a short range of activities including making payments and issuing purchase orders. 

<< Also Read: Procurement meaning and process explained>>

Why procurement in the business is vital?

If you are planning to understand supply chains then procurement is the most important step. Procurement helps companies find reliable suppliers that can provide highly competitive priced goods and services that can fit the company’s requirements. 

For instance, if an organization demands a new supplier to offer a current service for an uncertain time period then the procurement process helps the organization choose the best supplier who can fulfil all the business needs at an economical price. Also, it helps businesses save a huge amount of time, valuable resources, and money while dealing with an inappropriate supplier.

Another major facet of enhancing the procurement process includes minimizing the cost. While it is also critical to offer high-quality goods as well as services demanded by the company and have the capability to deliver the most authentically while tracking the records accurately. 

What is procurement
What are the types of procurement?

Procurement is classified in many ways such as direct/indirect procurement. It depends on how the company is using the items to be procured. Moreover, procurement can also be classified as goods/services procurement relying on the items that are being procured since then. 

Let us see the types in-detail. 

Direct procurement- 

Direct procurement means obtaining things that are quintessential to offer an end-product. If yours is a manufacturing company, then this would include components and raw materials. For a retail business, the process would include the items purchased for resale to the consumers. 

Examples- Raw materials, parts, components, items purchase for resale

<< Also Read: Difference between Procurement and Purchasing>>

Indirect procurement-

It usually includes items purchases that are essential for daily business operations without affecting the company’s bottomline. It includes everything right from the office related supplies along with advertising campaigns, and furniture. It also involves consulting services and maintenance of equipment. 

Examples- Office supplies, marketing utilities

Services procurement- 

This focuses on procuring people-based services. As per the company, this will also include hiring law firms, individual contractors, on-site security services, and labor. Services procurement may also include indirect/ direct procurement. 

Examples- Wholesale items, raw materials 

Goods procurement- 

It refers to the procurement of physical items while it also includes some software subscriptions. Advanced goods procurement depends on better supply chain management practices. It might include indirect and direct procurement.

Examples- on-site security services, contractors, law firms 

What is procurement

The working of the procurement process 

The procurement process usually includes a number of steps. Here, the business checks specific goods and services required, sources the suppliers to help companies achieve business objectives, and shuffles the cost and terms while purchasing and receiving the concerned items. 

A small-scale business might just have a person handling the procurement of goods and services. The large-scale companies might have experienced persons in dealing with various suppliers as well as related business groups. For some of the products/ services, the team members might take inputs from different business groups so as to check the business’s overall demands. 

The vital point to consider here is that the procurement process is an ongoing process and does not include a series of isolated actions. Suppose, your business aims to establish proper relationships with the key suppliers to fetch the best service and relatively lowest costs. It will translate into higher profit margins finally. Organizations may also require to conduct particular quality assurance checks and overall performance analyses while making sure that suppliers must meet all business expectations. 

<< Also Read: The Possibilities of Global Procurement for Suppliers through a Single System>>

Prime stages of procurement 

The procurement process has 3 distinct stages sourcing, purchasing and receiving stage. 

Now, let’s see all of them. 

Sourcing stage-

It is one of the major stages of the procurement process in which the business checks its requirements, develops a purchase request and more. Though the initial sourcing steps are complete, it is a good method to develop strong supplier relationships. They can develop scenarios for suppliers to get things from learners while improving the processes, products, and equally trust. 


Payment stage-

The accounts payable involves a 3-way matching thing that makes sure about the order and invoice accuracy. However, the invoice can be easily approved and the final payment is arranged. Now, this can record all invoices, payments, and orders that should be kept carefully maintained. 

Purchasing stage-

The term involves navigating terms, receiving and creating orders, and checking goods and services. 

What is procurement

What are the critical steps in the procurement process?

The procurement process changes hugely depending on every company’s structure as well as needs. It includes the major 9 steps-

1. Analyze the company’s needs for goods and services-

Initially, a business should analyze the requirements for a particular item or service. Now, this item might be a new one for the company, a subscription renewal or restock of existing goods. The first step includes going deep into the business details. These details might be anything like technical specifications, service characteristics, materials, part numbers, and more. It would be rather a good idea to catch all consulting g departments that have got a bad impact on the purchasing decision. This will make sure that the procured items are affecting the departmental needs accurately. 


2. Send purchase request- 

When an employee or a business group requires to procure a particular quantity of new services and supplies, a formal purchase request is made. Usually, a purchase request indicates requirement of the company. It is carried out through departmental managers, purchasing staff, or even specifications including time, price, and quantity to make thing even more precise. 

<< Also Read: What is a manufacturing execution system?>>


3. Evaluate and select vendors- 

With a particular approved purchase request and list of requirements, the first thing to follow is to get the best vendor. The second requirement is RFQ i.e. request for quote sent by the purchasing person to the potential suppliers. Here, it is quintessential to stay as detailed as possible. 

Remember that vendor evaluation should not be just on the cost but also the quality, speed, and reliability. A lot of companies thinks of social responsibility or ethics since procurement is being closely related to corporate image. 


4. Negotiate terms and price- 

Before making a decision you should at least have a minimum of  3 quotes from the suppliers. 


 5. Generate a purchase order-  

First, you should fill purchase order and then send it to the supplier. However, the purchase order should be better in detail to check the proper services as well as goods required to fill the order. 


6. Get and check goods delivered-

Keenly check deliveries for all damage and errors. This stage makes sure that 


7. Manage requirements matching-

The accounts payable department should always check if there is an accurate three-way match and look at the invoice. Also, businesses should look to have a flawless invoice procedure through accounts payable. They should check the payments should get matched with the invoice amount along with the due date.  

8. Invoice and arrange payment 

Explaining about what is procurement next process,  there lies invocie and arrange respective payments. Once the 3-stage match is accurate, you will pay the invoice. A standard process would ensure that invoices will always be paid on time that can help prevent late fees while aiding good relationships.

9. Keep records

Keep records right from purchase requests, invoices, receipts, and more. The records prove useful for various reasons while assisting company reorder goods at the required price. However, the records should be more accurate and clear for resolving high level disputes.

9 Supply Chain Tips to Effectively Manage a Product Recall

supply chain tips
Reading Time: 6 minutes

SUMMARY- Product recalls can create a greater level of disturbance in a company that also might create legal, financial, as well as, safety issues for a company. But, when product recalls are managed precisely they can help you in achieving appreciation for effective and decisive actions. The supply chain tips can help you manage a product recall effectively.


supply chain tips


Product recalls can create a greater level of disturbance in a company that also might create legal, financial, as well as, safety issues for a company. But, when product recalls are managed precisely they can help you in achieving appreciation for effective and decisive actions. On the other hand, having a lack of knowledge to effectively manage a product recall might give long-lasting impressions on the reputation and finances of a company. 

In this post, let us learn more about supply chain tips and about managing a product recall more efficiently and effectively while raising the reputation of your business. 

Start the recall process

In order to manage a product recall, you should first initiate it since it occurs in response to a defect. Most of the causes of product recalls are related to safety. There also exist some product recalls that occurred due to some other reasons. For instance, let’s take the example of Intel corporation. In 1995 the company recalled approximately 1 million computer chips that had defects that generated errors in the calculation. This recall is known for the mismanaged product recall process. 

So, Intel offered replacement chips only to those customers who proved that they were affected by the defect. Then after analyzing and discovering the defect, Intel became less vulnerable to the pressure and started a product recall. 

Stay updated with product safety regulations 

We all know that product safety rules & regulations are quite complicated and are different for different countries. They also keep changing often while becoming more stringent each time. If your manufacturing business is about to expand footprints in other countries, naturally, compliance-related rules would grow along with the complexity and likelihood of the product recall. 

However, having an excellent central regulatory will establish better compliance with the existing regulations as well as the new ones. This way, irrespective of wherever you have been operating, you will remain on the right side of the law while managing product recall effectively.


supply chain tips

These queries include checking faulty product batches along with facing the raw materials that were involved in the air process. You should also check if contamination is a new concern or it is being repeated for quite a long time. 

By getting the latest data about the product, it becomes easy to check the core problem and you can address it with full confidence while providing market reassurance and alternating or mitigating the recall cost. 

For easy and simple data access in real-time, you should store data at a central database from where you can track it through production operations as well as from the users. As per the regulator, it is expected that businesses should connect customers as well as ingredients via complicated and mica production functions. 

However, if these processes are not being followed timely then it can cause a massive recall that could be too dangerous for a company. 

 << Also Read: 6 inventory management tips for the food production industry>>

Stay totally transparent

Customers can fetch product issue reports as soon as somebody publishes them. A poorly managed product recall can be hazardous to the business reputation and sometimes it may cause irreparable loss. Hence you should control the process. The excellent way to overcome this issue is to place flawless communication with approval that the situation is completely in control and you have the appropriate solutions to deploy.

So in order to not lose customers’ trust, it is highly recommended that you should not make any statements for which you are not completely sure, especially when there is the pressure during the product recall process. Hence it is very critical for your business to have sturdy visibility and transparency of the supply chain since it authenticates the potential level of concern while quickly rectifying the cause. It helps to protect the reputation on a broader aspect. 

Take decisive actions 

If your business finally recalls every product and repairs the defect via a warranty platform then your business should act decisively while penning down the decision to avoid the negative effect of product recalls. 

Also, you should check the advantages and disadvantages of product recalls in order to take decisive action. Product recall risks my deal with different issues such as cost, financial effect, and negative publicity. 

But on the other hand, there are major benefits of a product recall that includes reduced risk and optimistic publicity that can help highlight your business commitment. 

Also using the right tools to manage product recall proves to be an effective decision. There are particular extensions as well as solutions that are offered by the top ERP software. Use them and get accurate results. 

<< Also Read: The secret sauce for effective food traceability – Food & Beverage ERP>>

Minimize the risk and impact of a product recall

It is perfectly said that prevention is always better than cure and it is impossible to eradicate the chance of product recall. However, there are a few steps that can help you reduce its occurrence while mitigating the consequences-

Let us have a look at the important steps-

  • Arrange mock product recalls
  • To test for any defects take some samples from product batches
  • Maintain flawless communication with every person in the supply chain department
  • Constantly rectify and enhance supply chain functions to reduce risk
  • Check customer feedback constantly including social media platforms through which you can identify the defects instantly
  • Manage a completely dedicated crisis management team for outstanding results
  • Minimize batch quantities in order to make it easy to give faulty products aside

Get a proactive crisis management plan

Time plays a crucial role in food and beverage product safety. It is highly advised to get a predetermined crisis management plan in order to make sure you are thoroughly crisis-ready. Inaccurate food and beverage crisis management plan includes some vital functions such as-

  • Checking the severity of the risk
  • Rectifying the level of contamination while isolating affected batches of the products
  • Send notification to the distributors as well as retailers as soon as possible about the product defect
  • Deploy stringent product recalls procedures in action
  • Publish transparent data to customers on the product recall
  • Reporting the product concerns to the respective authority team

Secure chain of command 

Product recalls mean your businesss’ reputation is obviously at risk and hence to protect the total integrity of the brand, different retailers as well as manufacturers should ensure that the customers confronting communication should put the brand in a positive way. 

Hence, it is quite important to manage the topmost quality standards as well as a document through every step of this process which might deal with transporting as well as storing products with a secure chain of command. It might also deal with managing product testing as well as product recalls with respect to regulatory compliance. 


supply chain tips

Improve effectiveness

Usually, product recalls occur without any warning and hence it becomes tough for businesses to get prepared in advance. Through a complicated supply and distributed change, it might be very difficult financially to get full-time team members that can manage a product recall while putting the internal resources into the procedure.

But you should remember that this may cause hazardous for your business since shifting your current staff from their normal work might interrupt the routine business operations which can apparently delay the retrieval process of the product and will surely cause high expense. Hence, getting a third-party solution provider who can help emphasize retrievals would be the best option and the most effective method of deploying a product record. 

<< Also Read: Meet chemical regulations through integrated traceability data>>

Proper documentation

One of the best supply chain tips is to have proper documentation. Whenever it comes to shifting complex relations it becomes quite important to oo take care of all products while maintaining their integrity of them for additional analysis as well as testing. This clearly indicates that the product of the journey should be accurately documented not just for any legal issues but also to maintain customer trust in the brand. 

Proper documentation requires greater attention to reverse logistics and you need a stringent chain of custody that can help you document execute as well as complete the returnable event in a systematic manner. Since it is highly advisable that companies should not forget about documenting the entire product recall process.

With these ingenious supply chain tips, you can effectively manage product recall and maintain the reputation of your business!



Subscribe To Our Newsletter

  • This field is for validation purposes and should be left unchanged.


At Sage Software Solutions (P) Ltd., we are home to world-class ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. You can also write to us at

Disclaimer: All the information, views, and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views, or objectives of Sage Software Solutions (P) Ltd.

Role of technology innovation in improving customer service

Role of technology innovation
Reading Time: 4 minutes

Summary:  In the human world, the role of technology innovation has always been playing a crucial role in bringing ingenious transformations. This in turn delivers improvised customer service. Let us see how does technology proves to be a boon for customers in this blog. 


role of technology innovation

In the human world, technology innovation has always been playing a crucial role in bringing ingenious transformations. In terms of customer service, it has been an impetus for dynamic progress for the business. With the current intelligent analytics system, a customer is introduced by the interconnected web. It is created through social media activities, buying patterns, food patterns, online searches, interests as well from more data points aside. However, such technology aids to enhance customer experience while building long-term loyalty among them. 

As per the latest survey by Harvard Business Review, it has been found that businesses having intelligent management strategies enjoy huge benefits that result in unbelievable business growth. However, leveraging technologies for a better customer experience can nourish customer loyalty in an efficient way. 


Faster payments & easy refunds 

Gone are the days when people would make payments with reams of notes. And today, technology has made this trend completely outdated by creating cashless payment systems. As per the recent study, average people carry less cash with them and prefer making payments through online platforms. 

No doubt, we are moving ahead with the technology, and with continuous innovation, the refund systems and modern payment methods have become more transparent and simple to access leading to a number of satisfied and happy customers. 


role of technology innovation


Live chat for better customer interactions

A healthy business revolves around two major factors; strong relationships with customers and flawless communication among them. With the introduction of ‘ web 2.0’, we can find a high level of interactivity among businesses and customers which furthermore gets converted into ‘ interactive marketing’.

Today, most businesses, as well as e-commerce shops, are offering high-tech services including 24*7 customer support, live chatbots, online problem docketing, and much more. The businesses offer these services to their customers while making their customer bases ever large and strong. 

<<Also Read: How B2B Companies can focus on Improving Customer Experience Remotely?>>

Improvised customer engagement 

When considering customer engagement, a number of factors make a crucial contribution. They include dynamic landing pages, push notifications, brilliant displays of product specifications, and much more with technology innovation. 

But, when keeping your customers updated with the product/services, having engaging and seamless communication is important. It is quite important because the more you communicate and engage your customers, the more are the chances to grow your business. But, if you ever fail to implement this approach, you would miss the main purpose of your product update. 

So, not to miss the opportunity, you can launch the update on your website or can make advertising on social media. Because, nowadays, people are more often active on these platforms. Customer engagement showcases a vital role in technology innovation.

role of technology innovation

Timely delivery 

There exist a number of platforms that need to focus on timely delivery. This might include the digital music industry, e-book production companies, cable companies, and more. For an instance, cable companies can leverage advanced technology to resolve customer queries quickly while the digital media industry can utilize advanced forms of technology to improvise their services along with establishing healthy public relations. So, for timely and quick delivery, you can always count on technology innovation. 

Creates emotional bond 

One brilliant way of creating strong customer relationships is to build an emotional connection with the customers. And technology is the best way to build it. With the advanced technology platform, 

Omnichannel service experience 

Today, physical stores are not the only places where customers can interact with your business. Through social media platforms like Facebook, Twitter, WhatsApp, and more, customers can engage with your company in a better way.  However, such accessibility is driving more demands for omnichannel experiences. 

Omnichannel support is quite different from other multichannel support platforms since it can sync your communication channels so that the team members can work flawlessly. Your customer service team can anytime respond to the customers whenever they are engaging in business. And suppose, if a problem is not getting solved on a single communication channel, your customer representatives can simply switch the issue to another medium from where they can get better solutions. This helps in reducing the concerns in the customer experience.

You can incorporate a centralized inbox where all the incoming customer inquiries would be gathered. And no matter from where does an interaction starts, your representatives can utilize the exact interface in order to communicate with your customers. 


role of technology innovation

Real-time messaging

Customers, at present, prefer interacting through chat rather than communicating via email or phone. There exist some technically advanced applications that can help you interact seamlessly. 

<<Also Read: 3 simple ways CRM software can help enhance customer engagement>>

Chatbots & AI 

Chatbots and artificial intelligence are the best innovations that technology could make in CRM. AI and chatbots are the best platforms to improve customer support. It helps customer representatives avoid giving repetitive answers to the same questions while saving a lot of time and human resources. Now the time has come when the customer executives would answer only the toughest queries that a chatbot cannot answer. 

If you have been thinking to deliver great service to the customers, it is all about engaging customers flawlessly. However, customer satisfaction is all about assisting customers to grow while offering additional value to the customers as well as their company. And to achieve this, bots and AI become a crucial part of the team so that they can help executives focus on growing customers while delivering great value from the services and products they have purchased. 


Subscribe To Our Newsletter

  • This field is for validation purposes and should be left unchanged.


At Sage Software Solutions (P) Ltd., we are home to world-class ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. You can also write to us at

Disclaimer: All the information, views, and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views, or objectives of Sage Software Solutions (P) Ltd.

Utilizing Your CRM Software the Right Way!

CRM Software
Reading Time: 2 minutes

CRM Software

Every organization opts for implementing a CRM system within their organization with a desire to streamline its business processes, improve the quality of customer service, explore new business opportunities, and to hunt for new customers. However, only a few succeed. Why? Because most do not adopt CRM best practices, hence leading to low return on investment. After all, CRM is just a technology, and the amount of success that can be achieved through it is dependent on how effectively it is been used by the employees of the organization.

If one aspires to use the Sage CRM software effectively, it has been recorded to increase the salesperson’s revenue by 41% on average. A system that can provide you a 360-degree view of the customer relationships can also be a let-down if its potential is not been utilized. A basic strategy before using Sage CRM software should be to achieve the goals of your company. Once you are able to accomplish this, the next step could be to plan on reaching out to the objectives. Here are some of the ideas that can help in utilizing CRM software –

1. Training

The most common mistake identified is inadequate training given to the employees. If your staff or employees are not aware or unable to utilize CRM software effectively, you can’t determine the exact profit that you could actually gain from it. Rather than hoping that your employees will identify the key features of the CRM on their own; make sure you incorporate a thorough training program of CRM in order to help with a proper system review to the employees that will profit them. Focus on all the features in detail, make the training robust, and give your employees ample time to get comfortable with the system.

2. Prioritize your customers

Though it is always said that one should treat their customers equally, one should also focus on prioritizing the customers based on how profitable they are. Analyzing the Customer data, their product interest, and the buying patterns can help to spot potential high-value customers so that you can make the most of your sales opportunities with those customers.

—->>> Download Now: The CRM 2020 Guide (Free E-book)

3. Start tracking your customers before the first contact

Sage CRM Framework makes it possible for businesses to capture data at every stage of the customer journey. Right from the stage of logging the inquiries till the stage of capturing customer feedback; Sage CRM helps to record 360-degree view of customers that will help to track and manage sales and post-sales service given to them.

4. Sync everything to your CRM

The feasibility of integrating Sage CRM with different applications be it an IVR, a marketing tool, or an email exchange server; helps in synchronizing all the data in a single system. Thereby, leaving no chance of missing out any critical data or communication that may prove in loss of the opportunity. Syncing everything together will help guarantee that you’re utilizing your CRM to its full ability.

At Sage Software Solutions (P) Ltd., we are home to world-class ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. To know more about it. You can also write to us at

—->>> Download Now: The CRM 2020 Guide (Free E-book)

Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.

Breaking The Communication Barriers Through Marketing Automation

Breaking The Communication Barriers Through Marketing Automation
Reading Time: 2 minutes

With new digital channels of communication emerging each year, companies need to spread their sales efforts across different platforms. For example, some prospects like to discuss the nitty-gritty of a product over a phone-call, others like to start with a serious discussion on Linked-In, and yet others find it more appealing to view a presentation on Slide share before purchasing the real product.

This article talks about how companies can break communication barriers through marketing automation. And how CRM software can help them achieve it.

Multi-channel outreach strategy :

Here are 2 reasons why a multi-channel marketing strategy is a must?

  • Prospects research and communicate through diverse channels
  • The buying cycle is complex and often involves multiple channels

If you lack a multi-channel approach, you will be unable to coordinate your efforts across various outlets and will face difficulty staying in touch with your prospects and guiding them through the buying process. This is where a marketing automation tool such as a CRM software will come to your rescue. It will help you to synchronize your marketing efforts across multiple online and offline channels such as the following:

  • Print
  • TV
  • Display ads
  • Mobile content
  • Emails
  • Affiliates
  • Point-of-sale

and many more.

Make better marketing campaigns

Customer segmentation plays a pivotal role in executing superior marketing campaigns. It allows culling important customer data based on the following parameters :

  • Demographic
  • Geographic
  • Behavioral
  • Individual preferences

This helps learn what your customers are looking for and designing marketing strategies for each specific sales channel. A marketing automation platform such as a CRM software helps you create a customer database containing valuable customer information. This database is updated periodically so that you can formulate marketing strategies on the most current data.

Also Read: Create Better Marketing Campaigns with Sage CRM

Break the monotonicity

If you completely rely on a single channel to communicate with your clients, it will lead to monotonous sales pitches. This is because over time your clients will become accustomed to the way you deal with them and will exactly know what to expect. A marketing automation platform such as a CRM software will enable you to adopt a multipronged communication strategy. For example, it will start by sending an email to the prospect, then following up on Twitter, and then demonstrating a product demo over Skype. This will make conversations more engaging and fruitful.

Communication barriers prove to be the biggest hurdles for any company. There have been many instances of great products in the past that have miserably failed because customers couldn’t get the hang of them. This makes breaking communication barriers all the more important. At Sage, we are home to industry-leading marketing automation software. Our CRM software has built-in functions that enable you to reach clients on multiple channels and help you make deal-breaking marketing campaigns.

Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.

Smart chatbots are coming to CRM

Smart chatbots are coming to CRM
Reading Time: 3 minutes

Be it ordering food or asking for consultation related to investments or funds, people probably will deal with smart chatbots today at some or the other point in a day. For those, who are aloof to tech news in the recent past might be surprised to see that chatbots are revolutionizing the game of customer support and service as we know it in a never before manner.

Though a CRM software is an excellent tool when it comes to automating and streamlining marketing and sales operations, a chatbot has the potential to drive your CRM strategy ahead of the curve. This is the reason an increasing number of brands are leveraging the power of chatbots to drive sales, improve customer satisfaction and conversion rates.

Yes, CRM is distinctively positioned to reap the benefits of AI-powered chatbots. Here is how smart chatbots can revive customer relationship management irrespective of the industry you are operating in:

Improved conversion rates

Since chatbots can take care of routine and cumbersome tasks, sales reps can focus on what matters the most, i.e. sales. Yes, sales representatives get more time at hand to devote on critical tasks like meeting prospects and clients and eventually close more sales for their firm. Most importantly, the golden rule i.e., attending a lead within five minutes of first contact to convert it into a customer can be achieved with a chatbot. AI powered chatbots can offer 24 x 7 customer service, which paves way for the five minutes response irrespective of hour, eventually resulting in more leads. Now more leads infers more sales!

Smart CRM

It is not always easy to key-in data into your CRM system. You ought to log into the system, switch through multiple dashboards/tabs and CRM screens to enter the information, save it, etc. This sure takes efforts and time. Plus, not to forget those CRM workflows that one has to navigate. Imagine the plight when you are working with a bloated system with tons of data. In fact, the amount of time and efforts spent here can be utilized to pitch a prospect.

Integrating a smart chatbots into your CRM system can address this issue. One of the biggest advantages of chatbots for CRM is the single message window wherein one can type his/her message as they would do in a messenger. Further, a chatbot can go through important workflows on a continuous basis and record answers in the system seamlessly. CRM chatbots would organize all the critical tasks as well as follow-up on scheduled activities in order to help sales reps manage their time in a more efficient manner.

Customer intelligence

Smart chatbots for CRM can also be integrated with messenger, email, social media and enterprise management applications like ERP to retrieve essential data from varied sources. This data can be anything from grievances, preferences, transaction history, purchase history, buying behaviours, user activities and profiles. All this information fetched by Smart chatbots enable a holistic view of customers whilst helping to identify trends. Talk about customer intelligence!


A chatbot can revert to customer queries at a speed that a human cannot. Further, chatbots linked to social media would help in seamless and quick customer verification and can swiftly recall previous conversations. Smart chatbots are excellent for instant answers to those standard queries. Remember that having happy customers is the key to repeat business and success.

Want to know how a smart CRM software can improve customer experience and streamline customer journey for your business with Smart chatbots, contact us here or drop us a mail at  to book a quick demo and consultation.

CRM Implementation: Top 3 reasons they fail.

CRM Implementation
Reading Time: 3 minutes

Customer Relationship Management (CRM) software have continuously proved its significance for many businesses across industries by successful implementation records. The ability to manage several aspects of a business such as Customer Relations, Sales, Marketing, and Service Management happens to be the core function of all top CRM software. However, it is been observed that many CRM implementation fail which thereby cause companies to pay out of pocket expenses as well as impacts future revenue negatively.

A CRM system serves as a central hub for all the companies by offering a number of handy benefits related to Sales, Marketing, and customer service, but what benefit any software can provide unless it is implemented properly for full utilization for the company staff.


Let’s see the top 3 main reasons for CRM Implementation failures:

Lack of Communication:
CRM implementation decisions are taken by the top management in all organizations because of the budget and the process changes which will happen after the CRM has been implemented. This decision and the process afterwards, needs to be communicated to the whole staff and the top management needs to be supportive of the plan throughout the implementation process. Lack of communication can give rise to insecurities and mental barrier in the minds of the staff. Lack of communication also happens when the CRM is implemented and still the sales force cannot update the CRM on the go with their meeting details and rely on their support staff to do the same on their behalf. Here, the CRM does not eliminate the problem but gives rise to new ones as double effort is required on the salesperson’ behalf.

Over here, what you need is a CRM software with built in communication management module for seamless delivery of customer service. For example, if a Prospect or Customer calls and the original team member that earlier spoke with the client is unavailable. Then rather than leaving their query unaddressed due to no knowledge of previous discussion; another Team member can quickly pull out the notes such as Email communications, Meeting discussions or so on and efficiently answer any questions the caller may have.

Lack of Organization Wide Use:

Introducing CRM as an important and time saving tool will encourage the users to make use of it on a wide range. Managers must make the CRM software an important medium to make or record all the interactions done by the Sales team on a daily basis. Making your sales representative believe that CRM is not just a tracking tool but very much efficient to help you keep updated with the upcoming appointments, open customer cases, top opportunities, as well as staying updated with the CRM notes of the latest communication done with the client will help manage their time.

Another way to ensure widespread acceptance of CRM is to introduce CRM as a help-desk tool for Customer Service executives. Making use of CRM’s service module to log and track cases of customers. Monitoring priority cases, examining employee performance through the use of SLA’s and escalation facility, reviewing the solutions provided are some of the main aspects of Sage CRM’s service module.

Lack of Technology Integration:

Nearly all the processes in the company have some or the other software to take care of the manual work. The problem arises due to the fact that all these systems are not connected with each other and the data flow between them is absent. Understanding the need of the business and employees is the major facet to finalize a CRM software tool for the organization. A successful CRM implementation must guarantee that the CRM will meet the needs of the every level of employee may it be a Management User, a Sales Representative, a Service Executive or a Marketing Manager.

Sage CRM is one such CRM software that allows the users to seamlessly access their enterprise database thereby avoiding the need to enter duplicate data into system. Gaining full access to information of the Customer, Products, and sales – analysis etc. helps the staff to do their job more effectively. Data Management in Sage CRM not only helps to maintain the data security but also helps the user to identify what they need to close the sale on the go from any device, anytime and anywhere they might be.

Understanding and adopting full capabilities of the CRM system will lead to a higher level of customer service, increased revenue for the company, and in turn, increased commissions for the sales representatives. For more details on how can you successfully implement Sage CRM in your premise, You can also write to Sage Software Solutions Pvt Ltd at


ZOOM Meeting Integration with Sage CRM

Zoom Meeting
Reading Time: 2 minutes

Now interact with your team using Sage CRM through the new ZOOM meeting integration feature.

COVID-19 crisis caught every industry by surprise and brought the momentum of daily life worldwide to a standstill. Millions of businesses faced a nightmare scenario for maintaining their customer relationship management, whereas some companies focused on adapting new ways to manage customer relationships and social distancing norms. In other words, COVID-19 has wholly reshaped customer service and is also forcing companies to rethink their customer relationship strategies

Even before the pandemic, companies practiced remote work and used online meeting sessions to interact with the customers. Online training sessions, connecting to people situated at different locations for a single session, presentations, Videoconferencing, etc., are significant aspects of remote working. And they helped businesses to manage and control critical functions in pandemic times.

Also Read: Sage CRM – WhatsApp Integration

Sage CRM software has always focussed on offering salespeople with the most prominent ability to work with ease when it comes to customer management. Keeping in mind the remote working aspects, Sage CRM now allows users to access or manage their online meetings with the Zoom Meeting Integration, thereby reducing the pain of switching between multiple systems. 

Key Benefits –

  • Grouping the Customers/Attendees data available in CRM – Need to send Zoom meeting invite to the Customers recorded/available in CRM? You can now easily do that by grouping the Customers (Attendees) in Sage CRM with the entity search screen. With the help of the search screen, you can group the customers based on various criteria such as Location, Source, recently added customers, etc.
  • Easy format to schedule the meeting – Scheduling a zoom meeting from CRM can be done in a few clicks. A simple meeting scheduler helps to input the meeting details such as Subject, Date, Time, and the Attendees’ selection, thereby reducing the time consumption.
  • Real-time sync from Sage CRM to Zoom – Real-time synchronization prevents the creation of duplicate records in the system. This reduces double-handling and could prevent overlapping teams from contacting customers excessively.
  • Scheduling / Updating / Deleting Zoom meeting in a single click from Sage CRM.
  • Send Zoom Meeting Info via Email – Users can send the Zoom meeting invites from and within Sage CRM just with the help of one click.
  • Enjoy a seamless meeting experience – Schedule or start instant online meetings with screen sharing from Sage CRM and no more switching back and forth between applications.
  • Launch Zoom Meetings within Sage CRM – Users can conveniently launch Zoom meetings without leaving Sage CRM.
  • Zoom Meeting Reminders on your CRM Calendar – Get the Zoom Meeting records listed out on your CRM calendar, helping you to plan your day accordingly. Sage CRM Reminders for the Zoom Meetings helps you to stay updated.


Thus, Zoom Meeting Integration with Sage CRM helps boost sales productivity by managing, scheduling, and storing information directly in CRM Communications; making it more reliable and easier for the Salespeople.

At Sage Software Solutions (P) Ltd., we are home to world-class ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. To know more about it, You can write to us at

Disclaimer: All the information, views, and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views, or objectives of Sage Software Solutions (P) Ltd.


3 Ways Tracking in CRM Leads to More Sales

3 Ways Tracking in CRM Leads to More Sales
Reading Time: 2 minutes

CRM Lead Tracking

For any company, tracking and managing their leads and sales is very important for improved sales forecasting and boosting revenue. For this, businesses resort to a number of tools and techniques and one such solution is CRM or customer relationship management system. CRM solution helps salespersons to track and manage their leads, to update customer details on the go etc.

For salespeople, it is crucial to track clients, leads and opportunities to increase sales volume. This is why salespeople are the true users of a CRM solution, since they have many people to contact, need to make many calls and create leads and close them successfully.

In a nutshell, CRM forms the keystone for the entire sales department, as it helps salespeople save time and efforts in executing these tasks on a day-to-day basis. Nevertheless, CRM software is not only limited to sales process, since it has other important modules as well. For instance, marketing people too can use a CRM for planning and devising their campaigns.

Here, we will be discussing about how Sage CRM helps to track leads and manage customer data.

1. Tracking Leads

With the help of Sage CRM, you can track a lead, whom it is assigned and what necessary action needs to been taken to convert the lead to opportunity and close it further. Sage CRM allows you to generate lead reports on a monthly or quarterly basis or whatever criteria you define in the system to fetch the reports. In addition, management can also have a track on all the leads the sales team is working upon rendering complete transparency.

2. Going Mobile with CRM

Sage mobile CRM is the perfect companion for sales people of recent times, since their job involves constant traveling and hopping from one city to the other. Sage mobile CRM helps them track their leads and orders on the go from their handheld devices with just a few swipes. This offers unmatched flexibility to the sales people.

3. Smart and Quick Sharing of Customer Data

Sage CRM allows you to share customer data within the organization in a seamless and automated manner. You can add notes against any customer or lead and the information is available to all the active users of the system. So no more discrepancies in your sales pipeline, since everyone is on the same page.

To know in detail as how Sage CRM can help your business turn into a sale powerhouse, click here. You can also drop a mail to us at .