A preferred choice of next-gen business leaders to take key business decision
A comprehensive suite of cloud based payroll software to manage key HR processes.
Get a comprehensive understanding on potential for ERP Software
Learn how to leverage maximum return and potential for ERP Software
Facing operational challenges at your financial services firm? Our Financial Services CRM is for you!
Financial services CRM are designed in such a manner that it gives your sales and consumer-facing teams an upper / top view of the whole business. It enables you to have control over your sales, marketing as well as customer service for continuous feedback and thus, improvement in overall scenario.
Sage CRM is one of the best choices when it comes to choosing a CRM (Customer Relationship Management) solution for your financial services business. The integrated modules of Sage CRM software along with its numerous features allow you to face every challenge in a hassle-free less manner delivering best results.
What are the most common and frequent challenges your financial services firm faces? Is it the need to deliver better service? Difficulties in improving your GOW (Growth of Wallet)? Or slower processes? Our social CRM software addresses these along with various others.
360 degree view of every transaction
Centralized data platform
Better lead conversion
Automation of repetitive tasks for sales dept.
Effective leads management
Forecasting consumer needs
Easy communication with consumers
Third party integrations
Sage Software Solutions (P) Ltd. has assisted many industries including the financial services sector. Be smart while making a choice for your financial service based industry for experiencing best results. Sage Software Solutions provide industry specific CRM solution for SMEs and enterprises in India.
To know what more Sage Software has for your finance industry, SMS SAGE to 56767 or click here. You can also drop us a mail at sales(at)sagesoftware.co.in for a FREE demo.