Sage Sales Management

Sage Sales Management

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Overview

Sage Sales Management helps B2B field sales teams boost productivity through automation, smart insights, and mobile-first design. It's less ideal for businesses with complex, multi-channel workflows. But if your focus is high-performance selling on the go, this CRM is a strong, no-fuss choice that’s easy to adopt and scale.

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Starting Price
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Sage Sales Management Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

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What Is Sage Sales Management? 

Sage Sales Management, formerly ForceManager, is a mobile-first CRM designed to increase the efficiency of B2B field sales teams. It empowers mobile professionals to focus on selling by automating activity logging for geolocated visits, calls, and emails.

The platform’s AI assistant, ‘Sage CoPilot’, provides actionable insights by analyzing deal progress and customer interactions, helping teams make smarter decisions on the move.

Sage Sales Management Pricing 

Businesses can choose from the following four Sage Sales Management price plans:

  • Essential - $19/user/month
  • Starter - $39/user/month
  • Professional - $55/user/month
  • Performance - $85/user/month
The first two plans come with a free trial. Contact us for a personalized Sage Sales Management pricing plan.

Disclaimer: The pricing is subject to change.

Sage Sales Management Integrations 

Sage Sales Management can integrate with over 4,000 applications. Top integrations include:

Book a Sage Sales Management demo to learn more about its integration arrangements.

Who Is Sage Sales Management For? 

Sage Sales Management is designed for B2B companies with active field sales teams that need a powerful mobile solution to manage relationships and drive performance. It is particularly well-suited for the following industries and sectors:

  • Construction
  • Manufacturing
  • Healthcare
  • Food and beverage
  • Insurance
  • Transportation and logistics

Is Sage Sales Management Right For You?

If you manage a B2B field sales team and are struggling with low CRM adoption, inconsistent data, and inefficient processes, Sage Sales Management is built for you. Its mobile-first design ensures your reps will actually use it, while its standout AI feature, 'Sage CoPilot' , provides intelligent assistance that actively helps close deals.

The platform offers a powerful, specialized solution to boost productivity and performance for teams on the move. Still doubtful if Sage Sales Management is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Sage Sales Management Features

This AI assistant analyzes customer interactions, summarizes long email threads, and drafts communications. It provides smart recommendations and actionable insights to help your team make better decisions and accelerate deal closures.

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This tool allows you to set, assign, and monitor individual and team-based sales quotas and activity targets, ensuring daily actions are directly linked to achieving your strategic business objectives.

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The software provides a clear view of team activity, sales forecasts, and customer portfolio coverage. It allows users to visualize performance, identify winning strategies, and detect deviations from goals in real time to optimize your approach.

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Using Sage Sales Marketing, you can execute and track targeted campaigns directly from your CRM. This module enables you to send personalized mass emails, monitor engagement with open and click notifications, and use custom templates to streamline communication, helping you nurture leads and improve conversion rates.

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Pros And Cons of Sage Sales Management

Pros

  • Offers effective tools to quickly search for clients and companies

  • Boosts organization and overall productivity

  • Highly visual with extensive configuration options

Cons

  • Geolocation feature often glitches

  • The app shows errors during login attempts

Sage Sales Management Reviews

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MS

Md S.

Accounting, 500+ employees

4.0
November 2024

Quick Setup for Sales Teams

Pros

I've found this CRM solution really simplifies how we handle customer relationships at our company. It excels at managing the fundamentals like contacts, opportunities, sales pipeline tracking and performance monitoring all work smoothly together.

Cons

The reporting system feels pretty inflexible since you're stuck with whatever format they give you and can't really dig into sales trends or see how individual salespeople are performing. I find it frustrating that there's no way to customize reports to get the specific information layout I actually need for my work.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

9

SS

Shivam S.

Sales, 1-10 employees

5.0
August 2024

Excellent CRM

Pros

The interface works smoothly whether I'm on my iPhone or Android device. I really appreciate how customizable everything is, you can customize it to fit your workflow perfectly. Connecting it with other CRM systems is surprisingly easy and actually enjoyable to set up. Their support team has been incredibly helpful whenever I've reached out.

Cons

It can get complicated when you're dealing with larger operations, though it works fine for smaller businesses.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

10

Functionality

10

AB

Antonio B.

Construction, 1-10 employees

5.0
July 2024

Great dealership solution

Pros

The customer retention features really make a difference in keeping my clients engaged and coming back. They help me build stronger relationships and maintain consistent communication over time.

Cons

The only downside is that there really isn't much to complain about, everything functions as expected.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

Sage Sales Management software integrates with key business systems like Microsoft 365, Google Workspace, Zendesk, and WhatsApp.

Yes, Sage Sales Management provides an open API that allows developers to build custom integrations and connect the CRM to other business software.

Yes, a robust mobile app for both iOS and Android is a core component of the platform, designed specifically for field sales professionals.

Support is available through a ticketing system and an online support portal. Premium support services are available for customers on the Professional and Performance plans.

The application is available in multiple languages, including English, Italian, French, and Portuguese.

It offers four tiered plans—Essential ($18/user/month), Starter ($39/user/month), Professional ($55/user/month), and Performance ($85/user/month). Get in touch for a personalized Sage Sales Management cost estimate.

Businesses across various industries and sectors, including construction, manufacturing, insurance, and healthcare, benefit from Sage Sales Management features.