Sage CRM
Sage CRM is a customer relationship management product for the small and medium-sized business market. LAR and Associates implements it and connects it to the ERP so sales and finance see the same customer.
The product
Sage CRM covers the customer side of the business: leads and opportunities, marketing campaigns, and customer service cases, with dashboards and reports for managers.
Its value grows when it is integrated with the ERP. Connected to Sage 300, sales teams can see account balances, orders, and invoices without asking finance, and new customers flow into the ledger without being re-keyed.
Sage has offered Sage CRM in both cloud and on-premise editions over the years. We advise on the options that are current when you are ready to buy.
We have scoped, installed and implemented Sage CRM together with Sage 300, and remain the support provider afterwards.
Who it serves
Small and mid-sized businesses, especially Sage 300 users, whose sales and service teams need a shared customer record linked to finance.
Our consulting approach
We map your sales and service process, configure Sage CRM to match, connect it to the ERP, migrate customer data, train users by role, and support adoption after go-live.
Consulting services
Every engagement is scoped to the organisation, but the work usually covers the same disciplines.
- Implementation
- Sage CRM rollouts covering users, territories, data migration, and go-live.
- Configuration
- Sales pipeline stages, campaign tracking, service cases, dashboards, and reports.
- Upgrades
- Version upgrades tested together with the ERP integration.
- Training
- Role-based training for sales, marketing, service staff, and managers.
- Support
- Help with users, data quality, reports, and process changes.
- Integration
- Linking Sage CRM with Sage 300 so customers, quotes, and orders stay in step.