Sage Sales Management

Sage Sales Management is a CRM & Deal Management tool that enhances sales team productivity with mobile-first features and AI. It helps accelerate sales activities and improve overall efficiency for field sales professionals.

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At a glance

Pricing

Paid · Enterprise

Free tier

API

Yes

Skill level

Mixed

About

What is Sage Sales Management?

Sage Sales Management, formerly ForceManager, is a CRM solution specifically designed for sales teams on the move, particularly field sales professionals. It offers a mobile-first experience, allowing sales representatives to log activities, manage opportunities, and collaborate with their team from any device. Key features include Mobile CRM, Cloud CRM, and Sage Copilot, an AI assistant for sales that helps with deal analysis, sales insights, and negotiation points. The platform aims to accelerate sales activities, provide sales and activity analysis through dashboards, and integrate with essential business tools like Microsoft 365, SAP Business One, and ERP systems. It emphasizes ease of use and mobility to ensure high adoption rates among sales teams.

Best used for

Ideal for sales reps and sales managers who need to manage customer interactions on the go, accelerate sales cycles, and gain insights from sales data. Especially valuable for field sales teams in industries like healthcare, manufacturing, and construction, seeking to improve efficiency and adoption rates.

Common actions

manage customer relationships

accelerate sales activities

analyze sales performance

automate sales reporting

integrate sales data

mobile_appios

Capabilities

Key features

Mobile CRM
Cloud CRM
AI Sales Assistant
Sales Accelerator
Activity Analysis
ERP Integration
Microsoft 365 Integration

Target Audience

sales repsales manager

Integrations

microsoft-365microsoft-teamssap-business-onesage-50outlookexchangezoom

Pricing & Plans

Paid · Enterprise

Free

FAQs

What is Sage Copilot and how does it help sales teams?

Sage Copilot is an Artificial Intelligence assistant for sales integrated into the CRM. It helps sales teams by enhancing deal analysis, generating actionable sales insights through interactive charts, and extracting key negotiation points from email threads, streamlining the sales process end-to-end.

What integrations does Sage Sales Management offer?

Sage Sales Management integrates with various essential business tools. These include Microsoft 365, Microsoft Teams, SAP Business One, Sage 50, Outlook, Exchange, and Zoom. It also offers general ERP integration and video call capabilities.

What are the pricing tiers for Sage Sales Management?

Sage Sales Management offers several paid plans. The Essential plan is for up to 3 users, while Starter and Professional plans offer more features and integrations. Pricing is based on annual contracts and payment, with custom quotations available for specific needs.

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