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“When the guys who’ve tested the unit say this software is the best one that we’ve seen, I tell you what - when you get buy-in like that, you take it!”

Josh Schouten

General Manager of New Truck for RWC Group

How Sage Sales Management helps insurance companies and intermediaries increase sales

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Mobile app

The best sales and mobile experience in iOS and Android
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Personalized Pipeline

Adapt your opportunity pipeline to your company's needs
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Intelligent Assistant

Boost your team with artificial intelligence
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Sales accelerator

Set activity and sales targets
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Sales & Activity analytics

Take better decisions with real-time data
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Integrations

Calendar, email, ERP, marketing and more
System for recording activity of salespeople from all industries on the iPad

Activity Log | Data Analysis

Real -time data makes all the difference

Sage Sales Management is extremely easy to use (90% of sales
teams use the app daily), meaning they find the app
relevant and useful to their day-to-day work. Even if they have to work offline, relevant data is still completely accessible. High usage leads to more accurate data recorded in the CRM, helping you define a proper sales strategy, monitor its progress and coach your team to success.
Sage Sales Management sales program goals screen

Portfolio coverage

Portfolio coverage like never before

Sage Sales Management helps you optimize portfolio coverage and intelligently distribute activities across your team. They’ll know exactly when they need to visit a customer and what they need to talk about during their visits. With Sage Sales Management, you´ll have your team visiting each client segment with the frequency you
choose in no time. More visits equal better relationships.
Sage Sales Management Goal-Setting Widget for all industries.

Sales Campaigns

Cross-Selling is easier than ever before

We all know that it’s often easier to cross-sell products to current customers than it is to find new ones, but all too often, this process falls through the cracks. your team might forget to mention your newest product or offer and you’re unlikely to ever
notice. But with Sage Sales Management, you can systematize your crossselling process entirely, ensuring you don’t miss any opportunity to offer the right product to your best clients.

"The application was so easy to integrate with both our CRM and other tools, that barely a week later the whole sales department were using Sage Sales Management on a daily basis.”

Vicens Gasol, IT Director at Eurofred

+1.600 clients all over the world

Sage Sales Management is the #1 sales CRM in the market. Here are some of our customers.

Contents for professionals

Articles, ebooks and videos. Check out some of our educational content on sales and CRM systems.

How to Build a Sales Strategy Plan for Your Business

Follow this 5-step template to develop the perfect sales strategy plan for your business and significantly boost your team’s revenue.

8 min read

Sales Coaching Models: Using Data to Unlock Your Team’s Potential

There are several sales coaching models but perhaps none more effective than the metrics-driven approach championed by Mark Roberge

8 min read

Ready to take your sales team to the next level?

We have increased our prospecting for new customers by 25%.

Adolfo Masagué

Sales Director at DAS Assurances