SAGE Releases CRM Client Text Messaging System

SAGE, a provider of information, marketing, and business management solutions for the promotional products industry, introduced its new comprehensive client text messaging system within the CRM Module of SAGE Online and SAGE Web.

Distributors can now communicate with their clients via text message directly through SAGE’s CRM Module.

According to SAGE:

• Because the text message threads are safely stored and easily accessible in the CRM, distributors can take advantage of collaboration and easier access to message threads, particularly for larger distributorships and those with multiple account reps for clients.
• With all messages automatically tracked and searchable in the contact’s history, distributor users can easily reference a clear record of client interactions and retrieve past communications through the robust search function, preventing the loss or misplacement of vital information.
• Additionally, because text messages are sent from a system number as opposed to distributor users’ individual cell phone numbers and kept in the CRM system as opposed to in personal cell phones, SAGE’s text messaging system ensures continuity in client communications even amid team changes.
• The new text messaging system also includes notification options. A unified list of new messages is displayed on the CRM overview dashboard, making it easy to see all new messages in one place. Users can access and search complete message threads from the client’s profile through the new Messaging tab. Account reps can also receive desktop notifications or push notifications to their mobile devices when new messages arrive from clients.

The new text messaging feature has no additional costs. There is no setup required and text messaging is available now for use by all distributors with a SAGE Total Access subscription.

“We all know that effective client communication is a cornerstone of any business success, but particularly for businesses in our industry,” said David Natinsky, President of SAGE. “Our new client text messaging feature not only streamlines the communication process but also ensures that our customers have all the tools they need to maintain strong, lasting relationships with their clients.”