Up-to-date, reliable CRM metrics can make all the difference for business owners looking to gauge their performance over time, and adjust their tactics to improve customer retention. Syncing CRM data from Sage to Sourcetable lets users query it alongside data from other platforms in one simple, accessible spreadsheet, and analyze rep performance, Activity and Campaign Reports and user churn at a glance.
Syncing your Sage data to Sourcetable lets everyone on your team track your business’ customer support data quickly and easily, no knowledge of SQL required.
Sourcetable intuitively brings together key data from over 30 different platforms and databases, including Sage - allowing product, marketing and finance teams to gauge their ongoing performance at a glance, automate processes and inform next steps while saving time for what matters most: selling your products.
Use intuitive out of the box templates to merge sales and customer data, and enhance data collaboration across your entire organisation
Analyze your Sage CRM data alongside findings from separate payment and marketing platforms, generating cross channel reports in the blink of an eye
Compile and query all your Sage data in one spreadsheet to identify the key business insights behind the numbers, and improve your customer service and overall performance
Online businesses integrating Sage with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and overall performance.
Software as a Service(SaaS) companies
Retail online stores(eCommerce)
Connect, sync and query data from Sage with findings from 30+ other sources, to drive decisions and improve customer experience
Use Sourcetable to automate manual work like adding tickets to your team's project management app, or creating tickets from form entries.
Create and share workflow templates among members of your team, regardless of their level of tech skills