Sage CRM Blog

Why upgrade from Sage CRM Essentials Edition to Professional Edition (part I)?

Sage CRM customers and trial users regularly ask our sales team why they should upgrade from Sage CRM Essentials Edition to Sage CRM Professional Edition. Our sales team has spent some time listening to customers who have upgraded, and there are three popular reasons for making the switch: Sage CRM Sales LiteWorkflow and territory and security management.

In this two-part blog post, I describe each of the three features and provide specific examples of companies benefitting from them.

Sage CRM Sales Lite

Sage CRM Sales Lite is an iPhone app, and it supports Sage CRM Professional Edition. This app enables sales people to access crucial customer information when on the road. The app also provides offline access to people, tasks and appointments in Sage CRM. And users can add notes to their contacts and opportunities. The core benefit of Sage CRM Sales Lite is: it enables your sales teams to work on the road and prepare for important customer meeting from any location, even without internet access.

You can even use this app to present reports based on the latest information and business insight; this blog post contains useful tips and tricks for mobile CRM.

IT project manager Leon Nel of South African company Mgwezi Signs describes the benefits of mobile CRM saying, “The entire sales force can now be mobile, access the system and work with it no matter where they are through an internet connection. This mobility has been a huge bonus for the company.”


Workflow is a set of logical rules that define the steps for automating business tasks, actions and processes. It enables users to set up processes that control how information progresses throughout a business. Workflow processes are relevant to many areas within an organisation including:

  1. Sales
  2. Marketing
  3. Advertising
  4. Customer service and support

The goal of Workflow is to create a business process that’s relevant to your company’s specific user needs. For example, you could configure a Workflow for key sales activities within Sage CRM. This Workflow could automate key tasks relating to sales, such as scheduling follow-up meetings and sending congratulatory emails. This sales Workflow could also prompt sales teams to upload key documents after completing a sale, and it could provide you with important alerts via Sage CRM Sales Lite. Over time Workflow processes could save your organisation time and money.

South African IT services company Micros uses Workflow to automate key processes around its customer service cases and ensure critical information doesn’t fall through the cracks.

When a customer service agent submits a solution for publication in Micros’ knowledge-base, a full Workflow approval process ensures only solutions approved by relevant managers are published. The company also uses Workflow to produce customized reports for customers.

Hylton Proctor-Parker of Micros says, “One of the key areas which Sage CRM has assisted Micros with is identifying cross-selling opportunities. We can identify root cause problems from recurring issues that have been logged for a customer.”

“We can then approach the customer with a potential solution to resolve the problem. This proactive approach has ensured that our customers are satisfied and return to us year-on-year to look after their IT requirements.”

You can read more about the differences between Sage CRM Essentials Edition and Professional Edition on our datasheet.

In part two of this blog post, I describe the benefits of territory and security management in Sage CRM Professional Edition. You can also watch our short Prezi or our new video.