Sage recently introduced Sage CRM 2017 Release 1 (R1.). This latest version of the Sage CRM product features an enhanced calendar, new quick find search capabilities, an overhaul of the notification functionality, and over 50 customer fixes that have been addressed. Here’s a closer look.
When it comes to business, we all know that errors, manual processes, and redundancy waste valuable time and money. That’s why it’s important to implement pre-defined best-practices that everyone on your team adheres to.
And that’s where the automated workflow engine in Sage CRM comes in, molding the software around your business so that every process is efficient, consistent, and repeatable.
Perhaps more than any other department in your company, sales people spend as much time on the road as they do in the office. To stay productive, they need access to data, transactions, and customer information wherever they are. That’s why Sage CRM 7.3 continues to add functional improvements to the mobile CRM component.
With the recent release of Sage CRM Version 7.3, Sage rolled out a bunch of new tools and reports that can help you accelerate your sales cycle and make the most of every opportunity. Let’s take a look at these new sales accelerators.
Sage CRM makes it easy for you to do an external lookup for customer data. So if you ever find yourself remembering only a part of a customer’s name, email, or phone number, you can easily conduct an external search to narrow down what you’re looking for.
This tip also comes in handy if you’re too busy to switch Sage CRM screens back and forth or if you don’t have your system open and just need a phone number or email address.
Here are the steps to do a quick external Sage CRM lookup.