For many businesses, Microsoft Outlook is an indispensible tool for communication. In this article, we’ll show you how to combine the power of Sage CRM with Outlook so you can take control of all tasks, contacts, and appointments no matter which application you use most often.
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 mobility matters when it comes to CRM. In this article, we'll explain why.
Sage CRM is different than other leading CRM applications as it is extremely configurable and open ended. Every company I have ever worked with uses it differently. However, the possibilities and differences that Sage provides are not always obvious or apparent. In this article, we'll focus on 3 difference-making features that will help you understand why Sage CRM is so powerful.
What's New in the Latest Release
Sage CRM 2017 R2 (Release 2) is now available, featuring key updates to the calendar functions along with several enhancements in other areas of the software. Here's a look at the best features in this newest product release.
It’s easy to think of CRM software as a tool that only the salespeople use. But great customer relationships (the “CR” in “CRM”) are built on much more than sales. Let’s take a look at some of the other components of Sage CRM that will help you deliver a consistent experience with every customer interaction including marketing and support.
Sage recently introduced Sage CRM 2017 Release 1 (R1.). This latest version of the 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.
The recent release of Sage CRM Version 7.3 included user interface enhancements, workflow improvements, and updated MailChimp integration that we’ll take a closer look at in this article.
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.
Whether you’re a salesperson, support rep, manager, or VP, the interactive dashboards in Sage CRM can be a really important tool in helping you leverage CRM data most effectively. In this article, we’ll take a look at how to use and customize these powerful dashboards.