New Contemporary Design
Use the new Main Menu Dropdown Lists to access all Main Menu options or the new Find Field to quickly locate what you’re looking for. You’ll also notice a new Top Bar of helpful icons that give you one-click access to your notifications, recently viewed records, and profile area.
Note: The new Contemporary Theme is optional for existing Sage CRM customers who are accustomed to the old layout - but is the default theme for new Sage CRM customers.
Business Accelerators for Sales
Two new ready-to-use management dashboards - Sales KPI for Managers and Sales Metrics for Managers - use Sage CRM data from across your business to provide management with a range of reports and charts for better analysis.
There are also 9 new Alerts and Escalation Rules designed to notify your team of any critical triggers related to leads, quotas, or opportunities, and provide real time updates. New alerts include Daily/Quarterly Quota Remaining, Pipeline Update, Opportunity Close Date Approaching, Unassigned Lead/Opportunity, Lost Opportunities, and more.
You can launch MailChimp email campaigns right from Sage CRM. You can also share contacts or groups from Sage CRM and have MailChimp send back the results of your campaigns - opens, clicks, etc. - so you can follow up as needed.
Ready to Upgrade?
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