The long awaited Sage CRM Version 7.3 features a host of exciting new features as well as a new contemporary look and completely redesigned user experience.
This latest release provides you with easy access to the data, reports, and metrics you need to close sales faster and make every customer interaction count. Let’s take a closer look.
New Contemporary Design
Sage CRM 7.3 was redesigned with you in mind. The new look and feel of the Contemporary Theme provides an intuitive user experience that gives you quick access to all the information you need.
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 it’s the default theme for new Sage CRM customers.
Business Accelerators for Sales
Sage CRM 7.3 also features new Business Accelerators for Sales – a suite of new functionality that provides your managers and sales team with the data and insight they need to be close more sales and make better decisions.
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.
New Stacked, Gauge, and Combination Charts help you identify and evaluate successful activities and trends for better sales analysis. These new charts provide a wider view of your data to gauge company performance.
MailChimp Integration Sage CRM 7.3 now integrates with MailChimp – a widely-used and popular email marketing platform. MailChimp allows you to easily create targeted marketing campaigns, send automated emails, and track results. Best of all? MailChimp is FREE for lists under 2,000 names.
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 results of your campaigns – opens, clicks, etc. – so you can follow up as needed.
Ready to Upgrade?
If you’re running a stand-alone version of Sage CRM, you can upgrade at any time. If you’re running Sage CRM integrated with Sage 100 ERP, you may need to wait until Sage CRM 7.3 is available to integrated customers in early Q2 2015.
Contact Us for details or if you need help upgrading.