What’s New in Sage CRM Version 7.1

Sage CRM Features

Sales – Equipping the sales team with the complete customer information and the necessary tools to enable them to do their job effectively is very important. Easy-to-use, Sage CRM provides sales users with instant access to calendars, accounts, reports, pipelines, contacts and call lists, empowering sales people to sell.

  • Pre-installed sales dashboard available out-of-the-box
  • Ability to customize the dashboard to create a bespoke workspace
  • Account, contact and opportunity management
  • Ability to create key accounts dashboards
  • Sales forecasting and territory alignment
  • Calendar and activity management
  • Process and workflow automation
  • Provides iPhone and Blackberry users with critical access to real-time information
  • Escalation and auto notifications
  • Quote and order entry

Marketing – Gaining a deeper understanding of your customers and their buying behavior is critical in today’s competitive marketplace. Sage CRM provides powerful tools for marketing teams to plan, execute and audit highly targeted marketing campaigns.

  • Pre-installed marketing dashboard available out-of-the-box
  • Social Media Marketing Integration
  • Multi-channel campaign management
  • Fully integrated e-marketing campaign functionality
  • Lead qualification and management
  • Comprehensive e-mail formatting options
  • Mail merge functionality
  • Open, click and bounce rate tracking for e-marketing campaigns
  • Attention grabbing E-marketing templates out-of-the-box
  • Easy campaign cloning
  • Full marketing workflow out-of-the-box
  • Outbound calling
  • List management
  • Customer segmentation capabilities

Customer Service – Providing quality customer care and maintaining satisfied customers is a challenge for every business. Sage CRM’s customer service capabilities are designed to help you manage and resolve your customer queries and issues efficiently and effectively by providing you with an easy-to-use user interface and powerful feature set.

  • Pre-installed customer service dashboard available out-of-the-box
  • Ability to customize the dashboard to create a bespoke workspace
  • Customer self-service portal
  • Case tracking and management
  • Workflow automation
  • Knowledge base recording customer service solutions
  • Address maintenance and linking tools
  • Escalation and auto notifications

IT– Sage CRM provides extensive configuration and codeless customization capabilities, the IT professional can easily tailor the solution to their organization’s particular needs. Sage CRM’s open architecture reduces development time for seamless integration with other third party applications, speeding up deployment time and reducing the total cost of ownership.

The on-screen coaching throughout Sage CRM and the easy-to-navigate interface means training time for new users is kept to a minimum.

  • Advanced customization capabilities
  • Out-of-the-box customization
  • Easy to install and fast to deploy
  • Easy to integrate
  • Flexible deployment options
  • Point-and-click MS Exchange Integration

Are you evaluating CRM Software? Download our CRM publication ’52 Questions You Should Ask When Evaluating CRM Software.’

Have more questions about Sage CRM? Contact WAC Solution Partners at 877-909-2224 today.