Sage announces launch of Sage CRM 2018 R3
Sage has recently announced the launch of the latest version of Sage CRM, Sage CRM 2018 R3. This new version, which delivers over 50 improvements requested by current Sage CRM users, provides a number of enhancements.
Improvements to ‘MyCalendar’ drive enhanced, close integration between team members.
- Quickly make appointments for other team member
Are you a team leader and need to instantly create appointments for other members of your team? Sage CRM 2018 R3 drives that capability. Simply call up the calendar of another team member and make the appointment on his / her calendar. The time has been blocked out, appropriate details added, and you and your team member will all be able to see it.
View calendar items as a list Viewing appointment dates and details within a traditional weekly, daily, or monthly calendar format can sometimes prove difficult to interpret. Sage CRM 2018 R3 now lets users view calendar appointments as a list.
Additional Calendar functionality includes:
- Filter calendar list
- Sort calendar list
- Refresh calendar list
- Customise calendar list
Quick Find Improvements
- Search for Person / Company records by phone, email or postal address
Let’s say you receive a phone call from an important client but you are out of the office. Unfortunately, the person taking the message has forgotten to write down the customer name and only has a phone number. Using Sage CRM 2018 R3, you can use the phone number to quickly search the database to locate the name of the important contact.
You can also search the database across other information such as address.
Sage CRM 2018 R3 makes MailChimp email campaigns even easier and more effective.
Campaigns can be marked as ‘closed’ within Sage CRM – particularly useful if you’re managing a large number of email campaigns
CRM setup has also been improved to verify the integrity of MailChimp integration-related database tables and views during upgrading
Do you use emojis as part of your MaiChimp campaigns? Improved support for Unicode Characters (special characters and emojis) in email Manager and Outlook plugins make creating email campaigns easier and far more effective.
Additional Enhancements include:
- User Assistance Updates
- New Software support
- 2018 R3 content
- UX changes, addressed issues
- Supporting Educational Content
- New training materials
- Community content and updates
Want to know more?
Contact us for more information about Sage CRM 2018 R3.
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