Sage CRM 7.3 has been designed to support busy, growing businesses who want to foster internal collaboration, increase sales and marketing productivity and drive business wide efficiency.

New Features Include:

Workflow Improvements

• Enhancements to native Opportunity workflow
• New Deal Lost Rule
• Cross Sell workflow rule
• Quick Sale workflow, with recurring communication to ensure the opportunity is followed up on
  
• New chart types
  

• New Dashboards that incorporate the new chart types, including:
  • Actual vs. Target Sales
  • Won vs. Lost
  • Won Sales Leaderboard
  • At Risk Customers

• 10 New Reports, including:
  • Average Time to Close
  • Won Sales Leaderboard

• Lead Deduplication
  • New Match rules available for Lead Company Name and Lead Person Last Name fields.

• Merge to PDF
  • Merge data from CRM into PDF documents (Merge to Word format also available)

• MailChimp Integration, up to 2,000 subscribers and 12,000 emails per month for free.
  
  • Push CRM Contact groups into Mailchimp
  • Create new targeted marketing campaigns in Sage CRM
  • Send campaigns and automatically add communication record for relevant record in Sage CRM
  • View valuable insight for each Campaign, including Opens, Clicks, bounce backs.
  • Create groups for future campaigns, based on responses.

If implementing Sage CRM 7.3 interests you or you would like to learn about upgrading from a previous version please contact us.