The long-awaited Sage CRM Version 7.3 features a host of exciting new features.
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.
Let’s take a look at these New Business Accelerators.
New Management Dashboards
Two new ready-to-use Management Dashboards are available to provide owners, managers, and decision-makers with the insight and metrics to close more sales – faster. Each dashboard includes configurable gadgets that use Sage CRM data from across your entire organization.
- Sales KPI for Managers displays key performance indicators (KPIs) to help you identify and measure your organization’s successful activities … as well as those that aren’t performing so well. Metrics include monthly sales trends, actual vs. target, opportunities pipeline, open activities, at-risk opportunities, and closed deals leader board by sales rep.
- Sales Metrics for Managers helps you measure progress toward organizational goals. Metrics include leads generated by source, deals lost to competitors, won vs. lost deals, average deal close rate, cross-sell deals, and top open deals.
These new dashboards provide important visual queues that help you quickly spot areas that require your attention. Then you can take action or run more detailed analysis to close deals faster or save opportunities that are slipping.
Quicker Quotes, Orders, and Workflow
The new Quick Sale Workflow is a predefined workflow with fewer stages than the standard Opportunity Workflow. It’s perfect for products that don’t require a complex sales cycle and can be sold in just a few simple steps. Your sales people can focus more on getting the deal done quickly and less on setup and administration.
In addition, you can now generate Quick Quotes and Orders using a new default template that’s merged with details from an existing record. That way, you just pull in a quote or order from another similar opportunity and simply change a few details rather than starting from scratch.
Proactive Alerts and Escalation Rules
There are also new ready-to-use Alerts and Escalation Rules designed to notify your team of critical event triggers related to leads, quotas, or opportunities. These proactive alerts are sent to managers and/or sales users so your team can take quick and decisive action rather than waiting until after the fact when it may be too late to close or save a deal.
Together, this collection of new features will help you close sales faster and drive more revenue.
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.
Sage CRM Mobile Enhancements in Version 7.3
All Devices Welcomed
Sage CRM 7.3 consolidated styles into a single mobile theme that looks and works the same way on an iPhone, Android, or tablet so you get a consistent experience across devices. The enhanced mobile theme also features a new user interface with a cleaner layout, rearranged slide-out menus on every page, and the new “flat” design that has been made popular on newer mobile operating systems.
You can track customer and prospect communications, schedule appointments or follow up tasks, update customer records, manage meetings, and so much more – all while you’re on the go. You can also import Android or iPhone contacts as a new lead or “Person” in Sage CRM without fumbling around with data files or exports.
Sage CRM Mobile Features
A few of the noteworthy features in Sage CRM Mobile:
- Work offline and still access customers, contacts, and opportunities when out of coverage area.
- Integration with maps to plan sales appointments.
- Customize screen colors to identify different types of records at a glance.
- Add custom fields to Person or Opportunity records.
- New calendar rearranged in a journal view making it easier to scan your schedule.
- Import phone contacts as new Sage CRM Person.
Note: the new Sage CRM for iPhone app replaces the old app which was called “Sage CRM Sales Lite.”
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.
