What’s new Sage CRM 7.2

The last five years have seen a massive change in the way that we work and communicate. More and more people expect to get the information they want, when they want it. This includes your customers as well as your employees. It’s also impossible to control the conversation that you have with your clients through traditional methods. The spread of smartphones & tablets and the rise of social media have left businesses struggling to keep up.

3-screen-comboYour CRM solution also needs to work smarter. Having a database full of customers and leads is useless if your salespeople can’t access the data when and how they want. They need to be able to quickly look up that vital contact information or record their notes or orders on-the-go using their iPads or smartphones. Your marketing department needs to buy into the social media revolution but needs a way to control the conversation and record the effectiveness of their strategy.

Sage CRM 7.2 delivers the ultimate in mobility and social media solutions for your business.

Sage CRM now offers full access to your sales & marketing teams via iPad/tablet and smartphone, as well as providing a fully offline iPhone app and a Windows 8 sales tracker app. Appointments created in CRM now flow directly to their cloud devices through seamless integration without any unwieldy synchronisations.

BENEFITS of the new Sage CRM 7.2 include:

  • Greater sales team productivity
  • Mobile workforce enablement
  • Business-wide efficiency
  • Instant customer and prospect information
  • Increased speed in accessing the right information


Sage CRM Sales Lite for Apple iPhone & Sage CRM Sales Tracker for Windows 8

Social media integration

Sage CRM also offers full functionality with the three leading Social Media networks; LinkedIn, Facebook and Twitter. All three social media channels can now be used to listen, engage and learn about your customers and prospects, without having to leave your Sage CRM.

Business collaboration across teams using Sage CRM

It is now possible with new social-style collaboration powered by Yammer. Teams can now collaborate with Yammer to discuss opportunities, leads and support cases in a more social and transparent manner. Yammer also helps employees to stay on top of relevant conversations happening across the business and loop in relevant team members when necessary.

Smarter Reporting

Sage CRM 7.2 offers smarter reporting with enhanced features built to enable faster, secure, customised reports, quickly populated with the latest CRM information. Rich new graphic charts and report cloning capabilities enable you to quickly create visual reports with interactive graphs, for at-a-glance business insight and informed decision-making.