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Home » Newsletters » Sage 300 Newsletter – December 2015 » Sage CRM 7.3 New Features Overview

Sage 300 Newsletter – December 2015

Keeping You Up-To-Date With Information About Sage 300

Sage CRM 7.3 New Features Overview

By: Nate Mattern, Business Analyst

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.

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In This Issue
  • From the Desk of the Sage 300 Practice Director
  • Sage 300 Report Writing
  • Sage CRM 7.3 New Features Overview
  • Integrating Other Systems with Sage 300
  • Sage 300 Tips and Tricks: Searching in Sage 300 – Advanced!
  • Warehouse Management for Sage 300 by AccellosOne
  • What About Windows 10?
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