Sage CRMSage CRM gives you visibility into all communications with customers and partners, including email. These days, those emails can come in several sources, such as individual inboxes, automatic notifications, or digital marketing programs.

Aggregating and standardizing those emails can help make your team operate as a well-oiled machine. Your users will be able to operate more efficiently and reduce the volume of emails in their inboxes.

In this on-demand webinar, we will discuss tips and tricks related to automating your email processes in Sage CRM. This includes advanced functionality such as:

  • Exchange integration and the Outlook plugin
  • Escalation rules and notifications
  • Automated email filing via Email Management Server
  • MailChimp integration