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News & Blog

10 things you need to know about Sage CRM 2014 R2

News & Blog

Sage have  announced the release Sage CRM 2014 R2, the latest version of our cloud-based customer relationship management (CRM) solution for small and medium sized businesses.

“We understand how increasing productivity and efficiencies in the sales process leads directly to faster growth,” said Joe Langner, Executive Vice President and General Manager, Sage North America Mid-Market Solutions.

“Together with Sage ERP, Sage CRM provides employees with access to the information they need to close sales faster and provide the highest levels of customer service, no matter where they are or what devices they use.”

Sage CRM

1. Sage CRM 2014 R2 is a cloud release

Sage CRM 2014 R2 is a cloud CRM solution for small and medium sized businesses.

All you have to do is take out a 30-day free trial of either Sage CRM Essentials Edition or Sage CRM Professional Edition. We take care of the rest.

The former provides affordable customer and contact management while the latter includes enhanced features such as support for our official iPhone app.

Taking a trial of either version will allow you to experience the full power of Sage CRM 2014 R2.

2. Sage CRM has a brand new design

Over the past year, we spent time listening to how our customers use Sage CRM.

If you have used Sage CRM before, the first thing that will strike you is its fresh new look and feel. Sage CRM is cleaner and contains more white space than previous releases. It also has a new icon set, fonts, headers, colours and styles.

It takes fewer clicks to find or manage customer information and everything about Sage CRM is faster and easier to use.

If you haven’t used Sage CRM before, you can feel confident that you’re choosing a modern intuitive CRM software.

3. It gives you greater insight into your business

Business owners and managers need to know where their business stands in real-time.

The latest version of Sage CRM enables you and your team to gain greater insight into how your business is performing.

To help with this, Sage CRM 2014 includes two new pre-installed Sales Dashboards – for sales directors and managers.

We’ve also revamped our leads, opportunities and cases pipelines and added new chart types so you can more easily interpret your data at-a-glance.

4. It’s easier to use

Modern software isn’t supposed to be difficult to learn or use. This is why we’ve made Sage CRM as easy as possible for you and your team to use.

When you log in to Sage CRM for the first time, you can take a two-minute tour of our brand new navigation or you can watch a series of getting started videos. And while you’re working, the contextual help within Sage CRM will provide you with tips as you go.

5. Mobile CRM is now more powerful

According to Gartner, by 2016 two-thirds of the workforce will own a smartphone and 40 percent of the workforce will be mobile.

When you log in to Sage CRM on a tablet, it responds to the device you’re working on and provides you with a consistent user experience.

Alternatively, you can download the dedicated Sage CRM native apps for Windows 8 and for iPhone.

Now you can work from anywhere; your sales and customer services teams can update Sage CRM from customer sites and while on the road.

6. You can manage your data how and where you want

Now it’s easier than ever to add, find and manage your customer data from anywhere within Sage CRM.

You can access your business information using our new Quick Access Menu and Toolbar. This Quick Access Menu will also let you add new company, person, cases details, tasks, emails, etc., in fewer clicks than before.

7. Sage CRM track changes to your custom data

Sage CRM Builder allows you to build custom modules to match your unique business processes, and Sage CRM stores a history of changes to any of the business information you add to these modules. For example, if you have built a training module containing courses, trainers, and venues, you will be able to see the details of the last person to change a training course record. Similarly, you can see changes made to the name or details of a training venue and when this change was made.

This ability to track changes is useful for business owners and managers who need an audit trial of their business-specific data.

8. You can save time with Favourites

The ability to Favourite your business information is a new feature that will save you and your team time.

For example, if you’re a busy salesperson with numerous leads and opportunities, you can Favourite the most important leads and opportunities by pressing the Favourite button.

Then when you need to find these leads and opportunities later on, you can access them using the Favourites menu

9. Sage CRM is more personal

The fresh new look and feel of Sage CRM has lots of little touches that make it more pleasing to work with. For example, your team members can now upload photographs as part of their User Profile.

Your team can also select their default login screen, email address, preferences for date and time preferences, and so on. And if they get stuck, they can restore Sage CRM to system defaults.

This makes it easier for everyone to adapt Sage CRM to how they like to work.

10. Sage CRM has powerful keyword search

This new release makes it easier to find your data from anywhere within Sage CRM using keyword search. Even if you don’t remember the full details of a company or customer, just type what you can remember, and Sage CRM will then present you with the relevant search results.

This Keyword Search makes it easier for you and new members of your team to use Sage CRM as part of the working day.

Try Sage CRM today

To try Sage CRM and find out how your company can release the value and benefits of the solution contact Astraia Technology today

Bryan Collins

Bryan Collins writes about customer relationship management on the Sage CRM blogchannel. Sage CRM works with Sage ERP and enables businesses to achieve a single customer-centric view across their organisation. If you’re interested in learning more about CRM, please contact @SageCRM