Sage CRM 2024 R2 is now available!
The latest update is here and we have all the details about what’s new to Sage CRM. Following this new release, your experience using Sage CRM should be more secure, efficient and user-friendly. Continue reading to learn more about the new features and enhancements.
What’s New?
User-Interface Improvements
Sage CRM Ally – Sage CRM Ally is “your intelligent guide to mastering the system”. With the Ally chatbot, users can easily explore and learn about key features and functionalities through interactive chat support. This means less time searching for answers, and more time realising the full potential of Sage CRM to enhance customer relationships.
The new embedded chatbot means asking for help is now easier than ever. Having difficulty navigating through Sage CRM? Ask the chatbot for help! This feature is for both admins and users.
New Mail Merge Templates -There are now ready-to-use templates, which can save time and improve efficiency.
Calendar Enhancements – In response to customer feedback, minor tweaks have been made to the calendar for a more intuitive calendar experience.
Mobile Interface Upgrades – For all you mobile users, Sage CRM has been polished, allowing a user-friendly mobile experience.
Administration and Integration Improvements
Mailchimp Integration Enhancements – Regardless of your subscription level, users can now sync even more fields than before. The new update includes improved field matching, for an effortless data transfer.
Workflow for Quotes and Orders – New workflow support for a streamlined sales process.
Declutter Admin Screens – With the new ‘cleaner’ feature, users can now easily organise, clean and declutter the admin interface.
Removal of Outdated Features – All outdated features have now been removed from Sage CRM. This allows users to focus on what matters.
Improved Field Labelling – Labels are now clearer, enabling better data management.
Enhanced Fields for Website/Email/IP Addresses – There are now more precise and user-friendly options.
Better Exchange Integration Documentation – Easily set up and manage exchange integration with improved guides.
Development Improvements
Security Enhancements – Extensive security enhancements, giving users peace of mind.
New Database Field Reference Document – Better your understanding of database fields.
API Enhancements – With new query parameters and operations, API is more powerful and flexible.
Issues Fixed
30+ Cases Resolved – Bug fixes in response to customer feedback, allowing a more reliable experience.
Calendar Fixes – Improved calendar functionality.
Custom Jumps Fix – Issues have been resolved with duplicate ‘?’ in URLs.
Security Fixes – Extensive security enhancements, giving users peace of mind.
Supporting You
Updating your system to the latest version can have multiple benefits, including ensuring that you’re data is more secure staying in line with your IT policies and potentially your antivirus and insurance policies. If you’d like to find out more about upgrading, get in touch with your Account Manager or complete the enquiry form.
Questions?
For more information about the new Sage CRM 2024 R2 release, contact your Account Manager or complete the enquiry form on this page.
Interested to know more about our Sage solutions?
Call 01332 959008 or enquire online today
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