Sage CRM Version 7.2

Now Integrated with Sage 300 ERP 2012

Released earlier this year, Sage CRM Version 7.2 was only available to customers using Sage CRM as a standalone implementation. The integration for Sage 300 ERP was still only compatible with Sage CRM 7.1. But a recent update means that Sage CRM 7.2 is now available as an integrated part of Sage 300 ERP Version 2012 (and will be the same integration for Sage 300 ERP 2014). So let’s take a look at some of the newer features of Sage CRM 7.2 now that it’s available to ERP customers.

CRM Gets Social

Our communication with business contacts and customers has changed over the last few years. While people still rely on email and phone, more folks are starting to use social media platforms like Twitter, LinkedIn, and Facebook to connect with companies and make buying decisions.

So in order to help you keep in touch with customers, stay on top of industry trends, and monitor competitors, Sage CRM 7.2 introduced a few social features.

A new Facebook Integration means you can merge data from Facebook - like contact photos, customer data, and more - right into your Sage CRM screens. A great way to get a more complete picture of your customers and prospects.

Another social feature added in Sage CRM 7.2 is integration with Yammer - a private social network for your company that allows you to collaborate across departments and office locations. Now your sales team and customer service departments can communicate company-wide and share information right from Sage CRM.

Already integrated with Twitter and LinkedIn with previous releases, these new integrations for Sage CRM make it even easier to leverage the valuable customer/prospect data on social media and combine it with your Sage CRM screens.

CRM Gets Mobile

These days, business doesn’t only happen in the office. More people work from home, are on the road, and onsite meeting with customers face to face. That’s why Sage rolled out a slew of new features that allow you stay connected with the office and take Sage CRM with you.

With previous releases, Sage CRM already introduced several important mobile features. But with Sage CRM 7.2, new mobile apps were designed to be natively compatible with iPhone, iPad, and Windows 8 devices. So regardless of whether you’re a Microsoft or Apple user, Sage CRM has an app that’s optimized for your device of choice.

Other New Features

Sage CRM 7.2 also introduced a handful of other enhancements that are worth noting - many of which came from customers requests through the Sage CRM Ideas Hub online.
• Reporting - the ability to clone reports, new security settings for better control over access, and new HTML5 report format that no longer requires Adobe Flash.
• Customization - new codeless customization allows you to customize screens without any technical knowledge.
• Sage 300 ERP Integration - the updated integration improves the quote-to-order process from Sage CRM to Sage 300 ERP. Many of these changes have already been released in service packs or hotfixes for Sage 300 ERP 2012 - so if you are fully current you won’t see much difference. But if you are coming from an older version, you’ll notice a number of improvements

Be sure to Contact Us with any questions or to discuss an upgrade to the current version.

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