--- title: A Closer Look at Recent Sage CRM Enhancements description: Here's a look at some Sage CRM new product enhancements that were added during 2016. Amongst them are updated MailChimp integration and new workflow actions. image: https://www.equationtech.us/hubfs/blog_images/sagecrm-new-enhancements.jpg --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # A Closer Look at Recent Sage CRM Enhancements ![technology blog](https://www.equationtech.us/hubfs/blog_images/sagecrm-new-enhancements.jpg) **twitter **linkedin **facebook If you haven’t updated your [Sage CRM software](https://www.equationtech.us/sage-services/sage-crm) in a while, you’re probably missing out on some of the new features and product enhancements that were added during 2016. Here’s a look at what you might be missing. ![Sage CRM 2016 New Enhancements](https://www.equationtech.us/hs-fs/hubfs/blog_images/sagecrm-new-enhancements.jpg?width=350&name=sagecrm-new-enhancements.jpg "Sage CRM 2016 New Enhancements") #### **User Interface Enhancements** The user interface in Sage CRM has been updated to provide a consistent experience with other Sage applications that it integrates with like Sage 300. The changes include: - **Main Menu** - A new compact and responsive main menu that’s easy to use and adjusts to any display (mobile device, laptop, tablet, etc). - **Enhanced Tabs** - Horizontal tabs now stay visible even when you scroll. With a new color scheme, active tabs are clearly highlighted, indicating your current location in Sage CRM. - **Top Bar Icons** - Notification, history, search, and my profile icons displayed in the top right corner of the screen are now bigger, more intuitive, and easier to use. - **Companion Buttons** - Action buttons on the right side of the screen now stay onscreen when you scroll, making it easier for you to perform the actions with less vertical scrolling. - **Fonts and Spacing** - More spacing between elements on Sage CRM screens, updated fonts, and better contrast rate improve the readability of information. #### **Updated MailChimp Integration** The release of Sage CRM 7.3 (Dec 2014) introduced the new integration with MailChimp. Product updates in 2016 built on that foundation, creating an integration that’s even more powerful and connected. ![Updated Sage CRM MailChimp Integration](https://www.equationtech.us/hs-fs/hub/41683/file-2558986958.png?width=170&name=file-2558986958.png "Updated Sage CRM MailChimp Integration")As an administrator, you can now specify how often data synchronization occurs between Sage CRM and MailChimp including various settings in Communications and Opt out requests as well as synchronization of Campaign Results. When adding new contacts to MailChimp from your Sage CRM database, helpful notifications now display the number of contacts with new or updated email addresses that were successfully sent to MailChimp, the number of contacts with missing email addresses, and the number of contacts that MailChimp couldn't process. Plus, the number of merge fields you can use in a MailChimp campaign has increased. #### **New Workflow Actions** A new Create Appointment workflow action has been created which prompts you to schedule an appointment as part of a workflow process. Alternatively, you can use the action to automatically create an appointment with pre-defined values (no user input required). Sage also enhanced the existing Send Email workflow action to automatically (optional) file emails against corresponding entities including Person, Company, Case, Opportunity, Solution, and custom entities that have communications. The emails can then be viewed on the Communications tab. ### **Have Questions or Need Help?** [Get in touch](https://www.equationtech.us/speak-with-an-expert) if you need help upgrading your Sage CRM software or if you’d like more detail about recent changes. ### Related Articles ##### [Sage Membership](https://www.equationtech.us/sage-accpac-blog/sage-membership) Continuous learning is a key driver of high workplace engagement. The business benefits of having... ##### [Introducing Sage Data & Analytics](https://www.equationtech.us/sage-accpac-blog/introducing-sage-data-analytics) Through a strategic partnership with Zap Data, Sage recently announced the launch of **Sage Data &...** ##### [ERP vs CRM: What's the Difference?](https://www.equationtech.us/sage-accpac-blog/erp-vs-crm-what-is-the-difference) If you’re reading this newsletter, you’re probably already familiar with what ERP does. But as a... ## Need Help Now? [![Request a Call](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/41683/0d27fa16-1614-41b4-9caf-f9597d262c41.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/41683/0d27fa16-1614-41b4-9caf-f9597d262c41) Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage HRMS](https://www.equationtech.us/sage-services/sage-hrms) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - [Sage Financials](https://www.equationtech.us/sage-services/sage-live) Services We Offer - [Software Selection & Licensing](https://www.equationtech.us/sage-services/erp-software-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Hosting](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) Resources - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Software Video Tutorials](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) About - [Meet The Team](https://www.equationtech.us/management-team) - [Certifications & Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) - [San Diego Location](https://www.equationtech.us/sage-300-support-san-diego) - [Orange County Location](https://www.equationtech.us/sage-300-support-orange-county) - [Seattle Location](https://www.equationtech.us/sage-300-support-seattle) [![Equation Technologies - Sage 300 Authorized Partner](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo-footer.png?width=220&name=logo-footer.png "Equation Technologies - Sage 300 Authorized Partner")](https://www.equationtech.us/) **Equation Technologies** United States: 533 2nd Street Encinitas, CA 92024 Canada: #301 - 220 Brew Street Port Moody, BC V3H 0H6 Phone: 866.436.3530  •  E-mail: [info@equationtech.us](mailto:info@equationtech.us) Equation Technologies ©2016 [Contact Us](https://www.equationtech.us/contact)  | [Privacy Policy](https://www.equationtech.us/privacy-policy) ```json { "@context" : "http://schema.org", "@type" : "Article", "author" : { "@type" : "Person", "name" : "EQ Tech" }, "dateModified" : "Thu, Jan 5, 2017", "datePublished" : "Thu, Jan 5, 2017", "description" : "Sage 300 (formerly Sage Accpac) blog with informative articles in reference to financial software processes and procedures including payroll taxes, training, product information, custom development.", "headline" : "A Closer Look at Recent Sage CRM Enhancements", "image" : { "@type" : "ImageObject", "height" : 800, "url" : "http://cdn2.hubspot.net/hubfs/41683/blog_images/sagecrm-new-enhancements.jpg", "width" : 800 }, "mainEntityOfPage" : { "@id" : "https://www.equationtech.us/sage-accpac-blog/sage-crm-enhancements", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "height" : 60, "url" : "https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?t=1474998725496&width=230&name=logo.png", "width" : 600 }, "name" : "Equation Technologies Inc." } } ```