What's New in Sage CRM 2023 R1: Summary of New Features in the Latest Release

Sage CRM 2023 Release 1 is now available, and it focuses on improving productivity while keeping security top of mind. Let’s take a look at what’s new and noteworthy in the newest version of this cloud CRM.

Easier File Editing

You no longer need to install a plugin to view and edit a file attached to a Company or Task, or when using the Mail Merge feature.

The new Sage CRM 2023 update allows you to save time by now downloading the file locally, opening and editing it in a relevant application, and then uploading the file back to Sage CRM.

It’s a much faster and more efficient way to edit file attachments compared to the process in earlier versions of the software.

New Company Narrative Tab

Sage CRM 2023 R1 uses artificial intelligence (AI) to generate and display a narrative report containing an executive summary and business insights for each Company.

This new Sage cloud CRM feature automatically analyzes the sales, customer service, and communication data and presents it as a short and easy-to-understand narrative report on a ‘Narrative’ tab displayed for each Company.

The narrative report considers the security policies existing in Sage CRM so that the generated information is tailored to the user who is accessing the Narrative tab.

In short, this AI-driven narrative approach is much more informative and engaging than static data alone. It summarizes intelligence without having to look across records and it converts raw data into useful information that’s helpful to its cloud CRM users.

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Other Notable Enhancements

Import Email to Cases and Custom Entities
A previous Sage CRM release enabled the import of email messages to Companies, Persons, and Opportunities. In Sage CRM 2023, you can now also import emails into Cases and custom entities. 

File Name Extension Control
System administrators can configure an allowlist to restrict the file types that users can upload to Sage CRM. If a file name extension is missing from the allowlist, the upload of the file is blocked.

Customize Sage CRM Login Screen
Admins can now position custom logos as well as change the background of the entire login screen, offering better control over the look & feel of an individual installation.

Be sure to contact us if you have questions about Sage CRM 2023 or need help with an upgrade to the latest version.

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