Sage Updates Its CRM Platform

Sage Software announced Feb. 1 that it has released an updated version of its customer relationship management platform, SageCRM, v6, which is designed to help small and midsize businesses manage its CRM capabilities.

The updated version of Sages CRM platform features a new quick start tab that allows users to access on-screen training and coaching tools such as instructional videos, customizable user options and quick tips.

“The new features of SageCRM v6 are focused on improving user adoption, specifically through enhanced usability and administration,” said Travis Nisbett, ACT! product manager for Sage Software, based in Scottsdale, Ariz.

Sages latest CRM platform includes data segmentation functionalities for updating groups, advanced search categories and system administration tools such as a territory tree that can be used to move records from one sales territory to another, as well as the ability to update data fields.

“Administration has been improved in the areas of territory management, mass update capabilities, improved management of user assignments, simplified field level security and enhanced CTI (computer telephony integration),” Nisbett said.

SageCRM v6 can be used in conjunction with Microsoft Outlook as users can add new business contacts to Outlook while also searching for records. This feature also allows users to file individual e-mails or bundles of e-mails sent from Outlook in SageCRM.

SageCRM v6 is available now for on-premises deployment and the on-demand platform, SageCRM.com, will be available beginning in March. Costs vary based on deployment option, number of users and feature sets.

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