Wizard Systems

Sage CRM 2014.1 now out!

Wizard Systems are pleased to announce availability of the latest version of Sage CRM for upgrade, 2024.1

What’s New?

• A new way of tracking and managing information - introducing tags to help classify data. Tags that support the creation of groups or reports and much more.
• Text field formatting – allowing simpler visibility of key information through text emphasis.
• Changes to how all users can view and sort their information
• 64-bit architecture – improving performance and enhancing scalability

Contact Wizard Systems to find out how you can access this upgrade

Unlocking Sage CRM's Hidden Customization Power

Many small and medium businesses choose Sage CRM as their customer relationship management platform due to its affordability and ease of use. However, one little known feature sets Sage CRM apart from other CRM solutions aimed at SMBs - its highly customizable workflow engine.

Sage CRM comes packed with standard workflows for common processes like sales and marketing campaigns. But you can also create completely customized workflows tailored to your business's unique needs, no coding required.

The workflow builder inside Sage CRM uses a simple drag-and-drop interface. You can add a wide variety of workflow elements like conditions, notifications, approvals, and more to automate your specific business processes.

For example, let's say your business requires that for any sales deal above £50,000, the Head of Sales must review the deal before it gets marked as closed-won in the CRM. You can set up those approval steps and automated notifications in just a few minutes with Sage CRM's workflow engine.

You can create and run as many customized workflows as you need for sales, marketing, customer service, and more. Workflows can even integrate data and triggers from external apps and databases using Sage CRM's open API.

The ability to customize workflows without coding knowledge makes Sage CRM stand out from other CRMs in its class. Workflows can enhance productivity, accelerate deals, and ensure critical processes have oversight - no developers required.

So if you think Sage CRM is just a basic CRM, think again. Dive into its robust workflow engine and unlock custom automation to take your business to the next level.

 

Sage CRM 2023 R2

Sage CRM 2023 R2 - Taking Customer Relationship Management to the Next Level

Sage recently released Sage CRM 2023 R2, the newest version of their popular customer relationship management (CRM) software. This latest release takes Sage CRM to new heights by providing users with powerful features aimed at enhancing productivity, streamlining workflows, and enabling deeper customer insights.

One of the biggest highlights of Sage CRM 2023 R2 is the new interactive dashboard. This customizable dashboard provides a visual overview of important CRM metrics like sales pipeline, open opportunities, customer satisfaction scores, and more. Users can drill down to view more detailed analytics and track progress over time. The interactive charts and graphs make it easy to identify trends and gain actionable insights.

Another key capability is the enhanced workflow engine. Automated workflow rules can now trigger actions across multiple departments, ensuring seamless handoffs between sales, marketing, and service. There are also new workflow templates specifically tailored for different industries to accelerate implementation. This means teams can optimize processes faster than ever before.

Sage CRM 2023 R2 also introduces a new flexible UI framework with drag-and-drop customization. Users can tailor screens, tabs, lists, and other interface components to match their precise workflow preferences. Additionally, there are new modern mobile apps that allow access to information on-the-go from any device.

When it comes to reporting and analytics, Sage CRM 2023 R2 takes major strides to unlock impactful customer insights. The new interactive relationship analyzer tool lets you visualize links between contacts, companies, and deals. Predictive analytics capabilities also allow you to identify risks and opportunities earlier in the sales cycle. And with AI-driven recommendations, reps can get suggested actions to progress deals forward.

From driving sales productivity to elevating customer experience, Sage CRM 2023 R2 introduces user-centric innovations to help businesses reach new heights of success. The flexible and intuitive platform makes it easier than ever to manage the entire customer profile and build lasting, profitable relationships over time.

Sage CRM + Sage 50: Better Together for Seamless Management

Seamlessly Connecting Sales, Service, and Finance

Businesses today require tight coordination between sales activities, customer service, and financials to succeed. To facilitate this, leading CRM and accounting software providers have partnered to develop powerful integrations that bridge these critical functions.

The best of these integrations link Sage CRM, a top customer relationship management solution, with Sage 50, a popular accounting platform from the Sage Group (formerly Peachtree). Together, they provide complete visibility and alignment between departments through automated data flows and process management.

By connecting Sage CRM natively to Sage 50, companies can automatically synchronize contacts, accounts, opportunities, and transaction data in real time. Customer and sales information entered in Sage CRM flows directly to Sage 50 with no manual re-keying, keeping both systems up to date. Financial figures and billing events from Sage 50 also feed into the Sage CRM system to inform sales and service tasks.

This seamless connectivity eliminates duplication of efforts across departments. With shared visibility, sales, services, and accounting staff have complete, timely information to collaborate effectively. Through its robust functionality, this integrated Sage solution helps companies streamline operations, boost productivity, increase sales, and deliver exceptional customer experiences.

Contact Wizard Systems today about Sage CRM and Sage 50 integration

So what type of information can you store and track in Sage CRM?

Here is an expanded list of the types of information that can be stored within a CRM system like Sage CRM:

Customer Data:

• Contact details - names, job titles, department, emails, phone numbers, addresses
• Account details - parent/child company relationships, industry, revenue, number of employees
• Personal details - birthdays, special occasions, interests/hobbies
• Profiles - social media links, photos, customer type/tier

Sales Information:

• Opportunities - deals in progress with contacts/accounts, deals amounts, close dates, probability/confidence, competitors
• Activities - scheduled phone calls, meetings, to-do tasks
• Notes - free text notes, activity history, tracking details of discussions
• Documents - quotes, marketing material, sales collateral, contracts, renewals
• Products - pricing, SKUs, inventory availability related to opportunities

Service Information:

• Cases - support tickets, issues, defects, customer complaints
• Case history - communications, status changes, resolutions
• Satisfaction scores - CSAT, survey results
• Return/refund data - product issue, replacement, credit info

Marketing Information:

• Campaigns - email blasts, advertisement tracking
• Website tracking - pages visited, account profiles
• Event registration - webinars, workshops, conferences
• Contact subscriptions - newsletter, blog, notifications

Analysis:

• Reports - actual vs. forecast/pipeline, sales by geo, performance KPIs
• Dashboards - graphical summaries, metrics
• Segmentation - by industry, revenue, customer value

Sage CRM 2023 R2 Release Notes

Attention Sage CRM Users.  Latest version is 2023 R2.  Sage CRM 2023 R2 provides the following new features and enhancements:

1. OAuth 2.0 in Exchange Online: Support for single tenant
2. View workflow rules and actions without disabling workflow
3. Set default timestamp for imported emails
4. New columns when importing emails from Exchange Online
5. Open multiple read-only tabs
6. Narrative enhancements

For the full release notes:

Download SageCRM_2023R2_ReleaseNotes_EN

For more information on Sage Upgrades, contact Wizard Systems

Coming soon - NEW Release Sage CRM 2023 - Late May 2023 - AI comes to CRM!

Due out soon is a new release of Sage CRM featuring some AI features!

The changes in Sage 2023 R1 include extension of the Email and Contact Import feature, completing the refreshment of the main user interface and a new artificial intelligence feature called ‘Company Narrative’.

Using deterministic AI, this new feature offers summary insights.
• Automatically analyzing sales, service, and communication data in one place.
• Providing short & easy-to understand information for users.

The narrative tab is more memorable, persuasive, and engaging than data alone. It summarizes intelligence without having to look across records, converting data into information.

Extending the contact & email import feature. Users can now select contacts and emails they wish to import such that:
• They can be imported case & custom entities.
• Lists can be filtered to see where an email has been saved.

Customize your login screen.
• Administrators can now position custom logos as well as change the background of the entire login screen, its top, middle, or lower areas.

Downloading, editing, and re-uploading documents, spreadsheets, and other files.
• Users can now download files, open and make changes to it, and then upload the edited file back to Sage CRM.

Controlling uploads of file types for better security.
• System administrators can configure an “allow list” to restrict the file types that users can upload.
• If a file name extension is missing from the list, the upload of the file is blocked.

For more information on Sage CRM or Sage CRM Upgrades, please contact Wizard Systems

Sage CRM 2022 R2 out soon

We’re delighted to let you know that the release of Sage CRM 2022 R2 is on its way!

What's New?
Key changes
•New Email and Contact Import features: Users can now import email messages from their Exchange Online account and file them against a Company, Person, or Opportunity record.
•Standardisation of password storage and encryption: To further improve system security, we reviewed how passwords entered through the UI were stored within the system. The work standardized field sizes and the secure storage of the data.
Additional features
•Updating old technology: A new Email and Contact Import feature that replaces the classic and lite Outlook plug-ins.
•Branding and UI uplift: Changes to the user interface that addresses accessibility & the new Sage brand.
•Enhancements to the REST API: We have further extended capability to better manage attachments and the document library.
•Support for SQL Server Web Edition: This extends our commitment to improve our customers’ return-on-investment from their Sage CRM instance.
All the e-learning has been refreshed as well as user assistance and much more!

Product compatibility
•Sage CRM 2022 R2 is compatible with both Qnect 200 and Qnect 50

 

Note: Sage CRM is not compatible for use with:
•Sage 200 via Partner Cloud (applies to all versions of Sage CRM) - work is still ongoing
•Any version of Sage 1000 (2022 R1 is the last version that will be tested)

Technology Retirement
You will be aware that Microsoft are retiring their Basic Authentication protocol. We recommend upgrading!

 

Sage CRM 2021 R2 out soon

What's new in Sage CRM 2021 R2? Enhanced screens and lists for new installs Configurable choice of pipeline style Additional reports for quotes and example dashboard template New company workflow example Ability to customise the theme Template selection with the send quote/order allocation Configuration of quote/order merge document names Ability to have multiple web lead return URL And much, much more!

Sage CRM 2020 R2 now released in the UK

Sage CRM 2020 R2 is now available for UKI customers.

This release provides improvements to ensure our customers continue to derive the maximum benefit from their investment in Sage.
What's new in Sage CRM 2020 R2?
- TLS 1.2 support - Sage City Announcement
- OAuth2
- Top usability improvements
- Defect resolution
- Developer licencing
- SQL 2017 CU 20 & SQL 2019 CU4 compatibility

Full detailed information about this release, please view the Release Notes.

Download SageCRM_2020R2_ReleaseNotes_EN

Please note that MS SQL 2016 support is now dropped as well as CTI.

Please contact Wizard Systems if you have Sage CRM and want this new version.