What’s New in Sage CRM 2023 R1

By: Sharon Paul

Sage CRM 2023 Release 1 is now available. Let’s look at the new and noteworthy features in the latest version.

Easier File Editing

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

With Sage CRM 2023, you download the file locally, open and edit it in a relevant application, and then upload the file back to Sage CRM.

It’s a much faster and easier 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 feature automatically analyzes the sales, customer service and communication data. The system then 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 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 convert raw data into useful information.

Sage CRM

Sage CRM

Other Notable Enhancements

Import Emails 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 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 and feel of an individual installation.

Need Help?

If you have questions or need help getting started, connect with us online or give us a call at 410.685.5512.

 

©2023 Juice Marketing, LLC. http://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

Published June 8, 2023

Streamline Your Year-End Close With Improved Technology

Stop depending on outdated close processes that hold your business back and find out how to improve your year-end close in this free webinar recording.

year-end webinar slide deck on computer

Why Departmental Budgeting Is Underrated and Underutilized

Though it’s a vital component of managing an organization’s finances, departmental budgeting often doesn’t get the...

The Great Accountant Shortage: 5 Actions to Help CFOs Avoid a Staffing Crisis

Accounting is facing an exodus without enough new personnel to fill the demand left behind. More than 300,000 United...