Case Studies

NEW Version of Sage CRM is now available

The 2019 R1 release of Sage CRM integrated to your Sage accounting solution offers extra features to help you manage your customer relationships across the sales, marketing and customer service areas of your business. This new release will help leverage CRM capability right across your organisation with updates to the self-service portal, the software development kit and numerous other improvements. 
  • Improving the web self-service experience - new responsive version of the Self-Service portal, it's easy to put into production and will allow customers to deliver on the power and adaptibility of the Self-Service API for external users of Sage CRM
  • Improvements to the calendar list - each Sage CRM user can now view a complete list of their tasks and appointments in My CRM Calendar List. By default, the list shows all tasks and appointments from the moment the user was created in Sage CRM
  • Other addressed issues - there are over 70 issues identified by customers that have been addressed in this release, covering everything from improved page loading speed, password security, filing of emails from Outlook and more. 
  • Maximising your Sage CRM investment - the Sage CRM product is supported by a wealth of training and education resources on the internet. The Sage CRM YouTube channel is an invaluable learning aid, designed to help reduce the amount of time for customers to understand and put into use various product features. Sixty one new videos have been added to the Sage CRM playlist in support of the two most recent releases.

Should you need any more information on the new CRM release or on CRM in general please contact your Account Manager on 01423 330335 option 1.

Making Tax Digital 

Making Tax Digital is an HMRC initiative that aims to revolutionise the UK tax system and ultimately bring an end to self-assessment.
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