Sage CRM 2018 R2 New Features

Sage CRM 2018 R2 – New Features

The second release (R2) of Sage CRM R2  is available and delivers some great new features.

Let’s dive right in and see what’s new!

Sage CRM Calendar

Sage CRM 2018 R2 continues to build on the heart of the application ‐ the calendar.

This release further extends the great enhancements in Version 2018 R1 with new filtering options in all calendar views.

Action and Status filters can be added to Day, Work Week, Week and Month views and are retained for the session duration.

In addition, the calendar now displays dates according to your personal settings in the Preferences area.

MailChimp Campaign Results Visibility

Sage CRM MailChimp Campaign Results

The results of your MailChimp marketing campaigns are now visible and available on the Person Marketing Tab.

The details provided display marketing campaigns that this person has been included in, the number of email opens, and the number of clicks per campaign.

MailChimp campaign results are also available on the Company Marketing Tab for any campaigns that used a company email address.

Together, these new campaign display options provide a quick and convenient way to see how engaged a given contact or company has been without having to run reports in MailChimp and use two different applications.

Tracking Marketing Consent

Depending on what country you do business in, legislation in your area may require additional steps in gathering consent before you’re able to send marketing communication.

With Sage CRM 2018 R2, you now have the tools to manage and track this process easily.

To learn more about what else is new in Sage CRM 2018 R2, check out the original newsletter article.

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