The Future of Sage CRM

Sage CRM

Sage CRM is currently on R2 for 2021. But it has been recently discussed what the future for Sage CRM will look like for 2021 and beyond. In looking to the future, Sage has talked about product vision and strategy, security functionality, and more. Read on to get a more in depth look into to what the future holds for Sage CRM

2021 Release 2 Review

With the Sage CRM 2021 R2 comes new features and enhancements that help improve the platform. Here are some of the key takewayas from the release: 

Web Leads

This Sage CRM version enables system administrators to configure an individual return URL for each web form for submitting web leads. For example, if you have web forms in different languages, you can redirect users to a web page in their language after they submit a lead.

Demo Workflow

Sage CRM 2021 R2 provides a new demo workflow named Sage Company Workflow. The workflow illustrates how to set up rules and actions for the Company entity, namely: Automatically create a task, Use a JavaScript condition to determine when workflow actions become available, and more.

Support for New Software

Sage CRM has added support for the following SQL Server versions: Microsoft SQL Server 2019 with Cumulative Update 10 and earlier, Microsoft SQL Server 2017 with Cumulative Update 24 and earlier, and now supports Android 11.

You can find a full list of the new features, enhancements, and more here: Sage CRM 2021 R2 Release Notes

Product Vision and Strategy

One of the main things Sage has talked about in regards to product vision is making the CRM platform integrated with modernized user interfaces. Sage has made it clear that a major goal for them is constantly improving the functionality of CRM for its users. They have also placed a focus on improving user experience and have a goal of eliminating pain points in doing so.  

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Keeping on the theme of integration, Sage has also mentioned working on unparalleled integration with accounting for users. Extending the usage of investments users have already made, such as accounting and marketing, is a big part of their strategy for the future. Finally, there has also been talk of improving integration points for 3rd party solutions, making the product more versatile and useful for all the teams in a company.

Security and Functionality

Sage CRM Secruity

Sage has recently talked about the functionality of Sage CRM and given insight to things like the way it is developed and tested in regards to security. Sage CRM does a penetration test every two years and uses the results to make updates, further develop the product, and mitigate any potential risks that the solution may have.  These security updates are then implemented in system updates each release so make sure to stay up to date!

In regards of functionality updates, Sage CRM has recently announced that the system is no longer dependent on ActiveX which restricted web browser functionality. Now that this dependency is gone,  all of Sage CRM’s functions work on various browsers such as Chrome, FireFox, and more. This is just one example of the updates to come in the future where Sage is focusing on creating a better experience for its users.

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Where to Find More Resources

Sage has been promoting Sage City which  is a comprehensive online community offering forums to discuss both Sage solutions as well as current topics and industry challenges; it’s the place to help you and others build, support, and learn. Sage City has been promoted as a resource where users and partners can create discussions and ask questions about the future of Sage CRM as well as a place where announcements are made about upcoming updates. This is a great resource to get insight about the future of the solution and how it’s being developed moving forward.

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