You can send out specific emails to contacts from the person record, or from the context of a specific job or opportunity.  Additionally, you can leverage Sage CRM’s email templates features which make it easy to merge dat and send consistent messages. I use templates all the time.  Whenever we send out an email from Sage CRM, the system automatically records a copy of the email. 

From Outlook, using  Accelerator, we can still leverage our contacts and our Sage CRM email templates, however, the user must consciously decide if they want a copy of the email put into Sage CRM (and where). 

You can learn more about how Sage CRM manages communications on this page of the My CRM Manager website.

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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