Sage CRM allows for outbound emails to automatically go out based on logic you define. Typically, this is accomplished via either an escalation rule or workflow action. I have provided a couple of examples below, however, Sage can be configured to support almost any situation can you imagine.

  • When an opportunity is reassigned to a new representative, an email can let them know.
  • You can automatically notify your customers of the status of their customer service issue. 
  • Notify an account manager if/when one of their accounts logs a job or service ticket.

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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