Email communication has become the lifeblood of modern business and Customer Relationship Management (CRM) systems are the engines that drive it. In today’s world, everything is becoming digital. We used to communicate with clients through Emails. In Sage CRM also we can send emails to clients. Sage CRM has its standard inbuilt email editor. Email editor in Sage CRM comes with standard toolbar through which we can format the email as per our need.
New Stuff: Workflow Enhancement in Sage CRM 2023 R2
In Sage CRM 2023 R1, there are limited editing tools available in email editor. You can refer below screenshot for the same.
Now, with the release of Sage CRM 2023 R2, some extra enhanced options are added. Refer below screenshot for the same.
Now, let’s explore the fresh tools added to CRM 2023 R2 that take your email editing experience to a whole new level.
- New Page –It lets you start fresh with a blank canvas.
- Preview – You can preview your email content exactly as recipients will, ensuring perfection.
- Export PDF – Convert emails into professional PDFs for an impressive and secure way to share your messages.
- Print – Create hard copies of your emails for records or when you need to share physical copies.
- Templates – Access a library of pre-designed templates to save time and maintain messaging consistency.
- Find – Quickly search for specific content within your emails, eliminating the need for endless scrolling.
- Replace – Effortlessly replace words or phrases, ensuring your messages are always accurate and up-to-date.
- Select All –Simplify tasks by selecting all email content with a single click for easy editing or formatting.
- Insert Page Break for Printing – Enhance print layouts with page breaks, ensuring hard copies of your emails look impeccable.
- Create Div Container – Organize your email content effectively and make it more visually appealing with div containers.
- Align Left – Align text to the left for a clean and organized appearance that’s easy on the eyes.
- Align Center – Center-align text and elements to give your emails a polished and balanced look.
- Align Right – Align text to the right for a distinct and refined email appearance.
- Justify – Achieve a professional look by justifying your text, making emails look neat and well-structured.
- Text Direction from Left to Right – Ensure smooth reading with left-to-right text direction for easy comprehension.
- Text Direction from Right to Left – Tailor emails for languages that read right-to-left, ensuring inclusivity and effective communication.
- Font – Choose your font style to reflect your brand’s personality and make a memorable impression.
- Font Size – Highlight key points and create visual hierarchy by adjusting font sizes within your email.
- Text Color – Infuse personality into your emails by choosing text colors that resonate with your message.
- Text Background Color – Add depth to your texts by changing the background Color, making your content modern.
In a world where first impression matters, these tools empower you to create impactful emails that stand out. With Sage CRM 2023R2, you’re not just sending emails; you’re crafting experiences that leave a lasting impression. Make your emails work smarter, not harder.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.