Introducing Sage CRM 2017 R2

Posted by Ashley Lemus on Tue, Apr 25, 2017 @ 10:30 AM

 Sage CRM 2017 R2 is here! We bet you're wondering what's new?

Upgrade to Sage CRM 2017 R2 and experience a host of new features designed to further optimize how you run your business, and give you unparalleled company-wide visibility.


What’s new?

  • Calendar – Sage CRM 2017 R2 continues to enhance calendar capabilities by adding the ability to view appointments assigned to a team member within the new Timeline view. The new Month calendar shows appointments that you and your colleagues have planned for the selected month. This release also adds the option to print calendars, and the ability customize calendar icons and colors to the new calendar interface.
    • Auto Suggest e-mail recipients – Improved efficiency is delivered through the ability to simply type the individual or company name, or start of the email address into the To, CC or BCC fields. Sage CRM will automatically display a list of matching records.
  • Support for MailChimp API 3.0 – Sage CRM is now compatible with the new MailChimp API version 3.0. With this update, all the MailChimp Integration features will continue to work with MailChimp 3.0.
  • System Health – System administrators now have greater visibility into the health of their CRM features and components, along with direct links to help to resolve identified issues.
  • Customer Cases – Over 90 customer cases are addressed with Sage CRM 2017 R2.



Supported Editions Update:

  • Sage CRM 7.2 will no longer be supported with effect from July 2017.


Be sure to check out the video below for a deeper dive into understanding what changes have taken place to fields, tables and views etc.




Click here to view the full What's New spec sheet


 We'd love to speak with you about how Klear Systems and
Sage CRM 2017 R2 can benefit your organization!
Give us a call at (949) 681-8135 or
email us at
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Tags: Customer Relationship Management, Sage Solutions, Sage Software

Intelligent CRM: Improving Customer Relationships with AI

Posted by Ashley Lemus on Tue, Mar 21, 2017 @ 12:43 PM

By focusing on achieving a higher conversion rate, rather than getting more leads, an intelligent CRM can increase your sales without inflating your marketing budget.


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Tags: Customer Relationship Management, Acumatica Cloud ERP, Sage Solutions, Small Business

3 CRM Mistakes To Avoid For A More Productive 2017

Posted by Ashley Lemus on Thu, Feb 02, 2017 @ 12:52 PM

With the first month of 2017 down we're wondering how productive the new year seems to be for your SMB.

Have you been utilizing your organizations CRM to the best of its ability?

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Tags: Customer Relationship Management, Business Management Software, Small Business

Four Things To Look For In A Technology Partner

Posted by Ashley Lemus on Wed, Oct 05, 2016 @ 12:09 PM


Selecting a software for your small to medium enterprise is a major decision.

And while it's important to have an IT strategy to assure you don’t end up with a mishmash of software that won’t work well together it's equally as important to consider, in any software purchase, whether you are selecting the right technology partner.

In other words, who is the company behind the software.



Of course, there are many factors to consider, as well as questions to ask when evaluating a software provider.  That's why we're providing four things to keep an eye our for:


1) Experience: How long has the company been providing software? Or better yet, how long have they been providing software to your specific industry? This will help you identify if the vendor understands your special business needs? Also, look for a company that has a history of guiding their customers though technology changes and knows where the software industry is heading next.
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Tags: Customer Relationship Management, Enterprise Resource Planning, Small Business, Helpful Tips

3 Ways to Use CRM to Target Millennials

Posted by Ashley Lemus on Fri, Sep 30, 2016 @ 04:51 PM

 Struggling to hit the target when it comes to marketing to Millennials?

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Tags: Customer Relationship Management, Small Business, Helpful Tips