Sage CRM 2023 R2: UI Improvements - Localised Company Narrative Summary

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The Sage CRM Company Narrative is a feature that was introduced in Sage CRM 2023 R1. It uses a type of artificial intelligence to generate and display a narrative report containing an executive summary and business insights for each Company. The narrative report takes into account the sales, customer service, and communication data for the Company and presents it in a short and easy-to-understand format.

In Sage CRM 2023 R2 we have enhanced the Narrative tab for companies by localising and translating into German, Spanish, and French.

Users will be able to view the Company Narrative in their native language, which will make it easier for them to understand and use the feature. The ability to customize the translations of the Company Narrative will also allow businesses to tailor the phrases and vocabulary of the Narrative to their specific needs and industries.

The Company Narrative feature can be used by all users in Sage CRM, but it is particularly useful for managers and executives who need to quickly get a high-level overview of a Company's performance. The feature can also be used by customer service managers to identify potential problems with Companies and by marketing managers to develop targeted marketing campaigns.

The value to the customer service team has been increased as now the Narrative tab displays the current stage for each case mentioned in the summary.

There have also been some other minor bugs and formatting and syntax issues fixed in Sage CRM 2023 R2.

The Company Narrative feature is a powerful tool that can help businesses of all sizes improve their customer relationships and sales performance.