Sage CRM 7.2 Enhancing productivity. Enabling success.

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1 Sage CRM 7.2 Enhancing productivity. Enabling success. May 2013

2 What s new for Sage CRM 7.2? Sage CRM 7.2 has been designed to support busy, growing businesses who want to foster internal collaboration, increase sales team productivity, and drive business-wide efficiency.

3 Sage CRM 7.2 New features support each team Award-winning CRM software to manage critical sales, marketing and customer services activities every day. Sales Marketing Customer Service The only place you ll need to look for everything you need to know about prospects and customers in the office or on the road. Generate more leads through highly targeted campaigns. Manage every element of your customer relationships with ease.

4 Sage CRM 7.2 Feature overview Mobile CRM Sage CRM Sales Lite for the iphone Sage CRM Sales Tracker for Windows 8 Full support for the ipad OS Adds to our existing mobile features including Sage CRM for iphone, ipad & Android devices Social CRM Sage CRM for Facebook Adds to our existing social CRM features including Sage CRM for Twitter and LinkedIn Smarter business reporting Enhanced reporting functionality including cloning and listing alphabetically of reports Improved user-based reporting security Business-wide collaboration Sage CRM Collaboration powered by Yammer Business collaboration for individual users and teams of users, allowing collaboration with Yammer Groups, and across records using Yammer Topics

5 What does this mean For your business Mobile CRM Social CRM Smarter reporting Business collaboration Enhance sales team productivity with two new sales apps Instant information about customers and prospects using Social CRM Faster, secure, customized reports, quickly populated with the latest CRM information. Drive employee collaboration and knowledge exchange Improved responsiveness to customer inquiries from sales teams Increased speed in accessing the right information At-a-glance business insight and informed decision-making Increase employee engagement through shared information

6 Mobile CRM Two new mobile apps driving sales team productivity sagecrm.com/trial

7 Empower your sales team With Mobile CRM Did you know By 2016, more than 1.6 billion smart mobile devices will be purchased globally. Two-thirds of the mobile workforce will own a smartphone, and 40% of the workforce will be mobile. Two years from now, 20% of sales organizations will use tablets as the primary mobile platform for their field sales force. By 2018, 70% of mobile workers will use a tablet or a hybrid device that uses tablet-like characteristics. By 2014, 82% of organizations will have a mobile strategy in place and that 62% currently employ mobile programs today Businesses need to adopt these technologies to enable mobile workers be more effective in their jobs

8 Sage CRM 7.2 Mobile features iphone App Sage CRM Sales Lite Windows 8 App Sage CRM Sales Tracker Full support for the ipad OS Ability to switch between optimized UI and full screen browsing

9 Sage CRM Mobile use is simpler Sage CRM Sales Tracker Sage CRM Sales Tracker for Windows 8 gives users access to their Sage CRM company, person & opportunity records from their Windows 8 Tablet device. Users can even build a watch list of opportunities key to their pipeline. Sage CRM Sales Tracker can also be accessed via a Windows 8 PC. Our new mobile apps at a glance... Sage CRM Sales Lite For sales users on the road who need up-to-date information on their phone, even when out of coverage. Sage CRM Sales Lite gives users mobile access to their Sage CRM data, tasks and appointments, and integrates the iphone, allowing users to track and log outbound calls, and SMS activities

10 New Sage CRM iphone App Sage CRM Sales Lite for iphone Features include: Access vital customer information even when out of coverage. Read-only offline access to People and Opportunities Read-only access to Tasks and Appointments Native iphone Integration: Ability to track and log outbound calls, and SMS activities Read-only access to History / Favourites (Opportunities and Communications) Integration with native iphone maps to track sales appointments Ability to add Notes and Photos to Contacts and Opportunities

11 New Windows 8 App Sage CRM Sales Tracker for Windows 8 Features include: Download Company, Person and Opportunity records to their Windows Tablet device View Opportunities displayed in a pie chart broken down by stage View a list of the most recently added Opportunities, Companies and People with new access. Build a Watch list - a list of opportunities, company and person records that are key to their pipeline. Drill down to record details to get a full picture of the opportunities each person works with

12 Sage CRM 7.2 Mobile features Benefits snapshot Key customer information at your fingertips, with access to real-time information when on the road enabling more effective selling Timely input of accurate customer data when on the road (no need to update when back in the office) Improved responsiveness to customer queries from sales teams Enable your sales teams to manage routine tasks and better serve their customers by providing them with an enhanced sales experience where they can deliver real time information, answers and results. Native integration with the iphone delivering a rich, familiar interface Ability to switch between an optimized ipad UI and full screen browsing, offering increased choices for better mobile adoption

13 Social CRM Sage CRM for Facebook now complements existing LinkedIn & Twitter features

14 Social CRM Industry statistics Social media revenue worldwide is expected to reach $34 billion by 2016 (Gartner) By 2016, more than 1.5 billion people will use social networks, an increase of 57% from 2011 (Gartner) Facebook has 1.06 billion monthly active users (Jeff Bullas) An average Facebook user has 130 friends (All Twitter) LinkedIn has 161 million members in 200 countries (All Twitter) Every second, two new members join LinkedIn (All Twitter) 53% of people on Twitter mention products and/or services in their tweets (Qualman 34% of marketers have generated leads on Twitter (HuffingtonPost) 31% of consumers read online reviews before making a purchasing decision

15 Sage CRM For Facebook Features include: Light Facebook integration View Company or Person Facebook details on the Person and Company screens Facebook search on the Dashboard

16 Sage CRM 7.2 Sage CRM for Facebook Benefits snapshot Customer profiles from Facebook are now seen inside the customer CRM account, giving you the information you need without leaving Sage CRM Instant information about customers and prospects is available: associate Facebook profiles with prospect accounts give more immediate detailed information New feature gives the ability to better identify those customers who are strong in sharing your messaging to their extended networks Use this new information to better understand each of your prospects, so you can better customize the sales pitch to the potential customer Increased speed in accessing the right information Increased visibility on customer and prospect account information

17 New 7.2 features complement Sage CRM existing social features Sage CRM for Twitter The Sage CRM Twitter integration enables you to efficiently establish, track, and respond to Twitter communication traffic in real time, and can be used for a variety of critical marketing and customer relationship requirements Sage CRM for LinkedIn LinkedIn integration within Sage CRM enables you to efficiently build a professional network of possible customers and partners, as well as providing sales teams with valuable insight into prospective customers.

18 Company wide collaboration Powered by the all new Sage CRM for Yammer feature sagecrm.com/trial

19 Business Collaboration Powered by Yammer Features include: Business collaboration for individual users and teams of users Collaborate with Yammer groups Yammer feeds in My CRM work area Collaborate across records using Yammer topics Yammer feeds will be available for Companies in Sage CRM

20 Sage CRM 7.2 Business Collaboration Benefits snapshot Drive productivity through better team collaboration Sales managers can obtain better insight into team performance and the largest deals through employee conversations Monitor changes taking place across opportunities in the sales pipeline Better visibility and performance monitoring Increase employee engagement through shared information Facilitate peer-to-peer learning through quick and easy collaboration Digitally merge the geographic barriers keeping teams apart with web based collaboration

21 Smarter Reporting Available through our new reporting features

22 Sage CRM 7.2 Smarter reporting Features include: Clone Reports Manage export on Reports for greater security All charts generated in HTML5 Flash not required New chart types Full access to Fusion charts for further reporting customizations

23 Sage CRM 7.2 Smarter reporting Benefits snapshot Faster, secure, customized reports, quickly populated with the latest CRM information Rich new graphic charts and report cloning capabilities enable users to quickly create visual reports with interactive graphs Save time and increase efficiencies with new clone reports functionality At-a-glance business insight and informed decision-making.

24 See for yourself the difference that Sage CRM could make to your business na.sage.com/sage-crm Get Social with Sage CRM & stay up to date

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