How To Get The Most Out Of Sagecrm V7.1

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1 Sage CRM 7.1 Overview What s New with Sage CRM 7.1 & Sage CRM 7.1 SP2

2 Abstract Sage CRM v7.1 is packed with new features which will make a real and immediate impact to businesses looking to stay ahead in today s competitive market including fully integrated E-marketing, powerful interactive dashboards, full iphone support and Twitter integration.

3 SageCRM v7.1 Communicate, Collaborate, Compete

4 SageCRM SageCRM offers customers a rapid route to success and value through its focus on ease-of-use, ease-of-deployment, ease-ofcustomization, ease-ofintegration, and ease-of-access anytime, anywhere.

5 Your Rapid Route to CRM Success Ease-of-Use Ease-of-Anywhere Access Ease-of- Customization Business Integration Fast, Flexible Deployment Easy to use Intuitive user interface Easy to navigate Easy to learn and adopt Easy to personalise Roles-based interactive dashboards out-of-thebox Graphical workflow orchestration out-of-thebox Fully web-based for anytime, anywhere access Web access from any mobile device Bespoke iphone experience Real-time synchronization with MS Exchange 24hr access to up-to-date communications, calendar and contacts regardless of device or location Open architecture for easy customisation Codeless customization Fully customisable business process workflow orchestration Fully customizable dashboards Sage ERP integration MS Exchange integration MS Outlook integration Social media integration Web self-service Easy integration with third party applications Available on-premise, in the Cloud or on-demand Fully web-based for rapid roll-out and ongoing administration Easy to use for rapid user adoption Rapid ROI Low TCO

6 Introducing SageCRM v7.1 - Accelerating Business Success Fast, flexible deployment On-Premise integrated, hosted ( via Accpac Online or SageCRM.com) and Cloud (Stand alone)deployment options Powerful MS Exchange integration with easy point-and-click deployment Fits the way you work 24hr access to up-to-date communications, calendar and contacts regardless of location Integrates with Twitter and LinkedIn Access to global marketplace of add-ons at SageCRM On-premise SageCRM.com On-demand SageCRM Cloud-deployable Accelerates marketing success Simple 3-step wizard to execute e-marketing campaigns quickly and easily with a choice of over 90 professional templates Ready-made marketing campaign workflow out-of-the-box Simple campaign cloning to re-produce winning campaigns Boosts business productivity Roles-based interactive dashboards out-of-the-box Fully configurable so you can personalize to your needs Enhanced graphical report charts for at-a-glance insight on business performance

7 Communicate, Collaborate and Compete with SageCRM v7.1 Sage E-marketing for SageCRM Executee-marketing campaigns leveraging professional templates in minutes and analyse results without ever leaving SageCRM SageCRM Total Campaign Management Create a group, map your workflow, execute a marketing campaign, manage your budget and measure results easily within SageCRM SageCRM Communications Management Point-and-click integration with MS Exchange for seamless calendar and communications management regardless of device or location New SageCRM Report Charts Gain business insight at-aglance on your dashboard with easy-to-create new report charts SageCRM Interactive Dashboard Manage your business, your key accounts and your working day from a single screen with the SageCRM Interactive Dashboard

8 Communicate, Collaborate and Compete with SageCRM v7.1 Communicate Enjoy seamless calendar and communications management regardless of device or location with new MS Exchange integration in SageCRM Communication Management Set-up and deploy e-marketing campaigns in minutes for rapid customer and prospect communications Manage your social media communications directly within SageCRM with Twitter integration Collaborate Foster collaboration across teams with SageCRM Total Campaign Management Drive best-practice across marketing with out-of-the-box marketing workflow Set-up, execute and clone successful campaigns quickly and easily across teams Close the loop between sales and marketing with integrated telesales follow-up Compete Boost staff productivity in the office and on the road Execute marketing campaigns quickly and easily for accelerated marketing success Measure marketing results automatically to analyse effectiveness Manage your business and your priorities more effectively with the SageCRM Interactive Dashboard Analyse KPIs at-a-glance with new report charts

9 Sage E-marketing for Sage CRM Unleash the power of Sage E-marketing for SageCRM Over 90 attention-grabbing templates out-of-the-box Simple 3-step wizard for rapid execution Smart-sending features Automated drip marketing campaigns with campaign filtering at each drip stage* Open, click and bounce rate tracking with auto-feed of metrics directly into SageCRM Rapid creation of groups from segmented prospect and customer lists Integrated telesales follow-up *Drip marketing will be available in SageCRM v7.1 SP1, Summer 2011

10 Sage E-marketing for Sage CRM Provides easy-to-use functionality to enable users to execute high-quality e-marketing campaigns rapidly Comes with a wide range of editable e- marketing templates that can be easily customised to suit your business or campaign Includes options to create standard or automated drip e-marketing campaigns (anchor, calendar & duration), automatically delivering communications to the right people at the right time for maximum impact Enables marketing users to market to and build on existing groups in SageCRM

11 Sage E-marketing for Sage CRM - continued Marketers can create new e-marketing campaigns or incorporate blasts into current marketing activities Allows marketers to effectively segment their target lists based on results for future marketing campaigns Telesales calls list can be based on e- marketing responses, closing the loop between and telesales Enables users to comprehensively track and analyse the effectiveness of marketing campaigns within SageCRM and easily calculate ROI

12 SageCRM Total Campaign Management Maximize the effectiveness of every marketing campaign with SageCRM Total Campaign Management Multi-channel campaign management Campaign cloning Full marketing campaign workflow Document store and share Budget over-run alerts In-call data modification

13 SageCRM Total Campaign Management Enables users to modify data while on a call to ensure clean data can be captured easily and leads can be rapidly converted to opportunities Comes with marketing campaign workflow out-of-the-box so organizations can easily execute marketing consistent campaigns or map campaigns to their business processes for consistent execution Allows all users to attach documents quickly and easily for from a central library Facilitates marketing-wide collaboration for maximum efficiency and effectiveness

14 SageCRM Total Campaign Management - continued Comes with marketing campaign workflow out-of-the-box so organizations can easily execute marketing consistent campaigns or map campaigns to their business processes for consistent execution Allows all users to attach documents quickly and easily for from a central library Facilitates marketing-wide collaboration for maximum efficiency and effectiveness

15 SageCRM Communications Management Access the right information at the right time regardless of device or location thanks to SageCRM Communications Management Real-time synchronization between SageCRM and MS Exchange for seamless calendar management Bi-directional updates of appointments, tasks and contacts on your smartphone Centralised meeting management with full response management Works with any mobile device Point-and-click deployment of Exchange integration Simple ongoing administration

16 SageCRM Communications Management Delivers a seamless calendar management experience thanks to real-time synchronization between SageCRM and MS Exchange Enables users to access up-to-date communications within SageCRM and easily manage their calendar, contacts and tasks, regardless of their location Users can access up-to-date appointments, tasks and contacts within SageCRM on their smartphone, laptop or desktop PC for maximum productivity Administrators benefit from a single point of entry from where they can manage existing Exchange users and add new users for ease-ofadministration

17 SageCRM Communications Management SageCRM Communications Management ensures access to the right information at the right time regardless of location or device. Office worker Remote worker Internet café user Mobile user Calendar Tasks Appointments Contacts

18 SageCRM Interactive Dashboard Get your data, how you want it, when you want it with the SageCRM Interactive Dashboard Multiple information sources on a single screen Multi-gadget linking for real-time data drill down Freestyle dashboards with flexible gadget sizing Bespoke company dashboards for key account management Selection of roles-based dashboards out-ofthe-box

19 SageCRM Interactive Dashboard Delivers key business metrics in one location for easy analysis Removes the need for users to switch between screens to access data, boosting productivity Offers the ability to connect multiple gadgets on a single dashboard for a more dynamic and complete view of your customer data

20 SageCRM Interactive Dashboard - continued Flexible gadget sizing enables users to reposition and re-size gadgets on their dashboard in whatever way they prefer, offering maximum personalization Comes with roles-based dashboards out-ofthe-box for Sales, Marketing, Customer Service, and Management Bespoke company dashboards for key accounts can be easily created for focused account management Custom dashboards can be easily created by users and configured with the key data they want to view

21 New SageCRM Report Charts Get at-a-glance business insight with new report charts in SageCRM v7.1 Impactful visual report charts with rotation and slicing movement Quick and easy to create Enhanced graphical analysis in reports and on the SageCRM Interactive Dashboard

22 Interactive Dashboards & Fusion Charts within Reporting

23 SageCRM for Twitter Manage your Twitter communications directly from SageCRM with SageCRM for Twitter SageCRM for Twitter is now available as an add-on to SageCRM View and update your own Twitter feed in real-time directly from SageCRM View and post to a company s and/or person s Twitter feed Search for tweets about any company/person from within SageCRM View a list of search results of Twitter messages where the company or person has been mentioned Add a note containing text of the tweet against a company or person in SageCRM Tweet from a marketing campaign in SageCRM View and update feeds across marketing campaigns

24 Twitter Integration

25 SageCRM for iphone Manage your customers on the move with SageCRM for iphone SageCRM for iphone v1.1 comes with SageCRM v7.1 Enjoy a rich user experience, optimized for the iphone Access real-time customer information, view customer cases and manage opportunities and leads from your iphone Quickly search for and update contacts, opportunities, leads and cases View your dashboard, calendar and communications and add new records quickly and easily View and run SageCRM reports on the move Leverage native Apple functionality such as the date spinner and the accelerometer Utilise the click-to-dial feature to call contacts directly from SageCRM Boost productivity with anywhere access to critical customer data

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27 iphone ONLY

28 Sage CRM v7.1 SP2 Communicate, Collaborate, Compete

29 Sage 300 ERP 2012 Integration with Sage CRM Integration Enhancements Sales Commission Splitting Ability to split commissions when creating an order in Sage CRM Sage CRM

30 Sage CRM Integration Enhancements Sage Collections Manager Ability to manage your customers receivables balance via Sage CRM Sage CRM

31 Sage Collections Manager

32 Sage CRM Integration Enhancements Sage CRM 7.1 Self Service Site Available today as part of the free Sage CRM Server software and 1 st user Sage is NOW including the Sage CRM Self Service demo site and API for FREE! Sage CRM

33 Self Service Site Customer Service Management Case Overview Case pipeline Management Self Service Site Service level Agreements & Escalations

34 Sage CRM 7.1 SP2 for Tablets Beta Available Now Sage CRM

35 Going Mobile Tablets & Smart Phones Where ever you have phone access you are connected Ease of use Sales staff and execs can work from anywhere, airport, car, hotel Tablet support for Android Tablets & ipad

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37 Beta Available Now

38 Tablet (ipad and Android Tablet) Android Phone

39 Enhanced User Experience with Sage CRM v7.1 SP2 Sage CRM v7.1 SP2 is packed with new features and functionality delivering further flexibility and an enhanced user experience for customers to better manage their CRM solution for critical sales, marketing and customer service activities.

40 New features to support your teams 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. Generate more leads through highly targeted campaigns. Manage every element of your customer relationships with ease.

41 Sage CRM v7.1 SP2 Feature Overview Cross-Browser Compatibility Document Attachment Enhancements Mail Merge Enhancements Library Management Access Sage CRM across all modern internet browsers and work efficiently through the modern, intuitive interface. Attach and upload multiple files in a single transaction and benefit from a new intuitive drag-and-drop solution. Launching a new server side mail merge solution with no plug-in requirements plus mail merge for custom entities. Manage library storage from within Sage CRM and get a full overview of your storage limits.

42 Cross-Browser Compatibility Internet Explorer Safari Chrome Firefox Versions 7, 8 and 9 (as per Sage CRM v7.1 SP1) Latest version (Safari browser on Windows OS, Safari browser on OSX. Note that the Tablet theme is recommended for use with ipad IOS is not in scope) Latest version Latest version Cross-browser compatibility with Firefox, Chrome, and Safari (on Safari OSX) in all Main Menu areas. Supported browsers include Internet Explorer 7, 8 & 9 and the latest versions of Safari, Firefox and Chrome.

43 Sage CRM: Cross Browser Support: Windows PC Internet Explorer Chrome Apple MAC (ios) Safari

44 Document Attachment Enhancements Select and upload multiple files in a single transaction (Chrome and Firefox) Attach multiple files to a single task View and open documents from list level Pre-upload screening of file quantity, size, and type Intuitive drag-and-drop zone for attaching files (Chrome and Firefox) Easy to use interface for selecting and uploading multiple files in a single transaction

45 Sage CRM: Document Attachments: Windows PC Internet Explorer Chrome Apple MAC (ios) Safari

46 Extending Mail Merge Features Server-side mail merge with no plug-in requirements Easy to use rich text editor within CRM for template creation and customization Continued support of predefined MS Word templates Mail Merge for Custom Entities Better, faster mail merge functionality with less hassle!

47 Extending Mail Merge Features

48 Sage CRM: Mail Merge Features: Windows PC Internet Explorer Chrome Apple MAC (ios) Safari

49 Library Management Manage library storage from within Sage CRM Manage and delete records to free up space Filter, sort and delete different types of library items Gain an overview of your storage limit and the space currently being used by library items View your storage usage and filter sort Delete library items

50 Library Management Administration and Documents Library Management

51 Sage CRM: Library Management: Windows PC Internet Explorer Chrome Apple MAC (ios) Safari

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53 Helping 10,000 Customers in 70 Countries Worldwide Communicate, Collaborate and Compete

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55 Visit the Sage CRM Ecosystem at Sage CRM wwwsagecrmcom Sage CRM (Official Group) wwwsagecrmcom

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