Sage CRM What s New with Sage CRM 7.2 - Standalone. Sage CRM What s New with Sage CRM 7.2 -Standalone

Sage CRM What s New with Sage CRM 7.2 - Standalone Sage CRM What s New with Sage CRM 7.2 -Standalone

Agenda 7.2 On Premise Release EndUser Features Other Features Technology Changes Integrations Roadmap On Premise Integration 2013 R1 Cloud Release Smart Builder Other End User Features Cloud Update Investments Other additions Sage CRM What s New with Sage CRM 7.2 -Standalone

Sage CRM 7.2 End User Features Sage CRM What s New with Sage CRM 7.2 -Standalone

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 alphabetising of reports Improved user-based reporting security Business Wide Collaboration Sage CRM Collaboration powered by Yammer Business collaboration forindividual users and teams of users allowing themto collaborate with Yammer Groups, across records using Yammer Topics

Sage CRM 7.2 Mobile Features iphone App Sage CRM Sales Lite Windows 8 App Sage CRM Sales Tracker End user support for the ipad OS Ability to switch between optimised UI and full screen browsing

Sage CRM Mobile CRM Made Simple 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, email and SMS activities

Sage CRM 7.2 For Facebook Features Include: Light Facebook Integration View Company or Person Facebook details on the Person and Company screens Facebook Search on the Dashboard

Sage CRM 7.2 Business Collaboration Features Include: Business Collaboration for individual users and teams of users Collaborate with Yammer Groups Yammer feed in My CRM work area Collaborate across records using Yammer Topics Yammer feed will be available for Companies in Sage CRM

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 Fusion widgets for further reporting customisations

Sage CRM 7.2 User Experience Enhancements Notifications On screen notifications no longer interrupt user New notifications area at the top of the screen with an icon that flags any active notifications. Expand / hide notifications and snooze or dismiss Browser Buttons Browser forward and back buttons now supported Online Help Improved Navigation and Search HTML 5

Sage CRM 7.2 Technology Changes Sage CRM What s New with Sage CRM 7.2 -Standalone

Sage CRM 7.2 Technology Changes Implementation Enhancements JRE Bundled with Sage CRM IIS URL Re-writer for IIS 7 Use native SQL identity management Improve performance Reduce code complexity Increase scalability SMART UI jquery HTML 5 Kendo web UI Framework Latest Fusion Widgets Library Latest version of the charts New Library of widgets available for customizations 12

Sage CRM 7.2 Features Mobile Sage CRM Sales Lite for iphone Sage CRM Sales Tracker for Windows 8 Support for end user browsing on ipados Social Sage CRM for Facebook Collaboration Business Collaboration powered by Yammer User Experience Reporting Notifications Online Help

7.2 Supported Software Updates Software Support Matrix https://community.sagecrm.com/user_community/m/72_documentation/25765.aspx Add Support for Windows 8 / IE 10 compatibility mode (7.1g) Windows Server 2012 (7.1g) ipad OS (end user browsing on ipad) Citrix 6.0 IE 9 64 bit (note, no Chrome / Firefox 64 bit) IIS 8 (7.1g) Post 7.2 Additions (7.2a TBC) Office 2013 for OTL Plugin Exchange 2013 IE 10 (full) Dropping support for Solo SQL 2005 IE 7 and 8 Windows Vista Windows XP Citrix 5.0 Microsoft Windows 2003 Server R2 Microsoft Windows 2008 Server Microsoft SQL 2008 (Enterprise and Standard Editions) ** Note: continue to support 2008 R2 IIS 6 (Windows Server 2008 ships with IIS 7)

Sage CRM Integrations Roadmap Sage CRM What s New with Sage CRM 7.2 -Standalone

Sage CRM 7.2 On Premise Integrations Sage 100 ERP (coming soon!) Sage 300 ERP (coming soon!) Officeline Murano Sage 1000 Sage ERP X3 Currently in beta Launched in Berlin in March 2013! Different route to market

Sage CRM Evolution Sage CRM What s New with Sage CRM 7.2 -Standalone

Agenda Evolution Vision Product Vision UI andux Social Mobile Customization Cloud Architecture Vision Architecture Progress to Date Product Technology Strategy for Execution Plans Sage CRM What s New with Sage CRM 7.2 -Standalone

Sage CRM At the heart of integrated business... Informative People Effective Processes Invaluable Technology Increased Productivity Satisfied Customers Reduced Costs

Evolution Product Vision Sage CRM What s New with Sage CRM 7.2 -Standalone

Evolution Product Vision UI & UX Mobile Social Customisation Cloud

Evolution User Interface & User Experience

Evolution User Interface & User Experience Navigation Look & Feel Sage CRM What s New with Sage CRM 7.2 -Standalone

Evolution User Interface & User Experience Visualisation of data Carrying out actions inline Sage CRM What s New with Sage CRM 7.2 -Standalone

Product Vision Mobile Short to Medium Term Build out existing Native apps Different User Personas Increased functionality Support additional devices Enhanced Integrated Experience Longer Term Mobile for evolution Responsive design Optimised themes no longer required

Product Vision Social CRM Social CRM is a growing trend Sage CRM is evolving to become more social Building Evolution product with social in mind with the aim of helping our customers add value to their business Big focus on Collaboration (leveraging Business Collaboration features and SelfService) Focus on SMB requirements -free, lite, addons Maintain and enhance our existing social media integrations

Product Vision Customization Codeless Customization Create modules in 5 simple steps Build Modules / Customize existing modules Smart API for complex customizations and third-party Integrations Smart API leveraged by Sage CRM to build out Evolution feature set

Product Vision Cloud first Strategy Cloud first Strategy Rapid roll out of Evolution SaaS 38% of the CRM market s total software revenue in 2015, over $6 billion (Gartner) SaaS 50% of the overall CRM market by 2020 (ISM) SaaS-based CRM will grow twice as fast as onpremise CRM solutions SaaS CRM market for SMBs set to undergo double-digit year-over-year growth between 2010 and 2015

Evolution Strategy and Execution Sage CRM What s New with Sage CRM 7.2 -Standalone

Strategy and Execution Cloud First Strategy Rapid roll out on Cloud followed by On-Premise v7.2 2013 R1 2013 R2 2014 R1/R2 Sage CRM v7.1 SP2 Sage CRM Sage R1 CRM 2015R12015 7.2 7.2 SP1 v7.3

Strategy and Execution Key Takeaways Lots of progress made to date Next Steps Under Way Smart Builder and Smart UI for Vertical slice of the application Tangible plan to do this with milestones Opportunity for rapid rollout on Cloud Clear vision of the future

Sage CRM 7.2 Implementation Enhancements Sage CRM What s New with Sage CRM 7.2 -Standalone

Sage CRM 7.2 Implementation Enhancements Bundling JRE (Java Runtime Engine) JRE will be bundled and unpacked to Sage\CRM\Services\JRE (1 instance for all CRMs) The JRE will not be installed as such so it has no registry entries. The CRM tomcat service will be installed to use this. Installing/updating other JRE s on the same machine should have no effect on CRM. The zip file that will be unpacked will be located in the following folder on the CD Sage\CRM\Utils\EN\JRE JWC passwords in registry JWC passwords now accessible from registry No need to change from different places IIS URL Rewrite The Application Request Routing extension for Microsoft IIS is installed The package includes: Microsoft URL Rewrite Module for IIS 7 Microsoft Web Farm Management for IIS 7 Microsoft Application Request Routing for IIS 7 Sage 3 Sage CRM CRM What s Bootcamp New 2013 with Sage CRM 7.2 -Standalone 3

See for yourself the difference that Sage CRM could make to your business www.sagecrm.com Get Social with Sage CRM & stay up to date Sage CRM What s New with Sage CRM 7.2 -Standalone