Sage CRM v7.1 Presentation

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PPT for NEW Sage CRM 7.1

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  • Sage CRM v7.1 builds on our core value proposition by delivering the functionality our customers need to work smarter and succeed in today’s competitive marketplace
  • The load and blast approach to E-marketing does not achieve the best results. Sage E-marketing for Sage CRM provides easy-to-use functionality to enable users to deliver high quality targeted campaigns which can be measured easily to calculate ROI and deliver hot leads to the sales team. Sage E-marketing for Sage CRM delivers all the power of e-marketing software directly through Sage CRM for end-to-end e-marketing campaign management. It allows marketers to create drip marketing campaigns quickly and easily, automatically delivering email communications to the right people at the right time for maximum impact.Users can benefit from a simple 3-step wizard to create new e-marketing campaigns and get started immediatelyComes with over 90 high quality e-marketing templates out-of-the-box to enable users to turn around professional e-marketing campaigns quickly and easilyIncludes options to create standard or automated drip (anchor, calendar & duration) e-marketing campaignsProvides marketing users with free attention-grabbing templates to send out e-marketing emails quickly and easily Smartsending features including ‘send now’, ‘schedule send’ and ‘send as’ ensure the right message is delivered to the right person at the right time, for exceptionally targeted campaignsEnables users to comprehensively track and analyse the effectiveness of email marketing campaigns Tracks all e-marketing email interactions including open rates, clicks, and bouncesAutomatic metrics on e-marketing campaigns are delivered directly into Sage CRM for ease-of-measurementEnables marketing users to market to and build on existing groups in Sage CRMMarketers can create new e-marketing campaigns or incorporate email blasts into current marketing activitiesAllows marketers to effectively segment their target lists based on results for future marketing campaignsTelesales calls list can be based on e-marketing responses, closing the loop between email and telesalesIncludes a collaborative library of templates which can be shared with the marketing team for maximum re-use
  • Sage CRM v7.1 Total Campaign Management functionality comes with marketing campaign workflow out-of-the-box so organisations can easily structure campaigns for consistent executionSage CRM v7.1 enables marketing users to execute multi-channel marketing campaigns for maximum reach and impactUsers can clone campaigns easily. This drives marketing-wide collaboration by enabling marketing users to share best practice within teams and re-create campaigns quickly and easily. Marketing users have access to a central local library in Sage CRM where they can store and share marketing documents and collateral which can be attached to emails.Allows marketing users to define a marketing budget which alerts them when they are over budget for pinpoint budget managementEnables users to modify data while on a call to ensure clean data can be captured easily and leads can be rapidly converted to opportunitiesEnables marketing users to execute multi-channel marketing campaigns with ease, ensuring they can leverage a variety of mediums to reach their target audienceEnables users to clone campaigns quickly and easily saving time, money and providing a consistent message to prospectsIn-call modification of data leads to rapid lead to opportunity conversion for maximum productivityComes with full campaign workflow so organisations can map campaigns to their business processes for consistent executionAllows allusers to attach documents quickly and easily forfrom a central libraryCampaign workflow ensures campaigns are executed in a consistent and repeatable wayFacilitates marketing-wide collaboration for maximum efficiency and effectiveness
  • Benefits:Sage CRM v7.1 Total Campaign Management functionality comes with marketing campaign workflow out-of-the-box so organisations can easily structure campaigns for consistent executionSage CRM v7.1 enables marketing users to execute multi-channel marketing campaigns for maximum reach and impactUsers can clone campaigns easily and create groups from within the marketing area. This drives marketing-wide collaboration by enabling marketing users to share best practice within teams and re-create campaigns quickly and easily. Marketing users have access to a central local library in Sage CRM where they can store and share marketing documents and collateral which can be attached to emails.Allows marketing users to define a marketing budget which alerts them when they are over budget for pinpoint budget managementEnables users to modify data while on a call to ensure clean data can be captured easily and leads can be rapidly converted to opportunitiesMore Details:Enables marketing users to execute multi-channel marketing campaigns with ease, ensuring they can leverage a variety of mediums to reach their target audienceEnables users to clone campaigns quickly and easily saving time, money and providing a consistent message to prospectsIn-call modification of data leads to rapid lead to opportunity conversion for maximum productivityComes with full campaign workflow so organisations can map campaigns to their business processes for consistent executionAllows allusers to attach documents quickly and easily forfrom a central libraryFlagswhen a campaign has gone over budget for pinpoint budget managementCampaign workflow ensures campaigns are executed in a consistent and repeatable wayFacilitates marketing-wide collaboration for maximum efficiency and effectiveness
  • Sage CRM v7.1 delivers a seamless calendar management experience thanks to real-time synchronisation between Sage CRM and MS Exchange, enabling users to access up-to-date appointments, tasks and contacts within Sage CRM on their smartphone, laptop or desktop PC for maximum ease-of use and productivity. Thanks to Sage CRM v7.1’s ability to synchronise with the MS Exchange server, users can enjoy up-to-date calendar information wherever they are, regardless of what email client they are using. With the Exchange integration in Sage CRM Communications Management,the full CRM experience is available to remote and mobile users, so staff can benefit from anywhere access to their calendar and Sage CRM communications, enabling users to work smarter and be more productive while on the move.Enables users to access up-to-date communications within Sage CRM and easily manage contacts and calendars, regardless of their locationEnables users to manually file emails and add contacts manually to Sage CRM quickly and easilyAllows staff to use any mobile device to keep on top meetings resulting in greater productivity of staff on the road Supports existing technology investments in MS Exchange by integrating directly with the exchange server and not mailboxesAdministrators benefit from a single point of entry from where they can manage existing Exchange users and add new users for ease-of-administrationDelivers a seamless MS Outlook integration experience in Sage CRM thanks to server to server integration
  • Classic outlook integration – (for businesses who don’t use Exchange)Exchange integration – (comes with new light Outlook plug-in)
  • Delivers key business metrics in one location for maximum ease-of-use Connect multiple gadgets for a more dynamic and complete view of your customer dataDelivers the ability to access multiple information sources at once on a single screenRemoves the need for users to switch between screens to access data, boosting productivity.Enables users to provide their customers with a faster response to queriesFreestyle dashboards can be easily created by users and personalised with the key data they want to viewBespoke company dashboards for key accounts can be easily created4 Roles-based dashboards are available out-of-the-boxUsers can also create bespoke company dashboards for their key accounts in Sage CRM v7.1
  • The new look and feel of the visual report charts in Sage CRM v7.1 delivers enhanced graphical analysis and at-a-glance insightNew report charts in Sage CRM v7.1 empower users to create impressive reports charts quickly and easily. Users can create impactful, visual charts quickly and easilyDelivers an enhanced look and feel to existing Sage CRM reports
  • The new look and feel of the visual report charts in Sage CRM v7.1 delivers enhanced graphical analysis and at-a-glance insightNew report charts in Sage CRM v7.1 empower users to create impressive reports charts quickly and easily. Users can create impactful, visual charts quickly and easilyDelivers an enhanced look and feel to existing Sage CRM reports
  • Sage CRM v7.1 Presentation

    1. 1. Sage CRM v7.1<br />Communicate, Collaborate, Compete<br />
    2. 2. Sage CRM<br />Sage CRM offers customers a rapid route to success and value through its focus on ease-of-use, ease-of-deployment, ease-of-customisation, ease-of-integration, and ease-of-access anytime, anywhere. <br />
    3. 3. Your Rapid Route to CRM Success<br />Ease-of-<br />Customisation<br />Ease-of-Use<br />Fast, Flexible <br />Deployment<br />Ease-of-Anywhere <br />Access<br />Business Integration<br /><ul><li> Open architecture for easy customisation
    4. 4. Codeless customisation
    5. 5. Fully customisable business process workflow </li></ul>orchestration<br /><ul><li> Fully customisable dashboards
    6. 6. Sage ERP integration
    7. 7. MS Exchange integration
    8. 8. MS Outlook integration
    9. 9. Social media integration
    10. 10. Web self-service
    11. 11. Easy integration with third party applications
    12. 12. Easy to use
    13. 13. Intuitive user interface
    14. 14. Easy to navigate
    15. 15. Easy to learn and adopt
    16. 16. Easy to personalise
    17. 17. Roles-based interactive dashboards out-of-the-box
    18. 18. Graphical workflow orchestration out-of-the-box
    19. 19. Available on-premise, in the Cloud or on-demand
    20. 20. Fully web-based for rapid roll-out and ongoing administration
    21. 21. Easy to use for rapid user adoption
    22. 22. Rapid ROI
    23. 23. Low TCO
    24. 24. Fully web-based for anytime, anywhere access
    25. 25. Web access from any mobile device
    26. 26. Bespoke iPhone experience
    27. 27. Real-time synchronisation with MS Exchange
    28. 28. 24hr access to up-to-date communications, calendar and contacts regardless of device or location</li></li></ul><li>Introducing Sage CRM v7.1 - Accelerating Business Success<br />Fast, flexible deployment<br /><ul><li> On-Premise, hosted and Cloud deployment options
    29. 29. Powerful MS Exchange integration with easy point-and-click deployment </li></ul>Sage CRM<br />On-premise<br />SageCRM.com<br />On-demand<br />Sage CRM<br />Cloud-deployable<br />Fits the way you work<br /><ul><li>24hr access to up-to-date communications, calendar and contacts regardless of location
    30. 30. Integrates with Twitter and LinkedIn
    31. 31. Access to global marketplace of add-ons at www.sagecrm.com</li></ul>Accelerates marketing success <br /><ul><li> Simple 3-step wizard to execute e-marketing campaigns quickly and easily with a choice of over 90 professional templates
    32. 32. Ready-made marketing campaign workflow out-of-the-box
    33. 33. Simple campaign cloning to re-produce winning campaigns</li></ul>Boosts business productivity<br /><ul><li> Roles-based interactive dashboards out-of-the-box
    34. 34. Fully configurable so you can personalise to your needs
    35. 35. Enhanced graphical report charts for at-a-glance insight on business performance</li></li></ul><li>Communicate, Collaborate and Compete with Sage CRM v7.1<br />Sage CRM<br />Communications <br />Management<br />Sage E-marketing<br />for Sage CRM<br />New Sage CRM <br />Report Charts<br />Sage CRM <br />Total Campaign Management<br />Point-and-click integration with MS Exchange for seamless calendar and communications management regardless of device or location<br />Execute e-marketing campaigns leveraging professional templates in minutes and analyse results without ever leaving Sage CRM<br />Gain business insight at-a-glance on your dashboard with easy-to-create new report charts<br />Create a group, map your workflow, execute a marketing campaign, manage your budget and measure results easily within Sage CRM<br />Sage CRM <br />Interactive Dashboard<br />Manage your business, your key accounts and your working day from a single screen with the Sage CRM Interactive Dashboard<br />
    36. 36. Communicate, Collaborate and Compete with Sage CRM v7.1<br />Communicate<br /><ul><li>Enjoy seamless calendar and communications management regardless of device or location with new MS Exchange integration in Sage CRM Communication Management
    37. 37. Set-up and deploy e-marketing campaigns in minutes for rapid customer and prospect communications
    38. 38. Manage your social media communications directly within Sage CRM with Twitter integration</li></ul>Compete<br /><ul><li> Boost staff productivity in the office and on the road
    39. 39. Execute marketing campaigns quickly and easily for accelerated marketing success
    40. 40. Measure marketing results automatically to analyse effectiveness
    41. 41. Manage your business and your priorities more effectively with the Sage CRM Interactive Dashboard
    42. 42. Analyse KPIs at-a-glance with new report charts</li></ul> Collaborate<br /><ul><li>Foster collaboration across teams with Sage CRM Total Campaign Management
    43. 43. Drive best-practice across marketing with out-of-the-box marketing workflow
    44. 44. Set-up, execute and clone successful campaigns quickly and easily across teams
    45. 45. Close the loop between sales and marketing with integrated telesales follow-up </li></li></ul><li>Sage E-marketing for Sage CRM<br />Unleash the power of Sage E-marketing for Sage CRM <br /><ul><li> Over 90 attention-grabbing templates out-of-the-box
    46. 46. Simple 3-step wizard for rapid execution
    47. 47. Smart-sending features
    48. 48. Automated drip marketing campaigns with campaign filtering at each drip stage*
    49. 49. Open, click and bounce rate tracking with auto-feed of metrics directly into Sage CRM
    50. 50. Rapid creation of groups from segmented prospect and customer lists
    51. 51. Integrated telesales follow-up</li></ul>*Drip marketing will be available in Sage CRM v7.1 SP1, Summer 2011<br />
    52. 52. Sage E-marketing for Sage CRM<br /><ul><li> Provides easy-to-use functionality to enable users to execute high-quality e-marketing campaigns rapidly
    53. 53. Comes with a wide range of editable e-marketing templates that can be easily customised to suit your business or campaign
    54. 54. Includes options to create standard or automated drip e-marketing campaigns (anchor, calendar & duration), automatically delivering email communications to the right people at the right time for maximum impact
    55. 55. Enables marketing users to market to and build on existing groups in Sage CRM
    56. 56. Marketers can create new e-marketing campaigns or incorporate email blasts into current marketing activities
    57. 57. Allows marketers to effectively segment their target lists based on results for future marketing campaigns
    58. 58. Telesales calls list can be based on e-marketing responses, closing the loop between email and telesales
    59. 59. Enables users to comprehensively track and analyse the effectiveness of email marketing campaigns within Sage CRM and easily calculate ROI</li></li></ul><li>Sage CRM Total Campaign Management<br />Maximise the effectiveness of every marketing campaign with Sage CRM Total Campaign Management<br /><ul><li>Multi-channel campaign management
    60. 60. Campaign cloning
    61. 61. Full marketing campaign workflow
    62. 62. Document store and share
    63. 63. Budget over-run alerts
    64. 64. In-call data modification</li></li></ul><li>Sage CRM Total Campaign Management<br /><ul><li> Enables marketing users to execute multi-channel marketing campaigns with ease, ensuring they can leverage a variety of mediums to reach their target audience
    65. 65. Enables users to clone successful campaigns quickly and easily saving time, money and driving marketing-wide collaboration
    66. 66. Allows marketing users to define a marketing budget and flags when they are over budget
    67. 67. 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
    68. 68. Comes with marketing campaign workflow out-of-the-box so organisations can easily execute marketing consistent campaigns or map campaigns to their business processes for consistent execution
    69. 69. Allows all users to attach documents quickly and easily for from a central library
    70. 70. Facilitates marketing-wide collaboration for maximum efficiency and effectiveness</li></li></ul><li>Sage CRM Communications Management<br />Access the right information at the right time regardless of device or location thanks to Sage CRM Communications Management<br /><ul><li> Real-time synchronisation between Sage CRM and MS Exchange for seamless calendar management
    71. 71. Bi-directional updates of appointments, tasks and contacts on your smartphone
    72. 72. Centralised meeting management with full response management
    73. 73. Works with any mobile device
    74. 74. Point-and-click deployment of Exchange integration
    75. 75. Simple ongoing administration</li></li></ul><li>Sage CRM Communications Management<br /><ul><li> Delivers a seamless calendar management experience thanks to real-time synchronisation</li></ul>between Sage CRM and MS Exchange<br /><ul><li> Enables users to access up-to-date communications within Sage CRM and easily manage their calendar, contacts and tasks, regardless of their location
    76. 76. Users can access up-to-date appointments, tasks and contacts within Sage CRM on their smartphone, laptop or desktop PC for maximum productivity
    77. 77. Administrators benefit from a single point of entry from where they can manage existing Exchange users and add new users for ease-of-administration</li></li></ul><li>Sage CRM Communications Management<br />Sage CRM Communications Management ensures access to the right information at the right time regardless of location or device.<br />Office worker<br />Remote worker<br />Internet café user<br />Mobile user<br />Appointments<br />Tasks<br />Contacts<br />Calendar<br />
    78. 78. Sage CRM Interactive Dashboard<br />Get your data, how you want it, when you want it with the Sage CRM Interactive Dashboard<br /><ul><li> Multiple information sources on a single screen
    79. 79. Multi-gadget linking for real-time data drill down
    80. 80. Freestyle dashboards with flexible gadget sizing
    81. 81. Bespoke company dashboards for key account management
    82. 82. Selection of roles-based dashboards out-of-the-box</li></li></ul><li>Sage CRM Interactive Dashboard<br /><ul><li>Delivers key business metrics in one location for easy analysis
    83. 83. Removes the need for users to switch between screens to access data, boosting productivity
    84. 84. Offers the ability to connect multiple gadgets on a single dashboard for a more dynamic and complete view of your customer data
    85. 85. Flexible gadget sizing enables users to re-position and re-size gadgets on their dashboard in whatever way they prefer, offering maximum personalisation
    86. 86. Comes with roles-based dashboards out-of-the-box for Sales, Marketing, Customer Service, and Management
    87. 87. Bespoke company dashboards for key accounts can be easily created for focused account management
    88. 88. Custom dashboards can be easily created by users and configured with the key data they want to view</li></li></ul><li>New Sage CRM Report Charts<br />Get at-a-glance business insight with new report charts in Sage CRM v7.1<br /><ul><li> Impactful visual report charts with rotation and slicing movement
    89. 89. Quick and easy to create
    90. 90. Enhanced graphical analysis in reports and on the Sage CRM Interactive Dashboard</li></li></ul><li>Sage CRM for Twitter<br />Manage your Twitter communications directly from Sage CRM with Sage CRM for Twitter<br /><ul><li> Sage CRM for Twitter is now available as an add-on to Sage CRM
    91. 91. View and update your own Twitter feed in real-time directly from Sage CRM
    92. 92. View and post to a company’s and/or person’s Twitter feed
    93. 93. Search for tweets about any company/person from within Sage CRM
    94. 94. View a list of search results of Twitter messages where the company or person has been mentioned
    95. 95. Add a note containing text of the tweet against a company or person in Sage CRM
    96. 96. Tweet from a marketing campaign in Sage CRM
    97. 97. View and update feeds across marketing campaigns</li></li></ul><li>Sage CRM for iPhone<br />Manage your customers on the move with Sage CRM for iPhone<br /><ul><li> Sage CRM for iPhone v1.1 comes with Sage CRM v7.1
    98. 98. Enjoy a rich user experience, optimised for the iPhone
    99. 99. Access real-time customer information, view customer cases and manage opportunities and leads from your iPhone
    100. 100. Quickly search for and update contacts, opportunities, leads and cases
    101. 101. View your dashboard, calendar and communications and add new records quickly and easily
    102. 102. View and run Sage CRM reports on the move
    103. 103. Leverage native Apple functionality such as the date spinner and the accelerometer
    104. 104. Utilise the ‘click-to-dial’ feature to call contacts directly from Sage CRM
    105. 105. Boost productivity with anywhere access to critical customer data</li></li></ul><li>Helping 10,000 Customers in 70 Countries Worldwide Communicate, Collaborate and Compete<br />
    106. 106. http://www.crm-ag.com<br />Büro Berlin<br />Lankwitzer Str. 19<br />12107 Berlin<br />Telefon: +49 (30) 374 900-0<br />Telefax: +49 (30) 374 900-29<br />E-Mail: info@m-Computers.de<br />Web: www.m-Computers.de<br />Blog: www.crm-ag.de<br />

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