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Sage CRM v7.1 Presentation


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PPT for NEW Sage CRM 7.1

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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 /><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</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.<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:<br />Web:<br />Blog:<br />