EFFICY CRM 10 introduces several new features including a CRM Intelligence Module to help analyze data through interactive dashboards, simplify access to information with a calendar view and timeline of interactions, and enhance document and project management by improving internal and external document sharing. Register for a free webinar on February 23rd to learn more about the new features in EFFICY CRM 10.

1. Available
29th
February 2016
EFFICY 10:
New Features
EFFICY CRM 10 has 3 main goals:
• Offer a brand new CRM analytics philosophy.
• Simplify access to information to save time in everyday tasks.
• Improve the document and project management features.
1. The New «CRM Intelligence Module»
EFFICY CRM 10 offers a new “CRM Intelligence Module”, which will help with analyzing and
gaining meaningful knowledge from your data. With only a few clicks you can analyze your
current situation, but also have a predictive overview.
CRM Intelligence Module comes with a dozen of ready-to-use interactive dashboards.
However, you can of course add your own KPI according to your business needs.
With 1 click
you can select,
filter, drill
down… the
information in
the dashboard,
it has never
been that
simple to
analyse your
data.
The KPI and
graphics give
you an exact
indication
of your
performance,
progress in
reaching goals,
to help you to
make the right
decision at the
right time.
Overall trends
and a predictive
analysis are
immediately
indicated.
2. Simplify Your Access To Information
The simplification of access to information is partly achieved by the new Calendar
view, which immediately displays the availability of resources.

2. Register now for the free Web Seminar “NEW FEATURES OF EFFICY 10”
23/02/2016 - 9:30am CET (English websem)
Register at http://bit.ly/newsefficy10
Another feature that provides improved access to information relating to contacts,
businesses…
With Chronos, you can see all interactions in a timeline view: calls, emails, tickets, opportu-
nities...
Note:
A new advanced filtering system as powerful & simple as Excel will also be available upon
request.
3. Enhance Document & Project Management
As we are receiving more and more emails, documents… we have improved the internal and
external document sharing functions.
For example, sharing documents (PDF, Excel…) has become easier via the extranet. Your
contacts are now able to consult these documents remotely (with a secured and limited
access if needed).
And for an internal daily use, you can add documents or a whole directory by simply click on
a button and select the target directory.
Finally, the Project Management Module has been improved with new follow up features,
reporting…
And this is not all… EFFICY 10 also includes:
• Multi-currency (fixed priced or real time prices).
• SSO access by using your computer login to grant access to Efficy.
• Performance optimization for high volume data.
• A new Efficy sidebar specifically for Mac users.
• Multi-accounts for Flexmail.
• More specific error messages explaining exactly what is happening in Efficy.
• Compatibility with Office 2016 & «Microsoft Edge».
• …
Efficy CRM
www.efficy.com - contact@efficy.com
© Efficy SA 2016 - All rights reserved.
The
notifications
alert you to
outstanding
tasks, urgent
tickets…
You can filter
the view to
see only the
tickets, the
emails…
Details of
item are
provided with
only 1 click!