Sage CRM 7.2 aims to enhance productivity for growing businesses through mobile and social CRM features, streamlined reporting, and improved collaboration. Key features include mobile access via apps for iPhone and Windows 8, social media integration with platforms like Facebook, and advanced reporting capabilities. The update focuses on increasing sales team efficiency, facilitating real-time customer engagement, and enabling better decision-making through enhanced data insights.

1. Sage CRM 7.2
Enhancing Productivity.
Enabling Success.
sagecrm.com/7.2

2. Launching…
Sage CRM 7.2
Sage
CRM
7.2
has
been
designed
to
support
busy,
growing
businesses
who
want
to
foster
internal
collabora=on,
increase
sales
team
produc=vity
and
drive
business
wide
efficiency.
sagecrm.com/7.2

3. New Features…
To Support Your Teams
Award winning CRM software to manage critical sales, marketing and
customer services activities every day.
Customer
Sales Marketing Service
The only place you’ll need to look Generate more leads through Manage every element of your
for everything you need to know highly targeted campaigns. customer relationships with ease.
about prospects and customers in
the office or on the road.
sagecrm.com/7.2

4. Sage CRM 7.2
Feature Overview
Mobile CRM Social CRM Smarter Business Business Wide
– Sage CRM Sales Lite for – Sage CRM for Facebook Reporting Collaboration
the iPhone – Adds to our existing – Enhanced reporting – Sage CRM Collaboration
– Sage CRM Sales social CRM features functionality including powered by Yammer
Tracker for Windows 8 including Sage CRM for cloning and – Business collaboration
– Full support for the iPad Twitter and LinkedIn alphabetising of reports for individual users and
OS – Improved user-based teams of users allowing
– Adds to our existing reporting security them to collaborate with
mobile features including Yammer Groups, across
Sage CRM for iPhone, records using Yammer
iPad & Android devices Topics
sagecrm.com/7.2

5. What…
Does This Mean For Your Business
Mobile CRM Social CRM Smarter Reporting Business Collaboration
Faster, secure, customised
Enhance sales team Instant information about reports, quickly populated Drive employee
productivity with two new customers and prospects collaboration and
with the latest CRM
sales apps using Social CRM knowledge exchange
information.
Improved responsiveness Increased speed in At-a-glance business Increase employee
to customer queries from accessing the right insight and informed engagement through
sales teams information decision-making shared information
sagecrm.com/7.2

6. Mobile CRM
Featuring 2 new mobile
apps driving sales team
productivity
sagecrm.com/trial
sagecrm.com/7.2

7. Empower your Sales Team…
With Mobile CRM
Did you know…
– By 2016, more than 1.6 billion smart mobile devices will be purchased globally.
– Two-thirds of the mobile workforce will own a smartphone, and 40% of the
workforce will be mobile.
– Two years from now, 20% of sales organisations will
use tablets as the primary mobile platform for their field sales force.
– By 2018, 70% of mobile workers will use a tablet
or a hybrid device that has tablet-like characteristics.
– 82% of organisations will have a mobile
By 2014,
work style strategy in place and that 62% currently employ one
– Business need to adopt these technologies to enable
mobile workers be more effective in their jobs
sagecrm.com/7.2

8. Sage CRM 7.2
Mobile Features
– iPhone App – Sage CRM Sales Lite
– Windows 8 App – Sage CRM Sales
Tracker
– Full support for the iPad OS
– Ability to switch between optimised UI
and full screen browsing
sagecrm.com/7.2

9. Sage CRM
Mobile CRM Made Simple
Our new mobile apps
at a glance...
Sage CRM Sales
Tracker Sage CRM Sales Lite
For sales users on the road
Sage CRM Sales Tracker for
who need up-to-date
Windows 8 gives users
information on their phone,
access to their Sage CRM even when out of coverage.
company, person & Sage CRM Sales Lite gives
opportunity records from users mobile access to their
their Windows 8 Tablet Sage CRM data, tasks and
device. Users can even build
appointments, and
a watch list of opportunities
integrates the iPhone
key to their pipeline. Sage allowing users to track and
CRM Sales Tracker can also log outbound calls, email
be accessed via a Windows and SMS activities
8 PC.
sagecrm.com/7.2

10. New Sage CRM iPhone App
Sage CRM Sales Lite for iPhone
Features Include:
– Access vital customer information even when out of coverage.
– Read-only offline access to People and Opportunities
– Read-only access to Tasks and Appointments
– Native iPhone Integration: Ability to track and log outbound
calls, email and SMS activities
– Read-only access to History / Favourites (Opportunities and
Communications)
– Integration with native iPhone maps to track sales appointments
– Ability to add Notes and Photos to Contacts and Opportunities
sagecrm.com/7.2

11. New Windows 8 App
Sage CRM Sales Tracker for
Windows8
Features Include:
– Download Company, Person and Opportunity
records to their Windows Tablet device
– View their Opportunities displayed in a pie chart
broken down by stage
– View a list of the most recently added Opportunities,
Companies and People that have access to.
– Build a Watch list - a list of opportunities, company
and person records that are key to their pipeline.
– Drill down to record details to get a full picture of the
opportunity they are working with
sagecrm.com/7.2

12. Sage CRM
7.2 Mobile Features
Benefits Snapshot
– Key customer information at your fingertips, with access to
real-time information when on the road enabling more effective
selling
– Timely input of accurate customer data when on the road (no
need to update when back in the office)
– Improved responsiveness to customer queries from sales teams
– Enable your sales teams to manage routine tasks and better
serve their customers by providing them with an enhanced sales
experience where they can deliver real time information, answers
and results.
– Native integration with the iPhone delivering a rich, familiar
interface
– Ability to switch between optimised iPad UI and full screen
browsing, offering increased choice for better mobile adoption
sagecrm.com/7.2

13. Social CRM
Sage CRM for Facebook
complimenting the existing
LinkedIn & Twitter
Features
sagecrm.com/7.2

14. Social CRM
The Statistics
– Social media revenue worldwide is – 34% of marketers have generated leads
expected to reach $34 billion by 2016 on Twitter (HuffingtonPost)
(Gartner) – 31% of consumers read online reviews
– By 2016, more than 1.5 billion people will before making a purchasing decision
use social networks, an increase of 57%
from 2011 (Gartner)
– Facebook has 1.06 billion monthly active
users (Jeff Bullas)
– An average Facebook user has 130
friends (All Twitter)
– LinkedIn has 161 million members in 200
countries (All Twitter)
– Every second, two new members join
LinkedIn (All Twitter)
– 53% of people on Twitter mention
products and/or services in their tweets
(Qualman
sagecrm.com/7.2

15. Sage CRM
For Facebook
Features Include:
– Light Facebook Integration
– View Company or Person Facebook
details on the Person and Company
screens
– Facebook Search on the Dashboard
sagecrm.com/7.2

16. Sage CRM 7.2
Sage CRM for Facebook
Benefits Snapshot
– Brings customers’ Facebook profiles inside the customer CRM
account giving you the information you need without leaving Sage
CRM
– Instant information about customers and prospects - associate
Facebook profiles with prospect accounts for more detailed
information
– Better understand your customer base & recognise strong
customers who can carry and share your messaging to their
extended networks
– Obtain more relevant information for greater assessment of your
opportunities
– Use this new found information to better understand the prospect
you are pitching to, therefore helping you better customise the
sales pitch to the potential customer
– Increased speed in accessing the right information
– Increased visibility on customer and prospect account information
sagecrm.com/7.2

17. Compliments
Our Existing Social CRM Solutions
Sage CRM for Twitter Sage CRM for LinkedIn
The Sage CRM Twitter integration LinkedIn integration within Sage CRM
enables you to efficiently establish, enables you to efficiently build a
track, and respond to Twitter professional network of possible
communication traffic in real time, and customers and partners, as well as
can be used for a variety of critical providing sales teams with valuable
marketing and customer relationship insight into prospective customers.
requirements
sagecrm.com/7.2

18. Company wide collaboration
Powered by the all new
Sage CRM for Yammer
feature
sagecrm.com/trial
sagecrm.com/7.2

19. Business Collaboration
Powered by Yammer
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
sagecrm.com/7.2

20. Sage CRM 7.2
Business Collaboration
Benefits Snapshot
– Drive productivity through better team
collaboration
– Sales managers can obtain better insight into
team performance and the largest deals
through employee conversations
– Monitor changes taking place across
opportunities in the sales pipeline
– Better visibility and performance monitoring
– Increase employee engagement through
shared information
– Facilitate peer-to-peer learning through quick
and easy collaboration
– Digitally merge the geographic barriers
keeping teams apart with web based
collaboration
sagecrm.com/7.2

21. Smarter Reporting
Available through our new
reporting features
sagecrm.com/7.2

22. 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
– Full access to Fusion charts for further
reporting customisations
sagecrm.com/7.2

23. Sage CRM 7.2
Smarter Reporting
Benefits Snapshot
– Faster, secure, customised reports, quickly
populated with the latest CRM information
– Rich new graphic charts and report cloning
capabilities enable users to quickly create
visual reports with interactive graphs
– Save time and increase efficiencies with
new clone reports functionality
– At-a-glance business insight and informed
decision-making.
sagecrm.com/7.2

24. Sage CRM & Sage ERP X3
Powerful Integrated CRM
sagecrm.com/trial
sagecrm.com/7.2

25. Sage CRM & Sage ERP X3
Integration
Features Include:
– Light synchronisation for high performance and stability
– Range of Real time data views (RTDVs) available for
instant access to key company information including:
– Sales Quotes
– Sales Orders
– Deliveries
– Sales Invoices
– Credits
– Payments
– Direct access to quote, order, invoice and sales credit
information from X3 into the hands of Sage CRM
users.
– Opportunity for BPs to leverage the Sage ERP X3 web
services capability to develop deeper integration
sagecrm.com/7.2

26. Positioning…
Sage ERP X3 CRM & Sage CRM
Sage ERP X3 CRM Core Sage CRM Advanced
Features Features
– Support existing customers – Lead to cash full process integration
(customer care, support, helpdesk….)
– Advanced Marketing capabilities (e.g.
Email Marketing)
– Full contact management system
+
– Advanced queries capabilities (profiling,
– Support Sales Management (KPI’s, segmentation and scoring…)
dynamic reports…)
– Great Mobility (SFA) & BYOD compliant
– Businesses that earn the majority of
their revenue from contracts – CRM Customer Portal
– Advanced analytical tools & proactive
customer processes related automation
– Advanced collaborative functions
sagecrm.com/7.2

27. Sage CRM & Sage ERP X3
Benefits Snapshot
Real-time data
Clean data
views help create a
across the entire
complete view
business
of the customer
Bring together
isolated information
Better Business
creating a single,
Insight
customer centric
view
sagecrm.com/7.2

28. Sage CRM 7.2
Sage CRM & Sage ERP X3
Benefits Snapshot
– Helping build better, longer lasting
relationships with customers
– Helps drive productivity across your
entire business
– Improve communication across
departments, enabling access to accurate
and comprehensive information that
delivers a full customer view
– Improved customer communication, and
improved customer loyalty through the
delivery of excellent customer service
sagecrm.com/7.2

29. See for yourself the
difference that
Sage CRM could make to
your business
www.sagecrm.com
For
more
informa=on,
please
contact
us
at
Sundae
Solu=ons
Co.,
Ltd.
Bangkok,
Thailand
Get Social with Sage CRM & stay up to date
URL:
www.sundae.co.th
Email.
marke=ng@sundae.co.th
Tel.
+66
2634
8899
sagecrm.com/7.2