Sage CRM 7.3 is here
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In this SlideShare, you can discover how Sage CRM 7.3 enables better customer service, more productive business processes and greater insight. Sage CRM 7.3 is an on-premise customer relationship management solution for small and medium sized companies. You can find out more on SageCRM.com
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Sage CRM 7.3 is here
- 1. Sage CRM 7.3 Know your business. Grow your business.
- 2. We designed Sage CRM 7.3 to meet the needs of small and medium sized businesses.
- 3. It’s a powerful customer relationship management solution that will help you grow your business.
- 4. Alerts & notifications Using the powerful new features in Sage CRM 7.3, you can accelerate sales performance and gain better business insight.
- 5. Alerts & notifications Workflow Using the powerful new features in Sage CRM 7.3, you can accelerate sales performance and gain better business insight.
- 6. Alerts & notifications Reports, charts and dashboards Workflow Using the powerful new features in Sage CRM 7.3, you can accelerate sales performance and gain better business insight.
- 7. Alerts & notifications Reports, charts and dashboards KPI Charts for Performance analysis Workflow Using the powerful new features in Sage CRM 7.3, you can accelerate sales performance and gain better business insight.
- 8. Alerts & notifications Reports, charts and dashboards KPI Charts for Performance analysis Quick quotes and orders Workflow Using the powerful new features in Sage CRM 7.3, you can accelerate sales performance and gain better business insight.
- 9. Want to know more?
- 10. Sage CRM 7.3 is easy to use
- 11. Sage CRM has a fresh, contemporary look and feel.
- 12. Sage CRM has a fresh, contemporary look and feel. With a new navigation, Sage CRM is more intuitive than before.
- 13. Sage CRM 7.3 includes a brand new theme so you can find your customer data in fewer clicks
- 14. This new theme will be available out of the box in Sage CRM 7.3. Sage CRM 7.3 includes a brand new theme so you can find your customer data in fewer clicks
- 15. Sage CRM 7.3 empowers sales teams
- 16. Business Accelerators for Sales will help your business accelerate sales and drive productivity. Sales Alerts & notifications Workflow Reports, charts and dashboards KPI charts for performance analysis Quick quotes and orders
- 17. Act on a range of preconfigured alerts and notifications Business Accelerators for Sales
- 18. Act on a range of preconfigured alerts and notifications Save time with new alternative sales workflows Business Accelerators for Sales
- 19. Act on a range of preconfigured alerts and notifications Save time with new alternative sales workflows Gain greater insight on new management dashboards Business Accelerators for Sales
- 20. Act on a range of preconfigured alerts and notifications Save time with new alternative sales workflows Gain greater insight on new management dashboards Analyse sales campaigns activities with new KPI charts Business Accelerators for Sales
- 21. Act on a range of preconfigured alerts and notifications Save time with new alternative sales workflows Gain greater insight on new management dashboards Analyse sales campaigns activities with new KPI charts Email quote information as a PDF in just one click Business Accelerators for Sales
- 22. Sales alerts
- 23. Sage CRM 7.3 includes notifications and sales alerts that give you and your team real-time updates on your business KPIs. Sales alerts
- 24. Lead Opportunity Sale Quick sale workflow
- 25. Lead Opportunity Sale This new quick sale workflow is perfect for products that don’t require a complex sales cycle and can be sold in fewer steps. Quick sale workflow
- 26. Sage CRM 7.3 provides better business insight
- 27. At Sage, we are passionate about delivering solutions that make your life easier and help you grow your business.
- 28. At Sage, we are passionate about delivering solutions that make your life easier and help you grow your business. Sage CRM gives the information you need to see what’s happening in your business in real-time and to make more informed decisions.
- 29. Powerful new dashboards enable you to find hidden data in your business, analyse the performance of your sales campaigns and make decisions faster.
- 30. Sales Metrics for Managers Dashboard displays year-to-date performance by team and deals won versus lost by territory.
- 31. Sales KPI for Managers Dashboard displays important KPIs including the team leader board and team lead conversion rates.
- 32. Sales charts and dashboards
- 33. Sales charts and dashboards Create reports with rich new charts and use them for at-a-glance assessments and to make more informed decisions.
- 34. With Sage CRM 7.3, you can work from anywhere
- 35. By 2016, two-thirds of the mobile workforce will own a smartphone The Eight Building Blocks of CRM: Technology (Gartner) Mobile CRM
- 36. By 2016, two-thirds of the mobile workforce will own a smartphone The Eight Building Blocks of CRM: Technology (Gartner) Mobile CRM 40% of the workforce will be mobile
- 37. You can use a single mobile version of Sage CRM on all modern devices.
- 38. Create and display custom data for people and opportunities Sage CRM for iPhone
- 39. Create and display custom data for people and opportunities Create appointments & tasks on your phone Sage CRM for iPhone
- 40. Create and display custom data for people and opportunities Create appointments & tasks on your phone Add phone contacts as a Person or Lead record in Sage CRM Sage CRM for iPhone
- 41. Plus, you can use our sales app for Android with Sage CRM 7.3 Available from Spring 2015 Sage CRM for Android
- 42. Love email marketing? Sage CRM 7.3 integrates with MailChimp
- 43. Create a targeted email campaign using MailChimp Sage CRM 7.3, now with MailChimp @@@Sage CRM 7.3
- 44. Sage CRM 7.3, now with MailChimp @@@Sage CRM 7.3 Create a targeted email campaign using MailChimp Send this campaign to 2,000 subscribers
- 45. Create a targeted email campaign using MailChimp Send this campaign to 2,000 subscribers Select from dozens of premade email templates Sage CRM 7.3, now with MailChimp @@@Sage CRM 7.3
- 46. Sage CRM 7.3, now with MailChimp @@@Sage CRM 7.3 Create a targeted email campaign using MailChimp Send this campaign to 2,000 subscribers Select from dozens of premade email templates Create campaigns that work 365 day a year
- 47. Sage CRM 7.3, now with MailChimp @@@Sage CRM 7.3 Create a targeted email campaign using MailChimp Send this campaign to 2,000 subscribers Select from dozens of premade email templates Create campaigns that work 365 days a year Track open and click-through rates
- 48. Here at Sage, we are very excited about Sage CRM 7.3 and how it can help grow your business
- 49. Discover the benefits of Sage CRM today. Visit sagecrm.com/7.3
- 50. sagecrm.com Accelerate your business success with Sage CRM sagecrm.com
Editor's Notes
- New cover slide to go here
- We designed Sage CRM 7.3 to meet the needs of small and medium sized businesses. We understand you need a CRM solution that is intuitive, will drive productivity and accelerate your sales performance.
- We designed Sage CRM 7.3 to meet the needs of small and medium sized businesses. We understand you need a CRM solution that is intuitive, will drive productivity and accelerate your sales performance.
- As you can see, Sage CRM 7.3 is a really exciting release with compelling features designed to accelerate sales performance, business insight and growth for small and medium sized companies. Out of the box sales accelerators including dashboards, alerts, charts, reports, workflows and more help drive productivity right across your sales team, helping them close sales faster, with the insight they need. A fresh, new contemporary look and feel with new navigation delivers an enhanced user experience. A full suite of mobile solutions ensures you can perform key CRM tasks on any mobile device.
- As you can see, Sage CRM 7.3 is a really exciting release with compelling features designed to accelerate sales performance, business insight and growth for small and medium sized companies. Out of the box sales accelerators including dashboards, alerts, charts, reports, workflows and more help drive productivity right across your sales team, helping them close sales faster, with the insight they need. A fresh, new contemporary look and feel with new navigation delivers an enhanced user experience. A full suite of mobile solutions ensures you can perform key CRM tasks on any mobile device.
- As you can see, Sage CRM 7.3 is a really exciting release with compelling features designed to accelerate sales performance, business insight and growth for small and medium sized companies. Out of the box sales accelerators including dashboards, alerts, charts, reports, workflows and more help drive productivity right across your sales team, helping them close sales faster, with the insight they need. A fresh, new contemporary look and feel with new navigation delivers an enhanced user experience. A full suite of mobile solutions ensures you can perform key CRM tasks on any mobile device.
- As you can see, Sage CRM 7.3 is a really exciting release with compelling features designed to accelerate sales performance, business insight and growth for small and medium sized companies. Out of the box sales accelerators including dashboards, alerts, charts, reports, workflows and more help drive productivity right across your sales team, helping them close sales faster, with the insight they need. A fresh, new contemporary look and feel with new navigation delivers an enhanced user experience. A full suite of mobile solutions ensures you can perform key CRM tasks on any mobile device.
- As you can see, Sage CRM 7.3 is a really exciting release with compelling features designed to accelerate sales performance, business insight and growth for small and medium sized companies. Out of the box sales accelerators including dashboards, alerts, charts, reports, workflows and more help drive productivity right across your sales team, helping them close sales faster, with the insight they need. A fresh, new contemporary look and feel with new navigation delivers an enhanced user experience. A full suite of mobile solutions ensures you can perform key CRM tasks on any mobile device.
- A fresh, new contemporary look and feel with new navigation delivers an enhanced user experience. Simple and easy to use, the new UI theme makes navigating Sage CRM more intuitive than ever before.
- A fresh, new contemporary look and feel with new navigation delivers an enhanced user experience. Simple and easy to use, the new UI theme makes navigating Sage CRM more intuitive than ever before.
- With Sage CRM 7.3, a brand new user experience is now an option with a host of fresh and exciting features. The new UI will be available as a new out of the box theme in Sage CRM 7.3.
- With Sage CRM 7.3, a brand new user experience is now an option with a host of fresh and exciting features. The new UI will be available as a new out of the box theme in Sage CRM 7.3.
- The first of these is a brand new feature called Business Accelerators for Sales. These have been designed to help your businesses accelerate sales performance and drive sales productivity using Sage CRM. They work by providing managers and sales people in your business with comprehensive sales-oriented data and insights, built-in alerts, sales workflows, dashboards, new sales performance charts and KPIs enabling better insight for actionable decision making.
- The Business Accelerator suite includes: A range of preconfigured alerts and notifications New out-of-the-box sales workflows New sales dashboards that display a range of new KPIs, charts, reports and leaderboards for better insight and trend analysis New KPI charts for greater sales performance analysis The ability to email PDF Quotes & Orders with just one click for rapid sales follow up
- The Business Accelerator suite includes: A range of preconfigured alerts and notifications New out-of-the-box sales workflows New sales dashboards that display a range of new KPIs, charts, reports and leaderboards for better insight and trend analysis New KPI charts for greater sales performance analysis The ability to email PDF Quotes & Orders with just one click for rapid sales follow up
- The Business Accelerator suite includes: A range of preconfigured alerts and notifications New out-of-the-box sales workflows New sales dashboards that display a range of new KPIs, charts, reports and leaderboards for better insight and trend analysis New KPI charts for greater sales performance analysis The ability to email PDF Quotes & Orders with just one click for rapid sales follow up
- The Business Accelerator suite includes: A range of preconfigured alerts and notifications New out-of-the-box sales workflows New sales dashboards that display a range of new KPIs, charts, reports and leaderboards for better insight and trend analysis New KPI charts for greater sales performance analysis The ability to email PDF Quotes & Orders with just one click for rapid sales follow up
- The Business Accelerator suite includes: A range of preconfigured alerts and notifications New out-of-the-box sales workflows New sales dashboards that display a range of new KPIs, charts, reports and leaderboards for better insight and trend analysis New KPI charts for greater sales performance analysis The ability to email PDF Quotes & Orders with just one click for rapid sales follow up
- First, let’s look at the alerts and notifications Sage CRM 7.3 includes a number new notifications and alerts to ensure business owners and sales managers are getting real time updates on their business KPIs as they happen, such as: A notification to the sales manager when an opportunity stage remains the same for 1 week, specifically when an opportunity stage remains at "Proposal Submitted" or "Negotiating" for more than 7 days. An email alert to the Sales Manager if a sales rep applies a discount that’s too large. And a range of other alerts to keep on top of their business performance These new alerts provide management with the instant notifications and insight they need to make critical business decisions quickly and take corrective action if needed.
- First, let’s look at the alerts and notifications Sage CRM 7.3 includes a number new notifications and alerts to ensure business owners and sales managers are getting real time updates on their business KPIs as they happen, such as: A notification to the sales manager when an opportunity stage remains the same for 1 week, specifically when an opportunity stage remains at "Proposal Submitted" or "Negotiating" for more than 7 days. An email alert to the Sales Manager if a sales rep applies a discount that’s too large. And a range of other alerts to keep on top of their business performance These new alerts provide management with the instant notifications and insight they need to make critical business decisions quickly and take corrective action if needed.
- We are making many enhancements to the existing sales workflows in Sage CRM, including new rules for cross-selling opportunities and capturing details about deals lost. We are also providing you with a new, alternative quick sale workflow to suit shorter sales processes. This offers your business more choice around sales procedures and processes. With more choice you can now create business processes based on your unique company needs.
- We are making many enhancements to the existing sales workflows in Sage CRM, including new rules for cross-selling opportunities and capturing details about deals lost. We are also providing you with a new, alternative quick sale workflow to suit shorter sales processes. This offers your business more choice around sales procedures and processes. With more choice you can now create business processes based on your unique company needs.
- A fresh, new contemporary look and feel with new navigation delivers an enhanced user experience. Simple and easy to use, the new UI theme makes navigating Sage CRM more intuitive than ever before.
- A fresh, new contemporary look and feel with new navigation delivers an enhanced user experience. Simple and easy to use, the new UI theme makes navigating Sage CRM more intuitive than ever before.
- The Sales KPI for Managers Dashboard will display important KPIs including the team leader board and team lead conversion rates. And the Sales Metrics for Mangers Dashboard will display year to date performance by team and deals won versus lost by territory. These new dashboards will enable you to easily unearth the hidden data in your business and leverage it for sales performance analysis and quick decision-making.
- The Sales KPI for Managers Dashboard will display important KPIs including the team leader board and team lead conversion rates. And the Sales Metrics for Mangers Dashboard will display year to date performance by team and deals won versus lost by territory. These new dashboards will enable you to easily unearth the hidden data in your business and leverage it for sales performance analysis and quick decision-making.
- The Sales KPI for Managers Dashboard will display important KPIs including the team leader board and team lead conversion rates. And the Sales Metrics for Mangers Dashboard will display year to date performance by team and deals won versus lost by territory. These new dashboards will enable you to easily unearth the hidden data in your business and leverage it for sales performance analysis and quick decision-making.
- We’re making a number of new report charts available in Sage CRM 7.3. These rich new charts will enable you to quickly create visual reports, for at-a-glance assessments, business insight and informed decision-making. These new charts, along with other key business data, will be available on the new Sales dashboards, for business owners and managers for greater sales performance analysis. This will enable you to gain quick insight into business performance through KPIs, comparisons and emerging trends.
- We’re making a number of new report charts available in Sage CRM 7.3. These rich new charts will enable you to quickly create visual reports, for at-a-glance assessments, business insight and informed decision-making. These new charts, along with other key business data, will be available on the new Sales dashboards, for business owners and managers for greater sales performance analysis. This will enable you to gain quick insight into business performance through KPIs, comparisons and emerging trends.
- Mobile CRM continues to be a key trend in the industry. In fact, leading industry analyst Gartner predicts that by 2016, two-thirds of the workforce will own a smartphone… …and 40 per cent of the workforce will be mobile.
- Mobile CRM continues to be a key trend in the industry. In fact, leading industry analyst Gartner predicts that by 2016, two-thirds of the workforce will own a smartphone… …and 40 per cent of the workforce will be mobile.
- To help meet the mobile needs of your business we are updating our current mobile offering to ensure you can access your key CRM data anywhere, anytime on any mobile device. With Sage CRM 7.3, we are offering customers a single mobile version of Sage CRM that can be used across all modern devices.
- We’re also adding some great new features to our Sage CRM for iPhone sales app. Sage CRM for iPhone already offers sales teams anywhere, anytime access to their important customer data, even when out of coverage. Sage CRM 7.3 offers a brand new look and feel with a new contemporary UI when using the Sage CRM for iPhone app. And you can also look forward to new features such as: Customisation capabilities, with the ability to display custom fields for people and opportunities. The ability to add appointments & tasks to your phone and push them up to Sage CRM when you are back on line. Add your phone contacts as a Person or Lead records in Sage CRM. These great new features will help ensure your business can embrace the benefits of a truly mobile CRM experience.
- We’re also adding some great new features to our Sage CRM for iPhone sales app. Sage CRM for iPhone already offers sales teams anywhere, anytime access to their important customer data, even when out of coverage. Sage CRM 7.3 offers a brand new look and feel with a new contemporary UI when using the Sage CRM for iPhone app. And you can also look forward to new features such as: Customisation capabilities, with the ability to display custom fields for people and opportunities. The ability to add appointments & tasks to your phone and push them up to Sage CRM when you are back on line. Add your phone contacts as a Person or Lead records in Sage CRM. These great new features will help ensure your business can embrace the benefits of a truly mobile CRM experience.
- We’re also adding some great new features to our Sage CRM for iPhone sales app. Sage CRM for iPhone already offers sales teams anywhere, anytime access to their important customer data, even when out of coverage. Sage CRM 7.3 offers a brand new look and feel with a new contemporary UI when using the Sage CRM for iPhone app. And you can also look forward to new features such as: Customisation capabilities, with the ability to display custom fields for people and opportunities. The ability to add appointments & tasks to your phone and push them up to Sage CRM when you are back on line. Add your phone contacts as a Person or Lead records in Sage CRM. These great new features will help ensure your business can embrace the benefits of a truly mobile CRM experience.
- A new addition to our mobile suite is a brand new sales app for Android in Sage CRM 7.3. Just like the Sage CRM for iPhone app, Sage CRM for Android will enable sales users to access and update Sage CRM regardless of their location. When out of the office, they can keep on top of their sales activity with access to their key opportunities, appointments and tasks. They can also track key customer communications such as SMS, emails and calls and record them in Sage CRM.
- Sage CRM 7.3 offers customers more choice to meet their email marketing needs with a new integration with MailChimp so you can easily create, send, and track email marketing campaigns. MailChimp is one of the top email marketing solutions for SMBs on the market, with over 7 million customers worldwide Using the new MailChimp integration, you will be able to: - Quickly and easily create a new, targeted email campaigns by selecting from saved templates in MailChimp and the list you want to send it to - Gain valuable insight into the results, such as how many people opened the email campaign and see exactly what they clicked. Best of all? MailChimp is free for lists of up to 2,000 subscribers.
- Sage CRM 7.3 offers customers more choice to meet their email marketing needs with a new integration with MailChimp so you can easily create, send, and track email marketing campaigns. MailChimp is one of the top email marketing solutions for SMBs on the market, with over 7 million customers worldwide Using the new MailChimp integration, you will be able to: - Quickly and easily create a new, targeted email campaigns by selecting from saved templates in MailChimp and the list you want to send it to - Gain valuable insight into the results, such as how many people opened the email campaign and see exactly what they clicked. Best of all? MailChimp is free for lists of up to 2,000 subscribers.
- Sage CRM 7.3 offers customers more choice to meet their email marketing needs with a new integration with MailChimp so you can easily create, send, and track email marketing campaigns. MailChimp is one of the top email marketing solutions for SMBs on the market, with over 7 million customers worldwide Using the new MailChimp integration, you will be able to: - Quickly and easily create a new, targeted email campaigns by selecting from saved templates in MailChimp and the list you want to send it to - Gain valuable insight into the results, such as how many people opened the email campaign and see exactly what they clicked. Best of all? MailChimp is free for lists of up to 2,000 subscribers.
- Sage CRM 7.3 offers customers more choice to meet their email marketing needs with a new integration with MailChimp so you can easily create, send, and track email marketing campaigns. MailChimp is one of the top email marketing solutions for SMBs on the market, with over 7 million customers worldwide Using the new MailChimp integration, you will be able to: - Quickly and easily create a new, targeted email campaigns by selecting from saved templates in MailChimp and the list you want to send it to - Gain valuable insight into the results, such as how many people opened the email campaign and see exactly what they clicked. Best of all? MailChimp is free for lists of up to 2,000 subscribers.
- Sage CRM 7.3 offers customers more choice to meet their email marketing needs with a new integration with MailChimp so you can easily create, send, and track email marketing campaigns. MailChimp is one of the top email marketing solutions for SMBs on the market, with over 7 million customers worldwide Using the new MailChimp integration, you will be able to: - Quickly and easily create a new, targeted email campaigns by selecting from saved templates in MailChimp and the list you want to send it to - Gain valuable insight into the results, such as how many people opened the email campaign and see exactly what they clicked. Best of all? MailChimp is free for lists of up to 2,000 subscribers.
- Here at Sage, we are very excited about Sage CRM 7.3 and the benefits it will bring to your business.
- Discover the benefits of Sage CRM today. Visit sagecrm.com/7.3