The document describes new features and enhancements in Sage CRM v7.1. Key highlights include improved ease-of-use, customization and deployment options. New features include enhanced Microsoft Exchange integration, marketing campaign management tools, interactive dashboards, report visualizations and mobile access via iPhone. The updated Sage CRM aims to help users communicate, collaborate and compete more effectively.
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
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
Introducing Sage CRM Builder: A better way to manage what mattersSage
In this SlideShare, you can learn more about how Sage CRM Builder can help your business.
Sage CRM Builder isn't just flexible, it's adaptable too.
Using an intuitive drag and drop interface, you can create custom modules for your unique business needs in six easy steps. And your data is stored securely in the cloud, meaning it goes where you go.
You can learn more about Sage CRM Builder on www.sagecrm.com.
CUSTOM CRM SOFTWARE, ALREADY USED IN EDUCATION, TRAVEL, HOTEL, ENGINEERING AND CALL CENTRES.
MeroCRM A Custom Customer Relationship Management Software
Loaded Technologies is a consulting firm that designs and delivers smart solutions to unlock your customer potential, utilising CRM (Customer Relationship Management), Web, Marketing Automation and Business Intelligence software.
Our capabilities: CRM breadth & depth, backed by strategic, operational and technology expertise:
- Business strategy and execution: Top tier management consulting and executive leadership experience.
- Technology depth and breadth: delivering and supporting complex integrations and deployments.
- CRM breadth: 30+ years in total CRM experience
We've partnered with leading CRM (Customer Relationship Management), Web, Marketing Automation, and Business Intelligence software companies, including SugarCRM, HubSpot, Pardot and JasperSoft to bring their products to the Australian market.
Case on Customer Relationship Management Heads to the CloudAzas Shahrier
This MIS / CIS case analysis was given to identify the followings;
a) What type of companies are most likely to adopt cloud-based CRM software services? Why? What companies might not be well suited for this type of software?
b) What are the advantages and disadvantages of using cloud-based enterprise applications?
c) What people, organization and technology issues should be addressed in deciding whether to use a conventional CRM system versus a cloud-based version?
Cardinal Capital Management - Salesforce and Advent APX IntegrationMansa Systems
"We implemented Salesforce, and integrated it with Advent, now I have a complete view of all our leads, clients, sales, and more”
Emily Burt, VP, Cardinal Capital Management
Mobile CRM: a New Perspective Mobile sales teams are usually composed of a firm’s most valuable salespeople: the ones who close the most deals and are the most direct generators of new revenue.
With the right CRM comes the opportunity for Along the way, IT managers need an integratedcompanies to really get to know their customers, set of technologies—from websites to databasestheir needs, preferences and their buying and data mining tools—to make it work.patterns.
What partners don't tell you about sugarcrm professional editionsalesagility
If you ask a SugarCRM partner a question, the answer is invariably "Oh, you need to purchase the Professional Edition to do that".
But Professional Edition is more of the same-old, same-old tired business model of proprietary software and vendor lock-in.
But there's an alternative to Professional Edition that's completely Open Source and 100% compatible with SugarCRM.
So, here's why you don't need to buy licences to access more powerful and demanding functionality for SugarCRM.
And here's the instructions on how to get it.
Sage CRM enhances your customers’ experience by doing so many things they never even see, for instance, enabling improved business processes, closer management of new and existing customer relationships, increased revenues and decreased inefficiencies. Sage CRM provides management with timely and reliable insight to guide important business decisions.
More information about Sage CRM:
Sundae Solutions Co., Ltd. - Thailand
Tel. +66 2 634 8899
Email: sales@sundae.co.th
URL: www.sundae.co.th
Introducing Sage CRM Builder: A better way to manage what mattersSage
In this SlideShare, you can learn more about how Sage CRM Builder can help your business.
Sage CRM Builder isn't just flexible, it's adaptable too.
Using an intuitive drag and drop interface, you can create custom modules for your unique business needs in six easy steps. And your data is stored securely in the cloud, meaning it goes where you go.
You can learn more about Sage CRM Builder on www.sagecrm.com.
CUSTOM CRM SOFTWARE, ALREADY USED IN EDUCATION, TRAVEL, HOTEL, ENGINEERING AND CALL CENTRES.
MeroCRM A Custom Customer Relationship Management Software
Loaded Technologies is a consulting firm that designs and delivers smart solutions to unlock your customer potential, utilising CRM (Customer Relationship Management), Web, Marketing Automation and Business Intelligence software.
Our capabilities: CRM breadth & depth, backed by strategic, operational and technology expertise:
- Business strategy and execution: Top tier management consulting and executive leadership experience.
- Technology depth and breadth: delivering and supporting complex integrations and deployments.
- CRM breadth: 30+ years in total CRM experience
We've partnered with leading CRM (Customer Relationship Management), Web, Marketing Automation, and Business Intelligence software companies, including SugarCRM, HubSpot, Pardot and JasperSoft to bring their products to the Australian market.
Case on Customer Relationship Management Heads to the CloudAzas Shahrier
This MIS / CIS case analysis was given to identify the followings;
a) What type of companies are most likely to adopt cloud-based CRM software services? Why? What companies might not be well suited for this type of software?
b) What are the advantages and disadvantages of using cloud-based enterprise applications?
c) What people, organization and technology issues should be addressed in deciding whether to use a conventional CRM system versus a cloud-based version?
Cardinal Capital Management - Salesforce and Advent APX IntegrationMansa Systems
"We implemented Salesforce, and integrated it with Advent, now I have a complete view of all our leads, clients, sales, and more”
Emily Burt, VP, Cardinal Capital Management
Mobile CRM: a New Perspective Mobile sales teams are usually composed of a firm’s most valuable salespeople: the ones who close the most deals and are the most direct generators of new revenue.
With the right CRM comes the opportunity for Along the way, IT managers need an integratedcompanies to really get to know their customers, set of technologies—from websites to databasestheir needs, preferences and their buying and data mining tools—to make it work.patterns.
What partners don't tell you about sugarcrm professional editionsalesagility
If you ask a SugarCRM partner a question, the answer is invariably "Oh, you need to purchase the Professional Edition to do that".
But Professional Edition is more of the same-old, same-old tired business model of proprietary software and vendor lock-in.
But there's an alternative to Professional Edition that's completely Open Source and 100% compatible with SugarCRM.
So, here's why you don't need to buy licences to access more powerful and demanding functionality for SugarCRM.
And here's the instructions on how to get it.
Sage CRM enhances your customers’ experience by doing so many things they never even see, for instance, enabling improved business processes, closer management of new and existing customer relationships, increased revenues and decreased inefficiencies. Sage CRM provides management with timely and reliable insight to guide important business decisions.
More information about Sage CRM:
Sundae Solutions Co., Ltd. - Thailand
Tel. +66 2 634 8899
Email: sales@sundae.co.th
URL: www.sundae.co.th
Sage CRM for Marketing Plan, execute and measure your campaignsSage Middle East
An invaluable tool for marketers, Sage CRM helps you to plan, execute, and measure the success of every marketing campaign. It becomes much easier to get the right messages to the right people at the right time, eliminating guesswork, and making the best use of your marketing resources.
Financial profiling, order information, purchase histories, special interests and demographics can all be used to create detailed profiles of customers and prospects for more highly targeted campaign planning.
The more highly targeted your campaigns are, the more successful they will be. Sage CRM makes it easier to deliver targeted campaigns by providing your marketing team with detailed information drawn from across your business. Whether using your own campaign lists or imported mail house lists, executing campaigns has never been easier.
http://me.sage.com/
Maple CRM is a simple hosted CRM software that helps to automate your business activities. With Maple CRM, you can improve work efficiency and bring in an ideal workflow environment within your organization.
Maple is cost effective, user friendly and lightweight CRM for any small/medium organization to accommodate in their business process model.
NIDM India, Bangalore - Was Founded By Shri M.S.Kumar, India's Top Digital Marketing Faculty In year 2011 with a vision to create Successful Careers in The Digital Marketing Industry, With his expertise and guidance we have trained more than 30,000+ Students, 2500+ Batches, Students from 20+ Countries, Trainees got placed in Top MNC companies in India and he has guided over 100+ Startups. Mr. Kumar is India's Top Digital Marketing Faculty.
https://nidmindia.com/
NIDM India, Bangalore - Was Founded By Shri M.S.Kumar, India's Top Digital Marketing Faculty In year 2011 with a vision to create Successful Careers in The Digital Marketing Industry, With his expertise and guidance we have trained more than 30,000+ Students, 2500+ Batches, Students from 20+ Countries, Trainees got placed in Top MNC companies in India and he has guided over 100+ Startups. Mr. Kumar is India's Top Digital Marketing Faculty.
Breaking Down organisational silos with CRM platform.pdfOptimiser Saas
Integrating CRM with project management software enables you to get the most out of your sales, marketing, and customer experiences. Rely on the seamless experience of data management with analytics to maintain profitability with accountability.
Looking for WISP CRM Billing Software in Kenya? Xceednet ISP software is trusted by over 10,000 customers worldwide. Start Growing your ISP Business Today
Read here the business benefits of LiveSku. get a 360 degree view of sales data real time across all sales channel. Fully integration ready with SAP ECC, Oracle and Tally. Low learning curve, excel integration, low TCO.
Customer Relationship Management (CRM) helps to develop and retain more profitable customer relationships through our broad range of capabilities that address every aspect of the customer experience. We help our clients accelerate growth, improve sales productivity and reduce customer-care costs to increase the value of their customer relationships and enhance the economic value of their brands.
Ihre Teams unterstützen, Erfolge sichern
Sich auf das Wesentliche konzentrieren.
Nutzen Sie alle wichtigen Informatio-nen, um Ihre Bestandskunden besser zu betreuen und Neukunden zu gewinnen.
Persönliche, relevante Erlebnisse bieten.
Erhöhen Sie das Tempo in Vertrieb und Service – dank direktem Zugriff auf die richtigen Personen und Informationen.
Als Netzwerk agieren, Wachstum fördern.
Vernetzen Sie sich mit Kunden, Interessen-ten und Partnern, um sie im Team besser zu betreuen und erfolgreich zu wachsen.
Neue Technologien haben den Vertrieb in jüngster Zeit völlig revolutioniert. Ei-nerseits haben sie das Verkaufen anspruchsvoller gemacht, da Kunden die meis-ten Informationen, die sie benötigen, online erhalten und Kaufentscheidungen auf dieser Basis weitgehend eigenständig treffen. Andererseits können Technolo-gien – gezielt eingesetzt – den Vertriebsprozess heute erheblich vereinfachen und Verkäufer darin unterstützen, sich an die neue Customer Journey anzupassen sowie effizienter und erfolgreicher zu agieren als je zuvor.
Für kleine und mittelständige Unternehmen kann Technologie der entscheidende Faktor sein, um voranzukommen – und den Wettbewerbern immer einen Schritt voraus zu sein – unabhängig von der Größe.
Act! Gezieltes Kontakt- und Kundenmanagement
Die Lösung mit weltweit über 2,8 Millionen überzeugten Anwendern.
1. Kontakt herstellen.
2. Geschäftsbeziehungen aufbauen.
3. Ergebnisse erzielen.
Erfassen von Leads / Visitenkarten Unterwegs und auf Messen
Ergänzen um weitere (vorher definierte) Informationen
Synchronisieren und Anlegen als Lead in Infor CRM
Erfassen von Leads / Visitenkarten Unterwegs und auf Messen
Ergänzen um weitere (vorher definierte) Informationen
Synchronisieren und Anlegen als Lead in Microsoft Dynamics CRM
Sandler Framework for Saleslogix
The Sandler Sales Module enables users to use the Sandler workflows in Saleslogix. You can enter all data required by the workflows and use it in connection with accounts, contacts and opportunities.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
2. Sage CRM 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.
48. Automated drip marketing campaigns with campaign filtering at each drip stage*
49. Open, click and bounce rate tracking with auto-feed of metrics directly into Sage CRM
50. Rapid creation of groups from segmented prospect and customer lists
51. Integrated telesales follow-up*Drip marketing will be available in Sage CRM v7.1 SP1, Summer 2011
52.
53. Comes with a wide range of editable e-marketing templates that can be easily customised to suit your business or campaign
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. Enables marketing users to market to and build on existing groups in Sage CRM
56. Marketers can create new e-marketing campaigns or incorporate email blasts into current marketing activities
57. Allows marketers to effectively segment their target lists based on results for future marketing campaigns
58. Telesales calls list can be based on e-marketing responses, closing the loop between email and telesales
65. Enables users to clone successful campaigns quickly and easily saving time, money and driving marketing-wide collaboration
66. Allows marketing users to define a marketing budget and flags when they are over budget
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. 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. Allows all users to attach documents quickly and easily for from a central library
83. Removes the need for users to switch between screens to access data, boosting productivity
84. Offers the ability to connect multiple gadgets on a single dashboard for a more dynamic and complete view of your customer data
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. Comes with roles-based dashboards out-of-the-box for Sales, Marketing, Customer Service, and Management
87. Bespoke company dashboards for key accounts can be easily created for focused account management
103. Leverage native Apple functionality such as the date spinner and the accelerometer
104. Utilise the ‘click-to-dial’ feature to call contacts directly from Sage CRM
105.
106. http://www.crm-ag.com Büro Berlin Lankwitzer Str. 19 12107 Berlin Telefon: +49 (30) 374 900-0 Telefax: +49 (30) 374 900-29 E-Mail: info@m-Computers.de Web: www.m-Computers.de Blog: www.crm-ag.de
Editor's Notes
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