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Sage CRM v7.1 Presentation
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.
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Sage CRM v7.1 Presentation
- 1. Sage CRM v7.1Communicate,Collaborate, Compete
- 2. Sage CRMSage CRMoffers 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.
- 3. Your Rapid Routeto CRM SuccessEase-of-CustomisationEase-of-UseFast, Flexible DeploymentEase-of-Anywhere AccessBusiness Integration Open architecture for easy customisation
- 4.
- 5. Fully customisablebusiness process workflow orchestration Fully customisable dashboards
- 6. Sage ERPintegration
- 7. MS Exchangeintegration
- 8. MS Outlookintegration
- 9. Social mediaintegration
- 10.
- 11. Easy integrationwith third party applications
- 12. Easy touse
- 13. Intuitive userinterface
- 14. Easy tonavigate
- 15. Easy tolearn and adopt
- 16. Easy topersonalise
- 17. Roles-based interactivedashboards out-of-the-box
- 18. Graphical workfloworchestration out-of-the-box
- 19. Available on-premise,in the Cloud or on-demand
- 20. Fully web-basedfor rapid roll-out and ongoing administration
Editor's Notes
- #5 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
- #8 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
- #10 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
- #11 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
- #12 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
- #14 Classic outlook integration – (for businesses who don’t use Exchange)Exchange integration – (comes with new light Outlook plug-in)
- #15 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
- #16 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
- #17 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