Sage CRM 7.2 introduces new features to support sales, marketing, and customer service teams including enhanced mobile CRM, social CRM integration with Facebook, improved business reporting capabilities, and business collaboration features powered by Yammer. The updates are aimed at increasing productivity, fostering collaboration, and driving business efficiency. Key features include new mobile apps for iPhone and Windows 8, social profiles and search from Facebook, cloned reports, and company-wide collaboration through Yammer groups and feeds.

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 collaboration, increase sales team
productivity 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.
Sales
Marketing
The only place you’ll need to look
for everything you need to know
about prospects and customers in
the office or on the road.
Generate more leads through
highly targeted campaigns.
sagecrm.com/7.2
Customer
Service
Manage every element of your
customer relationships with ease.

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

5. What…
Does This Mean For Your Business
Mobile CRM
Social CRM
Smarter Reporting
Business Collaboration
Enhance sales team
productivity with two new
sales apps
Instant information about
customers and prospects
using Social CRM
Faster, secure, customised
reports, quickly populated
with the latest CRM
information.
Drive employee
collaboration and
knowledge exchange
Improved responsiveness
to customer queries from
sales teams
Increased speed in
accessing the right
information
At-a-glance business
insight and informed
decision-making
Increase employee
engagement through
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…
–
–
–
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 2016, more than
70% of mobile workers will use a tablet
–
By 2018,
or a hybrid device that has tablet-like characteristics.
–
By 2014,
–
Business
mobile workers be more effective in their jobs
82% of organisations will have a mobile
work style strategy in place and that 62% currently employ one
need to adopt these technologies
sagecrm.com/7.2
to enable

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

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
expected to reach $34 billion by 2016
(Gartner)
– 34% of marketers have generated leads
on Twitter (HuffingtonPost)
– 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
The Sage CRM Twitter integration
enables you to efficiently
establish, track, and respond to
Twitter communication traffic in real
time, and can be used for a variety of
critical marketing and customer
relationship requirements
sagecrm.com/7.2
Sage CRM for LinkedIn
LinkedIn integration within Sage CRM
enables you to efficiently build a
professional network of possible
customers and partners, as well as
providing sales teams with valuable
insight into prospective customers.

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
Features
Sage CRM Advanced
Features
– Support existing customers
(customer care, support, helpdesk….)
– Lead to cash full process integration
– Advanced Marketing capabilities (e.g.
Email Marketing)
– Full contact management system
– Support Sales Management
(KPI’s, dynamic reports…)
– Businesses that earn the majority of
their revenue from contracts
+
– Advanced queries capabilities
(profiling, segmentation and scoring…)
– Great Mobility (SFA) & BYOD compliant
– 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
Clean data
across the entire
business
Better Business
Insight
sagecrm.com/7.2
Real-time data
views help create a
complete view
of the customer
Bring together
isolated information
creating a single,
customer centric
view

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
Get Social with Sage CRM &
stay up to date
sagecrm.com/7.2