Sage CRM v7.1Communicate, Collaborate, Compete
Sage CRMSage 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.
Your Rapid Route to CRM SuccessEase-of-CustomisationEase-of-UseFast, Flexible DeploymentEase-of-Anywhere AccessBusiness Integration Open architecture for easy customisation
 Codeless customisation
 Fully customisable business process  workflow orchestration Fully customisable dashboards
 Sage ERP integration
 MS Exchange integration
 MS Outlook integration
 Social media integration
 Web self-service
 Easy integration with third party applications
 Easy to use
 Intuitive user interface
 Easy to navigate
 Easy to learn and adopt
 Easy to personalise
 Roles-based interactive dashboards out-of-the-box
 Graphical workflow orchestration out-of-the-box
 Available on-premise, in the Cloud or on-demand
 Fully web-based for rapid roll-out and ongoing administration

Sage CRM v7.1 Presentation

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    Sage CRM v7.1Communicate,Collaborate, Compete
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    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.
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    Your Rapid Routeto CRM SuccessEase-of-CustomisationEase-of-UseFast, Flexible DeploymentEase-of-Anywhere AccessBusiness Integration Open architecture for easy customisation
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    Fully customisablebusiness process workflow orchestration Fully customisable dashboards
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    Sage ERPintegration
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    MS Exchangeintegration
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    MS Outlookintegration
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    Social mediaintegration
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    Easy integrationwith third party applications
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    Easy tonavigate
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    Easy tolearn and adopt
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    Easy topersonalise
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    Roles-based interactivedashboards out-of-the-box
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    Graphical workfloworchestration out-of-the-box
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    Available on-premise,in the Cloud or on-demand
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    Fully web-basedfor rapid roll-out and ongoing administration
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    Easy touse for rapid user adoption
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    Fully web-basedfor anytime, anywhere access
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    Web accessfrom any mobile device
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    Bespoke iPhoneexperience
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    24hr accessto up-to-date communications, calendar and contacts regardless of device or locationIntroducing Sage CRM v7.1 - Accelerating Business SuccessFast, flexible deployment On-Premise, hosted and Cloud deployment options
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    Powerful MSExchange integration with easy point-and-click deployment Sage CRMOn-premiseSageCRM.comOn-demandSage CRMCloud-deployableFits the way you work24hr access to up-to-date communications, calendar and contacts regardless of location
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    Integrates withTwitter and LinkedIn
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    Access toglobal marketplace of add-ons at www.sagecrm.comAccelerates marketing success Simple 3-step wizard to execute e-marketing campaigns quickly and easily with a choice of over 90 professional templates
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    Ready-made marketingcampaign workflow out-of-the-box
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    Simple campaigncloning to re-produce winning campaignsBoosts business productivity Roles-based interactive dashboards out-of-the-box
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    Fully configurableso you can personalise to your needs
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    Enhanced graphicalreport charts for at-a-glance insight on business performanceCommunicate, Collaborate and Compete with Sage CRM v7.1Sage CRMCommunications ManagementSage E-marketingfor Sage CRMNew Sage CRM Report ChartsSage CRM Total Campaign ManagementPoint-and-click integration with MS Exchange for seamless calendar and communications management regardless of device or locationExecute e-marketing campaigns leveraging professional templates in minutes and analyse results without ever leaving Sage CRMGain business insight at-a-glance on your dashboard with easy-to-create new report chartsCreate a group, map your workflow, execute a marketing campaign, manage your budget and measure results easily within Sage CRMSage CRM Interactive DashboardManage your business, your key accounts and your working day from a single screen with the Sage CRM Interactive Dashboard
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    Communicate, Collaborate andCompete with Sage CRM v7.1CommunicateEnjoy seamless calendar and communications management regardless of device or location with new MS Exchange integration in Sage CRM Communication Management
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    Set-up anddeploy e-marketing campaigns in minutes for rapid customer and prospect communications
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    Manage yoursocial media communications directly within Sage CRM with Twitter integrationCompete Boost staff productivity in the office and on the road
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    Execute marketing campaignsquickly and easily for accelerated marketing success
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    Measure marketingresults automatically to analyse effectiveness
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    Manage yourbusiness and your priorities more effectively with the Sage CRM Interactive Dashboard
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    Analyse KPIsat-a-glance with new report charts CollaborateFoster collaboration across teams with Sage CRM Total Campaign Management
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    Drive best-practiceacross marketing with out-of-the-box marketing workflow
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    Set-up, executeand clone successful campaigns quickly and easily across teams
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    Close theloop between sales and marketing with integrated telesales follow-up Sage E-marketing for Sage CRMUnleash the power of Sage E-marketing for Sage CRM Over 90 attention-grabbing templates out-of-the-box
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    Simple 3-stepwizard for rapid execution
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    Automated dripmarketing campaigns with campaign filtering at each drip stage*
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    Open, clickand bounce rate tracking with auto-feed of metrics directly into Sage CRM
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    Rapid creationof groups from segmented prospect and customer lists
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    Integrated telesalesfollow-up*Drip marketing will be available in Sage CRM v7.1 SP1, Summer 2011
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    Sage E-marketing forSage CRM Provides easy-to-use functionality to enable users to execute high-quality e-marketing campaigns rapidly
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    Comes witha wide range of editable e-marketing templates that can be easily customised to suit your business or campaign
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    Includes optionsto 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
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    Enables marketingusers to market to and build on existing groups in Sage CRM
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    Marketers cancreate new e-marketing campaigns or incorporate email blasts into current marketing activities
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    Allows marketersto effectively segment their target lists based on results for future marketing campaigns
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    Telesales callslist can be based on e-marketing responses, closing the loop between email and telesales
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    Enables usersto comprehensively track and analyse the effectiveness of email marketing campaigns within Sage CRM and easily calculate ROISage CRM Total Campaign ManagementMaximise the effectiveness of every marketing campaign with Sage CRM Total Campaign ManagementMulti-channel campaign management
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    Full marketingcampaign workflow
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    In-call datamodificationSage CRM Total Campaign Management Enables marketing users to execute multi-channel marketing campaigns with ease, ensuring they can leverage a variety of mediums to reach their target audience
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    Enables usersto clone successful campaigns quickly and easily saving time, money and driving marketing-wide collaboration
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    Allows marketingusers to define a marketing budget and flags when they are over budget
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    Enables usersto modify data while on a call to ensure clean data can be captured easily and leads can be rapidly converted to opportunities
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    Comes withmarketing campaign workflow out-of-the-box so organisations can easily execute marketing consistent campaigns or map campaigns to their business processes for consistent execution
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    Allows allusers to attach documents quickly and easily for from a central library
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    Facilitates marketing-widecollaboration for maximum efficiency and effectivenessSage CRM Communications ManagementAccess the right information at the right time regardless of device or location thanks to Sage CRM Communications Management Real-time synchronisation between Sage CRM and MS Exchange for seamless calendar management
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    Bi-directional updatesof appointments, tasks and contacts on your smartphone
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    Centralised meetingmanagement with full response management
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    Works withany mobile device
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    Point-and-click deploymentof Exchange integration
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    Simple ongoingadministrationSage CRM Communications Management Delivers a seamless calendar management experience thanks to real-time synchronisationbetween Sage CRM and MS Exchange Enables users to access up-to-date communications within Sage CRM and easily manage their calendar, contacts and tasks, regardless of their location
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    Users canaccess up-to-date appointments, tasks and contacts within Sage CRM on their smartphone, laptop or desktop PC for maximum productivity
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    Administrators benefitfrom a single point of entry from where they can manage existing Exchange users and add new users for ease-of-administrationSage CRM Communications ManagementSage CRM Communications Management ensures access to the right information at the right time regardless of location or device.Office workerRemote workerInternet café userMobile userAppointmentsTasksContactsCalendar
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    Sage CRM InteractiveDashboardGet your data, how you want it, when you want it with the Sage CRM Interactive Dashboard Multiple information sources on a single screen
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    Multi-gadget linkingfor real-time data drill down
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    Freestyle dashboardswith flexible gadget sizing
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    Bespoke companydashboards for key account management
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    Selection ofroles-based dashboards out-of-the-boxSage CRM Interactive DashboardDelivers key business metrics in one location for easy analysis
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    Removes theneed for users to switch between screens to access data, boosting productivity
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    Offers theability to connect multiple gadgets on a single dashboard for a more dynamic and complete view of your customer data
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    Flexible gadgetsizing enables users to re-position and re-size gadgets on their dashboard in whatever way they prefer, offering maximum personalisation
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    Comes withroles-based dashboards out-of-the-box for Sales, Marketing, Customer Service, and Management
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    Bespoke companydashboards for key accounts can be easily created for focused account management
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    Custom dashboardscan be easily created by users and configured with the key data they want to viewNew Sage CRM Report ChartsGet at-a-glance business insight with new report charts in Sage CRM v7.1 Impactful visual report charts with rotation and slicing movement
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    Quick andeasy to create
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    Enhanced graphicalanalysis in reports and on the Sage CRM Interactive DashboardSage CRM for TwitterManage your Twitter communications directly from Sage CRM with Sage CRM for Twitter Sage CRM for Twitter is now available as an add-on to Sage CRM
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    View andupdate your own Twitter feed in real-time directly from Sage CRM
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    View andpost to a company’s and/or person’s Twitter feed
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    Search fortweets about any company/person from within Sage CRM
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    View alist of search results of Twitter messages where the company or person has been mentioned
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    Add anote containing text of the tweet against a company or person in Sage CRM
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    Tweet froma marketing campaign in Sage CRM
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    View andupdate feeds across marketing campaignsSage CRM for iPhoneManage your customers on the move with Sage CRM for iPhone Sage CRM for iPhone v1.1 comes with Sage CRM v7.1
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    Enjoy arich user experience, optimised for the iPhone
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    Access real-timecustomer information, view customer cases and manage opportunities and leads from your iPhone
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    Quickly searchfor and update contacts, opportunities, leads and cases
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    View yourdashboard, calendar and communications and add new records quickly and easily
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    View andrun Sage CRM reports on the move
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    Leverage nativeApple functionality such as the date spinner and the accelerometer
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    Utilise the‘click-to-dial’ feature to call contacts directly from Sage CRM
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    Boost productivitywith anywhere access to critical customer dataHelping 10,000 Customers in 70 Countries Worldwide Communicate, Collaborate and Compete
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    http://www.crm-ag.comBüro BerlinLankwitzer Str.1912107 BerlinTelefon: +49 (30) 374 900-0Telefax: +49 (30) 374 900-29E-Mail: [email protected]: www.m-Computers.deBlog: www.crm-ag.de

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