What’s New in Sage CRM 7.1 Gina Ross March 2012

Agenda

•  What’s  New  in  Sage  CRM  7.1  •  What’s  Coming  in  Sage  CRM  7.1SP2  •  2012  Roadmap  

Sage CRM

•  Sage CRM Communications Management •  Sage E-marketing for Sage CRM •  Sage CRM Total Campaign Management ü •  Interactive Dashboard Enhancements ü •  Report Chart Enhancements ü •  iPhoneü •  Twitter Add-Onü  

What’s New in Sage CRM 7.1

Sage CRM Communications Management Access  the  right  informa@on  at  the  right  @me  regardless  of  device  or  loca@on     •  Seamless  integra@on  between  Sage  CRM  and  MS  Exchange  

•  Real-­‐@me  bi-­‐direc@onal  updates  of  appointments,  tasks  and  contacts    

•  Centralized  mee@ng  management  with  full  response  management  

•  Easy  point-­‐and-­‐click  deployment  of  Exchange  integra@on  

•  Light  client-­‐side  plugin  for  filing  emails  and  adding  Outlook  contacts  

•  Support  for  Exchange  in  the  Cloud,  SBS,  Outlook  Web  Mail,  Office  365  (Exchange  only)  

•  Add  many  ‘External  AWendees’  to  one  appointment    

 

•  Support  for  Exchange  in  the  Cloud,  SBS,  Outlook  Web  Mail,  Office365  

Appointments      

Tasks      

Contacts      

Calendar      

Office  worker      

Remote  worker      

Internet  café  user      

Mobile  user      

•  Comprehensively  track  and  analyse  the  effec@veness  of  Email  Marke@ng  Campaigns    

•  Ability  to  schedule  e-­‐marke@ng  emails  blasts  and  automated  drip  e-­‐marke@ng  campaigns  

•  Over  90  editable  aWen@on  grabbing  templates  available  out-­‐of-­‐the-­‐box  

•  Smart  sending  features  including  ‘send  now’,  ‘schedule  send’  and  ‘send  as’  ensure  the  right  message  is  delivered  

•  Default  reports  outlining  recipients  interac@ons  with  email  blasts  (Opened,  Clicked  by  Link,  Bounced,  Unsubscribed)  

•  Rapid  crea@on  of  groups  from  segmented  prospect  and  customer  lists  

•  Integrated  telesales  follow-­‐up        

   

Sage E-marketing for Sage CRM

Sage CRM Campaign Management

Maximize  the  effec@veness  of  every  marke@ng  campaign  with  Sage  CRM  Total  Campaign  Management    •  Mul@-­‐channel  campaign  management  

•  Campaign  cloning  

•  Full  marke@ng  campaign  workflow  

•  Budget  over-­‐run  alerts  

•  In-­‐call  data  modifica@on  

   

Sage CRM Interactive Dashboard Get  your  data,  how  you  want  it,  when  you  want  it  with  the  Sage  CRM  Interac@ve  Dashboard    •  Mul@ple  informa@on  sources  on  a  

single  screen  

•  Mul@-­‐gadget  linking  for  real-­‐@me  data  drill  down  

•  Freestyle  dashboards  with  flexible  gadget  sizing  

•  Custom  company  dashboards  for  key  account  management  

•  Selec@on  of  roles-­‐based  dashboards  out-­‐of-­‐the-­‐box  

•  Enhanced  SData  gadgets  for  real-­‐@me  views  of  internal/external  data  sources  

 

Get  at-­‐a-­‐glance  business  insight  with  new  report  charts  in  Sage  CRM  v7.1    •  Incorpora@on  of  new  FusionCharts  3.2  

into  repor@ng  and  dashboard  areas  •  Visual  re-­‐vamp  which  blends  in  nicely  

with  current  look  and  feel  of  Sage  CRM  •  Charts  with  rota@ng,  slicing  and  prin@ng  

op@ons  available    •  Configurable,  customisable  and  skin-­‐

able  FusionCharts  styles,  fonts,  backgrounds  and  legends    

         

Sage CRM Report Charts

•  Sage  CRM  can  be  the  hub  for  your  Social  Media  interac@ons  

•  Inbuilt  LinkedIn  Integra@on  allows  users  to  access  the  profiles  of  customers  and  prospects  

•  TwiWer  Integra@on  add-­‐on  allows  users  to  manage  their  tweets  from  within  the  Sage  CRM  workspace  and  Campaign  Management  area  

•  Feeds  based  on  data  can  brought  together  and  easily  displayed  on  Interac@ve  Dashboards  or  used  in  reports,  groups    and  marke@ng  ac@vi@es  

•  Easy  to  use  APIs  allow  users  to  bring  in  addi@onal  informa@on  into  the  system  

•  Powerful  E-­‐mail  and  E-­‐marke@ng  features  can  be  used  for  building  social  interac@ons    

Sage CRM in the Social Media Ecosystem

•  Users  can  quickly  search for and update contacts, opportunities, leads and cases

•  Access real-time customer information •  View your dashboard, calendar and

communications and add new records quickly and easily

•  View and run Sage CRM reports on the move

•  Leverage native Apple functionality such as the date spinner and the accelerometer

•  Utilise the ‘click-to-dial’ feature to call contacts directly from Sage CRM

•  Support for iPhone / Android •  Tablet add-on Beta available for download

from the Sage CRM Community

Sage CRM Mobile Solutions

2012 Roadmap

2012 Focus

   

This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of its product direction.

   

7.1 SP2 Release March 2012

•  Cross Browser Compatibility (Safari, Firefox, Chrome)

•  Expanded Mail Merge

•  New Document Filing Feature

•  Library Management

•  Additional Platform Support

This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of its product direction.

Cross Browser Compatibility

•  Support  for  Internet  Explorer  7,  8  and  9  •  Support  for  Safari  (latest  version)  for  Windows  OS  and  OSX  •  Support  for  Chrome  (latest  version)  •  Support  for  Firefox  (latest  version)  

•  New  server-­‐side  mail  merge  feature  •  No  Ac@veX  plug-­‐in  for  Mail  Merge  for  any  browser  •  Microsog  Word  does  not  need  to  be  installed  on  the  client  •  Ability  to  create  HTML  templates  from  within  the  Sage  CRM  UI  and  upload  them  to  

the  server  as  personal  templates  •  Merge  data  from  any  en@ty  (including  custom  en@@es)

Expanded Mail Merge

New Document Filing Feature

•  Add  mul@ple  documents  in  one  shot    •  Drag  and  drop  documents  into  Shared  Documents  area  •  Add  mul@ple  files  to  Tasks  (Appointments  will  come  in  a  later  release)    •  Ability  to  exclude  specific  document  extensions  (ie  –  ‘Unsafe’  file  extensions)  •  Ability  to  limit  files  by  size  •  Quick  ‘View  AWachment’  drill  down  op@on  directly  from  lists  

•  Storage  panel  shows  your  storage  limit  and  the  space  currently  being  used  by  library  items  (documents,  templates,  and  the  global  library)  and  the  Sage  CRM  database.    

•  Ability  to  select  files  from  the  Library  Items  list  and  bulk  delete  to  help  free  up  more  space  in  the  Library  

New Library Management Feature

Additional Platform Support

•  Office 365 (for Exchange only) •  Windows Small Business Server 2011 •  Microsoft SQL 2012 (RC1 currently under investigation. Will be available

soon!) •  Citrix XenApp 6.0

•  New Entity Builder

•  New UI / UX for Custom Entities

•  Data Migrator

•  Enhancements – Enhancements to core features (list TBC)

7.2 Release December 2012

   

This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of its product direction.

   

Features also Coming in 2012…

2012 Connected Services and Add-on Modules

−  Maps integration −  Instant Messaging Integration −  Social Media Collaboration −  Sage CRM for Tablet (Available on Beta!) −  Industry Verticals (TBD)

This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of its product direction.

Sage CRM Community – The Voice of the Customer

•  Visit  our  community  at  www.sagecrm.com  and  gain  access  to  our:    −  Forums  –  Take  part  in  conversa@ons  with  other  customers  and  the  Sage  CRM  

Team  −  Blogs  –  Access  ar@cles  with  @ps  on  how  to  take  full  advantage  of  Sage  CRM  

features  −  Files  –  Access  to  videos,  training  guides  and  other  useful  downloads  −  Ideas  Hub  –  Suggest  enhancements  for  Sage  CRM  and  vote  on  your  favourites  

Visit the Sage CRM Ecosystem at www.SageCRM.com

wwwSageCRMcom SageCRM wwwSageCRMcom

SageCRM (Official Group)

Q&A