Download pdf - What's New in Sage CRM 7.1

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


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


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)


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