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Sage CRM 7.2Enhancing Productivity.Enabling Success.

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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.

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New Features…To Support Your Teams

Award winning CRM software to manage critical sales, marketing and customer services activities every day.

Marketing

Generate more leads through highly targeted campaigns.

Customer Service

Manage every element of your customer relationships with ease.

Sales

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.

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Sage CRM 7.2 Feature Overview

Mobile 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

Social CRM– Sage CRM for

Facebook– Adds to our existing

social CRM features including Sage CRM for Twitter and LinkedIn

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

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What…Does This Mean For Your Business

Mobile CRM

Enhance sales team productivity with two new

sales apps

Improved responsiveness to customer queries from

sales teams

Social CRM

Instant information about customers and prospects

using Social CRM

Increased speed in accessing the right

information

Smarter Reporting

Faster, secure, customised reports, quickly populated

with the latest CRM information.

At-a-glance business insight and informed

decision-making

Business Collaboration

Drive employee collaboration and

knowledge exchange

Increase employee engagement through shared information

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Mobile CRMFeaturing 2 new mobile apps driving sales team productivity

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Empower your Sales Team…With Mobile CRM

– By 2016, more than 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 2018, 70% of mobile workers will use a tablet or a hybrid device that has tablet-like characteristics.

– By 2014, 82% of organisations will have a mobile work style strategy in place and that 62% currently employ one

–Business need to adopt these technologies to enable

mobile workers be more effective in their jobs

Did you know…

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Sage CRM 7.2Mobile 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

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Sage CRMMobile CRM Made Simple

– Our new mobile apps at a glance...

Sage CRM Sales LiteFor 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

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.

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New Sage CRM iPhone AppSage CRM Sales Lite for iPhone

– 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

Features Include:

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New Windows 8 AppSage CRM Sales Tracker for Windows8

– 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

Features Include:

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Sage CRM7.2 Mobile Features

– 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

Benefits Snapshot

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Social CRMSage CRM for Facebook complimenting the existing LinkedIn & Twitter Features

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Social CRMThe Statistics

– Social media revenue worldwide is expected to reach $34 billion by 2016 (Gartner)

– By 2016, more than 1.5 billion people will 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

– 34% of marketers have generated leads on Twitter (HuffingtonPost)

– 31% of consumers read online reviews before making a purchasing decision

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Sage CRMFor Facebook

– Light Facebook Integration

– View Company or Person Facebook details on the Person and Company screens

– Facebook Search on the Dashboard

Features Include:

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Sage CRM 7.2Sage CRM for Facebook

– 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

Benefits Snapshot

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ComplimentsOur Existing Social CRM Solutions

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. 

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

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Company wide collaborationPowered by the all new Sage CRM for Yammer feature

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Business CollaborationPowered by Yammer

– 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

Features Include:

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Sage CRM 7.2Business Collaboration

– 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

Benefits Snapshot

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Smarter ReportingAvailable through our new reporting features

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Sage CRM 7.2Smarter Reporting

– 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

Features Include:

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Sage CRM 7.2Smarter Reporting

– 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.

Benefits Snapshot

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Sage CRM & Sage ERP X3Powerful Integrated CRM

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Sage CRM & Sage ERP X3Integration

– 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

Features Include:

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Positioning…Sage ERP X3 CRM & Sage CRM

+

Sage ERP X3 CRM Core Features

Sage CRM Advanced Features

– Support existing customers (customer care, support, helpdesk….)

– Full contact management system

– Support Sales Management (KPI’s, dynamic reports…)

– Businesses that earn the majority of their revenue from contracts

– Lead to cash full process integration

– Advanced Marketing capabilities (e.g. Email Marketing)

– 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

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Sage CRM & Sage ERP X3Benefits Snapshot

Clean data across the entire

business

Real-time data views help create a

complete view of the customer

Better Business Insight

Bring together isolated information creating a single, customer centric

view

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Sage CRM 7.2Sage CRM & Sage ERP X3

– 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

Benefits Snapshot

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See for yourself the difference that Sage CRM could make to your business

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