Sage CRM v7.1

Communicate, Collaborate, Compete

Sage CRM

Sage 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.

Ease-of-Customisation

• Open architecture for easy customisation

• Codeless customisation

• Fully customisable business process workflow orchestration

• Fully customisable dashboards

Business Integration

• Sage ERP integration

• MS Exchange integration

• MS Outlook integration

• Social media integration

• Web self-service

• Easy integration with third party applications

Ease-of-Use

• 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

Fast, Flexible Deployment

• Available on-premise, in the Cloud or on-demand

• Fully web-based for rapid roll-out and ongoing administration

• Easy to use for rapid user adoption

• Rapid ROI

• Low TCO

Ease-of-Anywhere Access

• Fully web-based for anytime, anywhere access

• Web access from any mobile device

• Bespoke iPhone experience

• Real-time synchronisation with MS Exchange

• 24hr access to up-to-date communications, calendar and contacts regardless of device or location

Your Rapid Route to CRM Success

Introducing Sage CRM v7.1 - Accelerating Business Success

• On-Premise, hosted and Cloud deployment options• Powerful MS Exchange integration with easy point-and-click deployment

Fast, flexible deployment

• 24hr access to up-to-date communications, calendar and contacts regardless of location• Integrates with Twitter and LinkedIn • Access to global marketplace of add-ons at www.sagecrm.com

Fits the way you work

• Simple 3-step wizard to execute e-marketing campaigns quickly and easily with a choice of over 90 professional templates• Ready-made marketing campaign workflow out-of-the-box• Simple campaign cloning to re-produce winning campaigns

Accelerates marketing success

• Roles-based interactive dashboards out-of-the-box• Fully configurable so you can personalise to your needs• Enhanced graphical report charts for at-a-glance insight on business performance

Boosts business productivity

Sage CRMOn-premise

SageCRM.comOn-demand

Sage CRMCloud-deployable

Sage E-marketingfor Sage CRM

Execute e-marketing campaigns leveraging professional templates

in minutes and analyse results without ever leaving Sage CRM

Sage CRMCommunications

Management

Point-and-click integration with MS Exchange for seamless

calendar and communications management regardless of

device or location

Sage CRM Total Campaign Management

Create a group, map your workflow, execute a marketing campaign, manage your budget

and measure results easily within Sage CRM

Sage CRM Interactive Dashboard

Manage your business, your key accounts and your working day from a single screen with the

Sage CRM Interactive Dashboard

New Sage CRM Report Charts

Gain business insight at-a-glance on your dashboard with easy-to-create new

report charts

Communicate, Collaborate and Compete with Sage CRM v7.1

Communicate

•Enjoy seamless calendar and communications management regardless of device or location with new MS Exchange integration in Sage CRM Communication Management

• Set-up and deploy e-marketing campaigns in minutes for rapid customer and prospect communications

• Manage your social media communications directly within Sage CRM with Twitter integration

Compete

• Boost staff productivity in the office and on the road

•Execute marketing campaigns quickly and easily for accelerated marketing success

• Measure marketing results automatically to analyse effectiveness

• Manage your business and your priorities more effectively with the Sage CRM Interactive Dashboard

• Analyse KPIs at-a-glance with new report charts

Collaborate

• Foster collaboration across teams with Sage CRM Total Campaign Management

• Drive best-practice across marketing with out-of-the-box marketing workflow

• Set-up, execute and clone successful campaigns quickly and easily across teams

• Close the loop between sales and marketing with integrated telesales follow-up

Communicate, Collaborate and Compete with Sage CRM v7.1

Sage E-marketing for Sage CRM

Unleash the power of Sage E-marketing for Sage CRM

• Over 90 attention-grabbing templates out-of-the-box

• Simple 3-step wizard for rapid execution

• Smart-sending features

• Automated drip marketing campaigns with campaign filtering at each drip stage*

• Open, click and bounce rate tracking with auto-feed of metrics directly into Sage CRM

• Rapid creation of groups from segmented prospect and customer lists

• Integrated telesales follow-up

*Drip marketing will be available in Sage CRM v7.1 SP1, Summer 2011

Sage E-marketing for Sage CRM

• Provides easy-to-use functionality to enable users to execute high-quality e-marketing campaigns rapidly

• Comes with a wide range of editable e-marketing templates that can be easily customised to suit your business or campaign

• Includes options to 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

• Enables marketing users to market to and build on existing groups in Sage CRM

• Marketers can create new e-marketing campaigns or incorporate email blasts into current marketing activities

• Allows marketers to effectively segment their target lists based on results for future marketing campaigns

• Telesales calls list can be based on e-marketing responses, closing the loop between email and telesales

• Enables users to comprehensively track and analyse the effectiveness of email marketing campaigns within Sage CRM and easily calculate ROI

Sage CRM Total Campaign Management

Maximise the effectiveness of every marketing campaign with Sage CRM Total Campaign Management

• Multi-channel campaign management

• Campaign cloning

• Full marketing campaign workflow

• Document store and share

• Budget over-run alerts

• In-call data modification

Sage 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

• Enables users to clone successful campaigns quickly and easily saving time, money and driving marketing-wide collaboration

• Allows marketing users to define a marketing budget and flags when they are over budget

• Enables users to modify data while on a call to ensure clean data can be captured easily and leads can be rapidly converted to opportunities

• Comes with marketing campaign workflow out-of-the-box so organisations can easily execute marketing consistent campaigns or map campaigns to their business processes for consistent execution

• Allows all users to attach documents quickly and easily for from a central library

• Facilitates marketing-wide collaboration for maximum efficiency and effectiveness

Sage CRM Communications Management

Access 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

• Bi-directional updates of appointments, tasks and contacts on your smartphone

• Centralised meeting management with full response management

• Works with any mobile device

• Point-and-click deployment of Exchange integration

• Simple ongoing administration

Sage 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

• Users can access up-to-date appointments, tasks and contacts within Sage CRM on their smartphone, laptop or desktop PC for maximum productivity

• Administrators benefit from a single point of entry from where they can manage existing Exchange users and add new users for ease-of-administration

Office worker

Sage CRM Communications Management

Sage CRM Communications Management ensures access to the right information at the right time regardless of location or device.

AppointmentsTasks ContactsCalendar

Remote worker Internet café user Mobile user

Sage CRM Interactive Dashboard

Get your data, how you want it, when you want it with the Sage CRM Interactive Dashboard

• Multiple information sources on a single screen

• Multi-gadget linking for real-time data drill down

• Freestyle dashboards with flexible gadget sizing

• Bespoke company dashboards for key account management

• Selection of roles-based dashboards out-of-the-box

Sage CRM Interactive Dashboard

• Delivers key business metrics in one location for easy analysis

• Removes the need for users to switch between screens to access data, boosting productivity

• Offers the ability to connect multiple gadgets on a single dashboard for a more dynamic and complete view of your customer data

• Flexible gadget sizing enables users to re-position and re-size gadgets on their dashboard in whatever way they prefer, offering maximum personalisation

• Comes with roles-based dashboards out-of-the-box for Sales, Marketing, Customer Service, and Management

• Bespoke company dashboards for key accounts can be easily created for focused account management

• Custom dashboards can be easily created by users and configured with the key data they want to view

New Sage CRM Report Charts

Get at-a-glance business insight with new report charts in Sage CRM v7.1

• Impactful visual report charts with rotation and slicing movement

• Quick and easy to create

• Enhanced graphical analysis in reports and on the Sage CRM Interactive Dashboard

Sage CRM for Twitter

Manage 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

• View and update your own Twitter feed in real-time directly from Sage CRM

• View and post to a company’s and/or person’s Twitter feed

• Search for tweets about any company/person from within Sage CRM

• View a list of search results of Twitter messages where the company or person has been mentioned

• Add a note containing text of the tweet against a company or person in Sage CRM

• Tweet from a marketing campaign in Sage CRM

• View and update feeds across marketing campaigns

Sage CRM for iPhone

Manage your customers on the move with Sage CRM for iPhone

• Sage CRM for iPhone v1.1 comes with Sage CRM v7.1

• Enjoy a rich user experience, optimised for the iPhone

• Access real-time customer information, view customer cases and manage opportunities and leads from your iPhone

• Quickly search for and update contacts, opportunities, leads and cases

• 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

• Boost productivity with anywhere access to critical customer data

Helping 10,000 Customers in 70 Countries Worldwide Communicate, Collaborate and Compete

http://www.crm-ag.com

Büro BerlinLankwitzer Str. 1912107 BerlinTelefon: +49 (30) 374 900-0Telefax: +49 (30) 374 900-29

E-Mail: info@m-Computers.deWeb: www.m-Computers.deBlog: www.crm-ag.de